Exclusive Offer — Business Growth

Commercial Expansion & Relocation Plan

Move the business without losing momentum.

Opening, expanding or relocating a commercial space involves financing, lease terms, physical logistics, coverage changes and staffing all at once. This program coordinates those pieces on one timeline.

Plan My Business Move or Expansion

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

Start with financing, legal and location considerations, then coordinate the physical move.

Your Strategy Team

Keith Novitz, MBAFirst ContactCommercial Banking / FinancingThis professional starts the conversation and coordinates the next introductions.
Lee SchwartzCommercial Real Estate / Corporate Legal
Francis MeurerCommercial Relocation / Moving & Storage

Typical Introduction Flow

Commercial Banking / Financing
Commercial Real Estate / Corporate Legal
Commercial Relocation / Moving & Storage

Expanded Strategy

5 professionals

Add commercial insurance and financial operations perspectives for a broader relocation plan.

Your Strategy Team

Keith Novitz, MBAFirst ContactCommercial Banking / FinancingThis professional starts the conversation and coordinates the next introductions.
Lee SchwartzCommercial Real Estate / Corporate Legal
Debra (Golub) ManfreFinancial Operations / Budgeting
Jonathan CarrollCommercial Insurance / Business Risk
Francis MeurerCommercial Relocation / Moving & Storage

Typical Introduction Flow

Commercial Banking / Financing
Commercial Real Estate / Corporate Legal
Financial Operations / Budgeting
Commercial Insurance / Business Risk
Commercial Relocation / Moving & Storage

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?

Businesses moving, opening, expanding, or relocating an office or commercial operation.

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

What We Can Review Together

Commercial financing
Commercial real estate legal
Commercial relocation
Storage
Records management
Business insurance
Cyber/risk review
Financial planning and budgeting
Recruiting
Opening/event coordination

How Your Team Works Together

A coordinated introduction, not a rush of calls.

A typical introduction sequence may look like this.

First Contact
Keith Novitz, MBA
Commercial Banking / Financing
Introduction 2
Lee Schwartz
Commercial Real Estate / Corporate Legal
Introduction 3
Francis Meurer
Commercial Relocation / Moving & Storage

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.

Plan My Business Move or Expansion

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:

Core Strategy

First Contact:

Keith Novitz, MBA

Commercial Banking / Financing

Your Team:

Keith Novitz, MBA

Lee Schwartz

Francis Meurer

Keith Novitz, MBA 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.