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 .

Cyber Risks: Is Your Business Exposed?

The frequency and sophistication of cyber threats requires a comprehensive understanding of both legal and financial implications associated with cyber risks.

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What’s It Worth? Valuing a Business for Sale

Valuing a business is useful, if not necessary, in many circumstances including when a business is seeking a bank loan or preparing for a sale or acquisition.

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Asset Sale or Share Sale: Which Seller Approach Should You Use?

An asset sale and a share sale have different implications for buyer and seller regarding taxes, liabilities and more. Learn the pros and cons of each.

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An Ounce of Prevention: Policies, Procedures, and Proactivity in Employment

Implementing clear policies, structured procedures, and proactive management strategies cultivates a positive work environment and mitigates potential risks.

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Copyrights, Patents, and Trademarks — A Practical Guide to Intellectual Property

Understanding the nuances of copyrights, patents, and trademarks is essential for professionals across various fields.

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Board of Directors 101: Roles, Responsibilities, and Best Practices

Serving on a board of directors is a pivotal role in corporate governance, demanding a clear understanding of legal and financial responsibilities.

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ESOP: Tax Advantages of an Employee Stock Ownership Plan

From tax deductions to tax deferrals, is your business making use of the tax advantages offered by an employee stock ownership plan (ESOP)?

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How To Pick an Investment Banker

Most business owners understand that hiring an investment banker is essential when selling their business, but many need help deciding who to hire.

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Reps & Warranties Insurance: How Does It Protect the Sale Process?

Reps and Warranties Insurance is a specialty insurance product that covers the seller if the business or the sale agreement is misrepresented to the buyer.

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The Basics of Business Formation: What Every Entrepreneur Needs to Know

You must make some fundamental decisions when starting a business. One of the most important is choosing the right legal structure.

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