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 .

Art of Business Valuation

Business Valuation Is More Art Than Science

Business valuation professionals approach valuation methods with subjectivity, which requires special consideration when determining value.

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Management Succession Planning

How to Plan for Management Succession

Planning for management succession is easier once you know your company’s business objectives and talent needs.

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Branding

7 Steps for Building a Brand Strategy for Your Small Business

For the best brand strategy, you must build a strong brand identity, position your product and meet expectations to improve perception.

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Tough Love Leadership

The Balancing Act of Tough Love Leadership

Tough love leadership holds everyone accountable without losing their respect. How can you become a firm but fair leader?

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SOFR rate

Introducing SOFR: Benefits and Challenges of the LIBOR Replacement

SOFR is set to fully replace LIBOR by June of 2023. SOFR is a transparent and reliable alternative, but it comes with its own challenges.

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Managing Risk

Tips to Manage Business Risks with Your Board and Management Team

Business owners have little time to ponder unlikely events. It’s up to the board and management team to manage business risks continuously.

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Marketing Challenges

How to Overcome the Biggest Sales and Marketing Challenges and Brew Up Your Brand

Who is your niche and what do they want? Go beyond product and differentiate your brand by addressing these sales and marketing challenges.

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Shiny Service Syndrome

Why This Cousin of Shiny Object Syndrome is Equally Bad for Business

Like Shiny Object Syndrome, we also fall trap to Shiny Service Syndrome. Learn how to evolve, not just survive, when chasing new services.

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Family business succession

Structure is the Key to Stronger Family Business Succession Planning

Unorganized family structure can lead to failed business transitions. A successful family business succession plan requires clear roles.

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Virtual Interviews

Remote Hiring From Inside the Office: The Advantages of Virtual Interviews Post-Pandemic

Reduce your risk of bias and manage interviews more efficiently by hiring remotely. Discover the advantages of virtual interviews.

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