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 .

masked woman having a Coronavirus teleconference, representing financial resources and business resources on the web for COVID-19

Coronavirus (COVID-19), Your Business & Your Money: A Financial Resources Guide

Find business and financial resources during the coronavirus outbreak, including regulatory updates and information by state.

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a blurred image of a boss in a blue business suit, representing hiring a lawyer in light of COVID 19

Avoid Hiring a Lawyer in Response to the COVID-19 Crisis, Unless…

If you’re seeking disaster relief during the coronavirus crisis, a corporate lawyer is unnecessary. Here are 4 examples of when to hire a lawyer.

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pink and brown concrete buildings represent the building blocks of real estate terms

What Real Estate Terms Should Every Investor Know?

If you’re wondering how to invest in real estate, start with this glossary of real estate terms related to investing, property operations and loans.

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A glass office building helps to illustrate the question

What is a Corporation? Formation, Management and Taxation in 2020

LLCs offer more flexibility and less administrative burden. But corporation management may still be the way to go. What are the advantages of a corporation?

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Two men are shown in a laboratory, representing How to Deliver Better Outcomes Using the Minimum Viable Product Model

Outcome-Driven Development: Switching from Minimum Viable Product to Minimum Viable Outcome

Learn how to resonate more with your customer’s needs by shifting away from a minimum viable product model to one that centers around outcomes.

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A man's hand holds a compass, symbolizing director duties – or the director role –leading the way through the COVID-19 crisis

COVID-19 & the Corporate Director: Key Duties & Actions

C-Suite executives run the day-to-day affairs of a company. The board of directors is responsible for long-term strategy and extraordinary decisions. COVID-19 has created a landscape in which extraordinary decisions need to be made every day.

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a bust of a head, representing business crowdfunding brand, and crowdfunding for business

Why Business Crowdfunding is About Brand, Not Product

A crowdfunding campaign promises a product, but business crowdfunding or crowd finance promises investors a trusted brand and ROI.

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two businesspeople shake hands, representing a successful loan agreement in the borrowing process

Business Borrowing Basics – Negotiating A Loan Agreement

All businesses have to borrow at some point. Here’s how to best negotiate a loan agreement for the benefit of your business.

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A restaurant like the one pictured may be requesting the landlord make rent concessions in response to coronavirus/COVID-19

Requesting Rent Concessions in Response to Coronavirus

Business owners may need to seek rent concessions during the COVID-19 crisis. What’s the best way to request rent help or rent abatement from your landlord?

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an abstract artwork for an abstract concept: SOC report

That’s SOC, Not SOX: SOC Reports Audit the Safety of Company Data

An SOC report tells business owners, buyers and fiduciary directors if their data is being safely managed by a service organization. Should you request one?

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