Exclusive Offer — Business Transition

Business Owner Exit & Wealth Transition Plan

Selling the business is only one part of the transition.

Preparing a company for sale or succession involves valuation, legal structure, tax exposure, clean financial records, banking relationships and the owner's own financial future. This program coordinates those perspectives around one exit.

Start My Business Exit Review

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

Start by understanding the business, potential value, exit objectives, financial implications and legal structure of the transition.

Your Strategy Team

Peter RandFirst ContactBusiness Sale / Exit StrategyThis professional starts the conversation and coordinates the next introductions.
Joshua Kreitzman, CPATax & Accounting
Lee SchwartzCorporate Legal / Business Advisory

Typical Introduction Flow

Business Sale / Exit Strategy
Tax & Accounting
Corporate Legal / Business Advisory

Expanded Strategy

5 professionals

Selected

Add financial operations and financial planning perspectives to prepare for the transition beyond the sale itself.

Your Strategy Team

Peter RandFirst ContactBusiness Sale / Exit StrategyThis professional starts the conversation and coordinates the next introductions.
Debra (Golub) ManfreFinancial Operations / Financial Readiness
Joshua Kreitzman, CPATax & Accounting
Lee SchwartzCorporate Legal / Business Advisory
Michael HartzmanFinancial Planning

Typical Introduction Flow

Business Sale / Exit Strategy
Financial Operations / Financial Readiness
Tax & Accounting
Corporate Legal / Business Advisory
Financial Planning

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?

Business owners preparing to retire, sell, transfer, or transition out of their company.

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

What We Can Review Together

Business valuation / sale strategy
Corporate legal
CPA and tax planning
Bookkeeping and financial cleanup
Financial planning
Commercial banking
Insurance and benefits
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 Sale / Exit Strategy
Introduction 2
Debra (Golub) Manfre
Financial Operations / Financial Readiness
Introduction 3
Joshua Kreitzman, CPA
Tax & Accounting
Introduction 4
Lee Schwartz
Corporate Legal / Business Advisory
Introduction 5
Michael Hartzman
Financial Planning

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.

Start My Business Exit Review

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 Sale / Exit Strategy

Your Team:

Peter Rand

Debra (Golub) Manfre

Joshua Kreitzman, CPA

Lee Schwartz

Michael Hartzman

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.