Financial Poise

About Jonathan Friedland

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Jonathan Friedland is a principal at Much Shelist. He is ranked AV® Preeminent™ by Martindale.com, has been repeatedly recognized as a “SuperLawyer”, by Leading Lawyers Magazine, is rated 10/10 by AVVO, and has received numerous other accolades. He has been profiled, interviewed, and/or quoted in publications such as Buyouts Magazine; Smart Business Magazine; The M&A Journal; Inside Counsel; LAW360; Business Week.com; Dow Jones LBO Wire; and The Daily Deal. Jonathan graduated from the State University of New York at Albany, magna cum laude, in 1991 (after three years of study) and from the University of Pennsylvania Law School in 1994. Jonathan is also an active angel, venture capitalist, and private equity investor, and is the founder and publisher of DailyDAC.com and Financial Poise.com. Click here to see his full biography.


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Financial Poise Contributions

  • A Checklist for Due Diligence When Hiring a Financial Advisor Article published on June 18, 2026
  • The Sequence of Return Risk: A Retirement Red Zone Article published on June 11, 2026
  • What Makes a Great Manager? Article published on June 4, 2026
  • The Case for Investing in Climate Adaptation and Climate Migration Article published on May 28, 2026
  • Why Organizational Change Happens Slower Than You Think Article published on May 21, 2026
  • Private vs Public Companies: What Investors Need to Know Before They Invest (Part 2) Article published on May 14, 2026
  • Private vs Public Companies: What Investors Need to Know Before They Invest (Part 1) Article published on May 7, 2026
  • Are College Degrees Still Worth the Investment? Article published on April 29, 2026
  • Young Investors Are Investing. Are They Getting It Right? Article published on April 23, 2026
  • Investing in an Aging Population: How Demographic Trends Shape Investment Opportunities Article published on April 16, 2026
  • How Effective Are Annual Performance Reviews? Article published on April 13, 2026
  • Check Your Work: The Growing Problem of AI Hallucinations in the Workplace Article published on April 6, 2026
  • Don’t Take It at Face Value: What Investors Need to Know About Credit Rating Agencies Article published on March 27, 2026
  • What’s In a Domain Name? An Explainer on Domain Investing Article published on March 20, 2026
  • Can’t Touch This: Managing Risk in Intangible Assets Article published on February 20, 2026
  • Reading Tea Leaves: How Much Should You Trust Stock Market Forecasters? Article published on February 13, 2026
  • Enhancing Your Digital Footprint Article published on January 24, 2026
  • Mastermind Groups for Business Leaders and CEOs Article published on January 22, 2026
  • Powered by AI: The Future of Entry-Level Jobs Article published on January 9, 2026
  • How to Make a Good Strategic Decision (Cont’d) Article published on December 19, 2025
  • How to Make a Good Strategic Decision Article published on December 12, 2025
  • P/E Ratios: How High Can We Go? Article published on December 5, 2025
  • Don’t Worry, Be Happy: The Rise and Risk of Buy Now, Pay Later Services Article published on November 21, 2025
  • So, You Think You’re Smarter Than a Scammer? Article published on November 14, 2025
  • Filing a Post-Grant or Inter Partes Review Article published on November 13, 2025
  • The Dreaded L-Word: Layoffs Article published on November 7, 2025
  • Speculation Nation: Who Ya Gonna Call — Your Broker Or Your Bookie? Article published on October 31, 2025
  • Brought to You by the Makers of the UCC: The Uniform Assignment for Benefit of Creditors Act Article published on October 24, 2025
  • Mind the AI Gap, Lest You Fall In Article published on October 23, 2025
  • When Founders Come Back Article published on October 16, 2025
  • What the **** Is the Uniform Commercial Code? Article published on September 15, 2025
  • Facebook Is a Bad Investment Advisor Article published on June 16, 2025
  • Merchant Cash Advances & Your Business - Just Say No Article published on June 16, 2025
  • Alternative Assets and the 'Average' Accredited Investor Installment #1 Article published on June 12, 2025
