BossCoach connects you to transitioning families who need specialized help

It takes a village to prepare a family business for generational transition.

  • Trusted Advisors

    Business, Estate Planning & Tax Attorneys

    CPAs and Tax Preparers

    Financial Planners and Wealth Managers

    Banking and Lending

    Insurance & Risk Management

  • Fractional Consultants

    Finance

    Human Resources

    Information Technology

    Operations

    Strategy

  • Interim Leaders

    Interim CEOs

    Interim Presidents

    Turnaround specialists

    Culture specialists

Explore Working Together

How BossCoach Adds Value to You

  • Quarterback the Succession Plan

    As a Certified Exit Planning Advisor (CEPA), I assemble multi-disciplinary teams to provide a holistic approach that drives efficiency and increases client value. As project manager, I handle the legwork on behalf of busy founders, accelerating progress and making your job easier.

  • Improve Conflict and Communication

    As an ICF-certified coach, I tackle the root cause of any family business challenge, addressing the underlying thoughts, emotions, and behaviors so people are able to create sustainable change. We address the six big threats to family business harmony with Energy Leadership coaching.

  • Build Change-Ready Organizations

    As a certified ValueBuilder™, I help owners address their personal and financial readiness to exit, and determine what is needed to prepare the business and internal team for change. This includes building value in the business to ensure sufficient cash flow to fund the buyout of the departing owner.

When Family Business Conflict Calls for Intervention

A trusted name in Cincinnati’s family business community.

The BossCoach Way

With focus on personal accountability, BossCoach clients master their thoughts, associated feelings and behaviors, transforming how the people in their life respond to them and creating long-term, sustainable change.

  1. Administer the Energy Leadership Index™ assessment to expedite everyone’s understanding of the attitudes, assumptions, and beliefs disrupting family harmony. We debrief with all the parties and agree on a coaching plan.

  2. Deliver one-to-one and family coaching, in a manner appropriate for the situation and for the amount of time needed, to diffuse conflict, restore communication, and resume forward progress.

  3. Clients accomplish this through mastery of 10 Core Disciplines which ground them in the present, where they can effect real change.

No genograms. No trauma timelines. Just quality coaching that opens lines of communication, restores forward motion, and develops emotional intelligence.

The 10 Disciplines of COR.E Leadership™

  • Awareness

    Conscious to your thoughts, emotions and behaviors, the choices you have, and the impact you make on people and situations.

  • Acceptance

    Everything is as it is for a reason that you may or may not comprehend. You release judgment so you can deal with it while learning from it.

  • Conscious Choice

    You consult your head, your heart and your gut to make fast and accurate decisions. You understand discernment and resist judgment.

  • Trust the Process

    You set long-term goals and create a plan to get there. You course correct if needed, but you are not distracted by shiny objects.

  • Authenticity

    You celebrate what makes you unique while inspiring others to do the same. You do not conform to what’s expected. You shine and others follow.

  • Fearlessness

    You take measured risks without doubt. You resist fear-based decisions and trust that whatever unfolds, you will find a way to have it serve you.

  • Confidence

    You create your own confidence. It is not caused by external praise or results. You handle problems as they come and embrace all outcomes.

  • Connection

    You are aware of the impact you have on others, and the impact they have on you. You understand nothing happens in isolation. We ebb and flow.

  • Presence

    You focus on one thing at a time. Totally present, your intuition is alive because all of your energy is focused on making right now work for all.

  • 100% Engagement

    If something is worth doing, you play full out. Intention is backed by action. You are fully committed and all your energy is focused in the moment.

They advise. I coach. We’re different.

  • Doctors, Therapists and Counselors

    Doctors, therapists and counselors treat mental health issues and provide a level of care necessary to address deep-seated emotional issues, trauma, addiction and more. They help their clients heal by figuring out the “why.” Coaches are for well-functioning people who are solution-focused, seeking to learn and be developed, and who want a plan to move forward by focusing on the “how.”

  • Industrial & Organizational Psychologists

    Industrial and organizational psychologists focus on the behavior of employees in the workplace. They apply psychological principles and research methods to improve the overall work environment, including performance, communication, professional satisfaction and safety. Generally, they focus on structural and systemic changes, not coaching emotionally charged family relationships.

What People Are Saying

  • PETE DELOIS, Cincinnati, Ohio

    “

    Transitioning our family business has been a challenge. Lisa took on the legwork I just didn’t have time to do. Now we are organized, making progress and communicating honestly about tough issues. It’s an investment that’s saving me time, money and helping me and my sons get on the same page about our futures.

