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 .

Choosing a Business Appraiser

Choosing a Business Appraiser

If you are looking to sell your business in the near future (or to obtain an appraisal for estate and gift-planning purposes), then you will want to consider retaining the services of a qualified professional business appraiser to develop an independent “opinion of value” of the business. Assuming you decide to hire one, how do decide who to hire? And how much should you expect to pay?


Value of Intangible Assets

The Value of Your Company’s Intangible Assets

Because of the portability of intangible assets, it is often the case that a business owner may find that a sale of those assets separate and apart from its tangible assets, working capital, and operating liabilities will generate a more positive outcome for both the buyer and the seller.


Valuing Your Company’s Online Assets

Valuing Your Company’s Online Assets

Your company’s online footprint often constitutes an important part of the overall value of its good will. Indeed, the ability to create an online experience for a brand and to use online channels to reach new customers serve existing ones is a part of the evolving nature of business in the 21st century. As a seller, you should understand the value of online assets.


Assembling the Right Transaction Team

As you consider selling your company, there are many different topics that an owner needs to evaluate to effectively assess whether you are ready to sell your company. In evaluating whether to sell, an owner’s time and energy typically is focused internally towards evaluating whether the appropriate internal management team exists, whether the business is financially ready for a transition, and among other topics, the impact a sale or merger may have on existing employees.


Boards of Directors

Eliminating a Company’s Dependency on the Owner: Competent and skilled management teams

It is common knowledge among business exit professionals and business brokers that when a business can operate without the owner(s) it tends to be worth more to a potential buyer than a business which requires the owner’s day-to-day involvement to run properly. The reasons for that are simple…


IT Cloud Solutions for Your Business

Cloud Solutions: Ensuring your financial operations are ready for sale

Cloud computing permeates our personal and professional lives, with applications like Salesforce.com for client relationship management, iTunes for entertainment, Google for document management and ADP for payroll. Whether recognized or not, many of the daily tasks business owners do each and every day involve interaction with cloud technology.


When Should a Seller Sign a Letter of Intent

When Should a Seller Sign a Letter of Intent

A letter of intent is often used in the purchase and sale of a business to set forth the framework for the negotiation of definitive transaction documents; and closing of a transaction. Typically, a letter of intent does not create a binding contractual obligation to purchase or sell the business.


Should You Sell Shares or Assets?

There are four “share purchase” methods including the three merger varieties plus the purchase of the shares of the target company from the target company shareholders. Click here for more detail. In contrast there is only one “asset acquisition” method by which the acquiring company purchases the assets of the target company.


Basic Legal Structures for Selling a Business

Basic Legal Structures for Selling a Business

As a potential seller, you must understand that price, while hugely important, is not the only important term you will need to negotiate with a potential buyer. Another hugely important issue is structure. You should understand that all business sales can be structured in one of five ways.


The Letter of Intent - In Detail

The Letter of Intent – In Detail

The first significant, substantive document in most business sales or any merger & acquisition transactions is generally the letter of intent. This may also be called a memorandum of understanding, expression of interest, indication of interest, or term sheet, but for purposes of this article, all of these terms will collectively be referred to as a letter of intent.


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