LISA MCCURDY
Hi There!
My name is Lisa McCurdy. I am a dynamic businesswoman with over 20 years of experience. I'm passionate about coaching and helping teams become better versions of themselves.
I speak fluent Visionary. My superpower is helping Visionaries transform their dreams into reality. I've been running on EOS® since 2018. In that time I have helped more than 20 companies, ranging in revenue from $1MM to $50MM+, roll out EOS® within their organizations.
I am a “Jill of all trades” and a master of one, holding a Masters in Communication Studies with an emphasis in Conflict Management. Additionally, I am a Working Genius Certified Consultant, a Certified Virtual Facilitator, a Certified Trainual Consultant, and an EOS Integrator Masterclass Graduate.
Delving deeper, I have worked hand in hand with business owners around the globe in the following industries: Manufacturing, e-Commerce, Professional Services, Hospitality, Vacation Rentals, Medical Equipment Sales, Call Center/Customer Experience, Logistics, 3PL, Non-Profit and B-Corp Certified companies.
As a driven leader I've served as a senior manager for 20 years with experience in both virtual and in-person organizations. I am passionate about innovative thinking and team engagement, approaching challenges with a problem solving, solution-driven mindset. Simultaneously, I am a detailed and direct communicator skilled at working with individuals with diverse backgrounds in multifaceted and multicultural environments.
When I am not busy working on my Macbook Pro, I am a self-proclaimed encourager, you can always count on a positive spin from me. As an organizer, I find immense satisfaction from checking items off my lists and ensuring everything is in order. I'm also a kitty mama to an adorable fur-baby. I'm a make-up junkie, at heart, but on the regular you will find me in a messy bun and yoga pants. When I do have free time, I am a major foodie, always ready for the next great culinary adventure.
I'm excited to partner with you to strategize success, elevate your team, and drive unstoppable momentum!
Hi There!
My name is Lisa McCurdy. I am a dynamic businesswoman with over 20 years of experience. I'm passionate about coaching and helping teams become better versions of themselves.
I speak fluent Visionary. My superpower is helping Visionaries transform their dreams into reality. I've been running on EOS® since 2018. In that time I have helped more than 20 companies, ranging in revenue from $1MM to $50MM+, roll out EOS® within their organizations.
I am a “Jill of all trades” and a master of one, holding a Masters in Communication Studies with an emphasis in Conflict Management. Additionally, I am a Working Genius Certified Consultant, a Certified Virtual Facilitator, a Certified Trainual Consultant, and an EOS Integrator Masterclass Graduate.
Delving deeper, I have worked hand in hand with business owners around the globe in the following industries: Manufacturing, e-Commerce, Professional Services, Hospitality, Vacation Rentals, Medical Equipment Sales, Call Center/Customer Experience, Logistics, 3PL, Non-Profit and B-Corp Certified companies.
As a driven leader I've served as a senior manager for 20 years with experience in both virtual and in-person organizations. I am passionate about innovative thinking and team engagement, approaching challenges with a problem solving, solution-driven mindset. Simultaneously, I am a detailed and direct communicator skilled at working with individuals with diverse backgrounds in multifaceted and multicultural environments.
When I am not busy working on my Macbook Pro, I am a self-proclaimed encourager, you can always count on a positive spin from me. As an organizer, I find immense satisfaction from checking items off my lists and ensuring everything is in order. I'm also a kitty mama to an adorable fur-baby. I'm a make-up junkie, at heart, but on the regular you will find me in a messy bun and yoga pants. When I do have free time, I am a major foodie, always ready for the next great culinary adventure.
I'm excited to partner with you to strategize success, elevate your team, and drive unstoppable momentum!
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- Website:
https://www.cbltm.com/about - Phone: 16152007869
- City: Cleveland
- State: Tennessee
- Postal Code: 37312
- Country: United States
- Designations: CEPA
- Markets Served: e-Commerce, Professional Services & Hospitality
- Company Name: CBLT McCurdy LLC
LISA MCCURDY

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

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2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

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Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

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Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
