Articles tagged: Business Planning

Choosing a Financial Planning Advisor: No Magic Involved

Getting great financial planning advice can feel like magic, but sleight of hand isn’t something you’re looking for in a financial planning advisor. Do your research or you may watch your money disappear.

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6 Important Business Plan Mistakes to Avoid

A long or hyperbolic business plan can turn off investors quickly. Eliminate red flags with these six important business plan tips. 

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Evaluating Deal Terms in Crowdfunding Investments: Part 2

Convertible Debt and Future Equity All Americans, regardless of income or net worth, can invest in shares of startups and fast-growing small businesses through equity crowdfunding platforms. Offering terms vary […]

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10 Reasons Start-ups Fail

About 9 of 10 start-ups fail. Do you know why they do? How can entrepreneurs avoid common pitfalls? The more you know, the better your chance of being the 1 […]

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New Podcast Episode: Understanding Holistic UX with Kyle Dennis

Share 0 Tweet 0 Share 0 User experience, or UX, refers to the collective ways an end user interacts with a brand or a product. Most of the time, UX […]

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New Podcast Episode: Renegade Entrepreneurship

That’s right — Financial Poise is back on the podcast scene! Each Tuesday, the Financial Poise Weekly Rundown Podcast brings you a breakdown of recent developments in the markets and the […]

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Family Business Succession Planning: Prepping the Kids to Take Over

He wasn’t talking about family business succession, but Leo Tolstoy said, “All happy families are alike; each unhappy family is unhappy in its own way.” That’s known as the Anna […]

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ESOP: Tax Advantages of an Employee Stock Ownership Plan

Employee Retirements Staked on Company Success An ESOP, or employee stock ownership plan, offers a range of benefits for a sponsor company and its owners and employees. As a qualified […]

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Jackson Flooding and the Importance of ESG+R

If you’ve been paying attention to the news at all, it has been impossible to avoid horrific images of the catastrophic flooding in Jackson, Mississippi. When we say catastrophic, we […]

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Four Reasons Effective Marketing Strategies Require Patience

When Mark Zuckerberg told the world that his motto was “move fast and break things”, the world listened. In fairness, Facebook was on a meteoric rise, and those hoping to […]

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