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 .

Sunk costs

Don’t Let the Sunk Cost Fallacy Sink Your Business!

Don’t stay on a course of action just because you’ve already put in the time and money. Learn how to overcome the sunk cost fallacy.

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Business Lender Relationship

Managing Your Relationship with Your Business Lender in Times of Crisis

A bump in the road can quickly sour your great relationship with your commercial lender. Here’s how to find help and keep your lender happy.

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Employee-Owned Companies

The Benefits of an ESOP Transaction for the Seller and Company

Selling your company? Retain employees, eliminate tax burdens, and ensure future company growth by utilizing an ESOP transaction.

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Online assets

The Importance of Valuing Your Online Business Assets for a Sale

Online business assets like your domain name, social media accounts and email lists provide additional value when selling your business.

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Franchise

3 Advantages (and Disadvantages) of Owning a Franchise for Aspiring Entrepreneurs

Owning a franchise is a great way to transition from a corporate job to self-employment. But, the benefits of a franchise come with caveats.

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Non-Disclosure Agreement

Steps for Protecting Business Sale Confidentiality

A transaction advisor can help you ensure confidentiality when selling your business. Take these steps to avoid a confidentiality breach.

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Business risks

Don’t Depend on Insurance: How to Proactively Assess and Manage Business Risks

Don’t manage business risk by simply buying insurance. Learn how to reduce and avoid risk with a proactive risk management plan.

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Inventory

‘Know Thy Numbers’ Installment 6: Inventory Accounting

Inventory accounting values a company’s inventory, or saleable products, and analyzes the health of inventory flow.

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Acquisition Risk Assessment

Acquisition Risks: That Company May Be Good to Own, but Tough to Buy

A company may look like a gold mine before you’ve weighed the acquisition risks and challenges. Ask these questions to avoid buyer’s remorse.

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Family Business Transition

The Good, the Bad and the Ugly of Family Business Transitions and Exit Planning

Usher in the good and avoid the bad—or ugly—in family business exit planning by following these strategies during a transition.

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