MY WHY
I founded Insightline Consulting because I believe the most meaningful learning happens in community—especially during pivotal moments of change. In my work with transitions, I've discovered that breakthrough solutions emerge not from prescriptive advice, but from collaborative dialogue where diverse perspectives meet fresh thinking.
As a connector of dots and people, I love creating transformative spaces where knowledge, relationships, and possibilities weave together.
Your partner in this transition
Sarah Lawer, J.D., CEPA
As an advisor, attorney, and Certified Exit Planning Advisor (CEPA) with over two decades of experience, I've specialized in turning complexity into clarity. My approach centers on the understanding that meaningful insights emerge when people learn together, particularly when navigating change. Rather than delivering solutions in isolation, I facilitate environments where enterprising families, business owners, community leaders, and their advisors can explore challenges collectively. This methodology—bringing together diverse expertise to unlock new possibilities—drives both my consulting practice and the collaborative workshops that have become central to my work.
PORTFOLIO
Corporate Compliance to Strategic Collaboration
My legal career focused on transforming complex regulations into coordinated action across business units, bringing together diverse teams to co-create solutions and implement change. My CEPA certification builds on this foundation, providing systematic frameworks for aligning the multiple advisors and stakeholders essential to successful business transitions. This expertise in making complexity manageable becomes essential when I facilitate collaborative dialogue that guides diverse stakeholders to work together toward common goals.
Family Business Leadership
Growing up immersed in multi-generational family businesses—a century-old Alaskan bank and a 25-year California winery—I understand the delicate balance between honoring legacy and embracing innovation. This lived experience taught me that sustainable success requires integrating individual aspirations with collective well-being, and it grounds my work helping enterprising families build clarity across generations.
Given the complexities of continuity, leadership, and generational change, the CEPA methodology's emphasis on integrating personal, financial, and business goals resonates deeply with family business dynamics. This makes it a natural framework for my work with clients navigating transitions while honoring both individual paths and collective purpose.
Community Building as Strategy
My commitment to building resilient communities extends directly to how I guide client engagements. I'm passionate about creating connections rooted in local engagement and shared purpose, particularly engaging next generations in philanthropy and civic life—because strong community ties strengthen everything from business relationships to family dynamics to long-term strategic success. This philosophy shapes how I create collaborative spaces where participants naturally uncover solutions through conversations and learning from each other.