Case Studies

Fora Financial is committed to helping small businesses succeed! Check out these case studies, and find out how our financing allowed these businesses to flourish.

Organic Food Distributor

Funding Amount: $750,000
Approval Amount: $1,400,000
Industry: Organic Food Grower
Use of Funds: Cash Liquidity

A rapidly expanding organic food grower and distributor in the Pacific Northwest faced significant financial challenges as their busy season approached. To support their vertical integration strategy and manage their receivables, the company needed immediate liquidity. This case study explores how Fora Financial provided a crucial funding solution that enabled the company to navigate this critical period and maintain its growth trajectory.

Delivery Service Expansion

Featured Funding

Funding Amount: $100,000
Industry: Delivery Service
Use of Funds: Equipment

This case study explores how Fora Financial helped a delivery service company in the Midwest overcome financial hurdles and achieve significant growth. The three-year-old trucking company had the opportunity to expand by acquiring another delivery route but faced significant challenges in securing the necessary funds. Fora Financial stepped in to provide a timely and effective solution, enabling the company to capitalize on this critical opportunity.

Construction Growth

Funding Amount: $300,000
Early Renewal: Additional $300k available in 60 days
Industry: Construction
Use of Funds: Cash Flow

In the dynamic construction industry, a Georgia-based construction company faced a critical challenge. Despite being a $10M+ business, the sudden financial collapse of a large client threatened to derail a multimillion-dollar project and impact overall profitability. This case study explores how Fora Financial provided crucial support to help the company navigate this difficult period and maintain its growth trajectory.

Physical Therapy

Featured Funding

Funding Amount: $1,000,000
Industry: Healthcare
Use of Funds: Expansion, Cash Flow

A well-established healthcare practice with multiple locations and 15 years of service faced an exciting opportunity to expand to the Gulf Coast of Florida. However, financial constraints posed significant challenges, necessitating an effective funding solution to support their growth ambitions.

Professional Services

Funding Amount: $2,000,000
Approval Amount: $2,700,000
Industry: Professional Services
Use of Funds: Expansion, Cash Flow

A rapidly-expanding professional services firm in North Carolina faced a critical juncture in its growth trajectory. Needing additional capital to sustain its expansion, the firm turned to Fora Financial for a timely and flexible financing solution.

Bridging Capital

Funding Amount: $1,000,000
Approval Amount: $2,500,000
Industry: Construction
Use of Funds: Bridge Financing, Expansion

A rapidly growing company faced a significant cash flow challenge, necessitating a bridge financing solution to maintain momentum. This case study explores how Fora Financial’s bridge capital proved to be the missing piece of the company's growth plan.

Healthcare Staffing

Funding Amount: $1,000,000
Approval Amount: $1,400,000
Industry: Healthcare Staffing
Use of Funds: Expansion

During the COVID-19 pandemic, a Texas-based healthcare staffing firm needed a larger headquarters to accommodate their expanded workforce. The firm imminently needed $1M of liquidity to cover initial costs of the new headquarters.

Commercial Forestry

Funding Amount: $750,000
Industry: Forestry
Use of Funds: Hiring Additional Staff, Acquiring New Equipment and Materials

A commercial forestry company based in the Pacific Northwest had a lucrative new project on the horizon that could spearhead significant growth.

Electric Company

Funding Amount: $400,000
Industry: Electric Company
Use of Funds: Opportunistic Growth

With several new projects on the horizon, a California-based commercial/residential electric company faced liquidity constraints that impeded its expansion plans. In a race against time, they turned to Fora Financial for a solution to bridge the cashflow gap and seize growth opportunities.

Commercial Storage

Total Funding: $5,000,000
Renewals: 4 times in 16 months
Initial Funding: $1,100,000
Industry: Commercial Storage
Use of Funds: Cashflow Gaps, Growth

In the ever-evolving realm of commercial storage, a seasoned player with 17 years in the business and annual revenues of $30 million, embarked on a transformative journey. This case study illuminates how their partnership with Fora Financial, marked by strategic funding and renewals, fueled their expansion plans and bolstered financial resilience.

Ecommerce Specialty Food

Funding Amount: $1,000,000
Industry: Specialty Food
Use of Funds: Production, Technology, Marketing

Discover how Fora Financial's strategic investment of $1,000,000 propelled an emerging company into prominence in the e-commerce specialty food sector. These funds facilitated the expansion of production capacity, elevated e-commerce presence, and accelerated growth.

Fitness Center

Funding Amount: $150,000
Industry: Fitness and Wellness
Use of Funds: Expansion

In the world of fitness and wellness, a local gym demonstrated a commitment to exceptional exercise experiences. This case study delves into their partnership with Fora Financial, where they secured a crucial $150,000 equipment financing solution.

Craft Brewery

Funding Amount: $170,000
Industry: Food and Beverage
Use of Funds: Product development, customer experience, marketing

A craft brewery known for its unique flavors partnered with Fora Financial to secure a $170,000 working capital funding solution. The brewery leveraged the funding to craft innovative brews, enhance the taproom experience, and amplify marketing efforts. Explore how Fora Financial's support helped the Craft Brewery thrive and become a local favorite.

Health Services

Funding Amount: $750,000
Industry: Health and Wellness
Use of Funds: Bridge Financing

A wellness center set out to redefine well-being, where health is nurtured, not just treated. Discover how a collaboration with Fora Financial secured $750,000 to bridge the path to transformative growth.

Construction

Funding Amount: $240,000
Industry: Construction
Use of Funds: Expansion

A construction company faced substantial cash flow issues, limiting their ability to tackle larger projects. This case study delves into their collaboration with Fora Financial, a partnership that provided $240,000 in vital funding. This financial boost allowed the firm to purchase necessary materials, employ skilled labor, and successfully execute high-value projects.

Landscaper

Funding Amount: $750,000
Industry: Landscaping
Use of Funds: Payables, Expansion

A local landscaping company with 15 years' time in business and $10M of annual revenues selects Fora Financial as their funding partner with one goal in mind: 50% year-to-year growth.

Manufacturer

Funding Amount: $800,000
Industry: Manufacturing and Wholesaling
Use of Funds: Equity Raise, Production, Efficiencies

Embark on a journey into the world of woven fabric bags that are making waves in the demolition clean-up industry. We'll explore our partnership with Fora Financial, which secured $800,000 to support our growth, maintain production, and drive strategic expansion.

Medical Center

Funding Amount: $720,000
Industry: Healthcare
Use of Funds: Equipment, Staffing, Patient Experience

Embark on the journey of a Medical Center's transformation — a story of how vision met reality with a strategic partnership. Discover how a funding boost of $720,000 from Fora Financial propelled the Medical Center into the future of healthcare.

Fashion Boutique

Funding Amount: $300,000
Industry: Retail
Use of Funds: Inventory, Renovations

A boutique fashion store sought to establish itself as a top-tier fashion destination, recognizing an opportunity in a thriving retail market. With challenges in inventory management and store enhancements, Fora Financial was able to help by providing $300,000 in tailored funding, a fast approval, and expert financial guidance.

Travel Agency

Funding Amount: $220,000
Industry: Travel and Tourism
Use of Funds: Product Offering, Technology, Partnerships

Within the realm of travel and adventure, a travel agency embarked on a transformative journey. This case study sheds light on a travel agency's strategic collaboration with Fora Financial, enabling them to secure funding for enhancing their services, curating distinctive adventures, and embarking on a path of substantial growth.