Financial Poise

Articles tagged: Succession Planning

Two business owners discuss the planning and staging of their business transition

Planning and Staging a Company for Transition

Are you planning to sell your business or otherwise transition its leadership? Here’s how to plan and stage your company for transitioning at maximum value.

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BTEP

Business Transition and Exit Planning: Welcome to the Jungle!

BTEP: Where Should You Start? You are a business owner. You have worked hard, possibly for decades, building your business. You are smart, and the business has been successful, but it is time to move on.  Perhaps you want to retire; maybe you want to try your hand at something new. Regardless of the reason, […]

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Financial Poise Glossary

Accredited Investor Accredited Investors are individuals who are allowed by law to invest in private equity, venture capital, hedge funds, and private placements. Regulation D, Rule 501 of the Securities Act of 1933 defines accredited investor as: (a) an individual (or an individual and their spousal equivalent) whose (joint) net worth exceeds $1 million, excluding […]

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