Financial Poise

Choosing, Building, and Protecting Your Brand

Tags: Branding, Intellectual Property, Marketing, Small Business, Start-Ups & Entrepreneurship,

It is essential for brand owners to have a comprehensive trademark portfolio and strategy in place to protect the brand’s strength and reputation.

Merchant Cash Advances & Your Business – Just Say No

June 16, 2025
/ Business Owners & Executives • Legal
/ By Jonathan Friedland and Robert Glantz and Jeffrey Schwartz

Tags: Borrowing & Lending, Business Finance, Business Operations, Business Planning, Small Business,

Small business owners might see merchant cash advances as an attractive way to borrow money, but what they offer is often too good to be true.

Small Business Investing: Taking Stock in Main Street

May 21, 2025
/ Business Owners & Executives • Investors
/ By John Arensmeyer

Tags: Accredited Investors, Personal Finance/Investing, Private Equity, Small Business, Start-Ups & Entrepreneurship, Venture Capital,

Small businesses are 99.9% of all businesses and employ millions of Americans. Learn more about the importance of small business investing.

Startup Survival: Raising Capital

Tags: Business Planning, Business Strategy, Raising Capital, Small Business, Start-Ups & Entrepreneurship,

Raising capital or failing to do so, or raising it badly, is often the moment when a startup either grows wings or plummets into the side of a cliff.

Lead Generation Strategy Basics for Small Businesses

Tags: Growth, Marketing, Sales, Small Business, Start-Ups & Entrepreneurship,

Lead generation is often overlooked as a chore or a simple output, but taking a strategic approach to lead generation can help you grow your business.

Shopping for Property and Casualty Insurance: What Legal and Financial Professionals Need To Know

Tags: Business Operations, Business Strategy, Insurance, Risk Management and Risk Analysis, Small Business,

Insurance isn’t just a compliance formality — it’s one of the most complex and potentially consequential contracts a business will ever sign.

Leveraging and Protecting Trade Secrets in the 21st Century

Tags: Business Law, Intellectual Property, Small Business, Start-Ups & Entrepreneurship, Technology,

Trade secrets are integral to the competitive edge of many businesses. Effectively managing and safeguarding them is paramount in today’s dynamic business environment.

Navigating Business Financing: Understanding Your Loan Options

Tags: Borrowing & Lending, Business Finance, Business Leadership, Business Operations, Small Business,

Whether you’re launching a startup, scaling operations, or managing a tight cash cycle, the type of loan you choose can shape your company’s trajectory.

Why and How Brands Go Viral

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

Want your brand to go viral? Learn the secrets behind viral marketing, from knowing your audience to designing shareable content that resonates and spreads like wildfire.

How To Read a Balance Sheet – And Why You Care

Tags: Accounting, Auditing, Taxation, Business Finance, Business Management, Business Operations, Small Business,

For business owners and investors, a balance sheet is a critical tool for spotting red flags, gauging stability, and making smarter decisions.

Articles tagged: Small Business