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 .

targeted sales and marketing activities should drive your company's business growth

Targeted Sales and Marketing Activities Should Drive Your Company’s Business Growth

Does marketing strategy improve your business? Targeted sales and marketing activities will allow your business to grow and show off its strong suites. Remember, a customer-centric mindset goes a long way when it comes to marketing your business’s specializations.

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What to Do When Your Company May Be Insolvent

What to Do When Your Company May Be Insolvent

Suppose that a company on whose board of directors you sit (or of which you are a significant owner, perhaps with a personal guarantee) was financially strong not too long ago. Suppose also that your company’s fortunes have since taken a wrong turn, and it is now insolvent or nearly so. What do you do? […]

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How You Can Save on College Costs

How You Can Save on College Costs

FAFSA’s Expected Family Contribution (EFC) formula will change to the Student Aid Index (SAI). Here are some ways that you can save on college costs. If you’re a small business owner, find out how you can use your business to lower your SAI.

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qualified business income deduction small business owners

Simplified Qualified Business Income Benefits for Small Businesses

Do you know what the Qualified Business Income Deduction is? As a business owner, you may want to consider what this dedication can do for your company when tax season comes around.

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defend against data breaches

How Threat-Savvy Companies Can Defend Against Data Breaches

Data breaches are a serious threat that every company needs to consider. Having strong security and other preventative measures in place are the best way for a business to defend themselves against data breaches.

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fight flight freeze

Fight, Flight, or Freeze: Dealing with Business Conflicts

How should business conflicts be handled? Instead of responding to “fight, flight, or freeze” instincts, it’s best to address these situations with care. Find out how to handle family and non-familial conflicts in a business environment.

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two people discussing how to anticipate contract disputes

How to Anticipate Contract Disputes Before You Sign (And Why You’ll Be Glad You Did)

There are many steps to take in order to assure a contract will be honored by all parties. Anticipate contract disputes by working with the right lawyer, keeping extra copies of the original and always having a backup plan.

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planning and staging a company for a transition

Planning and Staging a Company for Transition

How do you prepare your company for a transition? Thinking ahead before you sell your company or pass it on to a family will help maximize your profits and prepare your business for the change. Discover what you need to know before developing a business transition plan.

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private company board of directors meeting

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

The value of a high-performing board of directors is obvious to a business owner when the process is well managed. Identify the different ways to create an effective board of directors that will strengthen your company.

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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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