Financial Poise

Valuing Your Brand and Other Soft Assets

Tags: Branding, Business Strategy, Intellectual Property, Marketing, Valuation,

While soft assets like brand, data, contracts, and goodwill are often invisible on a balance sheet, they can make or break a company.

Negotiating Credit Agreements: 6 Key Concepts for Borrowers and Lenders

September 18, 2025
/ Business Owners & Executives
/ By Amy Cai

Tags: Borrowing & Lending, Business Finance, Business Operations, Business Planning, Business Strategy,

Credit agreements shape the operations and strategy of businesses of every size. They determine how companies borrow and what happens if something goes wrong.

Preparing for Arbitration: A Practical Guide for Business Disputes

Tags: Business Law, Business Leadership, Business Strategy, Litigation, Small Business,

Success in arbitration requires careful planning at every stage of the process, from filing the claim to presenting your case effectively.

Patent Application Preparation: Key Insights for Innovators and Businesses

September 4, 2025
/ Business Owners & Executives • Entrepreneurship
/ By Michele Schechter

Tags: Business Law, Business Strategy, Intellectual Property, Small Business, Start-Ups & Entrepreneurship,

A patent application is a critical step in protecting IP. Patents can safeguard core inventions, attract investment, and provide market leverage.

Buying and Selling Intellectual Property: Key Insights and Practical Guidance

September 3, 2025
/ Business Owners & Executives
/ By Amy Cai

Tags: Business Strategy, Business Transition and Exit Planning, Intellectual Property, Selling Your Business, Small Business,

Whether you’re a startup or a global enterprise, understanding the market for IP has become critical.

Start Smart: Legal Lessons in IP for Founders and Inventors

August 14, 2025
/ Business Owners & Executives • Entrepreneurship
/ By Michele Schechter

Tags: Business Law, Business Strategy, Intellectual Property, Small Business, Start-Ups & Entrepreneurship,

Entrepreneurs and inventors often focus on technology, R&D, and raising capital. However, without a solid legal foundation, innovation can be vulnerable.

Selecting the Right Valuation Expert

Tags: Business Strategy, Buying a Business, Due Diligence, Selling Your Business, Valuation,

Selecting the right valuation expert for a business interest, asset, or liability can be essential in litigation, transactions, or strategic planning.

The Effective Board: How To Build a Board That Actually Works

Tags: Business Law, Business Leadership, Business Management, Business Strategy, Fiduciary Duties & Corporate Governance,

In a business environment of increasing complexity and competition, good governance isn’t just optional; it’s necessary. Enter the board of directors.

Startup Survival: Raising Capital

Tags: Business Planning, Business Strategy, Raising Capital, Small Business, Start-Ups & Entrepreneurship,

Raising capital or failing to do so, or raising it badly, is often the moment when a startup either grows wings or plummets into the side of a cliff.

Becoming a Board Director: Advice From Active Board Directors

Tags: Business Leadership, Business Strategy, Governance, Leadership, Professional Development,

The distilled wisdom of experienced board directors is consistent. Don’t do it for the money. Read more to find out why and how.

Articles tagged: Business Strategy