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 .

Targeted Sales and Marketing Activities Should Drive Your Company’s Business Growth

Does marketing strategy improve your business? Targeted sales and marketing activities will allow your business to grow and show off its strong suites. Remember, a customer-centric mindset goes a long way when it comes to marketing your business’s specializations.

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Simplified Qualified Business Income Benefits for Small Businesses

Do you know what the Qualified Business Income Deduction is? As a business owner, you may want to consider what this dedication can do for your company when tax season comes around.

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An Outside Director’s Considerations for Acquisition Due Diligence

Don’t be tempted by shiny object syndrome. Directors should conduct acquisition due diligence using these questions.

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

The value of a high-performing board of directors is obvious to a business owner when the process is well managed. Identify the different ways to create an effective board of directors that will strengthen your company.

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Why This Cousin of Shiny Object Syndrome is Equally Bad for Business

Like Shiny Object Syndrome, we also fall trap to Shiny Service Syndrome. Learn how to evolve, not just survive, when chasing new services.

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C-Suite to Boardroom: The Traits an Experienced Executive Needs to Be an Effective Director

An executive can make an effective board director, but he or she must be aware of how the boardroom style differs from c-suite leadership.

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STEP, KPMG Study: Global Family Business Governance Trends

Here’s what the STEP survey on global family business trends reveals about governance, Millennial leadership, diversity and retirement.

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Psychology of a Private Company Board Part 2: Family-Owned Businesses

The board of directors for a family-owned business has a duty to the company’s owners, but family dynamics often complicate its direction.

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This Lawsuit Goes to 11: Fraud Claims and the Economic Loss Rule

Remember the $400 million “This is Spinal Tap” lawsuit? It just settled. Here’s what it teaches about fraud claims and the economic loss rule.

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Going Remote? Here’s How Improving Your Team’s Virtual Presence Drives Business

As today’s workforce goes remote, client communication now happens from the home. Learn how to polish your company’s virtual presence.

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