Meet Our Team
Experienced M&A and exit planning advisors provide personalized guidance for your next chapter.
Experienced Advisors Guiding Your Veterinary Business Transition
Lisa Dixon, Managing Partner
Managing Partner Lisa Dixon is an M&A advisor, a Certified Business Intermediary, and a member of the International Business Brokers Association and M&A Source. She has passed the Certified Public Accountant and the Certified Internal Auditor exams. She has over 30 years of experience in finance, accounting, auditing, supply chain, product development, and commercialization, at both a domestic and international level, as well as her years of experience with mergers, acquisitions, and divestitures. She is a graduate of Washburn University in Topeka, KS.
Brad Dixon, Exit Planning Advisor
Brad Dixon is a Certified Exit Planning Advisor, an Accredited Business Intermediary, a member of the Exit Planning Institute, and a member of M&A Source. He has over 35 years of experience in finance, accounting, and operations, as well as experience with mergers, acquisitions, and divestitures. As an exit planning advisor, he works with owners and their families to assist them through the personal and business transition into the next chapter of their lives. Brad is a graduate of Washburn University in Topeka, KS.
Experience Across Business and Industry
Our team is comprised of highly skilled individuals with extensive experience in executive management and leadership in various industries, including animal health, pet food, and consumer packaged goods. With backgrounds in the areas of organizational acquisitions and divestitures, product development, sales, marketing, finance, and operations, we are committed to delivering exceptional quality service to our clients and helping them achieve their business goals.
Guidance That Starts With Your Goals
Our team is ready to assist you in confidentially identifying your goals: personal, financial, and business. We will work with you to position you for a successful transition to the next chapter in your life.
Regional Consultants, National Reach
We have consultants throughout the Midwest, Northeast, and North Atlantic regions who are ready to initiate and explain our process.