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 .

private placements

What are Private Placements?

What is a private placement? Read Financial Poise’s guide to private placement types, rules and private placement memorandums.

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sales strategy

Marketing Tactics Begin with Sales Strategy

Before you implement sales tactics, you need to have a sales strategy. Do you know your company’s strengths and weaknesses? Do you know your audience?

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High School Grads Are Skipping College. That’s A Good Thing.

Kids are skipping college. A college degree isn’t worth what it once was, whether you’re talking about pricetag or value to employers.

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employee stock ownership plan

Should Your Business Use an ESOP?

Handled well, the ESOP functions as a means of financing the ownership transition of a closely-held business in a tax-favored manner. But it’s not right for everyone.

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Inflation Slows in July, But Can the Inflation Reduction Act Further the Trend?

Inflation data came out this morning for July, and everyone concerned about soaring consumer prices might have breathed a small sigh of relief. CNN reports: Runaway inflation took a breather in July, with consumer prices increasing by 8.5% year over year, a slower pace than the 9.1% increase in June, the Bureau of Labor Statistics […]

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Online Marketing 101

Online Marketing Orientation for Entrepreneurs: Part 3/3

In Part 3 of the series on online marketing, we explore how to use digital marketing analytics including website traffic, acquisitions, and call tracking and to effectively measure online performance.

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Understanding the Purchase Agreement and Risk Allocation Provisions An Essential Overview

Understanding the Purchase Agreement and Risk Allocation Provisions: An Essential Overview

Whether you are buying or selling a business, the best way to limit your liability is to understand the risk allocation provisions of your Purchase Agreement.

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family governance

Family Governance is Not Business Governance

Family businesses are unique, and the way they are run differs from family to family. Explore the varying degrees of both corporate and family governance and why each is important

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Simplicity

Four Ways to Celebrate National Simplicity Day

Henry David Thoreau was both brilliant and eccentric. Today we honor his embrace of simplicity with ways to simplify our own lives.

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