| Name | Title | Contact Details |
|---|
One of the first businesses to grow and emerge within the working capital market during the recession, Fora Financial has established a competitive position in the marketplace, as well as a storied legacy. It all started with two college roommates who had an innate passion for small business. After graduating from Indiana University, both Jared Feldman and Dan Smith went their separate ways – Jared as an underwriter and Dan as a sales consultant. Then, the economic recession hit. Dan knew that the small businesses of America drove the U.S. economy and would need assistance to survive the default times ahead. And with both Dan and Jared coming from a long line of successful entrepreneurs and growing up immersed in the small business culture, they felt compelled to help. Prompted by Dan’s vision, they combined their financial savvy and small business knowledge to start Fora Financial in June of 2008, when the economic world felt like it was coming to an end. Over the next five years, Dan and Jared worked tirelessly to build their staff and client base from the ground up. Continually doubling their staff and revenue almost every year since its inception, Fora Financial has continued to develop transparent relationships with our clients and partners and provide them with custom, innovative funding solutions. As of our five-year anniversary in June 2013, Fora Financial has funded over 8,000 individual transactions with over 4,500 unique customers. The company has also funded more than $199 million in working capital for small businesses since its inception. Fora, meaning “marketplace” and “forum” in Latin, aligns with our mission to foster and support the small business industry. The rebrand also created efficiencies and consistencies to better serve our customers and partners. Today, Fora Financial continues to remain a competitive leader with one of the most extensive offerings and services in the small business industry. We remain dedicated to developing new, innovative ways to serve companies in an ever-changing financial market.
Mize Houser and Company P.A. is a regional accounting and information technology firm, founded in 1956. As one of the Top 200 firms in the nation, we pride ourselves on the relationships we have developed with our clients over the years and the high level of services that we provide to them. We provide the services you would expect from a traditional accounting firm (i.e. tax, audit, review, consulting, etc.) – and we also provide more hands-on assistance to our clients with monthly accounting, payroll and bill payment services. Our clients are in a variety of industries with a concentration in quick service restaurants, auto dealerships, cities and school districts, construction, manufacturing, hospitality and not-for-profits.
Dort Federal Credit Union is a Flint, MI-based company in the Financial Services sector.
Centre-Study-Recurring Cycles is a Laguna Beach, CA-based company in the Financial Services sector.
For more than a century, Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations. Our guidance has helped generations of families and businesses thrive, backed by the sound experience of our professionals and a forward-looking mindset.