Financial Poise
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Executives & Owners

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.

private company board strategies

Effective Private Company Board Strategies Drive Goals to Completion

Private Company Board Strategies Create Advantage Strategy has been defined as the art of finding an unfair competitive advantage in the marketplace. It is implemented through defined objectives, strategies and tactics. Whether public or private, driving strategy is how boards create value. Public companies tend to have well-staffed strategy groups, of which M&A is one […]

learn how to use facebook ads

Make Outreach Effective Fast: Learn How to Use Facebook Ads

Learn How to Use Facebook Ads to Keep Up with the Pace Chances are if you’re reading this, you may be one of the 50 million businesses maintaining a Facebook page. Businesses in all shapes and sizes have a Facebook presence, all the way from Starbucks (37,240,603 likes as of press time) to Harvard Business […]

risks and rewards of chasing your dreams

Life is Short: Defining the Risks and Rewards of Chasing Your Dreams

The Risks and Rewards of Chasing Your Dreams- Worth it? What is the risk of chasing your dream? There is a lot to unpack in this succinct question, so let’s take a moment to break it down: To answer the question, we must first define our dream(s); then, explain the potential risks and rewards that […]

trademark act

And Down Goes Another Lanham Act Clause… The Trademark Act v. Good Taste?

The Federal Circuit just ruled that the “scandalous” clause of the Lanham Act is unconstitutional in view of the Supreme Court decision in Matal v. Tam. The Lanham Act is also known as the Trademark Act. Recapping The Slants’ Fight for Trademarkability in Matal v. Tam As a refresher, Matal v. Tam involved the Asian-American […]

2018 IRA alerts

2018 IRA Alerts Investors Will Want to Know

The tax prep season perennially stirs financial advisors to reach out to their retirement-minded clients to review asset allocation strategies. There are several 2018 IRA alerts and reminders that may make this tax season a little smoother for everyone. 2018 IRA Alerts May Affect Tax Season Strategies One strategy that received a boost in 2017 […]

effective outside directors

Effective Outside Directors Provide Leadership When It Is Needed Most

Whether a company is public or private, the mission of its board of directors is to provide leadership in four key issues: strategy, capital structure, succession planning, and risk management. While regulators will enforce matters at public companies, outside directors are often the only external force to drive change at private companies. So long as […]

retiring abroad

Retiring Abroad: Does Your Wanderlust Make Financial Sense?

Retiring Abroad May be Better When You’re Older, Wiser- and Richer While in college, did you ever dream of spending a year abroad? You might have hoped to study Spanish in Mexico, or perhaps you wanted to master art and architecture in Italy, or maybe you even considered college in China to learn engineering. Perhaps […]

selling a business

Selling a Business: When Do I Know It’s the Right Time to Sell?

Selling a Business – Planning Is Key There are several factors that determine if an owner is selling a business at the right time. The greatest challenge for many owners is creating a strategic plan based on the owner’s individual priorities. An owner who is happiest post-sale is the owner who stuck to the plan, […]

Lead Generation Strategy

Ramp Up Your Client Base in 3 Simple Steps with Lead Generation Strategy

Fresh Leads = New Client Potential According to a report published by the Content Marketing Institute (CMI), using a lead generation strategy is one of the top marketing approaches for 2017. Approximately 80% of B2B and 66% of B2C organizations surveyed by CMI put the employment of a lead generation strategy at the top of […]

company employee handbook

7 Must-Haves for your Company Employee Handbook- for their Benefit and Yours

Why Have a Company Employee Handbook? All employers, no matter the company size, should have a company employee handbook to communicate essential policies of the company to employees. First, it can serve as a legal defense against claims brought by an employee against the company or its managers. Second, and perhaps more importantly, an employee […]

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