Financial Poise

Articles tagged: Business Planning

magician's poster, what not to do seeking financial planning advisor

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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illustrating a business plan

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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showing crowdfunding deal

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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why start-ups fail

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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Understanding Holistic UX

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

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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Natural Disaster Flooding

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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Broken Glass

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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