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 .

401k lawsuit

4 Steps All Companies Should Take to Protect Themselves from a 401(k) Lawsuit 

Avoid 401(k) lawsuits with these four important steps to ensure retirement plan options are transparent and reasonable.

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Choosing a Company Legal Structure

How Choosing Your Company Legal Structure Affects Business Down the Line

LLC? S corp? Pick your company legal structure wisely. The type of business entity you choose affects all facets of your business.

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letter of intent

When Should a Seller Sign a Letter of Intent?

Buyers and Sellers have differing interests in signing a Letter of Intent. But, the seller will not proceed with the business transaction without one.

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Dollar bills like this are part of what alternative lenders and debt loans offer in the way of high Interest rates

When Is it Appropriate to Take on a High Interest Rate Debt Loan?

High interest rate debt may not be as bad as you think. Learn what alternative lenders and a high interest debt loan can do for your business.

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silhouettes cavorting against a sunrise, representing management team positions and responsibilities

5 Management Responsibilities that Aid the Sales Process

Maintaining an honest dialogue with members of all management team positions during the negotiations can help lead to a successful outcome.

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white and orange caution cone on keyboard represents need for cybersecurity to protect intellectual property

Businesses Face Growing Need for Cybersecurity to Protect Intellectual Property

A data breach can affect your patents and trade secrets. Today, there is a growing need for cybersecurity measures to protect intellectual property.

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family preparing food in the kitchen, representing how to create a Family Charter

Tips for Creating an Effective Family Business Charter

Successful family businesses often create a family charter, a written agreement to guide decisions on boards, succession, hiring, and more.

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A startup entrepreneur makes notes on a whiteboard, taking notes from business leaders

Startup Business Tips from Industry Leaders

Have a business idea but not sure where to start? The experts at Financial Poise have compiled start-up business tips from industry leaders.

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a young woman leads an office meeting, representing leadership communication skills

Improve Your Leadership Communication Skills and Make a Bigger Impact

Develop better leadership communication skills by understanding the importance of feedback and showing your team members greater humility.

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A prospective businessman inspects a building with purchase agreement essentials in mind.

Purchase Agreement Essentials: Boilerplate Provisions Terminology

In a purchase agreement, boilerplate provisions clarify the terms of the contract, who has contractual rights and how disputes are handled.

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