Financial Poise

Articles tagged: Operations

life preserver representing bad faith insurance

PLUP Fiction: Bad Faith Insurance

Can you rely on your insurance company’s description of your insurance policy? Learn about insurance bad faith and your rights as the insured. 

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Uber app

The Biggest Cybersecurity Lesson from the Uber Hack

Cybersecurity was once more in the headlines this week as a massive hack of ridesharing company Uber was made public. According to the New York Times: Uber discovered its computer […]

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employee stock ownership plan

Should Your Business Use an ESOP?

Handled well, the ESOP functions as a means of financing the ownership transition of a closely-held business in a tax-favored manner. But it’s not right for everyone.

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‘Housekeeping’ Tips to Consider In Order to Maximize Business Value Before You Sell

‘Housekeeping’ Tips to Consider In Order to Maximize Business Value Before You Sell

Are you considering selling your business? Here are some tips to help maximize business value. Find out the questions you should be asking about your business and how you can minimize risk.

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Business Lender Relationship

Managing Your Relationship with Your Business Lender in Times of Crisis

A bump in the road can quickly sour your great relationship with your commercial lender. Here’s how to find help and keep your lender happy.

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Managing Risk

Tips to Manage Business Risks with Your Board and Management Team

Business owners have little time to ponder unlikely events. It’s up to the board and management team to manage business risks continuously.

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Cybercrime

The Threat of Cybercrime for Small and Midsize Business

Cybercrime is on the rise and smaller businesses are in jeopardy. A cyber liability policy can protect you from the enormous damage costs.

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Trusted Advisors

Is It Worth It to Hire an Advisor?—Why Only a Trusted Advisor Will Do

Hiring a trusted advisor is worth the time and money you’ll save doing something you cannot or should not do by yourself.

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USCIS Site Visits

What Employers of Foreign National Workers Should Know to Prepare for a USCIS Site Visit

The US increased USCIS site visits to employers of foreign nationals to combat H1-B visa fraud. Here’s how to prepare for a site visit.

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Banking Relationships Using Poe’s The Raven

Guidelines to Improve Your Company’s Banking Relationship (In the Style of Poe’s ‘The Raven’)

In order to improve your banking relationship and get the most favorable terms from your lender, focus on two things: character and cash flow.

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