OUR TEAM
Lisha Morlan
MSSL, CBC² , Founding Member
Lisha Morlan is a successful multi-business owner, Serial Entrepreneur, Award-Winning Certified Business Coach, author, and Certified Behavioral Consultant with ©DiSC.
The culmination of her 3 decades of expertise have aligned her to help many organizations realign hiring practices, balance teams, increase employee engagement, and drive down program and operational costs.
She is an Opportunity Innovator. Her remarkable ability to identify uncharted areas of business opportunities and incremental revenue streams makes her a highly impactful and strategic business advisor to CEO’s, Boards, Senior Leaders, and their teams thus driving strategic change and growth.
As an Executive Advisor, Lisha's guidance helps companies go from bare survival to innovative growth. By managing change and growth through strategic guidance and tactical planning she focuses on companies coping with:
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Impactful solutions & options to improve productivity and revenue generation
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Communications Strategies (Internally/externally/cross organizationally)
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Clear definition of Roles & Responsibilities
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Identifying and designing structure & process where it is lacking
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Business Growth & Sustainability
Paul Khoury
CPA
Paul Khoury's areas of expertise include:
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Accounting Software Selection & Implementation
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Bookkeeping/Write-Up
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Business Entity Selection
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Buying or Selling a Business
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Estate & Trust Tax Preparation
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Financial Analysis
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Financial Statements
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IRS Representation
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Payroll Services
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Sales Tax Services
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Tax Preparation & Planning
Jennifer Bilger
CBC, SPHR, SHRM-SCP
Jennifer Bilger's areas of expertise include:
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Human Resources Compliance
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Employee Relations
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Performance Reviews
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Staff Development Plans
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Performance Improvement Plans
Sangmi Kim
Attorney at Law
Sangmi Kim's areas of expertise include:
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Entity formation and capitalization options
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Investment memorandum and other fundraising documents
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Pitch deck preparation and practice
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Financial modeling and valuation
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Foreign investment and Immigration law
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Contract negotiation on your behalf
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Drafting corporate resolutions
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Registering your intellectual property
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Exit planning and more