We take a personal, hands-on approach
Whether we’re addressing your organization, your personal interests, or both, we will:
A match made to solve organizational challenges
When an experienced management consultant and commercial banker first joined forces with a CPA and Certified Financial Planner®, the combination was perfect for small business owners.
Together with our alliance partner network, we’re uniquely qualified to assist with all areas of the operation, as well as business and personal finance.
As it turned out, our broad background and integrated strategies were also a perfect fit for local governments. It is very rewarding to help organizations in both sectors become more prosperous and contribute to their communities. Of course, we still enjoy providing that same comprehensive advice and personal touch to individuals, for their family financial needs.
Edward and Alisa Livesay have local government experience, business start-up expertise, personal experience working in large corporations, and have run small businesses themselves.
They have worked with a wide range of departments, organizations, and all levels of management and employees. They are involved in various chambers of commerce and attend SouthBrook Christian Church.
Read more about our principals below.
Then get in touch to meet face to face.
Business & Financial Strategist
Edward Livesay is a business and financial strategist with over 16 years of consultative experience. His work has generated millions of dollars in growth and savings for business and government clients. He is a Six Sigma Master Black Belt, a former Ohio Award For Excellence Examiner, and has conducted many workshops on vision, problem solving, process management, decision making, and risk management.
Edward is also a speaker on various business and non-profit topics. As a former bank branch manager, he specialized in small business lending and stays current with both traditional and alternative lending options, including grants.
Edward’s financial background, operational and infrastructure expertise, and professional network make him uniquely qualified to architect integrated business strategies for clients.
For business and financial strategies, management consultation, speaking engagements, or general information, please
Alisa Livesay has over 16 years experience in public accounting and financial planning, working with small business owners, families, and corporate executives. She started her career at Price Waterhouse LLP and Deloitte & Touche LLP. There, she acquired extensive tax and financial planning experience, working with high net worth individuals and executives at eminent corporations in a variety of industries.
Alisa then broadened her background with a corporate experience in investor relations, where she expanded her knowledge with Wall Street interactions and investment management firms. As a Director of Executive Compensation and Benefits, Alisa was responsible for non-qualified benefit plan design and implementation, and all equity compensation matters. She is a QuickBooks Pro Advisor and a speaker on tax, financial planning, and estate planning issues. She maintains Certified Public Accountant and Certified Financial Planner® designations, holds a Master of Finance degree, and teaches in the School of Business Administration at the University of Dayton. CPA requests or Dayton CFP matters are handled by Alisa for Mosaic.
For specific questions regarding accounting, taxes, bookkeeping and software (i.e. QuickBooks), financial planning, retirement plans, estate planning, or investments, please