Four Ways to Celebrate National Simplicity Day
By The Financial Poise Editors • July 12, 2024Henry David Thoreau was both brilliant and eccentric. Today we honor his embrace of simplicity with ways to simplify our own lives.
The Purchase Agreement Essentials: Representations and Warranties
Protecting Yourself with Representations and Warranties The representations and warranties section is one of the most negotiated sections of a purchase agreement between a buyer and seller. It covers statements of fact and promises about what is sold. While the…
Read More »Anticipating Contract Disputes Before You Sign
There are many steps to take in order to assure a contract will be honored by all parties. Anticipate contract disputes by working with the right lawyer, keeping extra copies of the original and always having a backup plan.
Read More »How Do I Evaluate Multiple Offers in a Business Sale?
Comparing multiple offers in a business sale is not always an apples to apples comparison. Consider buyer intent, complex provisions and, ultimately, your goals.
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Henry David Thoreau was both brilliant and eccentric. Today we honor his embrace of simplicity with ways to simplify our own lives.
Study: Private Company Board Compensation
By Bruce Werner • July 10, 2024How much should board of directors members be paid? In cash or retainers? Find out how companies pay their directors in the latest study.
An Initiation Into Private Equity Funds
By The Financial Poise Editors • July 8, 2024Get to know the most important basics of private equity funds, from history and the current market to risk and due diligence.
Correcting Bad Leadership: Actions Speak Louder Than Words
By Lee Eisenstaedt • July 3, 2024Leadership action is more important than words or intentions. Avoid bad leadership qualities by demonstrating kindness and keeping promises.
Business Borrowing Basics – Negotiating A Loan Agreement
By Michele Schechter • July 1, 2024All businesses have to borrow at some point. Here’s how to best negotiate a loan agreement for the benefit of your business.
The Risks, Rewards, and Challenges of Investing in Real Estate
By Tracy Treger • June 26, 2024Investing for Beginners Many people are reassessing their financial portfolios to make them more resilient. Owning real estate is a time-tested strategy to diversify your investments and protect from volatility…
What Kinds of Green Investments Contribute to the Green Economy?
By The Financial Poise Editors • June 24, 2024Different types of green investments contribute to the green economy in distinct ways. Each of these functions is critical to making meaningful progress to curb greenhouse gas emissions and combat…
Filmmaking is Fun: But Is It a Worthy Investment?
By The Financial Poise Editors • June 24, 2024Investing in Hollywood diversifies a portfolio for investors who deem it “worth the risk,” with the potential for venture capital-style returns.
Cash is King: Prepare Your Balance Sheet for a Business Sale
By Michele Schechter • June 19, 2024Buyers look for signs of healthy cash flow. Find ways to clean up your earnings and expenses as you prepare your balance sheet.
The Term Sheet: An Overview of Investor Rights and Controls in VC Investments
By J. Robert Tyler III and The Financial Poise Editors • June 17, 2024The provisions of a venture capital deal, known as a term sheet, include liquidation rights, management participation and exit rights.
19 Questions You Need to Ask to Build a Killer Marketing Strategy
By The Financial Poise Editors • June 13, 2024Despite what the plethora of ‘simple’ marketing guides on the internet might imply, developing an effective marketing strategy is complicated and difficult work. Sure, you could patch together a quilt…
Working at Home: How to Succeed and Enjoy the Process
By The Financial Poise Editors • June 12, 2024Working at Home Isn't a Trend Anymore Remote and Hybrid Stats By 2025, It’s estimated that 32.6 million will work remotely. Pew Research found that in 2023, 35% of workers…
My Financial Advisor Has Money Troubles: Fiduciary Obligations and Your Right to Know
By Billy Ray Valentine • June 10, 2024Does your advisor have fiduciary obligations that require disclosure? Know how your investments may be affected by your financial investor’s money issues.
Super Gains for Superheroes? Investing in Comics: A Colorful Alternative Investment
By The Financial Poise Editors • June 7, 2024If you think investing in comic books is a fad of the past, you could be missing out. It’s no secret that diversifying your portfolio with tangible assets is a…
As Leaders Age and the Unexpected Strikes, Developing a Succession Plan is Mission Critical
By Michele Schechter • June 5, 2024The average S&P CEO is 58. Are businesses ready for transition? Developing a succession plan should be on every company's agenda early on.
Four Reasons Effective Marketing Strategies Require Patience
By The Financial Poise Editors • May 23, 2024When you have the right ingredients: a valuable service or product, a solid team, and a well-crafted marketing strategy, there can be a strong desire to ‘jump-start’ further success. Adjusting…
The LLC Operating Agreement Demystified
By Jeremy Waitzman • May 20, 2024An LLC operating agreement is a set of rules and provisions that outlines company structure, management, compensation and other internal issues.
What is an Angel Investor and What Motivates Angels to Invest?
By David M. Freedman • May 17, 2024What is an angel investor and what is it not? Learn the difference between angels and VCs, as well as the financial and nonfinancial benefits of angel investing.
