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 .
Marketing to Millennials: A Major Challenge for Financial Services Industry When it comes to managing their money, the nation’s millennials march to a different beat; one that has the financial services industry feeling out of step. Predictably, millennials are more likely than previous generations to consider financial services marketed by names like Google, Apple or […]Read More
Employees Have Retirements Staked on Company Success An employee stock ownership plan, commonly referred to as an ESOP, offers a range of benefits for sponsor companies, in addition to its owners and employees. As a qualified employee benefit plan, an ESOP is designed to provide retirement benefits to employees, and is similar to that of […]Read More
Inaction Dissatisfaction is Preferable to Buyer’s Remorse At a client’s recent board meeting we were evaluating making a bid on a rival business worth $100 million. Our management had spent years positioning itself for the opportunity to obtain this business, and now that acquisition was finally upon us. Even though it was an extremely large […]Read More
Bad Bosses Don’t Communicate Vulnerabilities In her campaign for the Democratic nomination, Minnesota’s Senior Senator Amy Klobuchar’s campaign has had to deal with blowback from former staff, who alleged mal-treatment. She was asked about this on a recent CNN-hosted town hall, and to be honest, I was expecting her to avoid the topic. But instead […]Read More
Like Snowflakes, They Vary Transitions in family-owned businesses can take many forms and be challenging endeavors. From a change of control, as the torch is passed from one generation to the next, to the much more life-changing sale of the entire business, each transition comes with its share of the Good, Bad, and Ugly. Types […]Read More
How Non-Disclosure Agreements and Precautions Can Save a Business Deal In the summer of 2014, French asset manager Vincent Le Stradic boarded the train from London to Paris. Deciding to work on the train, Le Stradic laid bare the details of a $15 billion deal in which the mobile provider Iliad would be taking over […]Read More
Counseling Family Businesses Through Divorce [Editor’s Note: It has been three years since we profiled Financial Poise Columnist Carrie Rosenbloom, who is also an attorney, educator, mediator and therapist. She has since opened her own firm, Evolve Family Business, and she kindly provided us with an update.] Since we last talked, I moved away from […]Read More
Business valuation is both a science and an art You need both your right and left brains when you set about valuing businesses, which is an endeavor that is mostly science, with a fair bit of art added in. To begin, one must understand the three principal methods of business valuation. Next, one must understand […]Read More
Buyers’ End Game Affects Suitability As an owner considers a sale of a business, it is critical to identify the goals of the transaction, and match those objectives with the most suitable prospective buyer. There are many different kinds of buyers that might be well suited to acquire the business. Buyers are often grouped into […]Read More
Incidents are Perpetually, Dramatically On the Rise Data breaches are happening at an alarming pace and, just as disturbing for those trying to head them off, there is no common denominator cause. Fortunately, adopting a best-practices approach can help your company gain a competitive advantage in protecting all the data you house and use: your […]Read More