    ”

  • MICHAEL SCHLOTMAN, Cincinnati, Ohio

    “

    Lisa was instrumental in helping our family navigate difficult perpetuation conversations and kept us on track the whole way. We could not have made the progress we did without her!

    ”

  • RUDY DELOIS, Cincinnati, Ohio

    “

    What sets Lisa apart is her ability to tailor her guidance to my specific needs. She takes the time to understand my strengths, weaknesses and aspirations, and partnered with me to design a personalized plan to help me reach my goals. Her patience, dedication and genuine desire to see me succeed are truly commendable.

    ”

  • JILL GREAR CANADY, Cincinnati, Ohio

    “

    Lisa was very helpful and knowledgeable in guiding me to understand my ELI assessment results. Gaining this insight into how I function has really affected the way I approach every day situations. I’d recommend Lisa to anyone who is looking for a coach to help them make more thoughtful decisions. She’s the best!

    ”

  • SABRINA DONLEY

    “

    As part of the 2nd generation of my family's business, the ELI Assessment that Lisa did with me was clarifying. It put language around areas of energy that had been draining that I needed to address, and other areas that energized me. Especially in a family business, knowing yourself and your boundaries, and how to have healthy conflict that doesn't become toxic for yourself or others is so essential, and I think the ELI Assessment highlighted this for me, even when this was something I had already been actively improving on. Thanks Lisa!

    ”

  • ANDY MAURO, Ontario, Canada

    “

    I have worked with many startup coaches, and I keep coming back to Lisa. I'm a second time venture backed startup founder with an exit under my belt, and Lisa has done more to help my happiness, performance, and achievement than any coach I've worked with (and startups aren't even her main area of expertise)! She is wildly intuitive, and unlike a lot of coaches not afraid to challenge you (when you need it). Her approach has led to a really high degree of self awareness that has enabled permanent improvement across a number of old habits I have been trying to change for years. I'm super grateful I met Lisa and recommend her to any business person, founder, or leader who is seeking a coach!

    ”

  • KAREN HENRIQUES, Cincinnati, Ohio

    “

    Lisa has successfully transformed the lessons that she learned during her transition to the empty nest phase of her own life into a healing-infused pathway for the rest of us as we prepare ourselves to walk over the hot coals ahead that can either hinder or heal. With Lisa’s help, we are developing warrier-level readiness that will maximize the rewards for us as well as for our families. Who could ask for more? Lisa is an expert in running groups that lead to streamlined and meaningful interactions for each participant. We are so fortunate she has targeted her talents on this under-supported, under-discussed, under-explored topic.

    ”

  • BRIGID HUBER, Cincinnati, Ohio

    “

    Lisa's program is fantastic! The content is engaging and important. The format (and the way that Lisa "shows up") create an open environment for discussion and reflection.

    ”

  • ANGELICA NORVAL, Ancaster, Ontario, Canada

    “

    Lisa is a gifted coach. She is thoughtful, thought-provoking, and most of all caring. She helped me to discover many important insights about myself through the coaching process and she continues to have an impact on my day to day life. I feel grateful to have worked with Lisa!

    ”

  • TERRI BURKE, Covington, Kentucky

    “

    Lisa's thoughtful questions were instrumental in helping me find the next right step for me. She helped me uncover possibilities I had not even considered.

    ”

  • JALON SMITH, Cincinnati, Ohio

    “

    Lisa is an awesome coach and someone that will really sit down, listen, & talk to you about what you want to discuss and help you create an effective action plan on how to grow. Coaching brings so much self awareness and I am glad to have someone like Lisa who helps gives me the tools to focus and continue working hard on the goals I have for myself!

    ”

  • ANDREA BRADY, Milford, Ohio

    “

    Lisa is insightful and guides her coaching sessions to meet my specific needs. The ELI assessment was extremely helpful in helping me understand my style and energy, which has helped me be more effective both in my day-to-day work and in my interactions with others. Highly recommend both Lisa and the ELI assessment!

    ”

  • NAHOM ABAGAZE, Fairfield, Iowa

    “

    Lisa is an excellent coach who has helped me to become more self aware and resilient while empowering me to make the best decisions in my personal and professional life.

    ”

  • DR. M. BACHMANN, Austin, Texas

    “

    I am honored to know Lisa as a coach, and as a friend. A truly empathetic, empowering and smart human being. A person who cares…A person who listens…A person who understands. Thank you for everything!!!

    ”