UToledo Family Business Center

Adobe Acrobat
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Affinity Merchant Solutions
In 2002, Affinity Merchant Solutions was formed based on the principles of honesty, integrity and a passion for helping others. With a background in banking and customer service, Melonie Dickey, the owner, found a demand in the merchant services industry to not only sell the services, but also provide a more personalized level of customer service to their clientele. At Affinity we understand that business owners and managers are busy. Time spent on hold with 800 numbers, researching why specific charges were billed, or troubleshooting your credit card processing equipment is time away from your business. Therefore, we have implemented a two tier customer support process that gives you a real, live, local person to contact on top of the traditional industry standard 800 numbers. With this additional level of service, we become the voice for the business owner. Our support team provides clarity and the much needed ease to Affinity clients. This creates a win-win environment for merchants so you can spend your time doing what you do best- running your business! Affinity is uniquely structured in that we have relationships with multiple processing platforms, giving us the flexibility to offer a variety of solutions to meet your businesses’ individualized needs, while maintaining our service standards to our clients. This approach allows our services to be custom tailored to your business needs, while offering flexibility and scalability to better serve your business needs as they evolve.

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Aly Sterling Philanthropy
Aly Sterling Philanthropy is a full-service consulting firm specializing in building sustainable solutions for nonprofits. We provide fundraising, board governance, strategic planning and executive search services to organizations of all shapes and sizes.

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Arakyta
Thank you for considering Arakÿta. We are known for our “get it done” attitude and our dedication to our client’s success. You can count on us to provide you with the technology you need, to create an edge for yourself in the marketplace. We like to flatter ourselves by saying that our effective communication, stemming from deep awareness and empathy, is delivered with a balance of confidence and humility. Our team members are purpose-driven, take initiative, and are ready to participate as a collaborative extension of your business.

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Brenda A. Ray Law Offices, Ltd.
Brenda A. Ray has substantial business and tax advising experience as a lawyer and CPA with 30 years of experience. Brenda has worked in large, national and international, accounting firms and law firms and brings a wealth of experience in areas such as business, tax, estate planning, and asset protection strategies to companies, business owners, and individuals. By combining her knowledge as a lawyer and CPA, Brenda delivers unique legal and tax services to her clients in a private lawyer setting from her office suites located in the Tolson Building in Toledo, Ohio. Brenda is licensed to practice law in Ohio and Michigan and is a licensed CPA in the State of Ohio.

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Croghan Colonial Bank
Croghan Colonial Bank is a recognized leader in community banking throughout the region, receiving a 2019 number-one rating by Boenning & Scattergood Inc., being Growth Captial's 2020 SBA 504 Lender and Bank of the Year, and receiving a five-star rating from Bauer Financial. With years of Commercial Lending experience, our Commercial Lenders partner with you to understand your financial goals and recommend products and services that help you achieve them. Founded in 1888, Croghan proudly serves Sandusky, Erie, Huron, Seneca, Lucas, and Ottawa Counties with 19 office locations. Partner with Croghan, where we Help Good People Make Good Decisions!

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Dale Carnegie Training
World-Class Online & In-Person Professional Development Training Our training creates engaging leaders, powerful presenters, confident sales and service professionals, and empowered organizations

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DuBois Accounting
Lee Ann provides accounting, taxation and consulting services for small to medium-sized businesses and not-for-profits, as well as individuals. She has been in the accounting profession for over 30 years. Prior to opening her own business in 2019, she spent most of her career working at large regional and local CPA firms in the Toledo area, providing assurance, taxation, accounting and consulting services. She has also worked outside of public accounting in various financial management positions in manufacturing, state government, higher education, non-profit organizations and professional service businesses.

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DWH Consulting
DWH was founded over 15 years ago as a general business advisory specializing in financial advisory, operational performance, turnaround, restructuring, mergers, and acquisitions for mid-market, closely held, and family-owned businesses.

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Eastman & Smith Ltd.
Eastman & Smith is a full-service business-oriented law firm with more than 70 attorneys providing legal services to individuals and businesses in a variety of industries. Established in 1844 and headquartered in Toledo, the Firm maintains additional offices in Columbus and Findlay, Ohio and Novi, Michigan. Principal areas of practice: • Banking & Commercial Law • Bankruptcy & Creditors’ Rights • Business Litigation • Construction • Education • Employee Benefits • Environmental • Estate Planning, Trust and Probate • Fire, Casualty and Catastrophic Claims • Government and Regulatory Affairs • Health Care • Immigration • Labor & Employment and Workers’ Compensation • Litigation • Medical Malpractice • Professional Liability • Public Law • Real Estate • Tax

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Edward Jones -- Aaron Stark, CFP, CPWA, CEPA
Edward Jones started in 1922 as a family business and continues to be owned solely by the employees. It focuses on personal one on one relationships to help clients achieve the things that matter most. Aaron specializes in working with small to medium business owners to provide comprehensive plans regarding business and personal assets in order to help Build, Preserve, and Transfer Wealth.