  • Alternative Assets and the 'Average' Accredited Investor Installment #2 Article published on June 12, 2025
  • Alternative Assets and the 'Average' Accredited Investor Installment #3 Article published on June 12, 2025
  • Libel, Slander, Cyber Smear, & Defamation - A Nuts & Bolts Primer Article published on May 19, 2025
  • How to Prepare for Sale Webinar premiered on May 15, 2025 Webinar Series: Selling A Business-101: A Step-By-Step Guide
  • Dealing With Defaults Webinar premiered on May 14, 2025 Webinar Series: Business Borrowing Basics 2025
  • Keys to a Successful Sales Process Webinar premiered on May 9, 2025 Webinar Series: Selling A Business-101: A Step-By-Step Guide
  • Putting it All Together With Some Role-Playing Webinar premiered on May 6, 2025 Webinar Series: Board Of Directors Boot Camp 2025
  • How Many Businesses Can Survive a 145% Tariff Shock? Article published on May 2, 2025
  • You Sued and Won. Now What? How To Enforce a Judgment and Turn It Into Cash Article published on April 28, 2025
  • The Effective Board Webinar premiered on April 8, 2025 Webinar Series: Board Of Directors Boot Camp 2025
  • The Effective Director Webinar premiered on March 4, 2025 Webinar Series: Board Of Directors Boot Camp
  • Corporate Risk Management / Cyber Risks: Every Business is Exposed Whether You Know it or Not Webinar premiered on February 27, 2025 Webinar Series: Corporate Risk Management 2025
  • Purchasing Assets in Bankruptcy Webinar premiered on February 19, 2025 Webinar Series: Advanced Bankruptcy Transactions 2025
  • Remembering HAL 9000: Thinking about the Risks of Artificial Intelligence to an Enterprise Webinar premiered on February 6, 2025 Webinar Series: Corporate Risk Management 2025
  • Roles & Responsibilities: a Primer Webinar premiered on February 4, 2025 Webinar Series: Board Of Directors Boot Camp
  • Bad Debtor Owes Me Money! Webinar premiered on October 30, 2024 Webinar Series: Restructuring Insolvency & Troubled Companies
  • Opportunity Amidst Crisis- Buying Distressed Assets, Claims, and Securities for Fun & Profit Webinar premiered on September 25, 2024 Webinar Series: Restructuring Insolvency & Troubled Companies
  • What To Do When Your Company May Be Insolvent Article published on September 23, 2024
  • Maybe It’s Time for a Gap Year: Is Traditional College Still Worth the Cost? Article published on August 28, 2024
  • Help, My Business is In Trouble! Webinar premiered on August 28, 2024 Webinar Series: Restructuring Insolvency & Troubled Companies
  • Focus on Manufacturing Webinar premiered on June 11, 2024 Webinar Series: Chapter 11 - Industry Focus
  • Focus on Oil & Gas Webinar premiered on May 30, 2024 Webinar Series: Chapter 11 - Industry Focus
  • Focus on Retail Webinar premiered on May 21, 2024 Webinar Series: Chapter 11 - Industry Focus
  • Keys to a Successful Sales Process Webinar premiered on May 15, 2024 Webinar Series: How To Sell A Business A Step By Step Guide
  • How to Prepare for Sale Webinar premiered on May 8, 2024 Webinar Series: How To Sell A Business A Step By Step Guide
  • Raising Capital: Negotiating with Potential Investors Webinar premiered on April 2, 2024 Webinar Series: The Start-Up/Small Business Advisor
  • The Very Basics: Forming the Business Webinar premiered on March 22, 2024 Webinar Series: The Start-Up/Small Business Advisor
  • Persuasive Brief Writing / Style Webinar premiered on February 29, 2024 Webinar Series: Persuasive Brief Writing
  • Commercial Litigation Funding: A Guide for Plaintiffs & Commercial Litigators Seeking Funding in the United States Article published on February 22, 2024
  • Focus on Manufacturing Webinar premiered on December 10, 2023 Webinar Series: Chapter 11 - Industry Focus
  • Help, My Business is In Trouble! Webinar premiered on November 18, 2023 Webinar Series: Restructuring, Insolvency & Troubled Companies
  • Bad Debtor Owes Me Money! Webinar premiered on November 2, 2023 Webinar Series: Restructuring, Insolvency & Troubled Companies
  • The Nuts & Bolts of Retention Webinar premiered on October 11, 2023 Webinar Series: The Nuts & Bolts Of Bankruptcy Law
  • Focus on Oil & Gas Webinar premiered on October 5, 2023 Webinar Series: Chapter 11 - Industry Focus
