Financial Poise

All Articles by Michele Schechter

Michele Schechter

About Michele Schechter

Michele has been a director with Financial Poise since 2012.

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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

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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A path diverging in a wood, representing an opportunity for divestment and ESG investors

Appetite for Divestment at Record High

Divest to Grow The percentage of companies utilizing divestments doubled from 2017 to 2019. Executives and investors are learning that in order to increase value and grow their core business, they must keep up with changing consumer habits, new technologies, new capabilities and pressure from activists and ESG (environment, social and governance) investors. A divestment […]

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A financial advisor’s offers retirement advice to a client with fiduciary responsibilities in mind.

The Government’s Clash on Fiduciary Responsibilities and Your Advisor’s Retirement Advice

What Will Happen to the DOL Fiduciary Rule? In March of 2018, the 5th U.S. Circuit Court of Appeals in New Orleans vacated a fiduciary rule that would require brokers and advisors to offer retirement advice that fits in the best interests of their clients. Since then, the states of Massachusetts and New Jersey have […]

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A startup entrepreneur makes notes on a whiteboard, taking notes from business leaders

Startup Business Tips from Industry Leaders

Have a business idea but not sure where to start? The experts at Financial Poise have compiled start-up business tips from industry leaders.

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Euros in a bank machine, representing seller financing

4 Acquisition Financing Structures for Buyers

When buying a business, buyers may use any four acquisition financing structures: cash purchase, third-party funding, seller financing and stock swaps.

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Woman reads a book lakeside, hunting for an accredited investor definition

Are You Smarter Than a High School Dropout? Revising the Accredited Investor Definition

The SEC is considering wider access to private offerings. Does net worth equate to financial literacy, or should the accredited investor definition change?

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A happy employee at his desk, whose company has invested in him

Investing in People: Upgrade Your Company’s Engine

Will investing in your employees increase productivity and drive growth? Or will training employees drain resources that will be lost when they leave?

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Business Divorce

Breaking Up Is Hard to Do: Surviving a Business Divorce

Conflicts between business partners are nearly inevitable. Thankfully, there are a number of ways for parties to negotiate up-front. Precautionary agreements give you space to resolve issues more easily or, at least, provide a picture of what the result will be when resolution is not possible.

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Business Borrowing Basics - Negotiating A Loan Agreement

Business Borrowing Basics — Negotiating A Loan Agreement

Learn how to negotiate a loan agreement for your business, and find out which type of loan can best help your company grow and succeed.

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company formation

Business Law Dumbed Down — Company Formation and Raising Capital

Forming a legal entity, if for no other reason to shield one’s personal assets from being at wholesale risk for the liabilities of one’s business, is critical. The question in nearly every case is not if an entity should be formed, but what type of entity should be formed.

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