Financial Poise

Articles tagged: Financial Management

Alternative Lenders for Small Businesses

5 Alternative Lending Solutions for Small Business Financing

Think outside the bank. As bank loans become harder to secure, it pays to get creative with small business financing and alternative lending.

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What is a family office?

What is a Family Office?

Private Wealth Management for Well-To-Do Families Family offices date back to the 19th century when the likes of John D. Rockefeller and other tycoons spearheaded them as effective tools to […]

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Giving money to charity

Using Your Assets for Good: Incorporating Charitable Giving Into Your Financial or Estate Plan

Charitable giving is a rewarding process, but donors should be aware of the tax implications (and benefits) of each philanthropic approach.  

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accounting and finance

‘Know Thy Numbers’ Installment #1 – Welcome to the Jungle, Series Introduction

Don’t leave numbers to the accountant. An introduction to accounting and its basic concepts can equip you to make better business decisions. 

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101 exchange

Putting off the Tax Collector – Basics of 1031 Exchange Rules

Hold off the tax man by following these 1031 exchange rules when selling and reinvesting in new properties.

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reps & warranties

Reps & Warranties Insurance: How Does it Protect the Sale Process?

Representations and warranty insurance can speed things along when selling your business, avoiding getting backed up in an escrow nightmare.

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financial planning for retirement

Financial Planning for Retirement — Should I Stay or Should I Go?

Can Your Business Income Provide for Retirement? Business owners thinking about selling their businesses struggle with one major uncertainty. Will the proceeds allow them to walk away comfortably? Experts say […]

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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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accrued expenses

‘Know Thy Numbers’ Installment #7 – Accrued Expenses

Accrued expenses aren’t as well-known as accounts receivable, inventory, and accounts payable, but ignore this accounting concept at your peril. 

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return on investment

Using Free Cash Flow vs. EBITDA to Determine Return on Investment

The return on your investment depends on how your investment is structured and is not necessarily the same as the performance of the company. How’s an investor to measure?

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