Join us live on October 6, 2026, at 11:00 AM ET 

By October, merchants are balancing holiday demand, rising expenses, slower receivables, tax planning, and preparations for the new year. This webinar will teach Referral Partners how to help clients anticipate those pressures, identify funding gaps early, and secure capital while they still have time and options.

What's Covered In This Session:

•    How to conduct a simple year-end financial check-in with merchants

•    Questions that uncover upcoming inventory, staffing, equipment, marketing, and cash-flow needs

•    How to distinguish a temporary cash-flow gap from a larger financial problem

•    How different industries experience Q4 pressure and opportunity

•    How to help merchants prepare for holiday and seasonal demand

•    Why merchants should arrange financing before cash becomes tight                                

•   How to turn financial planning conversations into appropriate funding opportunities   

•   How to position financing around the merchant’s business goal, not simply the need for money 

 •   How revolving financing can provide flexibility without requiring the merchant to use all available funds immediately