How Your Nonverbal Communication Can Help (or Hurt) You Professionally
By The Financial Poise Editors • May 14, 2024How much does nonverbal communication say about you? A lot. Learn what your nonverbal cues are expressing and maximize their impact.
Heeding the Unicorn’s Call: How to Invest in Private Companies as Public Stocks Shrink
By John Bowens • May 13, 2024Investing in private equity is no longer exclusive to the top 1%. Learn how the average investor can invest in private companies.
Sleep Better with Reps & Warranties Insurance
By Bruce Werner • May 10, 2024Understanding Representations, Warranties, and Indemnities in M&A Transactions When boards are deliberating the purchase or sale of a business, they need to consider the long-term risks of the decision. Understanding…
An Intermediary to Lead the Process: Investment Banker or Business Broker?
By Michele Schechter • May 7, 2024The road to selling a business is winding. The right intermediary will guide you down the right path. Do you need a business broker or an investment banker?
Pressing the “Eject” Button: Secure a Viable Real Estate Exit Strategy First
By Tracy Treger • May 6, 2024Some investors have a commercial real estate exit strategy of holding property indefinitely, to pass it on to heirs with a stepped-up tax basis.
3 Tangible Asset Investments to Delight Your Inner Child
By The Financial Poise Editors • May 3, 2024Get high returns by diversifying your portfolio with tangible assets like sports memorabilia, fine art and precious metals. Invest in an existing hobby and diversify with your diversion.
How Family Business Succession Planning Becomes Succession Implementation
By David Spitulnik • April 30, 2024Family business succession planning requires discussions about ownership, leadership, payment and other issues to smoothly transition from Gen 1 to Gen 2.
Long-Term Care Insurance: What You and Your Family Should Know
By Gay Jervey • April 28, 2024Everyone should consider long-term care insurance when thinking about the future. Do you know what you need to ask?
What the Financial Industry Should Know About Gen Z and Millennial Banking Habits
By The Financial Poise Editors • April 25, 2024Millennial banking habits are making financial institutions rethink their strategy, and Gen Z is not far behind in shaping Fintech trends.
Exploring Modern Side Hustles for Educators
By Michele Schechter • April 22, 2024Educators shouldn't need side hustles. In an ideal world, K-12 school teachers would be compensated fully for their invaluable contributions to society. But we don’t live in an ideal world,…
Shut Up and Listen: How to Practice Effective Listening for Leaders
By David Spitulnik • April 19, 2024The key to active listening in leadership is to “shut up” and count to 10. This simple exercise discourages interruptions and boosts effective listening.
Investing in Raw Land: This Land Was Made For You and Me
By The Financial Poise Editors • April 15, 2024Buying raw land can be more affordable and flexible than traditional real estate, but raw land real estate is not without its share of risks.
4 Angel Investing Lessons from an Angel Group Veteran
By Stephanie Strait • April 12, 2024Angel investing is a growing investment strategy. To be successful, angel investors need perspective, networking, and communication.
7 Key Elements of Employee Handbook Design
By Zascha Blanco Abbott • April 3, 2024The employee handbook. Most businesses have one, but is yours effective? Read this guide to the 7 must-have elements of an employee handbook.
What Is a Non-Disclosure Agreement? Non-Disclosure Terms Explained
By Michele Schechter • April 2, 2024How do different types of non-disclosure agreements protect the parties involved in M&As? Learn common NDA terms and accompanying documents.
A Visual Guide to the 5 Legal M&A Deal Structures
By Craig M. Carpenter and Leib Orlanski • March 20, 2024There are five basic M&A deal structures, including four share acquisition methods and one asset acquisition method. What are the benefits of each structure?
Critical Tactics for Safeguarding Your Ideas and Intellectual Property Rights
By Matt Niksa • March 5, 2024Intellectual property rights are assets, just like cash or machinery. Learn how to protect intellectual property with patents, trademarks, NDAs, and more.
Consensus Decision Making: How Much Compromise is Too Much?
By David Spitulnik • February 29, 2024In the decision-making process, trying too hard to achieve consensus leads to suboptimal results. Consensus decision-making should include the best of everyone’s input.
Commercial Litigation Funding: A Guide for Plaintiffs & Commercial Litigators Seeking Funding in the United States
By Jonathan Friedland and Jeremy Waitzman • February 21, 2024This article is a comprehensive and plain-English treatment about one of the two parts of third-party litigation funding: commercial litigation funding.
The Ups and Downs of Residential Real Estate Investments
By Tracy Treger • February 20, 2024Residential real estate is abundant and leasing terms are straight forward, but heavy maintenance may fall on the investor. Are residential real estate investments right for you?
Laws of Attraction: Can a Conservative Investor Love Venture Capital?
By Kenneth Freeman • February 14, 2024You can be a conservative investor and dabble in venture capital, despite its risks—it’s all about diversification and doing your homework.
Investing in Weed: Is It Time?
By Billy Ray Valentine • February 13, 2024Marijuana has now been legalized in multiple states. Many investors see this new space as an opportunity. Is it time to start investing in weed?
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