Lisa Clifford
Managing Director, Business & Transaction Advisory @Callan Family Office
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WORK HISTORY
Managing Director, Business & Transaction Advisory @Callan Family Office
With more than 20 years of experience advising entrepreneurs as they prepare for future transitions, Lisa co-leads Callan Family Office’s business and transaction advisory practice, which provides M&A advisory services, along with education and tax strategies focused on maximizing the after-tax value for founders and their families.At Callan Family Office, Lisa works with owners to align their personal goals with their objectives for their business, sharing strategies to reduce income and estate taxes. She also works closely with the broader Callan Family Office team to ensure continuity as owners seek to transition to post-sale planning and investing for their futures and legacies.
EDUCATION
St. John Fisher University
BS Management, Finance
SKILLS
ABOUT LISA CLIFFORD
Managing Director @ Callan Family Office | Strategic Advisory Services for Founders I Business & Transaction Advisory
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