Risk-Reward Trade-Off: What 3 Venture Capital Investment Opportunities Teach Us
By Kenneth Freeman • November 23, 2020Three venture capital investment opportunities prove that VC offers a wide range of risks alongside potential rewards.
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The B2B Marketing Strategies You Need to Succeed In a Digital Age
Business to business (B2B) marketing and sales must be specialized, but these B2B marketing strategies will help keep you ahead of the curve.
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Three venture capital investment opportunities prove that VC offers a wide range of risks alongside potential rewards.
6 Twitter Best Practices to Grow Your Engagement
By Tyler Mayoras • November 20, 2020Position yourself as an industry expert by following these six Twitter best practices to boost engagement.
Learn How to Delegate Using 2 Simple Questions
By Lee Eisenstaedt • November 19, 2020Effective delegation frees up time for leaders to work on bigger projects. But in order to delegate successfully, ask yourself two questions.
‘Know Thy Numbers’ Installment #4- Cash is King: Cash Gap and Working Capital
By Jonathan Friedland • November 17, 2020The time between cash outflow and cash inflow, when cash is low, is called cash gap. Learn how to calculate and improve your cash gap.
Suing for Fraud? Here’s How the Defendant Could Blame You
By Adam Hirsch • November 12, 2020While a comparative fault defense isn’t always an option in fraud cases, the defendant could still argue that the victim is to blame.
Timeshare Ownership is the Fabulous Getaway You’ll Never Escape
By Alicia Purdy • November 8, 2020Timeshare ownership is a popular way to vacation each year, but beware: purchasers don't get the benefits of a true real estate investment.
Investing in a Real Estate Syndication: A Simple Guide
By Tracy Treger • November 4, 2020Investing in a real estate syndication allows investors with less capital, time and managerial experience to invest in a pooled fund.
Five Questions to Help You Drive Business Growth
By David Spitulnik • November 3, 2020Drive business growth by asking these questions that produce specific, measurable and realistic goals for your company's future.
How Choosing Your Company Legal Structure Affects Business Down the Line
By Michele Schechter • October 30, 2020LLC? S corp? Pick your company legal structure wisely. The type of business entity you choose affects all facets of your business.
Feedback is the Breakfast of Champions: Designing Fruitful Board Evaluations
By Bruce Werner • October 26, 2020Private company board evaluations need focus, consistency and discipline. Consistent and honest feedback can facilitate business growth.
The Financial Urban Dictionary: A Financial Planning Glossary to Help You Speak with Your Advisor
By Peter Eickelberg • October 20, 2020Don’t let fancy financial advisor language intimidate you. This financial planning glossary explains the jargon with flare.
5 Steps to Investing in Real Estate with a Self-Directed IRA
By Rick Pendykoski • October 15, 2020Want to grow your wealth, diversify your assets and get tax benefits? Using a self-directed IRA to invest in real estate may be for you.
Flex: Reading for Employees to Increase Knowledge and Flexibility in the Workplace
By Jonathan Friedland • October 14, 2020Flex is required reading for those who want to create more options and flexibility in the workplace by learning a business beyond their role.
Waistlines and Wallets: How Your Health Affects Your Financial Wellness
By Mercedes Holmen • October 14, 2020Your financial wellness is linked to your everyday health habits. Better nutrition, exercise and sleep can reduce debt and financial stress.
4 Angel Investing Lessons from an Angel Group Veteran
By Stephanie Strait • October 9, 2020Want to be an angel? These angel investing lessons will help you make the right (and polite) approach with entrepreneurs.
Millennials in the Workplace Want These 4 Qualities in a Company
By Lee Eisenstaedt • October 2, 2020Millennials in the workplace just want the same as earlier generations. Strong purpose and transparent management can help retain your talent.
Cash is King: Prepare Your Balance Sheet for a Business Sale
By Michele Schechter • October 1, 2020Buyers look for signs of healthy cash flow. Find ways to clean up your earnings and expenses as you prepare your balance sheet.
Fighting Back Against Patent Troll Companies After TC Heartland
By Meghan Nugent • September 28, 2020Patent troll companies were curbed in 2017 by the Supreme Court’s decision in the TC Heartland case, but companies are still at risk.
An AI Future is Coming: How Businesses and Investors are Capitalizing
By Brian Dixon • September 25, 2020Robots? Automation? Don't be afraid! Here's how an AI future offers opportunities to see returns for both businesses and investors.
It’s All in the Details: The Importance of FRCP Rule 9 in Fraud Cases
By Adam Hirsch • September 24, 2020When it comes to fraud cases, FRCP Rule 9 may scare plaintiffs and comfort defendants. But should Rule 9 be feared or relied on too heavily?
