If you’re a CPA, accountant, tax professional, real estate agent, or financial professional, you probably already have business owners in your network who eventually need access to capital.
You don’t have to become a lender or try to figure out funding yourself.
That’s where a referral partnership can make sense.
I help business owners explore options such as:
• 0% APR business credit cards • Business lines of credit • Business loans • SBA 7(a) financing • Revenue-based funding • Equipment financing
The goal is simple: you continue taking care of your client, and I handle the funding side.
And when a referral gets funded, there can be an opportunity for you to earn a referral commission without your client paying you anything for the introduction.
For example, a $200,000 funded referral could equal a $4,000 referral commission.
For those of you who work directly with business owners: how often do your clients ask you where they can find capital?
Accountant · Chicago, IL · Member since 2018 · 2k+ posts · 1k+ votes
2d
Not often but when I was in audit, we knew the banking partners and would connect clients that way. It is a nice relationship overall especially for business owners and service providers