Exclusive Offer — Business Growth

Business Launch & Growth Team

Build the company on a foundation that holds.

New and growing companies make structural decisions early that are expensive to unwind later. This program assembles the LIBA professionals who handle those decisions day to day.

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

3 professionals

Selected

Build the legal, accounting and financial operating foundation needed to launch or grow the business.

Your Strategy Team

  • Lee SchwartzLee SchwartzFirst ContactCorporate Legal / Business AdvisoryThis professional starts the conversation and coordinates the next introductions.
  • Joshua Kreitzman, CPAJoshua Kreitzman, CPAAccounting & Tax
  • Debra (Golub) ManfreDebra (Golub) ManfreBookkeeping / Financial Operations

Typical Introduction Flow

  1. Corporate Legal / Business Advisory
  2. Accounting & Tax
  3. Bookkeeping / Financial Operations

Expanded Strategy

5 professionals

Add commercial banking and business-risk perspectives to support growth from the beginning.

Your Strategy Team

  • Lee SchwartzLee SchwartzFirst ContactCorporate Legal / Business AdvisoryThis professional starts the conversation and coordinates the next introductions.
  • Joshua Kreitzman, CPAJoshua Kreitzman, CPAAccounting & Tax
  • Debra (Golub) ManfreDebra (Golub) ManfreBookkeeping / Financial Operations
  • Keith Novitz, MBAKeith Novitz, MBACommercial Banking / Growth Financing
  • Jonathan CarrollJonathan CarrollCommercial Insurance / Business Risk

Typical Introduction Flow

  1. Corporate Legal / Business Advisory
  2. Accounting & Tax
  3. Bookkeeping / Financial Operations
  4. Commercial Banking / Growth Financing
  5. Commercial Insurance / Business Risk
1

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 launching a new company or existing businesses preparing for expansion.

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

What We Can Review Together

  • Business legal structure
  • Accounting
  • Bookkeeping
  • Cash-flow forecasting
  • Commercial banking
  • Business insurance
  • Cyber/risk management
  • Recruiting
  • Events / launch support

How Your Team Works Together

A coordinated introduction, not a rush of calls.

A typical introduction sequence may look like this.

  1. First Contact

    Lee Schwartz

    Corporate Legal / Business Advisory

  2. Introduction 2

    Joshua Kreitzman, CPA

    Accounting & Tax

  3. Introduction 3

    Debra (Golub) Manfre

    Bookkeeping / 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.

Build My Business Growth Plan

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

You Selected:

Core Strategy

First Contact:

Lee Schwartz

Corporate Legal / Business Advisory

Your Team:

Lee Schwartz
Joshua Kreitzman, CPA
Debra (Golub) Manfre

Lee Schwartz 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.