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 .

Contractor v. Employee: Dept. of Labor Proposed Employee Classification Rule

Contractor v. employee violations occur in every industry. This is in part due to the regulatory processes in wage rates, labor agreements, and exemptions defining who is and who isn’t […]

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‘Know Thy Numbers’ Installment #3: Types of Financial Statements

From the statement of income to the statement of cash flows, here’s how various types of financial statements present a bigger picture of company health.

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Know Thy Numbers Installment #2 – Accounting Principles in a Nutshell

GAAP rules are accounting principles and concepts that shape how we present financial information. These are the 12 “Commandments” of GAAP accounting.

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The ABCs of FIAs (Fixed Index Annuities)

A Conversation with Jim Poolman [Editor’s Note: Jim Poolman is Executive Director of the Indexed Annuity Leadership Council, a coalition of life insurance companies that offer fixed indexed annuities (FIAs). […]

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How to Attract Private Equity Buyers

Private equity buyers have priorities distinct from strategic buyers. Sellers make a private equity transaction more appealing by thinking like a PE buyer.

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10 Reasons Start-ups Fail

About 9 of 10 start-ups fail. Do you know why they do? How can entrepreneurs avoid common pitfalls? The more you know, the better your chance of being the 1 […]

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‘Know Thy Numbers’ Installment #1 – Welcome to the Jungle, Series Introduction

Don’t leave numbers to the accountant. An introduction to accounting and its basic concepts can equip you to make better business decisions. 

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Can Higher Interest Rates Increase Inflation?

We’ve been having an ongoing discussion about commonly cited reasons inflation has become a global phenomenon since 2021. These factors range from the lasting impact of the pandemic to domestic […]

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Financial Planning for Retirement — Should I Stay or Should I Go?

Can Your Business Income Provide for Retirement? Business owners thinking about selling their businesses struggle with one major uncertainty. Will the proceeds allow them to walk away comfortably? Experts say […]

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Labor Union Momentum and Economic Trajectories

The Biden administration’s 11th-hour labor union negotiations a couple of weeks back narrowly avoided a major strike by the country’s railroad workers. A significant achievement, it dodged supply chain bottlenecks […]

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