Financial Poise

How To Resolve Shareholder Disputes Before They Destroy a Business

Tags: Business Transition and Exit Planning, Fiduciary Duties & Corporate Governance, Litigation, Selling Your Business, Valuation,

Shareholder disputes can arise from fraud, self-dealing, control struggles, or clashing visions. Left unchecked, they can cripple even successful companies.

Valuing Lost Profits in Litigation: Making the Case (and the Math) Work

August 28, 2025
/ Legal
/ By The Financial Poise Editors

Tags: Business Law, Intellectual Property, Litigation, Valuation,

When businesses end up in court, damages are often front and center. One of the most critical and complex types of damages is ‘lost profits.’

Selling a Business: Keys To a Successful Sales Process

Tags: Business Transition and Exit Planning, Intellectual Property, Selling Your Business, Small Business, Valuation,

Selling a business will have lasting consequences for the seller and their finances. Understanding the sales process is crucial for a successful transaction.

Mediating Like a Pro

Tags: Business Law, Litigation, Valuation,

Mediation is not about ‘winning ’; it’s about solving problems in a way that both sides can live with, and doing so efficiently, privately, and often creatively.

Selecting the Right Valuation Expert

Tags: Business Strategy, Buying a Business, Due Diligence, Selling Your Business, Valuation,

Selecting the right valuation expert for a business interest, asset, or liability can be essential in litigation, transactions, or strategic planning.

3 Approaches to Business Valuation Methods

June 3, 2025
/ Business Owners & Executives • Investors • Legal
/ By Erin Hollis

Tags: Accounting, Auditing, Taxation, Due Diligence, Financial Analysis, Mergers, Acquisitions, Integrations, Valuation,

A thorough business valuation is critical in helping investors distinguish between a good and bad investment.

Maximizing the Value of a Company’s Intangible Assets

May 5, 2025
/ Business Owners & Executives • Entrepreneurship
/ By David Peress and Richelle Kalnit

Tags: Business Transition and Exit Planning, Intellectual Property, M&A, Selling Your Business, Valuation,

A company’s intangible assets can be successfully marketed, independent of tangible assets, when a business is for sale, attracting both strategic and financial buyers

6 Tips for Successfully Pursuing an Acquisition

May 2, 2025
/ Entrepreneurship
/ By Jeremy Waitzman

Tags: Business Strategy, Buying a Business, M&A, Mergers, Acquisitions, Integrations, Valuation,

Thinking about acquiring a business? Learn the six essential steps for a successful acquisition, from planning and negotiation to integration and cost management.

What’s It Worth? Valuing a Business for Sale

Tags: Business Strategy, Business Transition and Exit Planning, Buying a Business, Selling Your Business, Valuation,

Valuing a business is useful, if not necessary, in many circumstances including when a business is seeking a bank loan or preparing for a sale or acquisition.

Intellectual Property — 101: A User’s Guide

February 26, 2025
/ Entrepreneurship
/ By Joshua L. Gablin

Tags: Intellectual Property, Risk Management and Risk Analysis, Small Business, Start-Ups & Entrepreneurship, Valuation,

Intellectual Property is a valuable asset class that includes original written work, works of art, innovative technologies, and distinctive brand identities.

Articles tagged: Valuation