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Small Business

Lead Generation Strategy

Ramp Up Your Client Base in 3 Simple Steps with Lead Generation Strategy

Fresh Leads = New Client Potential According to a report published by the Content Marketing Institute (CMI), using a lead generation strategy is one of the top marketing approaches for 2017. Approximately 80% of B2B and 66% of B2C organizations surveyed by CMI put the employment of a lead generation strategy at the top of […]


company employee handbook

7 Must-Haves for your Company Employee Handbook- for their Benefit and Yours

All employers, no matter the company size, should have an employee handbook to communicate essential policies of the company to employees. A company employee handbook also serves as a legal defense against claims brought by an employee against the company or its managers. Employee handbooks also provide guidance to both supervisors and their employees. A […]


Social Media marketing

Hey Business Owner, Are You Making these Common Social Media Marketing Mistakes?

Why Social Media Marketing? Originally seen as a fad, social media marketing is now an integral component of 21st century business. Is your business on board? You need to look no further than America’s most successful companies and social media itself for proof. According to research from University of Massachusetts Dartmouth, 97% of the Fortune 500 use […]


What a Racket

What a Racket: Tales of Equifax, Experian and TransUnion

The Protection Racket Equifax, Experian and TransUnion don’t have your back. I’ve been trying to come up with some new business ideas. It’s really hard, though. Technology is changing so fast, you know? Well, I finally came up with a good one. I’m going to start my own security firm. I’m going to install burglar […]


succession planning, succession planning process

When it comes to Succession Planning: Plan “B” Is Always Plan “A”

Learn from our succession planning and business leadership experts about the right (and wrong) ways to approach succession planning.


invest in startups

Equity Crowdfunding: New Options for Angel Investors (Part 2)

Thanks to equity crowdfunding, all Americans, not just the wealthy few, can invest in startups and small businesses via the internet.


invest in startups

Equity Crowdfunding: New Options for Angel Investors

The JOBS Act of 2012 opened the door for crowdfunding, which allows companies to collect small contributions to finance or capitalize a popular enterprise.


Business Divorce

Breaking Up Is Hard to Do—Common Issues and Strategies in Business Divorce

Conflicts between business partners are nearly inevitable. Thankfully, there are a number of ways for parties to negotiate up-front. Precautionary agreements give you space to resolve issues more easily or, at least, provide a picture of what the result will be when resolution is not possible.


company formation

Business Law Dumbed Down — Company Formation and Raising Capital

Forming a legal entity, if for no other reason to shield one’s personal assets from being at wholesale risk for the liabilities of one’s business, is critical. The question in nearly every case is not if an entity should be formed, but what type of entity should be formed.


Start-Up Business

Start-Up Business: Essential Tips from Experts and Entrepreneurs

GREAT COMPANIES FAIL for lots of reasons that have nothing to do with their products or services. Coming up with a great idea is difficult; turning that idea into a business is even harder. We consulted members of the Financial Poise Faculty—each a professional advisor or successful entrepreneur—to discuss what it takes to start a business and get it off of the ground.


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