Lisa Terry

CFO

29-year seasoned business, operations and finance executive and consultant. Multi-disciplined expertise as a CFO, financial, and valuations analyst, M&A specialist, venture capital, fundraising strategic investments advisor; certified professional business coach; succession planner, multi-board advisor and angel investor.
Founded, owned and operated 9 businesses (4 partnerships) - in the medical device, business capital and commercial real estate industry markets.
Achieved 6 successful exits, with 2 still operating.
In the past 20 years, raised over $831M in combined capital for consulting client companies and/or founded businesses; and facilitated 4 M&A’s -the majority in the med dev/med tech space.
Led over 130 SMB client executives and/or businesses, 276 prior employees and 3,300+ client team members in achieving stated goals, profitability, sustainability and/or successful exits.

B.A. Organizational Psychology; Univ. of Florida; International Baccalaureate
MBA International Entrepreneurship w/a dual major in Finance; Georgia State University; Summa Cum Laude
U.S. Presidential Honor’s Academic Achievement Award Recipient
Certifications: FMVA; PCC; CBDE; QB ProAdvisor; Six Sigma
Licenses: Life Insurance & Annuities Investments in 12 States; Cap Broker in 3 states (only as/where required)
Publications: 2 Med/2 Mfg journals; authored 9 eBooks; Professional Writers Alliance Writer
Podcast: RadioX – ‘Disruptive Healthcare’
Member: WHO’s ICD10 Panel
Patents: 4+ US medical device patents granted under CardioMedics (acquired)/ InnovaMed for non-invasive med device spanning 14 modalities.
Board & Board Advisory Roles: Prior SE Med Device Association Board Consultant & Key Note Speaker; Advisory Cloud Board Advisor for 4 SMB’s