Financial Poise

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Business owner conflict

Governance Systems Should Anticipate and Resolve Business Ownership Conflicts

Business ownership conflicts threaten the continuity of a business, and when decision-makers can’t step up, the board must lead the charge.

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Exceptional Employee

Fairness in the Workplace: Why You Can’t Make Exceptions for Exceptional People

No matter how stellar your star employee is, making exceptions for poor behavior sets a precedent that damages company culture.

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Kenny G Investing Advice

Starbucks, Stocks and Smooth Jazz: What Kenny G Teaches Us About Long-Term Investments

You know Kenny G the musician, but what about Kenny G the successful investor and accountant? Let his long-term investments inform yours.

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Preventing Wage Discrimination

Employment Law and 4 Methods to Prevent Wage Discrimination Claims

The Equal Pay Act is one of 4 laws governing compensation. Know the legal framework to prevent wage discrimination and correct poor policies.

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Comparing multiple offers in a business sale

How Do I Evaluate Multiple Offers in a Business Sale?

Comparing multiple offers in a business sale is not always an apples to apples comparison. Consider buyer intent, complex provisions and, ultimately, your goals.

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BDC investing for small business

90 Second Lesson: What are BDCs? A Look at the Business Development Company Model

BDCs or Business Development Companies are investing vehicles for funding small businesses. How can BDC investing work for your portfolio?

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Comprehending federal legal language

Understanding America’s Federal Legal Language

You don’t have to be a lawyer to understand the U.S. Legal System. Get to know types of federal laws and how to break down federal legal language.

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How REITs work for hopeful real estate investors

A Crash Course on the Benefits of REITs for Passive Investors

Can’t afford to buy property? REITs allow passive investors to “own” real estate without having to lift a finger. Learn how REITs work from an expert.

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Seller financing a business

Seller Financing a Business: How to Strengthen Your Deal

Seller financing a business is an often necessary way to tap more buyers, increase sale price and ease capital gains taxes. Here’s how to get the best deal.

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IRA investments for families

6 Reasons Private Equity Makes a Great IRA Investment Option

A private equity IRA investment has its benefits, from tax advantages to increased diversification. Learn more about this IRA investment option.

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