Global Reach: 2026

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The document discusses the importance of global sales for small and medium-sized businesses (SMBs) and the challenges they face when managing transactions with foreign suppliers. It highlights the need for establishing foreign exchange (FX) policies to mitigate risks associated with currency fluctuations. The case study of Poltron Corp. illustrates how the company benefited from Bank of America Merrill Lynch's CashPro FX solution, which streamlined their international transactions and reduced costs. The document emphasizes the role of financial institutions in supporting SMBs as they expand into global markets.

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Click ‘Get Form’ to open it in the editor.
Begin by reviewing the Executive Summary section. This provides an overview of global opportunities and challenges for small businesses engaging with foreign suppliers.
Move to the Global Opportunities section. Here, you will find key statistics and insights about international sales that can inform your strategy.
In the Establishing FX Policies section, fill out your company’s definitions of risk types, hedging objectives, and acceptable hedging instruments. This is crucial for managing foreign exchange risks.
Review the Case Study: Poltron Corp. to understand practical applications of FX policies and how they can benefit your business operations.
Finally, ensure all sections are completed accurately before saving or sharing your document for further review or action.

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