Financial Poise
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Executives & Business 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.

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 .

cash flow vs. EBITDA

Cash Flow vs EBITDA for Measuring Financial Performance

Most of you probably have some type of an investment portfolio. It may only be your retirement fund via an Individual Retirement Account (IRA) or a company-sponsored 401(k) or it may be your personal brokerage account. In any case, when you periodically check to see how your investments are performing, how do you measure financial performance? Most likely, you calculate your return on investment (“ROI”) for each security you own. That is, you determine the sum of 1) any dividend distributions or interest income payments from the investments and 2) any appreciation in the market price (current price less your purchase cost); then you compare that to your cost.


Provide for Retirement with Business Income

Many business owners thinking about selling their businesses struggle with whether the proceeds will be “enough” to walk away from the businesses they have invested so much sweat and tears into. Let’s look at this sort of situation through the eyes of George and Gracie, this as they consider whether they can sell their business for enough money to provide for retirement.


Business Valuation Methods

Business Valuation: Expert Analysis Methods in Plain English

Business valuations are used for a variety of purposes: in transactions, for financial and retirement planning, for taxation, and in connection with litigation. 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. Although a valuation is commonly considered to be ‘part science, part art’; experts utilize sound financial and time-tested methodologies.


Op-Ed: Why Investors Should Take Stock in Main Street

One of the biggest challenges facing small business owners and entrepreneurs has been and continues to be the inability to access sufficient credit and capital. And new research shows small business lending levels are still lower than they were before the Great Recession. Though many small businesses are struggling to grow and thrive, they are still our nation’s biggest innovators and top job creators. In order to foster our economic recovery, we need to help the small business community achieve its fullest potential. It’s important for investors to know that entrepreneurship is on the rise, and investments in the small business community can be ripe with opportunity.


Family Offices Investing

What is a Family Office?

These days, however, you don’t need to be a household name to consider forming one. Indeed, family offices have recently been growing at a steady pace—fueled by the enormous increase in private wealth that the past two decades have witnessed. There are a number of reasons for this trend—ranging from the creation of tech and Wall Street fortunes to the momentous transfer of assets between generations, to an economic climate favoring entrepreneurs who can strike gold via innovative ideas and businesses.


Family Offices Investing

Episode 11 with David Drake

In Episode 11 of Accredited Investor Markets Radio, host Chris Cahill talks with David Drake about trends in investing among family offices. Reflecting on his extensive family office experience in Europe and North America, Drake discusses how the number of wealthy families has grown and how advice given to them has become professionalized. The stakes for the high net worth families are very high, since by the third generation, 85% of wealthy families are no longer wealthy, according to Drake.


Accredited Investors Alternative Assets Investing

In Defense of the One Percent: An Op-Ed

September 17th marked the third anniversary of the Occupy Wall Street Movement. For a collection of smart articles on the movement, click here. One of the things that came out of OWS was the notion, held by some, that being in the “one percent” is a bad thing.


Small Business Start-Ups & Entrepreneurship

A few minutes with…Diana Kander, Senior Fellow at Ewing Marion Kauffman Foundation

Diana Kander is a successful entrepreneur, having founded and sold a number of ventures, and is a Senior Fellow at the Ewing Marion Kauffman Foundation, the largest non-profit in the world dedicated to entrepreneurship and education. A Georgetown-educated attorney, Diana draws on her experience as a founder, investor, and academic to design and implement curriculum in educational institutions and the private sector. AIMkts recently sat down with Diana to discuss her latest venture, “All in Startup” and what entrepreneurs are thinking, that investors should know.


Accredited Investors CrowdFinance Investing

Capitalism and Financial Innovation – A short celebration

Over the last century, the economy has been driven, in large part, by financial institutions that have paved the way for innovations, increasing the convenience and safety of financial services for consumers of those services. Risks taken by (often unknown) bankers, insurers, and the like have been major components of what ultimately led to the creation of products and services that dramatically changed the way the world works.


Accredited Investor Definition

According to U.S. securities law, only accredited investors may invest in private equity, venture capital, hedge funds, and private placements. Regulation D, Rule 501 of the Securities Act of 1933 states the accredited investor definition as: (a) an individual (or married couple) whose (joint) net worth exceeds $1 million, excluding the value of the primary residence; or


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