Exclusive Offer — Business Transition

Business Acquisition Readiness Plan

Know what you're buying before you sign.

Buying an existing business means evaluating the opportunity, the financing, the legal structure, the books and the risks at once. This program gives buyers access to the relevant LIBA professionals around a single acquisition.

Evaluate My Business Purchase

Choose Your Strategy

Choose the Strategy That Fits You

Choose a focused Core Strategy or a broader Expanded Strategy. One professional starts the conversation and coordinates warm introductions from there.

Core Strategy: A focused group of professionals most directly involved in your immediate goal.

Expanded Strategy: The Core Strategy plus additional professionals who provide a broader perspective.

Core Strategy

4 professionals

Evaluate the opportunity, financing, financial implications and legal structure before committing to a business purchase.

Your Strategy Team

Peter RandFirst ContactBusiness Acquisition / ValuationThis professional starts the conversation and coordinates the next introductions.
Keith Novitz, MBACommercial Banking / Financing
Joshua Kreitzman, CPAAccounting & Tax Considerations
Lee SchwartzCorporate Legal / Business Advisory

Typical Introduction Flow

Business Acquisition / Valuation
Commercial Banking / Financing
Accounting & Tax Considerations
Corporate Legal / Business Advisory

Expanded Strategy

5 professionals

Selected

Add financial analysis and bookkeeping insight for a closer review of the business records.

Your Strategy Team

Peter RandFirst ContactBusiness Acquisition / ValuationThis professional starts the conversation and coordinates the next introductions.
Keith Novitz, MBACommercial Banking / Financing
Joshua Kreitzman, CPAAccounting & Tax Considerations
Lee SchwartzCorporate Legal / Business Advisory
Debra (Golub) ManfreFinancial Analysis / Financial Operations

Typical Introduction Flow

Business Acquisition / Valuation
Commercial Banking / Financing
Accounting & Tax Considerations
Corporate Legal / Business Advisory
Financial Analysis / Financial Operations

One Conversation at a Time

You won’t receive calls from the entire team at once. Your designated First Contact starts the conversation and coordinates introductions as the other professionals become relevant.

Who This Is For

Is this program a fit?

Entrepreneurs and investors considering the purchase of an existing business.

Not every client will need every participating professional. You decide which perspectives are relevant to your situation.

What We Can Review Together

Business opportunity / valuation review
Financing
Corporate legal
Tax review
Accounting
Bookkeeping and financial analysis
Insurance and risk management

How Your Team Works Together

A coordinated introduction, not a rush of calls.

A typical introduction sequence may look like this.

First Contact
Peter Rand
Business Acquisition / Valuation
Introduction 2
Keith Novitz, MBA
Commercial Banking / Financing
Introduction 3
Joshua Kreitzman, CPA
Accounting & Tax Considerations
Introduction 4
Lee Schwartz
Corporate Legal / Business Advisory
Introduction 5
Debra (Golub) Manfre
Financial Analysis / Financial Operations

Depending on your situation, some professionals may become involved earlier or work simultaneously.

Looking for Something More Specific?

Choose the Professionals You’d Like to Speak With

Already know what type of help you need? Select the LIBA professionals you’d like to hear from.

Additional Specialists are never included automatically. Select them here only when relevant to your situation.

Evaluate My Business Purchase

Send one inquiry — you do not need to contact each participating member individually.

Name

Phone

Company (if applicable)

Selected strategy

Tell us briefly what you are trying to accomplish

Preferred contact method

You Selected:

Expanded Strategy

First Contact:

Peter Rand

Business Acquisition / Valuation

Your Team:

Peter Rand

Keith Novitz, MBA

Joshua Kreitzman, CPA

Lee Schwartz

Debra (Golub) Manfre

Peter Rand will be your first point of contact. The other professionals will be introduced as their expertise becomes relevant. You will not receive separate calls from the entire team at once.

One Conversation at a Time — You won’t receive calls from an entire team at once. Your designated First Contact will start the conversation and coordinate introductions to the other professionals as their expertise becomes relevant.

By submitting this request, you agree that the LIBA professionals included in your selected strategy may receive your inquiry and that the designated First Contact may contact you.

The professionals you selected are independent, and you are not required to hire or use any participating professional. See our Privacy Policy.

Participating LIBA members are independent professionals and businesses. No referral compensation is exchanged between participating members. Clients remain free to choose any professional or service provider and are not required to use every participating service.