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All Articles by The Financial Poise Editors

The Financial Poise Editors

About The Financial Poise Editors

Financial Poise helps trusted advisors (accountants, attorneys, business brokers, consultants, financial advisors, investment bankers, etc.) by providing a meritocracy-based platform on which to demonstrate their thought leadership.

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two puzzle pieces poised to connect, representing a de facto merger

When Does an Asset Acquisition Become a De Facto Merger?

Asset acquisitions are presumed to be free and clear of claims against the seller. But liabilities can pass to the buyer, resulting in a de facto merger.

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Alternative Lenders for Small Businesses

5 Alternative Lending Solutions for Small Business Financing

Think outside the bank. As bank loans become harder to secure, it pays to get creative with small business financing and alternative lending.

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collecting baseball cards began long ago

Home Run Hobby: Collecting Baseball Cards for Fun and Profit?

Are baseball cards a good investment? Find out how this popular hobby has changed and whether you should consider investing in baseball cards for fun or for profit.

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illustrating a business plan

6 Important Business Plan Mistakes to Avoid

A long or hyperbolic business plan can turn off investors quickly. Eliminate red flags with these six important business plan tips. 

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budget-friendly meals

Budget-Friendly Holiday Meals: Take the $100 Challenge

Your holiday meal is costing too much, but it is possible to create budget-friendly meals at just $100… if you can accept the challenge.

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financial freedom via FIAs

The ABCs of FIAs (Fixed Index Annuities)

A Conversation with Jim Poolman [Editor’s Note: Jim Poolman is Executive Director of the Indexed Annuity Leadership Council, a coalition of life insurance companies that offer fixed indexed annuities (FIAs). […]

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attract private equity buyers

How to Attract Private Equity Buyers

Private equity buyers have priorities distinct from strategic buyers. Sellers make a private equity transaction more appealing by thinking like a PE buyer.

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Justin Timberlake Investments Go Bai, Bai, Bai and Stay N'Sync

Justin Timberlake’s Investments Go Bai, Bai, Bai and Stay N’Sync

It’s almost like Justin Timberlake’s investments can’t go wrong — except when they do. The former N’Sync frontman and Mickey Mouse Club kid pop superstar made a name for himself […]

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101 exchange

Putting off the Tax Collector – Basics of 1031 Exchange Rules

Hold off the tax man by following these 1031 exchange rules when selling and reinvesting in new properties.

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unshackled investor, representing Jobs Act 2019

What is the JOBS Act: Primer for Private Company C-Suite Executives

A concise guide to each section of the JOBS Act and its effects on investors of various sizes interested in the private capital markets.

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