Sharon S Lu, M.A.(Econ) CIWM® CFP® CEPA® CIM®

Researcher
DISC Type : Cs

Member at Virtual Advisory Board (VAB)

New York, New York, United States

Overview

Sharon S. Lu leads L&Y Global Consulting, where she advises founders and growth-stage companies on exit strategies, including M&A, IPOs, and ESOPs. She focuses on accelerating enterprise value and executing optimal liquidity outcomes for shareholders. She holds CIWM®, CFP®, and CIM® designations and earned her M. A. in Economics.

Sharon is deeply engaged in professional development and high-level networking, frequently attending events like the New York Venture Summit and those hosted by the Harvard Business School community. She is committed to continuous learning and building connections with leaders, innovators, and founders across various industries.

She has been recognized as an "Honored Listee and Top Entrepreneur" by Marquis Whos Who for her career longevity and excellence in financial consulting.

Personality Overview

Soft Communicator

Cost Conscious

Perfectionist

The only way to convince them is by showing them examples and ample proof.  They do not like taking risks at all and go for proven options in the end. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

Founder Exit Strategies
Her advisory firm specializes in helping founders and shareholders design and execute optimal liquidity outcomes, including M&A, IPOs, MBOs, and ESOPs.
Enterprise Value Acceleration
A core part of her work is advising growth-stage companies on strengthening governance, scalability, and valuation drivers to maximize their enterprise value before an exit.
Capital Markets
Her expertise includes guiding companies through U. S. capital markets transactions, drawing on her experience in wealth management and investment advisory roles.

Media Appearances

Sharon has no verified media appearances

Work History

8-2025
Member at Virtual Advisory Board (VAB)
1-2025
President at L&Y Global Consulting
1-2024 - 10-2024
Faculty Member at FP Canada
1-2023 - 6-2024
Investment Advisor & Financial Planner at RBC Wealth Management
6-2022 - 10-2022
Professional development at Career Break

Education

1-2026 - 2-2026
Certified Exit Planning Advisor from Exit Planning Institute
11-2023 - 3-2024
Series 66 - Uniform Combined State Law Examination (S66) from Securities Institute of America

More Information

Social Presence :

Prographics :

Exp : 3 Location : New York, New York, United States Job Level : N/A Designation : Member at Virtual Advisory Board (VAB)
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Insights For Selling To Sharon S

During A Call Or A Meeting

DO's

  • Use a presentation with information before getting into a live product walkthrough
  • Actively address their concerns around change, risk, and acceptance by users
  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sharon S is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Sharon S

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Sharon S move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Sharon S take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Sharon S

Personality Compatibility


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