
Managing Partner, Lisa Dixon, is an M&A Advisor, a Certified Business Intermediary, 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, on both a domestic and international level, as well as her years of experience wth mergers, acquisitions and divestitures. She is a graduate of Washburn University of Topeka, KS.

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, Operations as well as experience wth 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 of Topeka, KS.

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.
Our team is ready to assist you in confidentially identifying your goals; personal, financial, and business. We will work with you to position yourself for a successful transition to the next chapter in your life.
We have Consultants throughout the Midwest, Northeast, and North Atlantic region, that are ready to initiate and explain our process.




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