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 .

Board of Directors

What Is the ROI for a Private Company Board of Directors?

Successful firms view their boards of directors as competitive weapons. Boards impact the most important business matters. And, since they are expensive and consume substantial time, a board of directors needs to be effective in their impact.

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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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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 an individual and their spousal equivalent) whose (joint) net worth exceeds $1 million, excluding […]

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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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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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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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A Few Minutes With … Lior Lavvy, Co-founder and Chief Operating Officer of Artizone

Lior Lavvy is Co-founder and Chief Operating Officer of artizone, an online farmers’ market and home delivery service that connects more than 200 artisans in Dallas, Chicago and Denver, to consumers seeking fresh, locally sourced and produced specialty food products. Established in 2009 by five Israelis with a love for food and a truckload of high-tech experience, artizone says its innovative technology and operational model give artisans a single platform for marketing, selling and distributing their hand-crafted goods, expanding their reach to the entire metro-areas artizone currently serves.

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Small Business Start-Ups & Entrepreneurship

A few minutes with…Diana Kander, Senior Fellow at Ewing Marion Kauffman Foundation

Diana Kander is a successful entrepreneur, having founded and sold a number of ventures, and is a Senior Fellow at the Ewing Marion Kauffman Foundation, the largest non-profit in the world dedicated to entrepreneurship and education. A Georgetown-educated attorney, Diana draws on her experience as a founder, investor, and academic to design and implement curriculum in educational institutions and the private sector. AIMkts recently sat down with Diana to discuss her latest venture, “All in Startup” and what entrepreneurs are thinking, that investors should know.

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