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 .

Becoming a Board Director: Advice From Active Board Directors

The distilled wisdom of experienced board directors is consistent. Don’t do it for the money. Read more to find out why and how.

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Lead Generation Strategy Basics for Small Businesses

Lead generation is often overlooked as a chore or a simple output, but taking a strategic approach to lead generation can help you grow your business.

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Shopping for Property and Casualty Insurance: What Legal and Financial Professionals Need To Know

Insurance isn’t just a compliance formality — it’s one of the most complex and potentially consequential contracts a business will ever sign.

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Corporations Are Facing a Succession Crisis: Not at the Top, but With Knowledge Workers Who Keep the Business Moving

Corporations are facing a succession crisis, and it is not just at the top. These departures represent an unprecedented exodus of experience and knowledge from the American workforce.

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When Does an Asset Acquisition Become a De Facto Merger?

Explore the nuances of the de facto merger doctrine, successor liabilities, and strategies to mitigate risks in asset purchase agreements, including the use of M&A insurance.

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Maximizing the Value of a Company’s Intangible Assets

A company’s intangible assets can be successfully marketed, independent of tangible assets, when a business is for sale, attracting both strategic and financial buyers

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Leveraging and Protecting Trade Secrets in the 21st Century

Trade secrets are integral to the competitive edge of many businesses. Effectively managing and safeguarding them is paramount in today’s dynamic business environment.

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How Many Businesses Can Survive a 145% Tariff Shock?

Small business bankruptcies are about to surge, and tariffs are the match being lit.

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Navigating Lost Profits Claims

One common remedy in commercial litigation is a lost profits claim, which seeks compensation for the earnings the business would have made ‘but for’ the damaging event.

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Navigating Business Financing: Understanding Your Loan Options

Whether you’re launching a startup, scaling operations, or managing a tight cash cycle, the type of loan you choose can shape your company’s trajectory.

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