Exclusive Offer — Business Protection

Business Risk & Continuity Review

Make sure the protections kept pace with the growth.

Companies often outgrow the coverage, contracts, controls and staffing plans they set up years earlier. This program reviews whether the current protections still match the business.

Review My Business Risk Plan

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 identifying the risks that could interrupt or damage the business, then review legal and financial vulnerabilities.

Your Strategy Team

Jonathan CarrollFirst ContactBusiness Risk / Commercial Insurance / Cyber RiskThis professional starts the conversation and coordinates the next introductions.
Lee SchwartzCorporate Legal / Business Advisory
Joshua Kreitzman, CPAAccounting & Tax

Typical Introduction Flow

Business Risk / Commercial Insurance / Cyber Risk
Corporate Legal / Business Advisory
Accounting & Tax

Expanded Strategy

5 professionals

Selected

Add internal-controls and employee-benefits perspectives for a broader continuity review.

Your Strategy Team

Jonathan CarrollFirst ContactBusiness Risk / Commercial Insurance / Cyber RiskThis professional starts the conversation and coordinates the next introductions.
Lee SchwartzCorporate Legal / Business Advisory
Debra (Golub) ManfreFinancial Operations / Internal Controls
Joshua Kreitzman, CPAAccounting & Tax
Stewart AbelowLife Insurance & Employee Benefits

Typical Introduction Flow

Business Risk / Commercial Insurance / Cyber Risk
Corporate Legal / Business Advisory
Financial Operations / Internal Controls
Accounting & Tax
Life Insurance & Employee Benefits

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?

Established companies that want to review whether their protections, systems, staffing, and financial controls have kept pace with growth.

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

What We Can Review Together

Commercial insurance
Cyber risk
Life insurance / employee benefits
Corporate legal
Accounting
Bookkeeping
Internal controls
Staffing continuity

How Your Team Works Together

A coordinated introduction, not a rush of calls.

A typical introduction sequence may look like this.

First Contact
Jonathan Carroll
Business Risk / Commercial Insurance / Cyber Risk
Introduction 2
Lee Schwartz
Corporate Legal / Business Advisory
Introduction 3
Debra (Golub) Manfre
Financial Operations / Internal Controls
Introduction 4
Joshua Kreitzman, CPA
Accounting & Tax
Introduction 5
Stewart Abelow
Life Insurance & Employee Benefits

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.

Review My Business Risk Plan

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:

Jonathan Carroll

Business Risk / Commercial Insurance / Cyber Risk

Your Team:

Jonathan Carroll

Lee Schwartz

Debra (Golub) Manfre

Joshua Kreitzman, CPA

Stewart Abelow

Jonathan Carroll 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.