Financial Poise
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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.

selling a business

Selling a Business: When Do I Know It’s the Right Time to Sell?

Selling a Business – Planning Is Key There are several factors that determine if an owner is selling a business at the right time. The greatest challenge for many owners is creating a strategic plan based on the owner’s individual priorities. An owner who is happiest post-sale is the owner who stuck to the plan, […]


Lead Generation Strategy

Ramp Up Your Client Base in 3 Simple Steps with Lead Generation Strategy

Fresh Leads = New Client Potential According to a report published by the Content Marketing Institute (CMI), using a lead generation strategy is one of the top marketing approaches for 2017. Approximately 80% of B2B and 66% of B2C organizations surveyed by CMI put the employment of a lead generation strategy at the top of […]


company employee handbook

7 Must-Haves for your Company Employee Handbook- for their Benefit and Yours

All employers, no matter the company size, should have an employee handbook to communicate essential policies of the company to employees. A company employee handbook also serves as a legal defense against claims brought by an employee against the company or its managers. Employee handbooks also provide guidance to both supervisors and their employees. A […]


Trademark Disparagement and the Slants

Trademark Disparagement? The Slants, The Redskins and the Supreme Court

Acceptable Trademark Disparagement… or Disparagement at all? People try to trademark all types of names, brands and slogans. The U.S. government, however, acts as the gatekeeper applying trademark law to decide whether or not those names or brands are worthy of protection or if they constitute trademark disparagement. One of the most newsworthy parts of […]


succession planning, succession planning process

When it comes to Succession Planning: Plan “B” Is Always Plan “A”

Learn from our succession planning and business leadership experts about the right (and wrong) ways to approach succession planning.


The New Reality of Federal Litigation

Federal courts in Chicago have adopted new rules that will profoundly change how civil lawsuits progress.


Boards of Directors

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

The value of a high-performing board of directors is obvious when the process is well managed.


Patent Troll TC Heartland

The TC Heartland Decision: Big Loss for “Patent Trolls”

On May 22, 2017, the Supreme Court issued a decision in TC Heartland v. Kraft Foods Group Brands. Now, it is much harder for “patent trolls” to file their cases in the Eastern District of Texas.What Are “Patent Trolls?” Why Marshall, TX?A patent troll is a derogatory term for a company that obtains the rights […]


trademark intellectual property uber

A Trademark Is a Terrible Thing to Waste

Your business’ trademark is a valuable asset. Protecting that asset is a practice in which every business owner should invest—the security of your business, its intellectual property rights and its reputation are at stake.


Why Crowdfinance Is About Brand, Not Product

Want to start crowdfinancing? Creating a well-known, reliable and consistent brand is what makes investors want to give you their hard-earned money.


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