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 .
How Family Business Succession Planning Becomes Succession Implementation
Family business succession planning requires discussions about ownership, leadership, payment and other issues to smoothly transition from Gen 1 to Gen 2. Read More
A Tale of Competitive Bidding and Pre-emptive Bids
An owner selling his business gets 3 high pre-emptive bids. Should he take a deal or allow the competitive bidding process to continue? Read More
6 Important Business Plan Mistakes to Avoid
A long or hyperbolic business plan can turn off investors quickly. Eliminate red flags with these six important business plan tips. Read More
The LLC Operating Agreement Demystified
An LLC operating agreement is a set of rules and provisions that outlines company structure, management, compensation and other internal issues. Read More
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. Read More
Taking Stock in Main Street: The Importance of Small Business
Small businesses make up 99.9% of all businesses and employ millions of Americans. Learn more about the importance of small business investing. Read More
‘Know Thy Numbers’ Installment #3: Types of Financial Statements
From the statement of income to the statement of cash flows, here’s how various types of financial statements present a bigger picture of company health. Read More
‘Know Thy Numbers’ Installment #2 – Accounting Principles in a Nutshell
GAAP rules are accounting principles and concepts that shape how we present financial information. These are the 12 “Commandments” of GAAP accounting. Read More
‘Know Thy Numbers’ Installment #1 – Welcome to the Jungle, an Introduction to the Series
Don’t leave numbers to the accountant. An introduction to accounting and its basic concepts can equip you to make better business decisions. Read More
What ‘Animal House’ Can Teach Us About Reasonable Reliance in Fraud Cases
The boys of Delta Tau Chi unknowingly teach us about an important legal defence in fraud cases. What is reasonable reliance, and when is it effective? Read More