Talent Development Strategies for the Talent You Have Today but Need Tomorrow
By Bruce Werner • September 9, 2021Your talent development strategies should consider the talent you want and how it compares to the talent you have today.
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Recent Articles
Your talent development strategies should consider the talent you want and how it compares to the talent you have today.
Want to Invest in Opportunity Zones? 5 Reasons to Target Low-Income Housing Tax Credits
By Kenneth Silverberg • August 24, 2021Here’s why you should combine your investment in opportunity zone funds with the rich tax benefits of low-income housing tax credits.
Trade Secret Misappropriation: Methods for Measuring Damages and Seeking Relief
By Shawn Fox • August 23, 2021Trade secret misappropriation is on the rise in the US. How does a business calculate damages in cases of trade secret theft?
Employee Development and Retention: How to Invest in People and Boost Your ROI
By Michele Schechter • August 19, 2021Employee development and training is crucial to avoid turnover and the costs of onboarding new employees. Learn how to retain your talent.
Don’t Let the Sunk Cost Fallacy Sink Your Business!
By Prasad Ramani • August 17, 2021Don’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.
I Went for an MBA at 43. Here’s Why Business School Rankings are Meaningless
By Josh Beach • August 12, 2021After years of teaching higher education, a lecturer works to get his MBA. What he learns may change your mind about getting the degree.
4 Steps for Handling Your Finances in Divorce
By Carrie Weiner Rosenbloom • August 11, 2021Divorce is not just an emotional process—it’s a financial one too. Follow these steps to manage finances in divorce and protect your assets.
Managing Your Relationship with Your Business Lender in Times of Crisis
By Michael Fixler • August 10, 2021A 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.
An Initiation Into Private Equity Funds
By The Financial Poise Editors • August 7, 2021Get to know the most important basics of private equity funds, from history and the current market to risk and due diligence.
Governance Systems Should Anticipate and Resolve Business Ownership Conflicts
By Bruce Werner • August 4, 2021Business ownership conflicts threaten the continuity of a business, and when decision-makers can’t step up, the board must lead the charge.
The Benefits of an ESOP Transaction for the Seller and Company
By David B. Solomon • August 3, 2021Selling your company? Retain employees, eliminate tax burdens, and ensure future company growth by utilizing an ESOP transaction.
Three Reasons the Consumer Goods Industry Should Be On Every Investor’s Radar
By Lior Lavy • July 30, 2021Investing in the consumer goods industry provides moderate but stable returns. Diversify your portfolio with common consumer staples.
The Importance of Valuing Your Online Business Assets for a Sale
By Avery Cohen • July 28, 2021Online business assets like your domain name, social media accounts and email lists provide additional value when selling your business.
Free Tuition Won’t Fix Community Colleges—Or Help Students
By Josh Beach • July 27, 2021President Biden’s proposal for free tuition at community college sounds good on paper, but American education requires much greater reform.
3 Advantages (and Disadvantages) of Owning a Franchise for Aspiring Entrepreneurs
By The Financial Poise Editors • July 23, 2021Owning a franchise is a great way to transition from a corporate job to self-employment. But, the benefits of a franchise come with caveats.
Steps for Protecting Business Sale Confidentiality
By Doug Hyland • July 22, 2021A transaction advisor can help you ensure confidentiality when selling your business. Take these steps to avoid a confidentiality breach.
Don’t Depend on Insurance: How to Proactively Assess and Manage Business Risks
By Rusty Magner • July 21, 2021Don’t manage business risk by simply buying insurance. Learn how to reduce and avoid risk with a proactive risk management plan.
Fairness in the Workplace: Why You Can’t Make Exceptions for Exceptional People
By David Spitulnik • July 16, 2021No matter how stellar your star employee is, making exceptions for poor behavior sets a precedent that damages company culture.
Investing in Cannabis: How Investors are Chasing the High
By The Financial Poise Editors • July 15, 2021As the Senate Majority Leader proposes to legalize marijuana under federal law, is it time to start investing in cannabis?
Alternative Asset Investments May Help When Stocks Decline
By John Drachman • July 14, 2021It's not smart to put all your eggs in one basket. Investors should consider alternative asset investments to protect against volatility.
