Financial Poise
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Executives & Business Owners

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 fallacy

Don’t Let Sunk Costs Sink You!

Sunk costs from the past can affect your future business decisions, resulting in missed opportunities. Find out how you can avoid the sunk cost fallacy.

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risk management plan

Now that You Have Identified Your Risks, Can They be Avoided, Reduced or Insured?

Safeguarding Your Business with a Solid Risk Management Plan All business entities face risk.  Some aspects are insurable, while some are not. But just because it’s insurable, does that mean you should buy insurance?  Organizations today are transitioning from simply purchasing insurance to establishing a full risk management plan. Managing 4 Types of Risk Bruce […]

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Purchase Agreement

Understanding the Purchase Agreement: The Essential Overview and Risk Allocation Provisions

The Purchase Agreement is the principal arena of negotiation. Understanding the document and its risks is foundational to the sale of your business.

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Distressed Debt Investing

An Alternative Exit Strategy for Distressed Business Owners

What happens when a family business with debt and no exit strategy faces a crisis? Read about their alternative solution: a distressed debt investor.

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Online Marketing 101

Online Marketing Orientation for Entrepreneurs: Part 3/3

Your company has decided which marketing tactics to use, now how do you use digital marketing analytics tools? Learn about google analytics and other tools.

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Online Marketing

Online Marketing Orientation for Entrepreneurs: Part 2/3

In Part 2 of the series on online marketing, we explore social media marketing strategy, email marketing, pay per click and blogging as effective tactics.

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Online Marketing for Entrepreneurs

Online Marketing Orientation for Entrepreneurs: Part 1/3

Read this first of three articles on online marketing for entrepreneurs, and learn the importance of building a website and mastering SEO.

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Business Transition and Exit Planning

Planning and Staging a Company for Transition

Are you planning to sell your business or otherwise transition its leadership? Here’s how to plan and stage your company for transitioning at maximum value.

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measuring the loss of trade secret theft

Case Assessment on Trade Secret Misappropriation

How does the court calculate damages in trade secrets misappropriation cases? Learn how to measure actual loss, reasonable royalty rates and other remedies.

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Letters of Intent (LOI)

Reading and Writing a Letter of Intent

Think of the LOI as akin to a father asking his daughter’s date, “What are your intentions with my daughter, young man?” but doesn’t have to be that intimidating.

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