The Source

This week in The Source

What Makes a Family Business Succeed?

4 minute read

August 8, 2023

Ever notice how TV shows about family businesses are typically full of high drama? Whether it was the classic, "Dynasty," or more recently "Succession," a family business can be a setting for high drama and...

Small Business

How Will You Structure Your New Business?

4 minute read

August 1, 2023

DBA? LLC? Sole proprietorship? Knowing the basics of business structure keeps you from getting stuck in the weeds. The concept of choosing a structure for your small business can be confusing. If you asked the...

Thought Leadership

Fora Financial VP Sales, Michael Hollander speaks about: Closing the Customer Satisfaction Gap

6 minute read

July 19, 2023

For three years now, my sales team and I have worked with many small-business clients hit by the pandemic and/or inflation. They've stared down challenges such as finding and paying for inventory, maintaining staff, and,...

Small Business

Prepayments Plans Beat the AR Blues

4 minute read

July 11, 2023

Any business owner who spends time and money resolving delinquent invoices understands the value of prepayment agreements. But in addition to cutting AR overhead, prepayments can be a boon to your firm's cashflow. They'll also...

Small Business

Six Questions to Ask Before Cancelling Your Business Credit Card

3 minute read

July 5, 2023

With interest rates continuing their rise, many business owners may be inclined to ditch their plastic. Are they on to something or jumping the gun? The average APR on a business credit card has climbed...

Thought Leadership

Fora Financial CFO, Andrew Gutman Asks: How Is Your Business Coping With Inflation?

4 minute read

June 20, 2023

Most firms can do more than they realize to curb the effects of rising prices on the bottom line. Price increases in New York City are as common as rush hour traffic and fights between...

Fora Financial News

Celebrating 15 Years of Success and Gratitude

1 minute read

June 16, 2023

We are thrilled to announce that Fora Financial is celebrating its 15th anniversary! It is a remarkable milestone that we couldn't have achieved without the unwavering support and trust of our incredible customers, partners &...

Working Capital

Pros and Cons: Funding from an Angel Investor

3 minute read

June 7, 2023

With private investment playing a large role in American small-business development, should your firm be looking to the heavens for an angel of its own? Do you want one of the mega-entrepreneurs on Shark Tank...

Working Capital

Explore the Many Rewards of Giving Back to the Community

2 minute read

May 31, 2023

What are you waiting for? Get your business behind a local cause and reap the rewards. Why should you engage? You can express your firm’s ethos & its values, traditions, and attitudes & by engaging...