‘Know Thy Numbers’ Installment 6: Inventory Accounting
By Michael Pakter • July 8, 2021Inventory accounting values a company’s inventory, or saleable products, and analyzes the health of inventory flow.
Acquisition Risks: That Company May Be Good to Own, but Tough to Buy
By Bruce Werner • July 7, 2021A company may look like a gold mine before you’ve weighed the acquisition risks and challenges. Ask these questions to avoid buyer’s remorse.
Precious Metals Investing: The Do’s and Don’ts
By Roy Friedman • July 6, 2021Profiting from precious metals is an easy and smart way to build a balanced portfolio. Here’s how to delve into precious metals investing.
The Good, the Bad and the Ugly of Family Business Transitions and Exit Planning
By Ervin Terwilliger • July 2, 2021Usher in the good and avoid the bad—or ugly—in family business exit planning by following these strategies during a transition.
Business Valuation Is More Art Than Science
By Steven Fischoff • July 1, 2021Business valuation professionals approach valuation methods with subjectivity, which requires special consideration when determining value.
Eight Reasons Why Blockchain Technology Won’t Be Stopped (And Shouldn’t)
By Robin Bloor • June 30, 2021Blockchain technology and cryptocurrencies offer disruptive—but secure—ways of using currency, making payments and documenting contracts.
Pandemic Leads to Rising Lumber Prices in 2021: What It Means for Homeowners
By Adeola Akinrinade • June 25, 2021With more people working on home projects during the pandemic, demand for lumber has led to rising lumber prices and industry shifts.
The Advantages and Disadvantages of Single-Tenant vs Multi-Tenant Investment Properties
By Tracy Treger • June 24, 2021Which is riskier, single-tenant or multi-tenant investment property? Consider these pros and cons before making a decision.
Investing in the Great Lakes Boom
By David M. Freedman • June 23, 2021Climate migration and water scarcity will lead to an economic boom for the Great Lakes Basin. Is Great Lakes investing the new revolution?
What the Financial Industry Should Know About Gen Z and Millennial Banking Habits
By The Financial Poise Editors • June 20, 2021Millennial banking habits are making financial institutions rethink their strategy, and Gen Z is not far behind in shaping Fintech trends.
How to Plan for Management Succession
By Bruce Werner • June 16, 2021Planning for management succession is easier once you know your company’s business objectives and talent needs.
7 Steps for Building a Brand Strategy for Your Small Business
By Scott Steer • June 15, 2021For the best brand strategy, you must build a strong brand identity, position your product and meet expectations to improve perception.
Should You Co-Invest? 10 Considerations for Co-Investment SPVs
By John Backus • June 12, 2021Co-investment SPVs get rid of the middleman in venture capital investments, but is their popularity in excess?
The Balancing Act of Tough Love Leadership
By David Spitulnik • June 11, 2021Tough love leadership holds everyone accountable without losing their respect. How can you become a firm but fair leader?
Introducing SOFR: Benefits and Challenges of the LIBOR Replacement
By The Financial Poise Editors • June 10, 2021SOFR is set to fully replace LIBOR by June of 2023. SOFR is a transparent and reliable alternative, but it comes with its own challenges.
Investing in Water: Books to Get You Started
By David M. Freedman • June 5, 2021As water resources become scarce, a water boom may not be far off. Read these books to get smart about investing in water.
Tips to Manage Business Risks with Your Board and Management Team
By Bruce Werner • June 3, 2021Business owners have little time to ponder unlikely events. It’s up to the board and management team to manage business risks continuously.
How to Overcome the Biggest Sales and Marketing Challenges and Brew Up Your Brand
By Scott Steer • June 2, 2021Who is your niche and what do they want? Go beyond product and differentiate your brand by addressing these sales and marketing challenges.
A Diversified Real Estate Portfolio is Sound Investment Strategy
By Tracy Treger • May 29, 2021Have you been thinking of investing in real estate, but not sure what type? The key is a diversified real estate portfolio.
Why This Cousin of Shiny Object Syndrome is Equally Bad for Business
By David Spitulnik • May 28, 2021Like Shiny Object Syndrome, we also fall trap to Shiny Service Syndrome. Learn how to evolve, not just survive, when chasing new services.
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