Partnership Program

Become a Trustee
Financing Partner

Accountants, CPAs, business brokers, and financial advisors — start offering your clients fast, transparent business financing and earn competitive referral commissions.

Apply to Partner →

The Funding Source Professionals Choose

We built our partner program specifically for trusted professionals who advise small and mid-size businesses every day.

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Competitive Commissions

Earn referral commissions on every deal that funds. The more clients you refer, the better your commission structure gets.

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CPA Funding Portal

Access our cloud-based partner portal to submit applications, track deal status, and manage client financing — all in one place.

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Dedicated Partner Manager

Every partner gets a dedicated relationship manager who handles your clients' deals with speed and professionalism.

Fast Turnaround

We respect your clients' time. Most deals are approved within 24 hours and funded within 72 — which reflects well on you.

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White-Glove Service

Your clients are treated with the same care and transparency you provide. We protect and enhance your professional reputation.

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Real-Time Reporting

Track submissions, approvals, and commissions through your partner dashboard with full transparency.

Built for Trusted Advisors

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CPAs & Accountants

Your clients trust you with their finances. Expand that trust by offering them access to capital when they need it most.

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Business Brokers

Help your buyers close deals faster by pairing business acquisitions with financing from day one.

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Financial Advisors

Add a powerful tool to your advisory toolkit — one that generates revenue for you while serving your clients' growth.

Ready to Partner With Us?

Get in touch with our partnership team today and we'll have you set up on the portal within 24 hours.

Contact Our Partner Team →