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 .

Planning your exit strategy

Reaching Graduate Level: Eliminating Business Owner Dependence

All owners hope that their business can run efficiently while they are away. Eliminate owner dependence with strategies to build skilled management.

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employee v. contractor

Contractor v. Employee: Dept. of Labor Proposed Employee Classification Rule

Contractor v. employee violations occur in every industry. This is in part due to the regulatory processes in wage rates, labor agreements, and exemptions defining who is and who isn’t […]

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hire an investment banker

How to Pick an Investment Banker

When it’s time to sell, you need to hire an investment banker that can best tell your story to investors. Get tips for evaluating bankers.

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Happy employees planning their ESOP benefits

ESOP: Tax Advantages of an Employee Stock Ownership Plan

How ESOPs Differ From 401(k)s An employee stock ownership plan (ESOP) offers a range of attractive benefits for a sponsor company and its owners and employees. Both provide retirement benefits. […]

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barbershop representing small business investing

Small Business Investing: Taking Stock in Main Street

Small businesses make up 99.9% of all businesses and employ millions of Americans. Learn more about the importance of small business investing.

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two puzzle pieces poised to connect, representing a de facto merger

When Does an Asset Acquisition Become a De Facto Merger?

Asset acquisitions are presumed to be free and clear of claims against the seller. But liabilities can pass to the buyer, resulting in a de facto merger.

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Know Thy Numbers’ Installment #3: Types of Financial Statements

‘Know Thy Numbers’ Installment #3: Types of Financial Statements

From the statement of income to the statement of cash flows, here’s how various types of financial statements present a bigger picture of company health.

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magician's poster, what not to do seeking financial planning advisor

Choosing a Financial Planning Advisor: No Magic Involved

Getting great financial planning advice can feel like magic, but sleight of hand isn’t something you’re looking for in a financial planning advisor. Do your research or you may watch your money disappear.

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Alternative Lenders for Small Businesses

5 Alternative Lending Solutions for Small Business Financing

Think outside the bank. As bank loans become harder to secure, it pays to get creative with small business financing and alternative lending.

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Retiring abroad image of Spain

Retiring Abroad: Does Your Wanderlust Make Financial Sense?

It’s Better When You’re Older, Wiser, and Richer A lot of people contemplate retiring abroad. In college, did you dream of spending a year in Europe? Maybe you hoped to […]

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