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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 .

glasses resting on a textbook of accounting principles

‘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.

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a calculator which says Don’t leave numbers to the accountant. If you don't know your numbers, you don't know your business. 

‘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. 

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Band and audience, representing reasonable reliance

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?

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A Visual Guide to the 5 Legal M&A Deal Structures 

There are five basic M&A deal structures, including four share acquisition methods and one asset acquisition method. What are the benefits of each structure?

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Women with raised hands, symbolizing consensus decision making

Consensus Decision Making: How Much Compromise is Too Much? 

In the decision making process, trying too hard to achieve consensus leads to suboptimal results. Consensus decision making should include the best of everyone’s input.

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Monopoly board

Protection from Investment Fraud: Who’s Got Your Back?

If an investment opportunity sounds too good to be true, it may be a sign of investment fraud. Learn the signs with these 5 investment watchdog resources.

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cell phone with icons representing social media marketing

Hey Business Owner, Are You Using the Full Potential of Social Media Marketing?

Did you know that 91% of Fortune 500 companies use Twitter and 89% use Facebook? Don’t ignore the power of social media marketing.

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monk with children, symbolizing charitable giving

Using Your Assets for Good: Incorporating Charitable Giving into Your Financial or Estate Plan

Charitable giving is a rewarding process, but donors should be aware of the tax implications (and benefits) of each philanthropic approach.  

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lightbulb symbolizing protecting intellectual property

Critical Tactics for Safeguarding Your Ideas and Intellectual Property Rights

Intellectual property rights are assets, just like cash or machinery. Learn how to protect intellectual property with patents, trademarks, NDAs and more.

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Oligarch woman hires business appraiser over the phone

Determining Value – Choosing a Business Appraiser

Don’t Leave Valuation to Chance Valuation is the determination of the worth of an entity or item. According to Erin Hollis “A valuation can be as loose as a guess, to a ‘back of the envelope’ calculation, to a formal opinion rendered by a third-party professional business valuation expert”. Having the right valuation of your […]

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