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EOS, Laura Rerucha
I help private business owners and leadership teams run a better business. Specifically I'm working with the leadership team to get them all aligned on the Vision, help them gain Traction with execution on the vision and also improving the Health of the organization by implementing EOS, Entrepreneurial Operating System.

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Fifth Third Bank
Fifth Third Bank – Northwestern Ohio is a wholly owned subsidiary of Fifth Third Bancorp. The Affiliate drives #1 deposit market share at 17.6% consisting of $3.3 billion in total deposits as of December 31, 2013. With 47 full-service locations, including six Bank Mart locations most of which are open seven days a week inside select Kroger stores, Fifth Third Bank offers exceptional service and convenience throughout its footprint. Fifth Third locations include the greater Toledo area and suburbs and Bowling Green, Bryan, Defiance, Findlay, Fostoria, Fremont, Gibsonburg, Sandusky, Swanton, Tiffin, Waterville and Wauseon, plus Lambertville and Monroe in Michigan.

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Focus CFO
We Help You Climb the Mountain! We give business owners financial control over their businesses and the freedom to change their lives. As a leading fractional CFO company in the US, we are passionate about helping entrepreneurs achieve their business and financial goals. An entrepreneur’s journey can be very rewarding - but it can also be challenging and, at times, lonely. Very few people understand how challenging it is to successfully start, run, and grow a business. But you don’t need to climb alone. We have been there - former entrepreneurs and financial leaders ourselves – and are ready to support you with compassionate, personalized support and guidance on your climb.

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Huntington
Huntington Bancshares Incorporated is a $179 billion asset regional bank holding company headquartered in Columbus, Ohio. Founded in 1866, The Huntington National Bank and its affiliates provide consumers, small and middle-market businesses, corporations, municipalities, and other organizations with a comprehensive suite of banking, payments, wealth management, and risk management products and services. Huntington operates more than 1,000 branches in 11 states, with certain businesses operating in extended geographies.

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Hylant
Hylant is a full-service insurance brokerage with 14 offices in Ohio, Michigan, Illinois, Indiana, Florida and Tennessee. When this family-owned business was founded in 1935, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. Hylant offers a full spectrum of business insurance, employee benefits and personal insurance, and is a member of the Worldwide Broker Network.

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Levitt Consulting, Inc.
FAMILY BUSINESS CONSULTING Family businesses have special challenges in balancing the concerns of the family and the business. These concerns often include: • Transition of leadership • Ownership • Compensation • Decision making Levitt Consulting has helped many family businesses to create and effectively use structures, policies, and procedures which minimize family conflict, build trust, and support collaboration. We encourage the participation of family members and shareholders—while recognizing the need for a balance between transparency and confidentiality. SUCCESSION PLANNING Leadership succession is a key strategic issue -- which is often "put off for tomorrow." But making sure that the right people are ready to move into the right leadership positions at the right time is a critical responsibility. For most senior leaders, succession planning is their "final test of greatness." EXECUTIVE COACHING AND LEADERSHIP DEVELOPMENT Levitt Consulting has deep experience in providing executive coaching for senior leaders and high-potential leaders. We have helped many executives to maximize their value to the business and to fulfill their potential. In addition to executive coaching, we help companies think through and plan for the broader context of leadership development in areas such as: • Identifying and assessing high potentials • Developing an internal culture of coaching and mentoring.

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MB Capital
MB Capital is a family-office investment firm focused on manufacturing, distribution and services companies. MB Capital invests not only financial capital, but human capital as well. That’s because a company’s greatest asset is its people. Our seasoned industry experts collaborate with your management teams to ensure everyone is actively working toward reaching the company’s full potential. Our successful approach is based on putting four guiding points in place. - Family - Know-how - Leadership - Human Capital

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NAI Harmon Group
NAI Harmon Group is the leading independent Toledo commercial real estate brokerage, property management, and land developer. Currently, they list and manage a diverse portfolio of commercial property across the US with nearly $400,000,000 invested nationally in Commercial Development, and a portfolio of over 7,000,000 SF in 11 States. The Harmon Group is proud to have worked on some of the largest developments and transactions in the Toledo area. The NAI Harmon Group is Northwest Ohio’s only complete service, commercial real estate firm with international affiliation. This affiliation with NAI Global, the fourth largest commercial real estate services firm worldwide, with more than 300 offices in 43 countries, gives us leverage with a vast network of over 7,000 professionals, their owners, and corporate clients. We pride ourselves on building businesses and developing our community!

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RCO Law
Striving to understand the unique circumstances, needs, and goals of our clients over the past 140 years has allowed RCO Law to proudly serve the legal needs of clients in northwest Ohio and southeast Michigan. This focus, combined with our experience, allows our attorneys to provide efficient and practical solutions to the issues you, the client, are facing. Your time is valuable, so we don’t waste it telling you everything we know. Rather, we prefer to listen to your story and the unique issues you are facing so we can understand you. Seems like a simple concept, but it has served RCO Law – and its clients – well over the years. We invite you to explore the kinds of clients for whom we provide regular service.

