Financial Poise

All Articles by Bruce Werner

Bruce Werner

About Bruce Werner

Bruce Werner is the Managing Director of Kona Advisors LLC and served as an outside director on private company boards for the last three decades. Kona Advisors LLC provides advisory services to the owners, investors and CEOs of private and family-owned businesses. With deep experience in governance, succession planning, finance, strategy and management issues, Kona Advisors brings a broad perspective to developing solutions for its clients.

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Three Circle Model

Revisiting the Three Circle Model of Family Business to Strengthen Governance Structures

It’s been 40 years since Gersick introduced the Three Circle Model for Family Business. How can you assess governance maturity in each circle?

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Hiring an Investment Banker

6 Considerations for Business Owners When Hiring an Investment Banker

When it’s time to sell, you need to hire an investment banker that can best tell your story to investors. Get tips for evaluating bankers.

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Family Dynamics in Business

The Art of Balancing Family Dynamics in Family-Owned Businesses

It’s vital to balance corporate governance with family dynamics. Family-owned businesses fail when relatives’ goals and values don’t align.

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Feedback is breakfast of champions

Feedback is the Breakfast of Champions: Designing Fruitful Board Evaluations

Private company board evaluations need focus, consistency and discipline. Consistent and honest feedback can facilitate business growth.

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Discussing Private Equity with Employees

Private Equity Exits: What Employees Should Know

The complexities of a PE exit can be scary for employees who are evaluating their job security during a business sale. What should you know?

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Private company board of directors

Happy Owner, Happy Board: The Strategy of a Private Company Board of Directors

A public company must focus on shareholder value, but a private company board of directors answers to one person only: the owner.

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How to sell a small business

Banker, Broker or Sell it Yourself: Choosing the Right Method to Sell Your Company

If you don’t know how to sell a small business, you may find resources and expertise in an investment banker or broker, but it can come at a cost.

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welder at work, representing making bad business decisions

Not Making Business Decisions = Making Bad Business Decisions

When Werner Co. faces growing pains, its president avoids making business decisions that could jeopardize the company—but his inaction is still a decision.

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Woman weighs a decision on the phone, representing the decisions effective boards must make in times of crisis.

For Effective Boards, “Noses In, Fingers Out” Can Be Widely Interpreted

Should an effective board of directors stick its nose into business matters or keep its fingers out? A leadership crisis heightens the question.

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person holding 100-dollar bills, symbolizing cash allocation and cash on hand

Building the Best Strategy to Drive Cash Allocation

Do you have too much cash on hand? Cash allocation decisions are some of the trickiest for small businesses to face – make your cash work as hard as you do.

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