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 .

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

When navigating a business sale it is important to understand purchase agreements, including indemnification and risk allocation provisions.

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Sibling Squabbles: Fair Estate Distributions To Multiple Beneficiaries

When it comes to fair estate distribution, it’s important to plan ahead and encourage open communication between family members.

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Invest New Talent in Your Business: Working with Veterans as Employees and Entrepreneurs

Veterans bring a wealth of experience and expertise. Learn how you can grow your business today by hiring veterans or working with them as entrepreneurial partners.

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Strategic Product Pricing: A Lesson from Pumpkin Spice Latte

The success of Starbucks’ Pumpkin Spice Latte holds valuable lessons on strategic product pricing that are relevant for many businesses.

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Reading and Writing a Letter of Intent

A Letter of Intent is typically a letter of interest presented from a buyer to a seller that outlines various terms and conditions regarding the proposed sale.

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Getting More Value From Your Lawyer-Client Relationship

Building value in your lawyer-client relationship requires the right questions and expectations. Don’t just hire a lawyer. Hire a partner.

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6 Important Business Plan Mistakes to Avoid

A long or hyperbolic business plan can turn off investors quickly. Eliminate red flags with these six important business plan tips. 

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How Do I Evaluate Multiple Offers in a Business Sale?

Comparing multiple offers in a business sale is not always an apples to apples comparison. Consider buyer intent, complex provisions and, ultimately, your goals.

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Cash is King: Prepare Your Balance Sheet for a Business Sale

Buyers look for signs of healthy cash flow. Find ways to clean up your earnings and expenses as you prepare your balance sheet.

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Four Reasons Effective Marketing Strategies Require Patience

When you have the right ingredients: a valuable service or product, a solid team, and a well-crafted marketing strategy, there can be a strong desire to ‘jump-start’ further success. Adjusting […]

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