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 .

Shut Up and Listen: How to Practice Effective Listening for Leaders

The key to active listening in leadership is to “shut up” and count to 10. This simple exercise discourages interruptions and boosts effective listening.

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What Is a Non-Disclosure Agreement? Non-Disclosure Terms Explained

How do different types of non-disclosure agreements protect the parties involved in M&As? Learn common NDA terms and accompanying documents.

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A Visual Guide to the 5 Legal M&A Deal Structures 

There are five basic M&A deal structures, including four share acquisition methods and one asset acquisition method. What are the benefits of each structure?

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Critical Tactics for Safeguarding Your Ideas and Intellectual Property Rights

Intellectual property rights are assets, just like cash or machinery. Learn how to protect intellectual property with patents, trademarks, NDAs, and more.

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When Should a Seller Sign a Letter of Intent?

Buyers and Sellers have differing interests in signing a Letter of Intent. But, the seller will not proceed with the business transaction without one.

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Tips for Creating an Effective Family Business Charter

Successful family businesses often create a family charter, a written agreement to guide decisions on boards, succession, hiring, and more.

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Tweet Your Way to Success: 6 Twitter Best Practices to Grow Your Engagement

How do you tweet your way to success? Position yourself as an industry expert by following these 6 Twitter best practices to boost engagement, credibility, and your number of followers.

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Today’s Top Seed Stage Venture Investors 

The potential of investing in the first round of a startup is raising capital can be a life-changing investment strategy.

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Business Transition and Exit Planning: Welcome to the Jungle!

You want to sell your business but you have questions. Sure, you are smart but you have never sold a business before.

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Reaching Graduate Level: Eliminating Business Owner Dependence

All owners hope that their business can run efficiently while they are away. Eliminate owner dependence with strategies to build skilled management.

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