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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Comparing multiple offers in a business sale

How Do I Evaluate Multiple Offers in a Business Sale?

Comparing multiple offers in a business sale is not always an apples to apples comparison. Consider buyer intent, complex provisions and, ultimately, your goals.

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Considerations in business purchase due diligence

How to Conduct Due Diligence Before Buying a Business

The process of due diligence before buying a business includes legal, financial and operational considerations. Know what to look for and get ahead of the game.

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Seller financing a business

Seller Financing a Business: How to Strengthen Your Deal

Seller financing a business is an often necessary way to tap more buyers, increase sale price and ease capital gains taxes. Here’s how to get the best deal.

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man in black suit stands in front of ancestor photos, representing issues that come up in a business divorce

Breaking Up Is Hard to Do: Surviving a Business Divorce

A business divorce is sometimes inevitable, but it can be avoided. Precautionary measures and written agreements can aid in resolving partnership disputes when they occur.

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monochrome of two hands shaking, representing business broker or investment banker help with a merger or acquisition

An Intermediary to Lead the Process: Investment Banker or Business Broker?

The road to selling a business is winding. The right intermediary will guide you down the right path. Do you need a business broker or an investment banker?

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man in black blazer with top secret sign, representing non-disclosure terms and types of non-disclosure agreements

What Is a Non-Disclosure Agreement? Non-Disclosure Terms Explained

How do different types of non-disclosure agreements protect the parties involved in M&As? Learn common NDA terms and accompanying documents.

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two businesspeople shake hands, representing a successful loan agreement in the borrowing process

Business Borrowing Basics – Negotiating A Loan Agreement

All businesses have to borrow at some point. Here’s how to best negotiate a loan agreement for the benefit of your business.

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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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