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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 .
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
‘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
Purchase Agreement Essentials – Boilerplate Provisions Terminology
In a purchase agreement, boilerplate provisions clarify the terms of the contract, who has contractual rights and how disputes are handled. Read More
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
Sibling Squabbles: Fair Estate Distributions to Multiple Beneficiaries
The most common disputes during estate distribution are among siblings. Communication is key to dividing assets fairly and easing the financial transition. Read More
Reps & Warranties Insurance: How Does it Protect the Sale Process?
Representations and warranty insurance can speed things along when selling your business, avoiding getting backed up in an escrow nightmare. Read More
Asset Sale or Share Sale: Which Seller Approach Should You Use?
An asset sale and a share sale have different implications for buyer and seller regarding taxes, liabilities and more. Learn the pros and cons of each. Read More
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 […] Read More
Determining Value — Choosing a Business Appraiser
Don’t Leave Business Valuation to Chance Valuation is the process of determining the worth of an entity or item. According to Erin Hollis, “A valuation can be as loose as a guess, […] Read More
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 […] Read More