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.
Keith Novitz, MBACommercial Banking / Growth Financing
Jonathan CarrollCommercial Insurance / Business Risk
Typical Introduction Flow
Corporate Legal / Business Advisory
→Accounting & Tax
→Bookkeeping / Financial Operations
→Commercial Banking / Growth Financing
→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.
First Contact
Lee Schwartz
Corporate Legal / Business Advisory
Introduction 2
Joshua Kreitzman, CPA
Accounting & Tax
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.
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.