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 .

private company board of directors meeting

What is the ROI for a Private Company Board of Directors?

The Value of Developing a Private Company’s Board of Directors Successful firms view their boards of directors as competitive weapons. Boards influence the most important business matters. And, since they are expensive and consume substantial time, a board of directors’ involvement needs to be effective. When properly constructed and thoughtfully led, boards of directors create […]

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Reading and Writing a Letter of Intent

Think of the LOI as akin to a father asking his daughter’s date, “What are your intentions with my daughter, young man?” but doesn’t have to be that intimidating.

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Talent Development

Talent Development Strategies for the Talent You Have Today but Need Tomorrow

Your talent development strategies should consider the talent you want and how it compares to the talent you have today.

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Trade Secrets

Trade Secret Misappropriation: Methods for Measuring Damages and Seeking Relief

Trade secret misappropriation is on the rise in the US. How does a business calculate damages in cases of trade secret theft?

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Employee Development

Employee Development and Retention: How to Invest in People and Boost Your ROI

Employee development and training is crucial to avoid turnover and the costs of onboarding new employees. Learn how to retain your talent.

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Sunk costs

Don’t Let the Sunk Cost Fallacy Sink Your Business!

Don’t stay on a course of action just because you’ve already put in the time and money. Learn how to overcome the sunk cost fallacy.

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Business Lender Relationship

Managing Your Relationship with Your Business Lender in Times of Crisis

A bump in the road can quickly sour your great relationship with your commercial lender. Here’s how to find help and keep your lender happy.

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Employee-Owned Companies

The Benefits of an ESOP Transaction for the Seller and Company

Selling your company? Retain employees, eliminate tax burdens, and ensure future company growth by utilizing an ESOP transaction.

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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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