Partner Program

Monetize Your Network: Earn a 20% Commission Helping Your Clients Secure Growth Capital.

As a trusted advisor, your clients look to you for strategic growth, financial health, and business strategy. When they lack the capital to execute your plans, don't let traditional banks stall their progress. Partner with Trifecta Business Group. Introduce your network to our streamlined financing marketplace, and we will share 20% of our broker fees on every successful funding transaction.

Perfect for CPAs, Business Coaches, Consultants, and Agencies Free to join, no exclusivity One application, 50+ lending partners

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A CPA shaking hands with a small business owner across a desk in a bright office
Why Partners Choose Us

Why Strategic Partners Love Trifecta

When you introduce your network to a financing partner, your professional reputation is on the line. We take that responsibility incredibly seriously. Trifecta Business Group operates as a premium financing advocate, keeping the approval barriers low and user satisfaction incredibly high.

The Partner Advantage

A partnership built to reward your introductions and protect your client relationships.

Generous 20% Payouts
Earn 20% recurring commissions on all generated broker revenue, including initial fundings and client renewals.
Strengthen Client Trust
Help your clients cross the finish line by solving their cash flow, equipment, or scaling constraints.
Zero Administrative Work
Simply make the introduction. Our onboarding team handles application processing, lender matching, and the paperwork from there.
How It Works

The Perfect Referral Ecosystem

CPAs & Bookkeepers
Helps clients handle tax gaps or smooth out unpredictable cash flow.
Working Capital, Tax Credit Financing
Business Coaches
Gives your clients the direct leverage to afford your scaling programs.
Expansion Term Loans, Lines of Credit
Marketing Agencies
Unlocks ad spend capital so clients can scale their budgets with you.
Revenue-Based Financing, MCAs
B2B Consultants
Solves immediate infrastructure bottlenecks to keep projects moving forward.
Equipment Financing, Invoice Factoring
The Referral Process

What actually happens after you send a name

No portals to learn, no paperwork on your desk, and nothing your client pays for the introduction.

  1. 1

    You make the introduction

    Send us a name and a phone number, or share your referral link. That is the whole ask.

  2. 2

    We reach out professionally

    A funding advisor calls your client, listens, and explains options in plain language. Your relationship stays yours.

  3. 3

    We shop the file

    One application goes to our network of 50+ lending partners. The initial review starts with a soft credit pull.

  4. 4

    They choose and close

    Your client reviews the structures that actually fit their revenue and picks one. Approval is always subject to lender underwriting.

  5. 5

    You get paid a percentage

    Once the deal funds and Trifecta collects its broker premium, you receive 20% of that premium — including on renewals. Terms confirmed in writing at approval.

Partner Registration

Secure Your 20% Partner Link

Fill out your professional details below to submit your application to the Trifecta Business Group Partner Network. Our partnership manager will review your submission and follow up shortly with your unique referral link.

Primary Profession / Audience Category

Your information is private and secure. Applications and documents are transmitted over 256-bit bank-grade TLS encryption, and your file is shared only with the lending partners matched to your request. We never sell your data, and the initial review uses a soft credit pull that doesn’t affect your credit score.

Free to join. No exclusivity requirements, and no cost to your clients.

By submitting, you agree that Trifecta Business Group and its funding partners may contact you by phone, email, or text message (including via automated technology) about your inquiry. Consent is not a condition of funding. Message and data rates may apply.

Frequently Asked Questions

Questions, Answered

We track every introduction you send us. Once a referred business completes a financing round and Trifecta collects the broker premium, your 20% share is processed by ACH or check in the next monthly cycle. Commission terms are confirmed in writing when your partnership is approved.

Absolutely not. Our 20% commission comes directly out of Trifecta's standard broker payout. Your clients receive the exact same competitive rates, zero-markup offers, and high-quality treatment as a standard user.

Once approved, you will receive a unique tracking link. When a business clicks your link, a secure cookie maps them to your partner account. Even if they take several weeks to finish their funding application, your commission stays locked in.

Become a Trifecta Strategic Partner Today

Turn the advice you already give into recurring revenue — while your clients finally get the capital to act on it.

Just have one business in mind? Refer a business here — no program signup required.

Our Passion, Your Growth

Bring us the goal. We’ll help clarify the route.

Trifecta Business Group