Financial Poise
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Executives & Owners

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.

company formation

Business Law Dumbed Down — Company Formation and Raising Capital

Forming a legal entity, if for no other reason to shield one’s personal assets from being at wholesale risk for the liabilities of one’s business, is critical. The question in nearly every case is not if an entity should be formed, but what type of entity should be formed.


Evaluate Sponors of a Real Estate Investment

Trust me! How to Evaluate Sponsors of Real Estate Investments

The smart real estate investor’s checklist for Deal Sponsor diligence. When considering investing in a passive real estate deal, the qualities of the sponsor are arguably more important than the underlying real estate:


Bankruptcy Litigation

Common Bankruptcy Litigation Scenarios — Venue Fights

In bankruptcy litigation, the venue can have a major influence on an outcome. Expert members of the Financial Poise Faculty—each a partner or managing director in the restructuring industry—discuss why venue fights occur and how practitioners should approach selecting venue or challenging venue in a bankruptcy case.


FASB revenue recognition TRUMP

New Revenue Recognition Standards to Impact Wide Array of Business Practices

The Financial Accounting Standards Board (FASB) recently changed revenue recognition standards, introducing many new aspects that accountants need to understand as they advise their clients in 2017.


Private Placement Insurance

In Trump Administration, Private Placement Insurance Has a Rising Role

This article introduces the private placement life insurance industry and reveals planning opportunities for its products in a Trump presidency—especially in light of his proposed tax reforms.


EBITDA and Other Scary Words

Scary Word(s) No. 10 – Commitments and Contingencies

Many balance sheets have a line called “Commitments and Contingencies” between the liability and equity sections. The strange part is there are no dollar amounts listed. So, what the heck are commitments and contingencies?


Start-Up Business

Start-Up Business: Essential Tips from Experts and Entrepreneurs

GREAT COMPANIES FAIL for lots of reasons that have nothing to do with their products or services. Coming up with a great idea is difficult; turning that idea into a business is even harder. We consulted members of the Financial Poise Faculty—each a professional advisor or successful entrepreneur—to discuss what it takes to start a business and get it off of the ground.


Donald Trump Sweeping Tax Reform

Trump Tax Plan: Get Ready for Sweeping Reform

Donald Trump’s shocking ascent to the White House left the country with many questions. Top of mind for businesses and estates: What will the Trump tax plan look like?


Franchising

3 Reasons Franchising May Not Be for You

Franchising is booming, as more and more people realize the multiple benefits it offers. Chances are you’ve already engaged with a franchise at some stage today, whether it was stopping in for your morning coffee or hitting the gym to burn it off. Franchising is now so developed that it tends to touch each and every one of us in our daily lives in many different forms. However, it may not be for you.


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