The Source

Thought Leadership

COO Andrew Gutman on How the New Administration May Impact Your Business

8 minute read

November 20, 2024

Many colleagues and customers have asked for my take on how the next Administration may impact America's small businesses. In general, policies such as lower taxes, stable inflation, and reduced regulation can create a business-friendly...

VP of Partnerships Jason Solomon on Private Equity

8 minute read

September 9, 2024

Imagine having someone like Shark Tank's Mark Cuban or Barbara Corcoran say "I believe in your company! Here's a fat check for $500,000. Just give me a 10 percent stake in the place. Do we...

Fora Financial's General Counsel/CCO John Viskocil on Debt Consolidation and Stacking

5 minute read

July 30, 2024

When your business finances are crunched and you are exploring options, beware of two rapidly-proliferating threats: (1) predatory debt consolidation and (2) successive, aggressive financing (commonly called “stacking”). Debt Consolidation A tall promise. During a...

Fora Financial VP Sales, Michael Hollander on Three Questions to Ask Yourself about Change Management

5 minute read

June 18, 2024

"Change management" is a hot topic for sales teams. Yet many small business sales teams remain wedded to outdated, reactive approaches to cultivating sales relationships. If you've thus far been indifferent to change management, two...

VP of Underwriting Brian Seaman on The Mysteries of Underwriting

6 minute read

April 23, 2024

Did you ever get the impression, while applying for a loan, that your loan rep plays "good cop," while casting "the underwriters" as the bad guys who might stand in the way between you and...

CEO Jared Feldman on Moving Your Business Forward in a Tighter Credit Market

6 minute read

December 19, 2023

Lenders have been reducing the number of business-loan approvals throughout 2023. What's more, the American Bankers Association's Q4 Credit Conditions Index forecasts that this downward trend will last into midyear 2024, if not longer. The...

Chief Risk and Analytics Officer Michael Chiang on Getting Real About Data Analysis

6 minute read

November 28, 2023

In 2020, IDG estimated that small and medium-size businesses managed 48 terabytes of data, with an expectation of 50 percent growth in 12 to 18 months. Assuming even the most conservative growth projections three years...

VP of Partnerships Jason Solomon Leveraging Partnerships for Growth

6 minute read

October 24, 2023

Business partnerships come in many sizes and flavors: A young boutique airline awards "miles" to a credit card's users. By piggybacking on the name of an established global bank, the airline brings in affluent consumers....

VP of Marketing Elissa Feldman On Blogging and Your Business

6 minute read

September 26, 2023

I'm a huge blog fan — even more so since I learned that 90 percent of our site's organic clicks were on our blog! But of course, you'll want other numbers to support your blogging...