The Psychology of Spending: Overcome Bad Habits, Save Your Money and Grow Your Wealth
By Alicia Purdy • September 18, 2020Don’t let the current psychology of spending empty your wallet. Learn how to save your money with these frugal living tips.
Employment Law and 4 Methods to Prevent Wage Discrimination Claims
By Zascha Blanco Abbott • September 17, 2020The Equal Pay Act is one of 4 laws governing compensation. Know the legal framework to prevent wage discrimination and correct poor policies.
Private Equity Exits: What Employees Should Know
By Bruce Werner • September 16, 2020The complexities of a PE exit can be scary for employees who are evaluating their job security during a business sale. What should you know?
What is a SAFE Note and Does It Benefit Founders and Investors Alike?
By David M. Freedman • September 10, 2020What is a SAFE note, and why do startups and investors prefer them over convertible debt and other offered securities today?
Little-Known IRA Rollover Rule Has Big Consequences
By Jeffrey Kelley • September 9, 2020Avoid making the Forbes Top Tax Cases list with a review of the IRA rollover rule, which limits the number of IRAs you can rollover per year.
How Do I Evaluate Multiple Offers in a Business Sale?
By Michele Schechter • September 3, 2020Comparing multiple offers in a business sale is not always an apples to apples comparison. Consider buyer intent, complex provisions and, ultimately, your goals.
Happy Owner, Happy Board: The Strategy of a Private Company Board of Directors
By Bruce Werner • September 2, 2020A public company must focus on shareholder value, but a private company board of directors answers to one person only: the owner.
How Toxic Workplace Culture Defines a Company…and How to Fix It
By Lee Eisenstaedt • September 1, 2020You can change a toxic workplace culture, but it requires more than firing a problematic “rainmaker.” Ask the team: what’s not tolerated here?
Women: It’s Time to Take Charge of Family Finances
By Rhonda Ducote • August 28, 2020Studies show a majority of wives are uninvolved in family finances. Here's how advisors and spouses can address financial planning for women.
Laws of Attraction: Can a Conservative Investor Love Venture Capital too?
By Kenneth Freeman • August 27, 2020You can be a conservative investor and dabble in venture capital, despite its risks—it’s all about diversification and doing your homework.
Beyond the Fringe: Alternative Asset Classes Go Mainstream
By John Drachman • August 25, 2020Alternative asset classes are going mainstream thanks to recent legislation and fewer publicly traded companies, but are retail investors ready?
90 Second Lesson: What are BDCs? A Look at the Business Development Company Model
By The Financial Poise Editors • August 21, 2020BDCs or Business Development Companies are investing vehicles for funding small businesses. How can BDC investing work for your portfolio?
How to Conduct Due Diligence Before Buying a Business
By Michele Schechter • August 21, 2020The process of due diligence before buying a business includes legal, financial and operational considerations. Know what to look for and get ahead of the game.
A Brief Overview of Investing in Life Settlements
By Gary Opp • August 19, 2020As seniors move to sell their life insurance policies for extra income, investing in life settlements has become a popular asset class. How can you profit?
Those Who Wander are Not Lost: Combating Leadership Doubt with New Perspective
By David Spitulnik • August 18, 2020Your leadership journey doesn’t have to be a lonely one. CEOs can conquer leadership doubt by “wandering,” or visiting their team members on the front lines.
The First Mover Disadvantage: Why the Early Bird Doesn’t Always Catch the Worm
By Jonathan Friedland • August 15, 2020Pebble was once a promising leader in smartwatches until Apple entered the market. Pebble teaches early investors a lesson in the first mover disadvantage.
The Basics of Convertible Debt Offerings Under Title III
By David M. Freedman • August 14, 2020Title III convertible debt offerings allow for not-yet-profitable startups to secure funding without valuation disagreements. But what about the investors?
Understanding America’s Federal Legal Language
By Robert Mander • August 13, 2020You don’t have to be a lawyer to understand the U.S. Legal System. Get to know types of federal laws and how to break down federal legal language.
It’s Never Too Early to Start Leadership Succession Planning
By Lee Eisenstaedt • August 12, 2020Leadership succession planning should not wait until the business needs a shake up. Develop talent and leaders in good times and bad.
A Crash Course on the Benefits of REITs for Passive Investors
By Tracy Treger • August 11, 2020Can’t afford to buy property? REITs allow passive investors to “own” real estate without having to lift a finger. Learn how REITs work from an expert.
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