6 Important Business Plan Mistakes to Avoid
By Akira Hirai • January 9, 2020A long or hyperbolic business plan can turn off investors quickly. Eliminate red flags with these six important business plan tips.
Financial Poise™ has one mission: to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners and executives.
How Family Business Succession Planning Becomes Succession Implementation
Family business succession planning requires discussions about ownership, leadership, payment and other issues to smoothly transition from Gen 1 to Gen 2.
Read More »Blue Sky Laws: A Primer for Accredited Investors
An Introduction to “Blue Sky” Regulations Blue Sky Laws – state securities laws – have been a part of the American legal landscape since the early days of the Twentieth Century. Kansas is credited with adopting the first Blue Sky…
Read More »A Tale of Competitive Bidding and Pre-emptive Bids
An owner selling his business gets 3 high pre-emptive bids. Should he take a deal or allow the competitive bidding process to continue?
Read More »Quick Starts to Popular Financial Poise Series
Recent Articles
A long or hyperbolic business plan can turn off investors quickly. Eliminate red flags with these six important business plan tips.
Accredited Investor Installment 12: Tangible Investments
By Jonathan Friedland • January 7, 2020Tangible investments, or investments in things that you can touch and physically experience, can delight both your inner child and investment portfolio.
The LLC Operating Agreement Demystified
By Jeremy Waitzman • January 6, 2020An LLC operating agreement is a set of rules and provisions that outlines company structure, management, compensation and other internal issues.
Is Website Flipping a Worthy Investment?
By Melissa Rudy • January 2, 2020Website flipping is investing in an existing website, improving it to increase value and selling it for a profit. Should you invest in virtual real estate?
Show Me the Money! A Closer Look at Investing in Coins
By Alicia Purdy • December 30, 2019Investing in Rare Coins is More than a Hobby Having collectibles as an investment can be a great way to diversify your portfolio and cut down on risk. The general…
Do Real Assets Outperform Stocks and Bonds?
By Thomas Hill • December 26, 2019The Pros and Cons of Real Assets You know what they say about investing in land: “They’re not making any more of it.” And you may have heard people say…
Finding Your Deal Flow in Private Investing
By Heather Schwarz-Lopes • December 23, 2019Discover the three ways to increase your deal flow as a private investor: personal referrals, groups and associations, and online platforms.
Liquid Alternatives Feel More Fluid to New Investors
By Brigitte Yuille • December 19, 2019Over the last decade, investors have pursued alternative investments that rival hedge funds without the same risks. The result: liquid alternative funds.
5 Questions to Ask a Financial Advisor Before Hiring
By Alicia Purdy • December 17, 2019Can your advisor prove their qualifications and track record? Know the questions to ask a financial advisor and what they mean for your financial future.
Investing in Megatrends Means You’d Better be Good at Predictions
By David Moses • December 16, 2019From urbanization to clean energy, changes in global attitudes made megatrend investing popular. But not everyone riding major trends will be successful.
My Financial Advisor Has Money Troubles: Fiduciary Obligations and Your Right to Know
By Mike Straus • December 10, 2019Does your advisor have fiduciary obligations that require disclosure? Know how your investments may be affected by your financial investor’s money issues.
Evaluating Online Hedge Fund Platforms: Not All are Created Equally
By Alon Goren • December 9, 2019Since the SEC lifted a ban on general solicitation, hedge fund investors can now find deals online. But caveat emptor! Let the buyer beware.
Accredited Investor Installment 11: Investment in Hedge Funds
By Jonathan Friedland • December 5, 2019Investment in hedge funds has become available to a wider audience in recent years. Learn how a hedge fund investment works.
Assets in the Red (and White): Can Investing in Wine and Wine Funds Add Stability to Your Portfolio?
By Andrew Rosenbaum • December 3, 2019Investing in wine has historically offered greater annual returns than both stocks and bonds. Learn about wine funds or how to make a DIY wine investment.
The Term Sheet: An Overview of Investor Rights and Controls in VC Investments
By J. Robert Tyler III • December 2, 2019The provisions of a venture capital deal, known as a term sheet, include liquidation rights, management participation and exit rights.
5 Management Responsibilities that Aid the Sales Process
By Thomas Apperson • November 26, 2019Maintaining an honest dialogue with members of all management team positions during the negotiations can help lead to a successful outcome.
McCulloch v. Maryland and the Famous Supreme Court Cases that Changed Our Economy
By David M. Freedman • November 25, 2019You may not have heard of McCulloch v. Maryland, but this famous supreme court case is one of three that fundamentally changed our nation’s economy.
5 Investment Strategies PE Firms Use to Choose Portfolio Companies
By Kaja Kwasniewska • November 22, 2019Private equity firms choose their portfolio companies by focusing their investment strategies on factors such as lifecycle, geography and industry.
What is a Family Office?
