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Executives & Owners

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.

blockchain for small business

Why Blockchain for Small Business is the Future of Commerce

Blockchain for Small Business is a Must As a business owner, why should you care about blockchain for small business, cryptocurrency, token offerings and all these new terms and tech that have been buzzing about? For those of you that haven’t heard these terms and aren’t familiar with the space, you should search “Blockchain” or […]


Employee Stock Ownership Plans, Trump Tax Reform

Another Look at Tax Advantages of Employee Stock Ownership Plans Following Trump Tax Reform

Editor’s Note: This is an updated version of a previous article. To view the original, click here. Employee Stock Ownership Plans Offer Many Economic Perks Employee stock ownership plans, commonly referred to as an ESOP, offer a range of benefits for sponsor companies in addition to its owners and employees. As a qualified employee benefit […]


drive business growth

Four Questions that Drive Business Growth and Transformation

You Can Drive Business Growth Forward- or Backward Many businesses on the precipice of growth or those preparing to enter a new chapter are searching for ways to drive business growth, but can find themselves struggling to move into that next big phase. This can happen for a number of reasons, whether it’s a lack […]


sensitive family business

Sensitive Family Business May Bring Up Fur Balls

Choking on the Words During Sensitive Family Business Every cat owner knows the sounds. The deep retching and heaving. The cough that sounds like your cat just may turn himself inside out to eliminate a fur ball. Next may come a few backward hops, as if to distance himself from the mess he just created. […]


wage discrimination claims

What Should Employers Do to Prevent Wage Discrimination Claims?

Are Wage Discrimination Claims Avoidable? An employer can be sued by an employee for all sorts of things. Specifically, wage discrimination claims is an area that every employer should understand because they are so easy to avoid. One example would be a lawsuit by an employee (I use the term to include a former employee) […]


private company board strategies

Effective Private Company Board Strategies Drive Goals to Completion

Private Company Board Strategies Create Advantage Strategy has been defined as the art of finding an unfair competitive advantage in the marketplace. It is implemented through defined objectives, strategies and tactics. Whether public or private, driving strategy is how boards create value. Public companies tend to have well-staffed strategy groups, of which M&A is one […]


learn how to use facebook ads

Make Outreach Effective Fast: Learn How to Use Facebook Ads

Learn How to Use Facebook Ads to Keep Up with the Pace Chances are if you’re reading this, you may be one of the 50 million businesses maintaining a Facebook page. Businesses in all shapes and sizes have a Facebook presence, all the way from Starbucks (37,240,603 likes as of press time) to Harvard Business […]


risks and rewards of chasing your dreams

Life is Short: Defining the Risks and Rewards of Chasing Your Dreams

The Risks and Rewards of Chasing Your Dreams- Worth it? What is the risk of chasing your dream? There is a lot to unpack in this succinct question, so let’s take a moment to break it down: To answer the question, we must first define our dream(s); then, explain the potential risks and rewards that […]


trademark act

And Down Goes Another Lanham Act Clause… The Trademark Act v. Good Taste?

The Federal Circuit just ruled that the “scandalous” clause of the Lanham Act is unconstitutional in view of the Supreme Court decision in Matal v. Tam. The Lanham Act is also known as the Trademark Act. Recapping The Slants’ Fight for Trademarkability in Matal v. Tam As a refresher, Matal v. Tam involved the Asian-American […]


2018 IRA alerts

2018 IRA Alerts Investors Will Want to Know

The tax prep season perennially stirs financial advisors to reach out to their retirement-minded clients to review asset allocation strategies. There are several 2018 IRA alerts and reminders that may make this tax season a little smoother for everyone. 2018 IRA Alerts May Affect Tax Season Strategies One strategy that received a boost in 2017 […]


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