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 .

Two men are shown in a laboratory, representing How to Deliver Better Outcomes Using the Minimum Viable Product Model

Outcome-Driven Development: Switching from Minimum Viable Product to Minimum Viable Outcome

Learn how to resonate more with your customer’s needs by shifting away from a minimum viable product model to one that centers around outcomes.

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A man's hand holds a compass, symbolizing director duties – or the director role –leading the way through the COVID-19 crisis

COVID-19 & the Corporate Director: Key Duties & Actions

C-Suite executives run the day-to-day affairs of a company. The board of directors is responsible for long-term strategy and extraordinary decisions. COVID-19 has created a landscape in which extraordinary decisions need to be made every day.

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a bust of a head, representing business crowdfunding brand, and crowdfunding for business

Why Business Crowdfunding is About Brand, Not Product

A crowdfunding campaign promises a product, but business crowdfunding or crowd finance promises investors a trusted brand and ROI.

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two businesspeople shake hands, representing a successful loan agreement in the borrowing process

Business Borrowing Basics – Negotiating A Loan Agreement

All businesses have to borrow at some point. Here’s how to best negotiate a loan agreement for the benefit of your business.

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A restaurant like the one pictured may be requesting the landlord make rent concessions in response to coronavirus/COVID-19

Requesting Rent Concessions in Response to Coronavirus

Business owners may need to seek rent concessions during the COVID-19 crisis. What’s the best way to request rent help or rent abatement from your landlord?

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an abstract artwork for an abstract concept: SOC report

That’s SOC, Not SOX: SOC Reports Audit the Safety of Company Data

An SOC report tells business owners, buyers and fiduciary directors if their data is being safely managed by a service organization. Should you request one?

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This business, which is has a closed sign on its door because of coronavirus, would benefit from COVID-19 Related SBA Disaster Loans

How to Get COVID-19 Related SBA Disaster Loans

Do you have a small business impacted by COVID-19? Read these tips on how to apply for SBA disaster loans during the coronavirus crisis. 

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A group of Millennials programmers gather at a coffeeshop to discuss VC funding, or venture capital funding, for their startup

How to Get Venture Capital Funding

Position your company to get funding through VC investments with these steps for creating a financial model for potential investors.

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COVID-19 is spelled out with pills and syringes, representing a prescription for business crisis management during the Coronavirus epidemic

You Will Survive! How Your Business Will Survive Coronavirus – a Crisis Management Plan

Don’t let the coronavirus sink your business. Use these crisis management tips to position yourself for economic opportunity once the worst passes.

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A business woman in a blue surgical mask, symbolizing COVID-19, and the new Disaster Assistance Loan program from the Small Business Administration

Protect Your Business from Coronavirus with a Disaster Assistance Loan

The SBA announced a new disaster assistance loan program that can provide relief to small businesses affected by COVID-19, or the Coronavirus. 

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