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 .

Donald Trump and Defeating the Threat to America

A Donald Trump presidency, I believe, would pose the most significant existential threat to the very fabric of the United States since the Civil War. Please take a moment to read this explanation and if you still disagree with me email me, and I will vote for Trump.

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How Do I Evaluate Multiple Offers? 

If you are fielding multiple offers for your business, it is important to keep a sober perspective and to work toward strengthening your final agreement. As the seller, you probably have greater leverage in a multi-buyer situation, but that does not necessarily make it an easier sale.

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Financial Poise Glossary

Accredited Investor Accredited Investors are individuals who are allowed by law to invest in private equity, venture capital, hedge funds, and private placements. Regulation D, Rule 501 of the Securities Act of 1933 defines accredited investor as: (a) an individual (or married couple) whose (joint) net worth exceeds $1 million, excluding the value of the […]

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Financial Poise Radio

Episode 79 with Daniel Rossen – Senior Broker of CRC Insurance

Financial Poise Radio sits with Daniel Rossen, Senior Broker of CRC Insurance, to speak of insurance. No, wait! Don’t run! There are coverages that can help businesses grow! There are coverage choices that are meaningful at different stages of an enterprise’s expansion. For a lucid, nay pellucid explanation, Mr. Rossen’s your man.

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A Few Minutes With … Yesenia Cardona, William J. Ryan and Charles Saydek

We’ve asked some of the experts at the accounting and consulting firm of EisnerAmper LLP to author a new column, “EBITA and Other Scary Words,” premiering soon. In advance of that, we wanted to introduce the authors: Yesenia Cardona, William J. Ryan, and Charles Saydek. The idea driving this column is simple: if you don’t understand your numbers, you don’t understand your business, and these experts from the firm’s Private Business Services group will explain everything you need to know about EBITA and the other scary words that show up on financial statements.

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Episode 60 with David S. Rose

Exponential tech in Episode 60 of Accredited Investor Markets Radio with host Chris Cahill and David S. Rose of Gust, an online platform used by more than a half million entrepreneurs in 190 countries to connect and collaborate with over 75,000 accredited investors. They speak about the dramatic changes occurring in the global marketplace for capital in resulting scalable enterprises.

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A Few Minutes With … Dillon Gage Metals’ Roy Friedman

Roy Friedman is executive vice-president of Dillon Gage Metals, one of the world’s largest precious metals wholesale trading firms. The company is an authorized purchaser for all major world mints and maintains inventory in over 20 countries around the world.

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Episode 41 with Swati Chaturvedi

In Episode 41 of Accredited Investor Markets Radio, our Christopher Cahill sat down with Swati Chaturvedi, Co-Founder and CEO of Propel(x), for a deep dive into deep technology due diligence. How to evaluate deep technology start-up companies technologically, financially, commercially, and in all other relevant ways — and thus diminish the information asymmetry facing potential investors in enterprises that just may change our lives? This is Ms. Chaturvedi’s business. An essential topic address seriously but with a light touch.

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A Few Minutes With…Allen Kors

Allen Kors is Founder and CEO of Achieve Lending, the first search engine for private student loans. Kors says students can use the Achieve Lending platform to shop, compare and choose between lenders and interest rates, often in as little as 30 seconds. Launched last year to help take some of the confusion out of the education marketplace, Kors says he wants to help students avoid the often catastrophic effects of misguided financial decisions. He’s partnered with lenders who will help students finance both a college education and non-traditional forms of education, such as online courses, trade schools and specialty training.

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Episode 39 with Sam Hodges

Join Accredited Investor Markets Radio’s Christopher Cahill and Funding Circle’s Sam Hodges in Episode 39. They discuss how peer-to-peer lending companies have addressed a gap in credit availability to small businesses, while presenting accredited and institutional investors with opportunities to select risk levels as well as types of portfolio diversification in taking slices of loans to small businesses. The irony is that — in light of P2P’s growth — banks are proposing to partner with P2P lenders, thus taking tentative steps back into the very lending space they vacated.

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