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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fight flight freeze

Fight, Flight, or Freeze: Dealing with Business Conflicts

How should business conflicts be handled? Instead of responding to “fight, flight, or freeze” instincts, it’s best to address these situations with care. Find out how to handle family and non-familial conflicts in a business environment.

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Business Lender Relationship

An Outside Director’s Considerations for Acquisition Due Diligence

Don’t be tempted by shiny object syndrome. Directors should conduct acquisition due diligence using these questions.

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private company board of directors meeting

What is the ROI for a Private Company Board of Directors?

The value of a high-performing board of directors is obvious to a business owner when the process is well managed. Identify the different ways to create an effective board of directors that will strengthen your company.

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Talent Development

Talent Development Strategies for the Talent You Have Today but Need Tomorrow

Your talent development strategies should consider the talent you want and how it compares to the talent you have today.

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Business owner conflict

Governance Systems Should Anticipate and Resolve Business Ownership Conflicts

Business ownership conflicts threaten the continuity of a business, and when decision-makers can’t step up, the board must lead the charge.

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Acquisition Risk Assessment

Acquisition Risks: That Company May Be Good to Own, but Tough to Buy

A company may look like a gold mine before you’ve weighed the acquisition risks and challenges. Ask these questions to avoid buyer’s remorse.

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Management Succession Planning

How to Plan for Management Succession

Planning for management succession is easier once you know your company’s business objectives and talent needs.

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Managing Risk

Tips to Manage Business Risks with Your Board and Management Team

Business owners have little time to ponder unlikely events. It’s up to the board and management team to manage business risks continuously.

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Director compensation

Study: Private Company Board Compensation

How much should board of directors members be paid? In cash or retainers? Find out how companies pay their directors in the latest study.

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Experience Executive

C-Suite to Boardroom: The Traits an Experienced Executive Needs to Be an Effective Director

An executive can make an effective board director, but he or she must be aware of how the boardroom style differs from c-suite leadership.

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