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 .

Learning Multiple Roles in the Workplace

Flex: Reading for Employees to Increase Knowledge and Flexibility in the Workplace

Flex is required reading for those who want to create more options and flexibility in the workplace by learning a business beyond their role.

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Millennials in the workforce

Millennials in the Workplace Want These 4 Qualities in a Company

Millennials in the workplace just want the same as earlier generations. Strong purpose and transparent management can help retain your talent.

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Cash is king

Cash is King: Prepare Your Balance Sheet for a Business Sale

Buyers look for signs of healthy cash flow. Find ways to clean up your earnings and expenses as you prepare your balance sheet.

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Defeating Patent Trolls

Fighting Back Against Patent Troll Companies After TC Heartland

Patent troll companies were curbed in 2017 by the Supreme Court’s decision in the TC Heartland case, but companies are still at risk.

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Artificial Intelligence

An AI Future is Coming: How Businesses and Investors are Capitalizing

Robots? Automation? Don’t be afraid! Here’s how an AI future offers opportunities to see returns for both businesses and investors.

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FRCP 9(b) in Fraud Cases

It’s All in the Details: The Importance of FRCP Rule 9 in Fraud Cases

When it comes to fraud cases, FRCP Rule 9 may scare plaintiffs and comfort defendants. But should Rule 9 be feared or relied on too heavily?

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Preventing Wage Discrimination

Employment Law and 4 Methods to Prevent Wage Discrimination Claims

The Equal Pay Act is one of 4 laws governing compensation. Know the legal framework to prevent wage discrimination and correct poor policies.

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Discussing Private Equity with Employees

Private Equity Exits: What Employees Should Know

The complexities of a PE exit can be scary for employees who are evaluating their job security during a business sale. What should you know?

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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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Private company board of directors

Happy Owner, Happy Board: The Strategy of a Private Company Board of Directors

A public company must focus on shareholder value, but a private company board of directors answers to one person only: the owner.

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