Financial Poise

6 Legal and Financial Concepts Every Startup Founder Needs To Understand

September 5, 2025
/ Business Owners & Executives • Entrepreneurship
/ By The Financial Poise Editors

Tags: Accounting, Auditing, Taxation, Business Transition and Exit Planning, Governance, Start-Ups & Entrepreneurship, Valuation,

Overlooking the basics when forming a business can mean losing control of your vision, locking yourself into investor terms, or facing co-founder disputes.

1031 Exchanges: A Win-Win for Both Taxpayers and the Economy

August 27, 2025
/ Investors
/ By Tracy Treger

Tags: Accounting, Auditing, Taxation, Accredited Investors, Financial Management, Investors, Real Estate,

1031 exchanges aren’t just a crucial tool to help investors defer taxes; they also help to stimulate the broader US economy.

Show Them the Money: How To Avoid Wage & Hour Legal Pitfalls

Tags: Accounting, Auditing, Taxation, Business Finance, Business Law, Business Management, Business Operations,

Wage and hour compliance isn’t just about cutting checks on time. Missteps in proper compliance can cost employers thousands in backpay, double damages, and attorneys’ fees.

Making Metrics Matter: A Plain-English Guide to Cash Flow KPIs

Tags: Accounting, Auditing, Taxation, Business Management, Business Operations, Financial Analysis, Risk Management and Risk Analysis,

Maintaining a business’s financial health necessitates a deep dive into cash flow and the key performance indicators (KPIs) that influence it.

Putting off the Tax Collector – The Basics of 1031 Exchanges

July 16, 2025
/ Investors
/ By Tracy Treger

Tags: Accounting, Auditing, Taxation, Financial Management, Investors, Real Estate, Taxes,

A 1031 exchange can offer tax benefits to real estate investors, so long as you follow the various rules and processes for an exchange.

3 Approaches to Business Valuation Methods

June 3, 2025
/ Business Owners & Executives • Investors • Legal
/ By Erin Hollis

Tags: Accounting, Auditing, Taxation, Due Diligence, Financial Analysis, Mergers, Acquisitions, Integrations, Valuation,

A thorough business valuation is critical in helping investors distinguish between a good and bad investment.

Real Estate Terminology Every Investor Should Know

May 28, 2025
/ Investing
/ By Tracy Treger

Tags: Accounting, Auditing, Taxation, Financial Analysis, Financial Literacy, Investors, Real Estate,

If you’re looking to invest in real estate, start with this glossary of real estate terminology so you can follow the conversation.

How To Read a Balance Sheet – And Why You Care

Tags: Accounting, Auditing, Taxation, Business Finance, Business Management, Business Operations, Small Business,

For business owners and investors, a balance sheet is a critical tool for spotting red flags, gauging stability, and making smarter decisions.

Why Do Fund Managers Separate the ‘General Partner’ Entity from the ‘Management Company’ Entity?

March 17, 2025
/ Investors
/ By Michael Bjorn Huseby

Tags: Accounting, Auditing, Taxation, Advisors, Financial Services, Investing Strategy, Private Equity,

Fund managers separate the ‘General Partner’ entity from the ‘Management Company’ entity when they could combine them instead.

ESOP: Tax Advantages of an Employee Stock Ownership Plan

Tags: Accounting, Auditing, Taxation, Business Finance, Business Transition and Exit Planning, HR, Retirement Planning,

From tax deductions to tax deferrals, is your business making use of the tax advantages offered by an employee stock ownership plan (ESOP)?

Articles tagged: Accounting, Auditing, Taxation