  • Opportunity Amidst Crisis- Buying Distressed Assets, Claims, and Securities for Fun & Profit Webinar premiered on September 28, 2023 Webinar Series: Restructuring, Insolvency & Troubled Companies
  • Focus on Retail Webinar premiered on September 7, 2023 Webinar Series: Chapter 11 - Industry Focus
  • Alternative Structures- PO Financing, Factoring & MCA Webinar premiered on August 29, 2023 Webinar Series: Business Borrowing Basics
  • Investing Basics For Beginners Installment #6: “Regression Toward The Mean”-- A Hoity Toity Term Every Investor Should Understand Article published on August 16, 2023
  • Zoning & Land Use 101 Webinar premiered on August 15, 2023 Webinar Series: Business Law Review
  • Selling a Business-101 Webinar premiered on August 3, 2023 Webinar Series: Business Law Review
  • Trade Finance Basics Webinar premiered on August 1, 2023 Webinar Series: Business Borrowing Basics
  • The Stock Market is Way Up in 2023- Is it Time to Sell? Article published on July 20, 2023
  • We Didn't Start the Fire But We Can't Ignore it Article published on July 6, 2023
  • The Nuts & Bolts of a Lift Stay Motion Webinar premiered on June 16, 2023 Webinar Series: The Nuts & Bolts Of Bankruptcy Law
  • Immigration Law for Business-101 Webinar premiered on June 13, 2023 Webinar Series: Business Law Review
  • Dealing With Defaults Webinar premiered on June 6, 2023 Webinar Series: Business Borrowing Basics
  • Third Parties Involved in the Litigation Finance Industry Webinar premiered on May 10, 2023 Webinar Series: Commercial Litigation Funding
  • Litigation Finance Market Process Webinar premiered on April 12, 2023 Webinar Series: Commercial Litigation Funding
  • Basic Concepts Applicable to All Borrowers & Lenders Webinar premiered on April 11, 2023 Webinar Series: Business Borrowing Basics
  • Introduction to Commercial Litigation Finance Webinar premiered on March 8, 2023 Webinar Series: Commercial Litigation Funding
  • Defending Against White Collar Crime 101 Webinar premiered on March 7, 2023 Webinar Series: Business Law Review
  • What Kind of Loan? Webinar premiered on March 7, 2023 Webinar Series: Business Borrowing Basics
  • Buying a Business-101 Webinar premiered on February 7, 2023 Webinar Series: Business Law Review
  • Business Transition and Exit Planning: Welcome to the Jungle! Article published on January 6, 2023
  • Losing Power at Home: A Personal Struggle Article published on December 20, 2022
  • "Know Thy Numbers" Installment #3: Types of Financial Statements Article published on November 29, 2022
  • "Know Thy Numbers" Installment #2: Accounting Principles in a Nutshell Article published on November 16, 2022
  • 90-Second Lesson: How to Raise Money for Your Start-Up Article published on November 14, 2022
  • "Know Thy Numbers" Installment #1: Welcome to the Jungle, Series Introduction Article published on November 2, 2022
  • Green Investment Lessons from a Zombie Apocalypse Article published on October 26, 2022
  • Investing Basics for Beginners Installment #5: Understanding the Players in the Stock Market “Game” Article published on July 27, 2022
  • Investing Basics for Beginners Installment #4: Why Invest in Public Companies? Article published on July 13, 2022
  • The Intersection of Bankruptcy and the UCC Webinar premiered on June 30, 2022 Webinar Series: Bankruptcy Intersections 2022
  • The Effective Board Webinar premiered on May 12, 2022 Webinar Series: Board of Directors Boot Camp 2022
  • The Intersection of Bankruptcy and…Labor/Employment Law 2022 Webinar premiered on March 31, 2022 Webinar Series: Bankruptcy Intersections 2022
  • Investing Basics for Beginners Installment #3: Never Put All Your Eggs in One Basket Article published on March 2, 2022
  • Buying a Business -101 - 2022 Webinar premiered on February 10, 2022 Webinar Series: Business Law Review 2022
  • Investing Basics For Beginners Installment #2: Investing is Risky But Not Investing is Riskier Article published on January 17, 2022
  • Investing Basics For Beginners Installment #1: What is Stock? And Should You Buy Some? Article published on December 3, 2021
  • Bad Debtor Owes Me Money! 2021 Webinar premiered on October 21, 2021 Webinar Series: Restructuring, Insolvency & Troubled Companies 2021
