Financial Poise

Business Owners & Executives

Business executives and owners of privately held businesses wear many hats, each of which require different skill-sets. Yet, at the same time, the pressures of running a business often leave little time for the continuing education that can benefit them. Financial Poise provides easily digestible, highly relevant information that business people can use right away to make their businesses better.

From columns and articles to webinars and podcasts, all of Financial Poise’s content is produced so that you don’t need a law degree or be a CPA to fully understand and apply the educational information provided.  Instead, it’s developed specifically for business owners and executives with the intent to be as comprehensive as possible without all of the unnecessary jargon.

Covering such subjects as fraud and litigation as well as bankruptcy and other similar topics, the Financial Poise collection for business executives and owners is meant to be engaging and easy to apply, so that you can get back to doing what’s most important – running your business .

Employee-Owned Companies

The Benefits of an ESOP Transaction for the Seller and Company

When Legacy Is More Important Than Profit, Consider an ESOP Many owners of closely-held companies look at their business as their baby—something they’ve built, nurtured and grown through their own sweat and tears. These business owners are not looking for the highest price and are interested in ensuring their company continues to grow with the […]

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Online assets

The Importance of Valuing Your Online Business Assets for a Sale

Online business assets like your domain name, social media accounts and email lists provide additional value when selling your business.

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Franchise

3 Advantages (and Disadvantages) of Owning a Franchise for Aspiring Entrepreneurs

Owning a franchise is a great way to transition from a corporate job to self-employment. But, the benefits of a franchise come with caveats.

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Non-Disclosure Agreement

Steps for Protecting Business Sale Confidentiality

A transaction advisor can help you ensure confidentiality when selling your business. Take these steps to avoid a confidentiality breach.

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Business risks

Don’t Depend on Insurance: How to Proactively Assess and Manage Business Risks

Don’t manage business risk by simply buying insurance. Learn how to reduce and avoid risk with a proactive risk management plan.

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Inventory

‘Know Thy Numbers’ Installment 5: Inventory Accounting

Inventory accounting values a company’s inventory, or saleable products, and analyzes the health of inventory flow.

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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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Family Business Transition

The Good, the Bad and the Ugly of Family Business Transitions and Exit Planning

Usher in the good and avoid the bad—or ugly—in family business exit planning by following these strategies during a transition.

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Art of Business Valuation

Business Valuation Is More Art Than Science

Business valuation professionals approach valuation methods with subjectivity, which requires special consideration when determining value.

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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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