Financial Poise

Articles tagged: Business Planning

Families in Business: Navigating Strategy with Business GPS

Align your family business goals with a unified vision. Use a business GPS system to navigate dynamics and keep everyone on the same path to success.

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The Good, the Bad, and the Ugly of Family Business Transitions and Exit Planning

Navigate family business transitions and exit planning from generational changes and investments to managing family dynamics and boosting company growth.?

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5 Important Considerations for Aspiring Franchise Investors

Explore key considerations for franchise investors including costs, risks, operational complexities, and time commitments, to make informed decisions.

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What To Do When Your Company May Be Insolvent

Suppose you sit on the board of directors or are a significant owner of what was a successful company. Suppose further that the company’s fortunes have taken a turn for […]

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3 Advisory Board Styles to Fit Every Business

Advisory Boards: Roles and Responsibilities The boards of directors of for-profit and non-profit organizations have the same responsibilities: duty of care, loyalty, and good faith. While similar to fiduciary boards […]

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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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Four Reasons Effective Marketing Strategies Require Patience

When you have the right ingredients: a valuable service or product, a solid team, and a well-crafted marketing strategy, there can be a strong desire to ‘jump-start’ further success. Adjusting […]

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Makin’ It Rain: Successful Startups are Investible Startups

A good idea is not enough to attract investors. Does your startup have these 4 traits that successful and “invistable” startups all share?

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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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