
Lisa Meyer
Business Broker, MBA, CBI

612-801-2299

612-361-4918

lmeyer@sunbeltmidwest.com

1300 Godward St. NE, Suite 6000, Minneapolis, MN 55413

About
Before joining Sunbelt Business Advisors, Lisa was a member of the Management Team for Trust Point, specializing in retirement planning solutions for clients, and served business owners at Transamerica and Ameriprise in wealth advisory and retirement planning. She holds a bachelor’s degree in finance from Creighton University and an MBA from St. Thomas University.
Industry Experience
Lisa specializes in facilitating sell-side transactions for companies valued at up to $50 million in the Professional and Business Services, Health Care, Construction, Manufacturing, and Distribution.
Awards and Recognition
Lisa earned the 2021, 2022, 2023, 2024, and 2025 Presidents Club awards, the 2023 IBBA Chairman’s Circle Award, the 2024 IBBA Platinum Chairman’s Circle Award, and the Sunbelt Torch Award, which is presented to the advisor who “Through their actions and performance, fuels the entrepreneurial fire in buyers and sellers alike.”
Lisa is also a Certified Business Intermediary. Lisa is also a Certified Business Intermediary.
Association Memberships



Blog Post
What It’s Like to Work Together
Authentic perspectives from business owners I’ve helped successfully reach their goals.
In Their Words
Our clients trust Sunbelt Business Advisors to protect their legacy, navigate every detail, and secure the outcome their life’s work deserves. Their stories reflect the honesty, care, and expertise we bring to every engagement.


Joe Jelinek
AEC - Roofing & Exterior Construction


Mitchell Mulert
Landscaping


Dan Sundin
Technology/IT



Maximize Your Life’s Work
Your business is more than an asset–it’s your heart, your team, and your impact. Partner with Sunbelt Business Advisors to navigate your exit while honoring everything you’ve built or to buy a business and continue building your legacy.








