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 .

illustrating a business plan

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. 

Read More
Invest in Veterans

Veteran-Owned Businesses Make All Kinds of Sense

Veteran-owned businesses can improve the lives of military families and boost an economy in recession. Here’s how to start (or support) one.

Read More

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.

Read More
financial freedom via FIAs

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). […]

Read More
strategic pricing with latte

Strategic Product Pricing: A Lesson from Pumpkin Spice Latte

The leaves have turned, there’s a chill in the air, and pumpkin spice is back complete with strategic product pricing. Unfortunately for consumers partial to the flavor, it’s more expensive […]

Read More
attract private equity buyers

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.

Read More
why start-ups fail

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 […]

Read More
Giving money to charity

Using Your Assets for Good: Incorporating Charitable Giving Into Your Financial or Estate Plan

Charitable giving is a rewarding process, but donors should be aware of the tax implications (and benefits) of each philanthropic approach.  

Read More
accounting and finance

‘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. 

Read More
brands go viral

Why and How Brands Go Viral

For most brands, growing an audience takes time, multiple campaigns, testing, and then retesting to hone the message. Above all, it requires patience. But, sometimes, brands go viral. Going viral […]

Read More
>