Financial Poise

Smart Estate Planning: What a Corporate Trustee Provides That a Will Does Not

February 21, 2025
/ Personal Finance
/ By Reed Murphy

Tags: Estate Planning & Asset Protection, Family Business, Family Dynamics, Financial Management, Personal Finance/Investing,

Setting up a trust to protect your assets can be a smart move, but hiring a corporate trustee may be even smarter.

Structure Is the Key to Stronger Family Business Succession Planning

February 17, 2025
/ Entrepreneurship
/ By Carrie Weiner Rosenbloom

Tags: Family Business, Family Dynamics, Start-Ups & Entrepreneurship, Structure, Transition,

Create a clear structure in your family business succession plan for smoother leadership transitions and long-term business continuity across generations.?

Don’t Let the Sunk Cost Fallacy Sink Your Business!

December 27, 2024
/ Entrepreneurship
/ By Prasad Ramani

Tags: Business Management, Business Planning, Business Strategy, Family Business, Small Business,

Don’t let past investments dictate future decisions! The sunk cost fallacy can lead to poor outcomes when you cling to bad investments.

Invest New Talent in Your Business: Working with Veterans as Employees and Entrepreneurs

Tags: Business Leadership, Business Management, Employment & Labor Dynamics, Family Business,

Veterans bring a wealth of experience and expertise. Learn how you can grow your business today by hiring veterans or working with them as entrepreneurial partners.

Families in Business: Navigating Strategy with Business GPS

December 2, 2024
/ Entrepreneurship
/ By Stephanie Olexa

Tags: Business Leadership, Business Planning, Business Strategy, Family Business, Family Dynamics,

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.

Hey Business Owner, Are You Using the Full Potential of Social Media Marketing?

November 15, 2024
/ Entrepreneurship
/ By Tina Powell

Tags: Business Operations, Business Strategy, Family Business, Marketing, Small Business,

Did you know that 91% of Fortune 500 companies use Twitter and 89% use Facebook? More and more business owners are turning to social media marketing to stand out in the market. So, are you using social to its full potential?

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

October 30, 2024
/ Entrepreneurship
/ By Ervin Terwilliger

Tags: Baby Boomers, Business Planning, Business Transition and Exit Planning, Family Business, Family Dynamics,

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