Beyond the Transaction™
You've built something that works. But you're evolving and your business needs to evolve with you too.
Beyond the Transaction is a peer advisory community for established service-based business owners who are evolving beyond what they've been known for and aligning their businesses with who they are becoming.
You have experience. You created success. People know you for something. But something no longer fits.
Maybe it's the work, your role, your offers, your positioning or how you want to grow.
Maybe you know you are capable of leading something bigger but you haven't fully claimed it yet.
Nothing has necessarily gone wrong. You may simply have outgrown the version of the business that got you here.
Recognize
Who have you become and
what have you outgrown?
Claim
What are you now ready
and qualified to lead?
Align
What needs to change in the
business because you have changed?
Can the right people recognize, trust, choose and refer you
for what you are ready to be known for now?
Bring the unfinished question.
You don't have to walk into the room with the answer.
➡️ Bring the offer you are considering.
➡️ The role you are outgrowing.
➡️ The opportunity you can't decide whether to pursue.
➡️ The positioning that no longer sounds like you.
➡️ The business model you are questioning.
➡️ The thing you know is changing but haven't fully named.
When you evolve, the business has to catch up.
Most business advice starts with a strategy. What should you sell? How should you market it? What should you do next?
But those might be the wrong first questions when you are what has changed.
Beyond the Transaction gives you the space to recognize what has already become true, and trusted peers who can help you align the business around it.
You may be thinking:
"I don't want to be know only for that anymore."
"The business works but I don't want to have to keep doing it this way."
"I know I am capable of more, but haven't fully claimed it."
"Something is changing. I just haven't claimed what comes next."
If so, this may be your room.
This isn't networking as usual.
I don't know about you, but I became tired of the performance.
That's why you won't find elevator pitches or quotas for referrals.
Instead, members learn how one another thinks, serves, leads, and creates value.
That depth creates trust.
And when someone hears a problem, a change,
or an opportunity and thinks:
"I know exactly who you need to talk to,"
the referral means something different.
We don't manufacutre referrals. We build the kind of relationships that makes referrals possible.
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Who Belongs in the Room?
Beyond the Transaction is for established B2B and service-based business owners who:
Have meaningful experience
and successs behind them.
Are entering a
new chapter
Have evolved beyond some
part of what they've been known for
Want their business to
reflect who they are now
Are ready to claim more of their
earned authority
Value thoughtful challenge
and trusted relationships
Member Circle Investment
and Details
Member Circle: 8 Curated Spots
Monthly Rate: $497/month
(Select an in-person retreat registration credit or from one of Lisa's designated service offerings)
Meet twice a month in a group designed to know one another and our businesses over time.
Commitment: 1 year. Attend at least 80% of meetings.
Background Check:
$45 one-time fee
Ready to explore whether this is your room?
Ready to Step IN?
If you’ve been craving a space that turns your brand into a trusted magnet—
You learn to leverage relatable moments
that convert —
Experience the freedom of no
longer performing —
You just found your circle.
👉 Apply Now for an Invite Conversation
Because when we grow in good company, the right business always follows.
