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 .

AI in Business: The Risks You Can’t Ignore

AI is revolutionizing business. However, the rapid pace of adoption presents legal and financial risks that enterprises must navigate.

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Veteran-Owned Businesses Make All Kinds of Sense

Veterans are a fast-rising group of dedicated entrepreneurs creating their own solutions by becoming small business owners and redefining their futures.

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The Best Strategy To Utilize CRM Software and Retain Your Customers

Go beyond simple data. Choose the right customer relationship management (CRM) tool and build stronger relationships with your clients.

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Common Issues and Strategies in Business Breakups

Business breakups can be complex and emotionally charged. In these situations, careful legal and financial planning are required.

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Determining Value — Choosing a Business Appraiser

To determine your business value, you’ll need a business appraiser. When, why, how, and who do you hire? Let’s break it down.

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Corporate Risk Management Basics: What Every Business Should Know

By implementing effective risk management practices, businesses can safeguard their interests and ensure long-term stability.

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If You Don’t Know the Numbers, You Don’t Know the Business

If a business doesn’t understand its financial health it is likely to fail. A fundamental concept in measuring and understanding financial health is EBITDA.

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Choosing a Financial Planning Advisor: No Magic Involved

Learn what NOT to do when choosing a financial advisor. Avoid pitfalls, do your research, and find the right expert to guide your investments.

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How Important Is Timing With Your Fraud Statute of Limitations? Turns Out, Very

Simply saying you had no idea may not work when it comes to a fraud claim. Learn how a fraud statute of limitations can determine your case.

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Managing Employee Assets: HR Strategies for the Entire Employment Lifecycle

Businesses encounter numerous legal challenges in the hiring process. They must balance their interests while adhering to federal, state and local laws.

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