  • Opportunity Amidst Crisis- Buying Distressed Assets, Claims, and Securities for Fun & Profit 2021 Webinar premiered on September 23, 2021 Webinar Series: Restructuring, Insolvency & Troubled Companies 2021
  • Help, My Business is In Trouble! 2021 Webinar premiered on August 12, 2021 Webinar Series: Restructuring, Insolvency & Troubled Companies 2021
  • Where Did All My Profits Go? Mastering the Concept of Working Capital Webinar premiered on April 23, 2021 Webinar Series: MBA Boot Camp 2021
  • The Nuts & Bolts of a 363 Motion 2021 Webinar premiered on March 24, 2021 Webinar Series: Chapter 11 Potpourri 2021
  • The KPI- Cash Flow Modeling and Projections Webinar premiered on March 18, 2021 Webinar Series: MBA Boot Camp 2021
  • The Nuts & Bolts of a Chapter 11 Plan 2021 Webinar premiered on February 24, 2021 Webinar Series: Chapter 11 Potpourri 2021
  • Tesla is Not a Car Company: Evaluating a Market Pioneer Article published on February 18, 2021
  • How to Read a Balance Sheet – And Why You Care! Webinar premiered on February 18, 2021 Webinar Series: MBA Boot Camp 2021
  • EBITDA and Other Scary Words Webinar premiered on January 22, 2021 Webinar Series: MBA Boot Camp 2021
  • 90-Second Lesson: How Does a Private Equity Fund Work? Explaining Sponsors, General Partners and Limited Partners Article published on December 7, 2020
  • Negotiating an M&A Deal 2020 Webinar premiered on December 3, 2020 Webinar Series: Private Company M&A Boot Camp 2020
  • "Know Thy Numbers" Installment #4: Cash is King: Cash Gap and Working Capital Article published on November 17, 2020
  • Post-Closing Issues: Integration & Potential Buyer/Seller Disputes 2020 Webinar premiered on November 5, 2020 Webinar Series: Private Company M&A Boot Camp 2020
  • Bad Debtor Owes Me Money! 2020 Webinar premiered on October 15, 2020 Webinar Series: Restructuring, Insolvency & Troubled Companies 2020
  • Flex: Reading for Employees to Increase Knowledge and Flexibility in the Workplace Article published on October 14, 2020
  • The M&A Process 2020 Webinar premiered on October 2, 2020 Webinar Series: Private Company M&A Boot Camp 2020
  • Opportunity Amidst Crisis- Buying Distressed Assets, Claims, and Securities for Fun & Profit 2020 Webinar premiered on September 17, 2020 Webinar Series: Restructuring, Insolvency & Troubled Companies 2020
  • Key Provisions in M&A Agreements 2020 Webinar premiered on September 3, 2020 Webinar Series: Private Company M&A Boot Camp 2020
  • Help, My Business is In Trouble! 2020 Webinar premiered on August 19, 2020 Webinar Series: Restructuring, Insolvency & Troubled Companies 2020
  • The First Mover Advantage? Or Disadvantage? Why the Early Bird Doesn’t Always Catch the Worm Article published on August 15, 2020
  • Structuring and Planning the M&A Transaction 2020 Webinar premiered on July 23, 2020 Webinar Series: Private Company M&A Boot Camp 2020
  • Accredited Investor Installment #13: Closing Thoughts Article published on May 18, 2020
  • The Doctor and the Drug Dealer: A Parable of Registered Investment Advisers and Broker-Dealers Article published on March 30, 2020
  • You Will Survive! How Your Business Will Survive Coronavirus – a Crisis Management Plan Article published on March 18, 2020
  • Revising the Accredited Investor Standard Article published on February 26, 2020
  • Alternative Assets and the "Average" Accredited Investor Installment #12: Tangible Investments Article published on January 7, 2020
  • Alternative Assets and the "Average" Accredited Investor Installment #11: Investment in Hedge Funds Article published on December 5, 2019
  • Alternative Assets and the "Average" Accredited Investor Installment #10: Private Equity, aka PE Investments Article published on August 27, 2019
  • Surviving the Apocalypse with Alternative Assets Article published on August 1, 2019
  • All About Asset Allocation Webinar premiered on June 19, 2019 Webinar Series: Personal Finance & Investing 2.0 - 2019
  • Alternative Assets and the "Average" Accredited Investor Installment #9: Venture Capital Investing Article published on June 13, 2019
