EOFY commercial finance guide for partners

EOFY is when funding gaps, growth plans, and cash flow pressure all surface at once. For partners working with SMEs, it’s also one of the highest-opportunity windows to start meaningful finance conversations. This guide is designed to help you identify where funding is likely to be needed, and approach EOFY outreach with clarity and confidence.

What’s inside

Why EOFY is a peak season for business funding
Lay of the land: What SMEs are facing heading into FY27
Conversation starters: How to identify funding needs
Three ready-to-use email templates for May-June outreach

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