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 .

The New Reality of Federal Litigation

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

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Board of Directors

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

Successful firms view their boards of directors as competitive weapons. Boards impact the most important business matters. And, since they are expensive and consume substantial time, a board of directors needs to be effective in their impact.

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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 […]

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Cybersecurity Board of Directors

Cybersecurity Challenges for Boards of Directors

Directors must protect their shareholders’ tangible and intangible assets, regardless of the form of the threat. Directors need to initiate protective actions and provide on-going oversight for cybersecurity.

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Business Borrowing Basics - Negotiating A Loan Agreement

Business Borrowing Basics — Negotiating A Loan Agreement

Learn how to negotiate a loan agreement for your business, and find out which type of loan can best help your company grow and succeed.

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company formation

Business Law Dumbed Down — Company Formation and Raising Capital

Forming a legal entity, if for no other reason to shield one’s personal assets from being at wholesale risk for the liabilities of one’s business, is critical. The question in nearly every case is not if an entity should be formed, but what type of entity should be formed.

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Business Succession Planning

Succession Planning and Exit-Strategies Are Too Important to Ignore

Business owners say they understand the importance of transition planning, yet few actually plan their exit. What is going to happen when you finally relinquish day-to-day control over your business? Are you going to sell it and live off the proceeds? Do you have a successor lined up to continue your legacy? Only you can know but, whatever you have in mind, it pays to have a formal and well thought-out succession plan and exit strategy.

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Pre-Sale: Cleaning Up Your Balance Sheet

Before you sell your business, make sure to minimize your expenses and maximize your presented earnings. You’re a business owner who is contemplating a sale. Intuitively, you understand that it’s important to make your business look as attractive as possible to potential buyers. If you haven’t sold a business before, you probably don’t know the best way to accomplish this.

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Seller Financing: How to Strengthen Your Deal

In the right circumstances, seller financing can be the key to negotiating a better deal or closing more quickly. Seller beware, however, because cash is king and you will have to sue a buyer who defaults on an obligation to pay a Seller Note.

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Donald Trump and Defeating the Threat to America

A Donald Trump presidency, I believe, would pose the most significant existential threat to the very fabric of the United States since the Civil War. Please take a moment to read this explanation and if you still disagree with me email me, and I will vote for Trump.

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