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 .

Entwined adult hands, here symbolizing property rights for unmarried couples

P is for Planning, Not Palimony: Estate Planning for Unmarried Couples

Breaking up is messy in states that don’t grant property rights for unmarried couples. A cohabitation agreement is the key to equitable estate planning.

Read More
Small Business Sign representing those that would benefit from the SECURE Act

How Small Businesses Benefit from the SECURE Act

Congress may soon pass the SECURE Act, which would increase retirement plan flexibility and award tax credits to small businesses.

Read More
An axehead chops a stump, symbolizing the 2017 tax cut and jobs act

Tax Cut and Jobs Act: Expectations Met and Unrealized

Expectations were high for the Tax Cut and Jobs Act in 2017. Were those expectations met? How the tax reform actually affects you and your business in 2019.

Read More
sales strategy

All Marketing Tactics Begin with Sales Strategy

Before you implement sales tactics, you need to have a sales strategy. Do you know your company’s strengths and weaknesses? Do you know your audience?

Read More

The Advantages of Franchising (and Some Disadvantages)

The advantages of franchising can make it an extremely attractive model, but it also has its challenges. How will you know if it’s right for you?

Read More
company culture is the elephant in the room

Embrace the Elephant in the Room: Advice on Company Culture

As companies grow, culture can get lost. Learn to maintain company culture and embrace disagreements as more voices enter the room. 

Read More
Two retirees hold hands as they consider retirement service providers.

Know When It’s Time to Switch Your Retirement Plan Service Provider

Evaluate Your 401(k) Service Provider with These Questions The new year is a great time to take stock of your company offerings, and for plan sponsors, that should include a thorough review of your retirement plan provider. With fiduciary duty on the line, not taking the time to carefully review and make any changes can […]

Read More
investing in employees

Investing in People: Upgrade Your Company’s Engine

Will investing in your employees increase productivity and drive growth? Or will training employees drain resources that will be lost when they leave?

Read More
letter of intent

The First Step to Purchase: The Letter of Intent

The letter of intent to purchase or acquire a business is the first step in the M&A process. As a seller, these are the terms to look for in an LOI.

Read More
Rent-seeking behavior

Shakedown Street: A Tale of Unethical Business Practices

A parking ticket can teach you a lot about unethical business practices. Find out how rent-seeking behavior affects consumers and society. 

Read More
>