By Gay Jervey • November 21, 2019Private Wealth Management for Well-To-Do Families Family offices date back to the 19th century, when the likes of John D. Rockefeller and other tycoons spearheaded them as effective tools to…
An Investor’s Guide to Productive Assets, Physical Assets and other Tangible Asset Types
By Alan G. Orlowsky • November 20, 2019Why Buy Farmland if You’re Not a Farmer? Tangible Assets Explained Individuals invest in tangible assets (called physical assets, hard assets, fixed assets and more, depending on the asset itself)…
Film, Fine Dining and West Side Story: a Warning on Risky Investments
By Kristina Parren • November 19, 2019Vanity Investments are All for Show "Hamilton" drove the masses to Broadway in 2016, making it seem as though Broadway shows were the next exciting investment. Through 2018, shows like…
Private Equity vs. Venture Capital 101
By David M. Freedman • November 18, 2019Venture capital is often tucked under the umbrella of private equity, but investors should know the key differences in private equity vs venture capital.
Taking Stock in Main Street: The Importance of Small Business
By John Arensmeyer • November 15, 2019Small businesses make up 99.9% of all businesses and employ millions of Americans. Learn more about the importance of small business investing.
Do Managers Take Too Much of the Pie in Hedge Fund Fees?
By Joe Burns • November 14, 2019Hedge funds have trailed the S&P 500 for years, so why are hedge fund fees so high? Hedge fund managers may be changing their tune, according to reports.
‘Know Thy Numbers’ Installment #3: Types of Financial Statements
By Jonathan Friedland • November 13, 2019From the statement of income to the statement of cash flows, here's how various types of financial statements present a bigger picture of company health.
‘Know Thy Numbers’ Installment #2 – Accounting Principles in a Nutshell
By Jonathan Friedland • November 12, 2019GAAP rules are accounting principles and concepts that shape how we present financial information. These are the 12 “Commandments” of GAAP accounting.
‘Know Thy Numbers’ Installment #1 – Welcome to the Jungle, an Introduction to the Series
By Jonathan Friedland • November 11, 2019Don’t leave numbers to the accountant. An introduction to accounting and its basic concepts can equip you to make better business decisions.
Putting off the Tax Collector – The Basics of 1031 Exchange Rules
By Tracy Treger • November 8, 2019Hold off the tax man by following these 1031 exchange rules when selling and reinvesting in new properties.
Budget-Friendly Meals for the Holidays: Take the $100 Challenge
By Michelle Gershfeld • November 7, 2019Your holiday meal is costing too much, but it is possible to create budget-friendly meals at just $100… if you can accept the challenge.
What is the JOBS Act: 2019 Primer for the Private Company C-Suite Executive
By Vanessa J. Schoenthaler • November 6, 2019A concise guide to each section of the JOBS Act and its effects on investors of various sizes interested in the private capital markets.
What ‘Animal House’ Can Teach Us About Reasonable Reliance in Fraud Cases
By Adam Hirsch • November 5, 2019The boys of Delta Tau Chi unknowingly teach us about an important legal defence in fraud cases. What is reasonable reliance, and when is it effective?
Will an Unapologetic Tax Hike Affect Your 401(k) or IRA Beneficiaries?
By Richard A. Sugar • November 4, 2019You worked a lifetime to grow your retirement fund. Now, pending bills in DC may speed taxes on retirement benefits and impact 401k and IRA beneficiaries.
A Visual Guide to the 5 Legal M&A Deal Structures
By Craig M. Carpenter • November 1, 2019There are five basic M&A deal structures, including four share acquisition methods and one asset acquisition method. What are the benefits of each structure?
Successful Startups are ‘Investable’ Startups: Must-Have Traits and Helpful Practices
By Stephanie Strait • October 31, 2019A good idea is not enough to attract investors. Does your startup have these 4 traits that successful and “investable” startups all share?
Consensus Decision Making: How Much Compromise is Too Much?
By David Spitulnik • October 30, 2019In the decision making process, trying too hard to achieve consensus leads to suboptimal results. Consensus decision making should include the best of everyone’s input.
Protection from Investment Fraud: Who’s Got Your Back?
By Adam Schlagman • October 29, 2019If an investment opportunity sounds too good to be true, it may be a sign of investment fraud. Learn the signs with these 5 investment watchdog resources.
Hey Business Owner, Are You Using the Full Potential of Social Media Marketing?
By Tina Powell • October 28, 2019Did you know that 91% of Fortune 500 companies use Twitter and 89% use Facebook? Don't ignore the power of social media marketing.
Using Your Assets for Good: Incorporating Charitable Giving into Your Financial or Estate Plan
By Rhonda Ducote • October 25, 2019Charitable giving is a rewarding process, but donors should be aware of the tax implications (and benefits) of each philanthropic approach.
Is the Private Market Defeating the Public Market?
By Sohail Prasad • October 24, 2019Regulatory changes and the burdens of public finance have led IPOs to lose value. Now, companies and investors are finding value in the private market.
The (Thorough) Art of Evaluating Crowdfunding Sites and Title III Offerings
By David M. Freedman • October 23, 2019Crowdfunding investments require introspection on financial and social motivations, as well as due diligence on crowdfunding sites and offering deal terms.
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