Financial Poise

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What is the ROI for a Private Company Board of Directors?

By Bruce Werner • October 4, 2021

The Value of Developing a Private Company’s Board of Directors Successful firms view their boards of directors as competitive weapons. Boards influence the most important business matters. And, since they are expensive and consume substantial time, a board of directors'…

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Reading and Writing a Letter of Intent

By Peter Feinberg • September 27, 2021

Think of the LOI as akin to a father asking his daughter’s date, “What are your intentions with my daughter, young man?” but doesn’t have to be that intimidating.

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Equity Crowdfunding for the New Angel Investor

By David M. Freedman • September 20, 2021

Discover how to plan your equity crowdfunding investments thoughtfully to navigate risk as a new angel investor.

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Recent Articles

Talent Development

Talent Development Strategies for the Talent You Have Today but Need Tomorrow

By Bruce Werner • September 9, 2021
Your talent development strategies should consider the talent you want and how it compares to the talent you have today.

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Low-income Housing

Want to Invest in Opportunity Zones? 5 Reasons to Target Low-Income Housing Tax Credits

By Kenneth Silverberg • August 24, 2021
Here’s why you should combine your investment in opportunity zone funds with the rich tax benefits of low-income housing tax credits.

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Trade Secrets

Trade Secret Misappropriation: Methods for Measuring Damages and Seeking Relief

By Shawn Fox • August 23, 2021
Trade secret misappropriation is on the rise in the US. How does a business calculate damages in cases of trade secret theft?

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Employee Development

Employee Development and Retention: How to Invest in People and Boost Your ROI

By Michele Schechter • August 19, 2021
Employee development and training is crucial to avoid turnover and the costs of onboarding new employees. Learn how to retain your talent.

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Sunk costs

Don’t Let the Sunk Cost Fallacy Sink Your Business!

By Prasad Ramani • August 17, 2021
Don’t stay on a course of action just because you’ve already put in the time and money. Learn how to overcome the sunk cost fallacy.

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Business School

I Went for an MBA at 43. Here’s Why Business School Rankings are Meaningless

By Josh Beach • August 12, 2021
After years of teaching higher education, a lecturer works to get his MBA. What he learns may change your mind about getting the degree.

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4 Steps for Handling Your Finances in Divorce

By Carrie Weiner Rosenbloom • August 11, 2021
Divorce is not just an emotional process—it’s a financial one too. Follow these steps to manage finances in divorce and protect your assets.

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Business Lender Relationship

Managing Your Relationship with Your Business Lender in Times of Crisis

By Michael Fixler • August 10, 2021
A bump in the road can quickly sour your great relationship with your commercial lender. Here’s how to find help and keep your lender happy.

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Private equity

An Initiation Into Private Equity Funds

By The Financial Poise Editors • August 7, 2021
Get to know the most important basics of private equity funds, from history and the current market to risk and due diligence.

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Business owner conflict

Governance Systems Should Anticipate and Resolve Business Ownership Conflicts

By Bruce Werner • August 4, 2021
Business ownership conflicts threaten the continuity of a business, and when decision-makers can’t step up, the board must lead the charge.

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