How to Get COVID-19 Related SBA Disaster Loans
By Jeremy Waitzman •Do you have a small business impacted by COVID-19? Read these tips on how to apply for SBA disaster loans during the coronavirus crisis.
Financial Poise™ has one mission: to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners and executives.
Requesting Rent Concessions in Response to Coronavirus
Business owners may need to seek rent concessions during the COVID-19 crisis. What's the best way to request rent help or rent abatement from your landlord?
Read More »That’s SOC, Not SOX: SOC Reports Audit the Safety of Company Data
An SOC report tells business owners, buyers and fiduciary directors if their data is being safely managed by a service organization. Should you request one?
Read More »Investing Basics Installment #1: What is Stock? And Should You Buy Some?
What is a stock? For anyone still considering buying we cover stock basics and investment principles in this series on all things equity.
Read More »Quick Starts to Popular Financial Poise Series
'Know Thy Numbers' - Plain English Principles for the Business Owner & Investor about Accounting and Finance
By Jonathan Friedland & Kristina Parren • November 11, 2019Recent Articles
Do you have a small business impacted by COVID-19? Read these tips on how to apply for SBA disaster loans during the coronavirus crisis.
How to Get Venture Capital Funding
By Scott Bernstein • March 23, 2020Position your company to get funding through VC investments with these steps for creating a financial model for potential investors.
Survey Says: Investing in Real Estate Market Still the Popular Choice Among Americans
By The Financial Poise Editors • March 20, 2020Americans favor investing in real estate over stocks and other asset classes. What makes the current real estate market so popular?
You Will Survive! How Your Business Will Survive Coronavirus – a Crisis Management Plan
By Jonathan Friedland • March 18, 2020Don’t let the coronavirus sink your business. Use these crisis management tips to position yourself for economic opportunity once the worst passes.
Protect Your Business from Coronavirus with a Disaster Assistance Loan
By Mark Melickian • March 16, 2020The SBA announced a new disaster assistance loan program that can provide relief to small businesses affected by COVID-19, or the Coronavirus.
How to Find the Right Business Buyer for Your Company
By Michele Schechter •What kind of business buyer should you approach to sell your business? Find out where to meet financial, strategic and operator buyers.
Money Basics Series – Part 6: Protect Assets and Your Future Nest Egg
By Michelle Gershfeld • March 13, 2020Protect your assets in six steps. Record, insure and track your assets to secure your nest egg for retirement and a more secure future.
Money Basics Series — Part 5: Is Your Relationship Ready for a Joint Account?
By Michelle Gershfeld • March 12, 2020Are you rushing into a joint account with your significant other? These are the questions you should ask your partner before making the commitment.
Force Majeure Clauses in the Age of Coronavirus
By Jeremy Waitzman • March 11, 2020As the COVID-19 coronavirus disrupts global business and supply chains, here’s what you should know about invoking force majeure clauses.
Pressing the “Eject” Button: Secure a Viable Real Estate Exit Strategy First
By Tracy Treger • March 10, 2020Some investors have a commercial real estate exit strategy of holding property indefinitely, to pass it on to heirs with a stepped-up tax basis.
Appetite for Divestment at Record High
By Michele Schechter • March 9, 2020Divest to Grow The percentage of companies utilizing divestments doubled from 2017 to 2019. Executives and investors are learning that in order to increase value and grow their core business,…
When Is it Appropriate to Take on a High Interest Rate Debt Loan?
By Charlie Perer • March 6, 2020High interest rate debt may not be as bad as you think. Learn what alternative lenders and a high interest debt loan can do for your business.
Beginner’s Guide to Venture Capital Investment and Returns
By Kenneth Freeman • March 5, 2020Non-investors often confuse venture capital investment with private equity, but there is a difference. Learn about VC, from access to returns.
The Delayed PE Exit Strategy – What’s a Limited Partner to Do?
By The Financial Poise Editors • March 4, 2020Private equity firms are focusing less on exit strategy and more on creating value to satisfy their LPs. Today’s investment horizon is longer than ever.
Recognizing Special Situations in Private Companies
By Bruce Werner • March 3, 2020"Special situations" affecting stock price, (i.e. bankruptcy or a spinoff company) can be more complicated for private companies, which tend to be illiquid.
The Government’s Clash on Fiduciary Responsibilities and Your Advisor’s Retirement Advice
By Michele Schechter • March 2, 2020What Will Happen to the DOL Fiduciary Rule? In March of 2018, the 5th U.S. Circuit Court of Appeals in New Orleans vacated a fiduciary rule that would require brokers…
Home Run Hobby? Baseball Card Investing Still Brings Cash for Collectors
By The Financial Poise Editors • February 28, 2020Baseball Card Investing by Livestream? Analog Investments Show Virtual Appeal Can you imagine making a small $20 investment in a case of baseball cards, watching a livestream of someone else…
The Impact of Revenue Recognition Changes to Business Practice
By Hogiadi (Hogi) Kurniawan • February 27, 2020Changes to revenue recognition standards took effect in 2019 for private companies. See how your business practices should change.
