Referral Program
Rewarding the people who send us good business.
Most of our best work comes by introduction. This program rewards the clients and professional partners who connect us with owners we can genuinely help — clearly, generously, and within the rules.
Advisory Introductions
The paid program.
The cash program rewards one thing: an introduction to a business that becomes an advisory client — fractional CFO, operational, feasibility, or related work. These are ordinary commercial referrals, and we make them worth your while.
Existing clients
Introduce another owner and earn a credit against your own advisory fees — the reward stays inside our relationship.
Professional partners
CPAs, attorneys, bankers, business brokers, wealth managers, and insurance advisors who see owners with the problems we solve. Our highest-value channel.
Our network
Operators and colleagues who know a business that needs us.
The Rewards
What you earn, and when.
| Who refers | Reward | Paid when |
|---|---|---|
| Existing client | Fee credit of 10% of one month's fees against your next invoice. | Referred client signs and pays first invoice. |
| Professional partner | 5% of first-year advisory fees. | Referred client signs and pays first invoice. |
| Ongoing option | 2.5% of advisory fees for the life of the engagement. | Monthly, as fees are collected. |
One reward per newly signed client; the referred business must be new to us; rewards are documented and reported on a 1099. We confirm every referral in writing when we receive it, so credit is never in doubt.
How to Refer
Three steps.
01
Introduce
A warm email or call connecting us with the owner — that's all we need to start.
02
We confirm
We acknowledge the referral to you in writing and take it from there, keeping you informed as appropriate.
03
You get paid
When the reward trigger is met, we pay promptly and issue the 1099.
Please Note
Keeping it clean.
Disclosure.
We disclose the existence of a referral arrangement to the referred business — always. It protects the trust that made the introduction valuable.
Your own rules.
Some professionals — notably attorneys, and CPAs under their ethics rules — face restrictions on accepting referral fees. Where a cash reward isn't appropriate, a reciprocal referral relationship usually is.
Real-estate lending.
Referral fees connected to certain mortgage/settlement services are separately restricted by law; any such referral is reviewed before a reward is offered.
Know an owner we should meet?
Send the introduction — or ask us for a partner agreement to formalize an ongoing referral relationship.