  • Where Did All My Profits Go? Mastering the Concept of Working Capital 2019 Webinar premiered on June 6, 2019 Webinar Series: MBA Shortcut 2019
  • How to Read Financial Statements and Financial Journalism Webinar premiered on May 22, 2019 Webinar Series: Personal Finance & Investing 2.0 - 2019
  • Alternative Assets and the "Average" Accredited Investor Installment #8: Venture Capital and Angel Investing Article published on May 17, 2019
  • The KPI- Cash Flow Modeling and Projections 2019 Webinar premiered on May 9, 2019 Webinar Series: MBA Shortcut 2019
  • Due Diligence Before Investing Webinar premiered on May 7, 2019 Webinar Series: PE VC and Hedge Funds De-Mystified 2019
  • Alpha, Beta & Other Key Concepts Webinar premiered on April 24, 2019 Webinar Series: Personal Finance & Investing 2.0 - 2019
  • Alternative Assets and the “Average” Accredited Investor Installment #4 Article published on April 18, 2019
  • Opportunity Amidst Crisis - Buying Distressed Assets, Claims, and Securities for Fun & Profit 2019 Webinar premiered on April 16, 2019 Webinar Series: Restructuring Insolvency & Troubled Companies 2019
  • Capital Raising Webinar premiered on April 9, 2019 Webinar Series: PE VC and Hedge Funds De-Mystified 2019
  • How to Read a Balance Sheet – And Why You Care! 2019 Webinar premiered on April 4, 2019 Webinar Series: MBA Shortcut 2019
  • Help, My Business is In Trouble! 2019 Webinar premiered on March 19, 2019 Webinar Series: Restructuring Insolvency & Troubled Companies 2019
  • EBITDA and Other Scary Words 2019 Webinar premiered on March 7, 2019 Webinar Series: MBA Shortcut 2019
  • Basics of Fund Formation Webinar premiered on March 5, 2019 Webinar Series: PE VC and Hedge Funds De-Mystified 2019
  • Basic Concepts Applicable to All Borrowers & Lenders Webinar premiered on February 21, 2019 Webinar Series: Borrower or Lender Be 2019
  • Goal Based Investing — Planning for Key Life Events 2019 Webinar premiered on February 21, 2019 Webinar Series: Personal Finance & Investing 1.0 - 2019
  • What is a “Private Fund?” Webinar premiered on February 5, 2019 Webinar Series: PE VC and Hedge Funds De-Mystified 2019
  • Growing Your Practice Webinar premiered on January 15, 2019 Webinar Series: The Business of Law and Accounting 2019
  • So. Much. Winning. Let's Party Like It's 1984 Article published on December 8, 2018
  • Federal Equity Receiverships 101 - 2018 Webinar premiered on October 4, 2018 Webinar Series: Restructuring, Insolvency & Troubled Companies 2018
  • A Distressed Company and Its Secured Lender 2018 Webinar premiered on September 6, 2018 Webinar Series: Restructuring, Insolvency & Troubled Companies 2018
  • What to Expect and Do When Your Customer Becomes Insolvent 2018 Webinar premiered on August 10, 2018 Webinar Series: Restructuring, Insolvency & Troubled Companies 2018
  • Opportunity Amidst Crisis – Buying Distressed Assets, Claims, and Securities for Fun & Profit 2018 Webinar premiered on July 13, 2018 Webinar Series: Restructuring, Insolvency & Troubled Companies 2018
  • Help, My Business is In Trouble! 2018 Webinar premiered on June 15, 2018 Webinar Series: Restructuring, Insolvency & Troubled Companies 2018
  • Where Did All My Profits Go? Mastering the Concept of Working Capital Webinar premiered on June 7, 2018 Webinar Series: MBA in a Day - Essentials of Finance & Accounting 2018
  • The KPI- Cash Flow Modeling and Projections Webinar premiered on May 10, 2018 Webinar Series: MBA in a Day - Essentials of Finance & Accounting 2018
  • How to Read a Balance Sheet – And Why You Care! Webinar premiered on April 12, 2018 Webinar Series: MBA in a Day - Essentials of Finance & Accounting 2018
  • EBITDA and Other Scary Words 2018 Webinar premiered on March 15, 2018 Webinar Series: MBA in a Day - Essentials of Finance & Accounting 2018
  • You Cannot Eat or Drink Gold Article published on January 12, 2018
  • Thought Leadership Opportunities: Don’t Pay to Give Yourself Away Article published on November 3, 2017
  • What a Racket: Tales of Equifax, Experian and TransUnion Article published on September 12, 2017
  • More Venting About the ‘Democratizing’ of Investing Article published on September 20, 2016
  • Donald Trump and Defeating the Threat to America Article published on July 1, 2016