Keeping It Real: A Baby Boomer’s Guide to Real Estate Crowdfunding
By John Bowens • February 26, 2020Baby Boomers are looking for alternative sources of income as they retire, and real estate crowdfunding provides an opportunity to passively invest.
Revising the Accredited Investor Standard
By Jonathan Friedland • February 25, 2020The accredited investor threshold has not been updated since the Reagan presidency, but the SEC’s recently proposed updates still miss a step.
How Important is Timing With Your Fraud Statute of Limitations? Turns Out, Very
By Adam Hirsch • February 24, 2020Simply saying you had no idea may not work when it comes to a fraud claim. Learn how a fraud statute of limitations can determine your case.
Money Basics Series – Part 4: Medical Debt and Overwhelming Financial Matters
By Michelle Gershfeld • February 21, 2020Some debt is beyond our control, such as medical debt. Protect your assets when you owe more than you have, and negotiate your debt without shame.
Money Basics Series – Part 3: Debt Management and Credit Card Spending
By Michelle Gershfeld • February 20, 2020Debt management starts with tracking and reducing credit card debt. Form better spending habits with these tips and tricks.
Startup Business Tips from Industry Leaders
By Michele Schechter • February 19, 2020Have a business idea but not sure where to start? The experts at Financial Poise have compiled start-up business tips from industry leaders.
Real Estate Due Diligence: A Simple Guide for Investment Properties
By Tracy Treger • February 18, 2020When it comes to investing in real estate, do your homework before you pull the trigger. Learn the best ways to accomplish real estate due diligence.
Informal Estate Planning: Non-Probate Property
By Michelle Huhnke • February 17, 2020Did you include planning for non-probate property in your informal estate planning? Learn why this is an essential step in setting your affairs in order.
The Purchase Agreement Essentials – Business Deal ‘Terms of Sale’
By Robert E. Connolly • February 14, 2020The terms of sale are the heart of the purchase and sale agreement. They define what is being purchased, how much it costs and how payment will be made.
Cannabis Companies and the Marijuana Tax: It’s Not Easy Being Green
By Simon Dufour • February 13, 2020Cannabis companies are overwhelmed by taxation and restrictions on their expense deductions via Section 208E, but new legislature may ease the pressure.
Mickey Mouse, the Founding Fathers and Copyright Law
By Meghan Nugent • February 12, 2020What is the Copyright Clause? On January 1, 2024, the world’s favorite mouse will enter the public domain. The Walt Disney Company, one of the greatest challengers to copyright law,…
The ESG Investor and the Food Revolution: Embracing a Plant-Based Diet
By Tyler Mayoras • February 11, 2020How a Plant-Based Diet Promotes Good Health and Socially Responsible Investing I went vegan about three years ago, based on the research that I was doing on food, nutrition and…
The Purchase Agreement Essentials: Representations and Warranties
By Robert E. Connolly • February 10, 2020Protect Yourself During the Buying and Selling Process The representations and warranties section of the Purchase Agreement is one of the most negotiated sections of any agreement between a buyer…
Are Investors Still Happy with Private Equity Performance?
By Kristina Parren • February 7, 2020Private equity investors say expectations were met throughout the last decade. Going into 2020, is private equity performance still meeting forecasts?
Money Basics Series – Part 2: A Painless System of Budgeting
By Michelle Gershfeld • February 6, 2020Personal Finance Fundamentals Every Adult Should Know Now that you’ve checked your credit score and chosen your bank, you can better identify areas where you need to improve your finances,…
Money Basics Series – Part 1: How to Read Your Credit Report and Choose Bank Services
By Michelle Gershfeld • February 5, 2020The first step to financial planning is knowing where you stand with money. Get tips on choosing bank services, and learn how to read your credit report.
Purchase Agreement Essentials – Positive Covenants and Restrictive Covenants in M&A Transactions
By Robert E. Connolly • February 4, 2020Positive covenants and restrictive covenants in a Purchase Agreement protect the value of the Company for the Buyer but may be overlooked.
Sleep Better with Reps & Warranties Insurance
By Bruce Werner • February 3, 2020Understanding Representations, Warranties and Indemnities in M&A Transactions When boards are deliberating the purchase or sale of a business, they need to consider the long-term risks of the decision. Understanding…
Heeding the Unicorn’s Call: How to Invest in Private Companies as Public Stocks Shrink
By John Bowens • January 31, 2020How Does the Average Investor Invest in Private Equity? Historically, private market investments have typically outperformed investments in public stocks. In addition, while private equity has grown from a $30…
Making Charitable Donations: Seven Practical Considerations
By Andrew Katzenberg • January 29, 2020Being Selfless While Also Watching Out For Your Wallet You may desire to be philanthropic, but handing over money may not be the most effective way to make charitable donations.…
Why Your RIA Fears Private Equity Investments
By Matt Niksa • January 28, 2020RIAs Lack in Alternative Investment Offerings for Their Clients Registered investment advisors (RIAs) have never been the preferred vehicle for finding alternative investment opportunities, especially private equity. Large private equity…
The Risks, Rewards and Challenges of Buying Real Estate
By Tracy Treger • January 27, 2020Investing in Real Estate for Beginners Property values are rising in smaller cities, renting remains popular in first-tier cities, and many Millennials are entering the housing market for the first…
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