Financial Poise

Articles tagged: Risk & Assurance

person holding 100-dollar bills, symbolizing cash allocation and cash on hand

Building the Best Strategy to Drive Cash Allocation

Do you have too much cash on hand? Cash allocation decisions are some of the trickiest for small businesses to face – make your cash work as hard as you do.

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raindrops on a black umbrella, symbolizing the need for a trade credit insurance policy

Trade Credit Insurance in COVID-19 Times

The COVID-19 pandemic has made the export credit insurance industry a seller’s market. Here’s what to expect of a trade credit insurance policy.

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woman laughs with delight looking at her business plan, representing following your dreams

Time, Money, Happiness: The Risks and Rewards of Following Your Dreams

Following your dreams can be risky—and scary. Follow these three steps for evaluating your passion project and calculating the opportunity costs of your decisions.

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a water droplet splashes down, symbolizing liquid assets and alluding to illiquid assets

Accredited Investor Installment #13: Closing Thoughts

Liquid assets like stocks are not safer than alternative assets, like private equity, just because they are publicly traded. Liquidity and risk are not the same.

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man juggles four dice, symbolizing rate adjusted return

‘Risk-Adjusted Return’ in a Nutshell

The risk-adjusted return (RAR) measures ROI relative to the risk of the investment. Learn 3 methods for calculating RAR and how to balance your risk.

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COVID-19 is spelled out with pills and syringes, representing a prescription for business crisis management during the Coronavirus epidemic

You Will Survive! How Your Business Will Survive Coronavirus – a Crisis Management Plan

Don’t let the coronavirus sink your business. Use these crisis management tips to position yourself for economic opportunity once the worst passes.

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A frustrated businessman considers invoking a force majeure clause in a business contract because of the coronavirus

Force Majeure Clauses in the Age of Coronavirus

As the COVID-19 coronavirus disrupts global business and supply chains, here’s what you should know about invoking force majeure clauses.

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one opened tulip in a sea of buds, representing the concept of special situations in private equity

Recognizing Special Situations in Private Companies

“Special situations” affecting stock price, (i.e. bankruptcy or a spinoff company) can be more complicated for private companies, which tend to be illiquid.

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A buyer and seller communicate, highlighting the need for representations and warranties in purchase agreements

The Purchase Agreement Essentials: Representations and Warranties

Protect Yourself During the Buying and Selling Process The representations and warranties section of the Purchase Agreement is one of the most negotiated sections of any agreement between a buyer and a seller. It covers statements of fact and promises about what is sold. The seller will make several representations and warranties about the target […]

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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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