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 .

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.

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Management Team

The Importance of a Company’s Management Team in the Sale Process

Any buyer needs to understand the roles of each member of the Seller’s management team. The buyer will have a due diligence list, and information requests are part of the process which can lead to a sale. Potential buyers will want timely, accurate information.

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Selling to Private Equity Buyers

Selling to Private Equity Buyers

When a private equity (“PE”) buyer considers whether a particular company may make a good potential acquisition, it puts a lot of importance on a number of things that other buyers may put less emphasis on. This is not to suggest that these things are not important to any potential buyer, but you may expect a PE buyer to be more focused on these items than other buyers. Why is this?

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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.

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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.

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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.

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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.

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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.

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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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