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Real Good Ventures LLC
Real Good Ventures is a talent optimization firm helping organizations diagnose their most critical people and execution issues with world-class analytics.

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Rehmann
Rehmann is a fully integrated financial services firm of CPAs & consultants, wealth advisors and corporate investigators dedicated to providing clients proactive ideas and solutions to help them prosper professionally and personally. The firm offers a cross-functional team approach that gives clients direct access to a professional in any available service. Rehmann has nearly 800 associates in Michigan, Ohio and Florida. Rehmann is an independent member of Nexia International, offering clients a global approach. Find us online at rehmann.com.

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Shumaker
Founded in 1925, Shumaker, Loop & Kendrick, LLP is a full service business law firm with more than 225 attorneys practicing in Toledo and Columbus, Ohio; Tampa and Sarasota, Florida; and Charlotte, North Carolina.

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Signature Bank, N.A.
We are a locally owned Bank focused on serving primarily commercial clients in our area. We serve most industries including contracting, medical providers, non-profits, municipalities, transportation and logistics, etc. We are known for our Gold Standard Service and long-term relationships with our clients, along with our local decision making and ease of use. Our focus is on providing loan and treasury management solutions to our clients.

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SJS Investment Services
SJS Investment Services is an investment advisory firm that has been advising people, families, organizations and communities, managing their assets, and in general being there for them since 1995. The firm accomplishes this through its proprietary process called MarketPlus Investing and by putting people first in all they do. SJS Investment Services works nationwide and serves individual investors, institutional investors, corporations, financial institutions, and public entities. The company is headquartered in Sylvania, Ohio, and has offices in Scottsdale, Arizona, and Chicago.

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Skylight Financial Group
Skylight Financial Group is a financial services firm specializing in planning services for businesses and individuals. Its headquarters are in Cleveland and it has offices in Cincinnati, Columbus and Toledo. The firm has expertise in helping families with special needs children, LGBT individuals and families, a business operation for transition planning, and a representative from the NFL Players Association authorized to offer financial planning for NFL players.

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Spengler Nathanson
At Spengler Nathanson, we understand not only complicated law but the complications of life. We’ve been working with businesses and families for over 7 decades in and around Toledo, Ohio, and have gotten to know the families in our community as well. We’re building trust every day and invite you to get connected with us. Over the years, we have assembled a group of attorneys that are superior in both skill and experience, as well as community involvement. Our attorneys’ work with schools and universities, libraries, hospitals, and local and national charitable organizations keeps our firm present and active in bettering our community and the families that live here. Diligent. Dependable. Distinguished. Those qualities have marked our history and sustain us today.

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The Employers' Association
The Employers’ Association serves regional employers in their efforts to build great cultures by providing Human Resource Management Information and Consulting, Training and Development and Workplace Wellness. From two-person companies to corporations with thousands of employees, our member organizations come in all different sizes and represent a broad spectrum of industries including manufacturing, engineering, agriculture, automotive, community service agencies, municipal and county governments, educational institutions, and more. More than 700 organizations are members of the EA. We’re humbled to say that many of them have been with us for more than 20 years.

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Transworld Business Advisors
Transworld Business Advisors is the world leader in the marketing and sales of businesses, franchises and commercial real estate. Whether you represent an acquisition-minded corporation, or are personally interested in owning your own company, Transworld offers the professional services that successfully bring buyers and sellers together. When a company owner needs to sell their business, they can’t just stick a for sale sign in the window. They need the assistance of a business broker to locate and vet potential buyers. On the other side, buyers rely on the broker to help facilitate the process of evaluating potential businesses and franchises for sale. A Transworld Business Advisor is the solution for both scenarios. Transworld Business Advisors focuses on three core concepts: business brokerage, franchise consulting, and franchise development. Transworld Business Advisors is the largest and fastest growing Business Brokerage and M&A firm in the world: * 40th year in business * 10,000 businesses sold * 750+ advisors worldwide * 250+ offices worldwide * Over 400,000 pre-qualified and unique buyer list in our database

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Trust Company Family Offices
More than two decades ago, The Trust Company now d/b/a Trust Company Family Offices was founded and nationally chartered by the Office of the Comptroller of Currency. Today, we are a strong, privately owned and locally controlled multi-family office and investment and trust management financial institution. We provide comprehensive investment management, corporate trustee and family office services to families, businesses, and non-profit organizations. Our mission is to build trust and investment relationships that last for generations. We believe that so long as our mission endures, the legacies and wealth of our clients will grow along with it.

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Waterford Bank, N.A.
From our 2007 inception as a Toledo, Ohio based bank, to our position today as an influential financial institution throughout the Midwest, our commitment has remained unwavering – to redefine relationship banking for individuals, families and businesses alike.

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William Vaughan Company
Right-sized, local public accounting firm dedicated to offering our clients the best in tax planning and advice, return preparation, accounting, auditing and bookeeping services. Businesses, organizations and individuals also benefit from our expertise in wealth management, personal financial planning, management consulting, fraud advice and protection, business valuations and costing.

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