Financial Poise
 

Requesting Rent Concessions in Response to Coronavirus

By Jeremy Waitzman • March 27, 2020

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?

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That’s SOC, Not SOX: SOC Reports Audit the Safety of Company Data

By Bruce Werner • March 25, 2020

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?

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Investing Basics Installment #1: What is Stock? And Should You Buy Some?

By Jonathan Friedland • March 24, 2020

What is a stock? For anyone still considering buying we cover stock basics and investment principles in this series on all things equity.

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Recent Articles


a blue and white sorry we're closed sign represents the need to apply for SBA disaster loans.

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. 

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A group of Millennials programmers gather at a coffeeshop to discuss VC funding, or venture capital funding, for their startup

How to Get Venture Capital Funding

By Scott Bernstein • March 23, 2020
Position your company to get funding through VC investments with these steps for creating a financial model for potential investors.

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Investing in real estate like this multi-family dwelling, Bankrate found, is more popular than betting on the stock market

Survey Says: Investing in Real Estate Market Still the Popular Choice Among Americans

By The Financial Poise Editors • March 20, 2020
Americans favor investing in real estate over stocks and other asset classes. What makes the current real estate market so popular? 

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COVID-19 is spelled out with pills and syringes, representing a prescription for business crisis management during the Coronavirus epidemic

You Will Survive! How Your Business Will Survive Coronavirus – a Crisis Management Plan

By Jonathan Friedland • March 18, 2020
Don’t let the coronavirus sink your business. Use these crisis management tips to position yourself for economic opportunity once the worst passes.

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A business woman in a blue surgical mask, symbolizing COVID-19, and the new Disaster Assistance Loan program from the Small Business Administration

Protect Your Business from Coronavirus with a Disaster Assistance Loan

By Mark Melickian • March 16, 2020
The SBA announced a new disaster assistance loan program that can provide relief to small businesses affected by COVID-19, or the Coronavirus. 

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Someone's hand signs a business sale contract after finding the perfect business buyer

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.

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An investor stands in front of a "HOME" welcome mat, desiring to protect assets and nest eggs in times of distress

Money Basics Series – Part 6: Protect Assets and Your Future Nest Egg

By Michelle Gershfeld • March 13, 2020
Protect your assets in six steps. Record, insure and track your assets to secure your nest egg for retirement and a more secure future.

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A bride and groom make heart hands, symbolizing their decision to open a joint account

Money Basics Series — Part 5: Is Your Relationship Ready for a Joint Account?

By Michelle Gershfeld • March 12, 2020
Are you rushing into a joint account with your significant other? These are the questions you should ask your partner before making the commitment.

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A frustrated businessman considers invoking a force majeure clause in a business contract because of the coronavirus

Force Majeure Clauses in the Age of Coronavirus

By Jeremy Waitzman • March 11, 2020
As the COVID-19 coronavirus disrupts global business and supply chains, here’s what you should know about invoking force majeure clauses.

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House keys inside an open door, symbolizing real estate exit strategies

Pressing the “Eject” Button: Secure a Viable Real Estate Exit Strategy First

By Tracy Treger • March 10, 2020
Some investors have a commercial real estate exit strategy of holding property indefinitely, to pass it on to heirs with a stepped-up tax basis.

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