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 .
Onwards and Upwards: Processing Failure in the Professional Setting
How to Move on Quickly and Successfully We have all experienced failure in our professional lives. And while no one enjoys opening old wounds, it is important to examine our failures so we can learn from them. In the workplace and in life, processing failure is crucial to success. Think about a time when you […]
Customer Relationship Management is the Key to Retaining Customers
Let’s Make this (Customer) Relationship Work The customer relationship is one of the most important relationships a business will have. As companies grow, expanding their customer base, their sales and marketing activities can become vastly more complicated. Companies that have more than ten customers and two employees probably need some way to manage those customer […]
Employers of Foreign National Workers Need to Know This About Employer Site Visits
An introduction to Employer Site Visits It is nearly impossible to imagine the modern U.S. workplace without foreign nationals. Companies across the nation, in a wide variety of industries, rely on their specialized knowledge and invaluable professional experience to remain competitive in the global market. According to the 2016 US Census Bureau’s American Community Survey […]
Musings and More About “Market” Terms in Transactions
An Overreliance on Market Terms Business professionals commonly negotiate transactions by reference to what is “market.” This makes great sense for the people who are responsible for negotiating price. Valuation and pricing methods are relatively tried and true after all, and math is an exact science. This is not to suggest that buyers and sellers […]
The Importance of Succession Planning for a Thriving Family Business
Succession Planning Means Looking Beyond the Second Generation Most family businesses don’t make it beyond the second generation. Even fewer reach the third generation of ownership. Why is that? As much as one generation would like to hand the business off to a next-generation family member, the following critical questions are often not adequately considered: […]
How to Dress Professionally with Style (Without Breaking the Bank)
Your Closet and Your Career Will Thank You You have finally decided that it is time to amp up your wardrobe! Boring black pants and a button-down shirt are not cutting it anymore. You want to get noticed by your boss, garner respect from your coworkers, and command attention in a room full of your […]
Private Investment Fund Terms and Conditions: The Relationship Between GPs and LPs
Striking a Balance in the Relationship Between GPs and LPs The relationship between GPs and LPs- that is, between a “General Partner” and “Limited Partners” in the multi-trillion private equity industry is a complex symbiosis. General Partners (GPs) are the investment professionals that sponsor and manage private investment funds. They require capital to invest but […]
This Lawsuit Goes to 11: Fraud and the Economic Loss Rule
The “This is Spinal Tap” Lawsuit If you’ve never seen This is Spinal Tap, close your browser immediately and watch. The 1984 “mockumentary” about a fictitious British rock band touring America belongs on the Mount Rushmore of movie comedies. It birthed a new style of storytelling, and it is impossible to imagine The Office, Parks and […]
The Advantages of a Buy-Sell Agreement for Business Transitions
How Do I Love Thee Advantages of a Buy-Sell Agreement? Let Me Count the Ways… Businesses with more than one owner face unique challenges in planning for the future. A buy-sell agreement is an arrangement between business partners to govern potential ownership transitions, including the “four Ds”: death, disability, divorce and disagreement. One of the […]
Understanding “Reasonable Cybersecurity Measures” to Safeguard Data
Reasonable Cybersecurity Measures for Protection After collecting personal information, businesses must take “reasonable measures” to safeguard it. Some states, such as Florida and Alabama, have this standard (or a similar one) in their cybersecurity statutes. On the federal level, the Federal Trade Commission has brought numerous enforcement actions against companies for engaging in “unfair” cybersecurity […]
