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 .

apple cell phone with social media icons illustrating Communications Decency Act

The Communications Decency Act and the Rise of the Trolls 

Section 230 of the Communications Decency Act protects internet companies from litigation of content posted by third parties. Should they have immunity?

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Beach retirement, the outcome of selling your business with representations and warranty insurance

Rep & Warranty Insurance: How Does it Protect the Sale Process?

Representations and warranty insurance can speed things along when selling your business, avoiding getting backed up in an escrow nightmare.

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Woman sits with drink in a coconut, symbolizing a business that has shed its owner dependence

Reaching Graduate Level: Eliminating Owner Dependence

All owners hope that their business can run efficiently while they are away. Eliminate owner dependence with strategies to build skilled management.

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A man and woman chat at a coffee shop, symbolizing good governance and communication in family businesses

Without Good Governance, Family Businesses Go Nuclear 

3 Case Studies on the Importance of Good Governance To put it bluntly, proper governance does not come naturally for most private and family businesses. It requires leadership to understand that good governance protects the business, and is worth the sometimes substantial time and effort required to achieve it. Families will never be perfect. Which […]

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business closed sign symbolizing the sale of a business through a share sale or an asset sale

Asset Sale vs Share Sale: Which Seller Approach Should You Choose?

An asset sale and a share sale have different implications for buyer and seller regarding taxes, liabilities and more. Learn the pros and cons of each.

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antique cash register symbolizing business valuation methods

3 Approaches to Business Valuation Methods

Are you valuing your business for a transition, taxes or even litigation? The reason for your valuation will determine the business valuation methods you use. 

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A family takes a selfie in front of a castle, symbolizing the fun in family governance

Lessons on Family Governance in Business

The Cornell/Loyola Family Business Roundtable brought together thought leaders to discuss business and family governance. Here are the key takeaways.

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Fraud Prevention requires vigilant monitoring of bank accounts, as with a smartphone.

Fraud Prevention for Suckers

Is there an urgent update on your bank account? Don’t click that link! Learn to spot phishing and better educate your family about fraud prevention. 

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Entwined adult hands, here symbolizing property rights for unmarried couples

P is for Planning, Not Palimony: Estate Planning for Unmarried Couples

Breaking up is messy in states that don’t grant property rights for unmarried couples. A cohabitation agreement is the key to equitable estate planning.

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Small Business Sign representing those that would benefit from the SECURE Act

How Small Businesses Benefit from the SECURE Act

Congress may soon pass the SECURE Act, which would increase retirement plan flexibility and award tax credits to small businesses.

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