Financial Poise

Articles tagged: Succession Planning

private company board strategies

Effective Private Company Board Strategies Drive Goals to Completion

Private Company Board Strategies Create Advantage Strategy has been defined as the art of finding an unfair competitive advantage in the marketplace. It is implemented through defined objectives, strategies and tactics. Whether public or private, driving strategy is how boards create value. Public companies tend to have well-staffed strategy groups, of which M&A is one […]

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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.

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Business Succession Planning

Succession Planning and Exit-Strategies Are Too Important to Ignore

Business owners say they understand the importance of transition planning, yet few actually plan their exit. What is going to happen when you finally relinquish day-to-day control over your business? Are you going to sell it and live off the proceeds? Do you have a successor lined up to continue your legacy? Only you can know but, whatever you have in mind, it pays to have a formal and well thought-out succession plan and exit strategy.

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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 married couple) whose (joint) net worth exceeds $1 million, excluding the value of the […]

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