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 clients to Trifecta Business Group, where one advisor matches each file to one lender at a time, and we will share 20% of our broker fees on each referred client's initial funding under a signed agreement, for eligible non-bank partners only.
20% eligible: CPAs, bookkeepers, tax preparers, fractional CFOs, business coaches/consultants, marketing agencies, B2B services providers, business brokers, equipment dealers/vendors and CDL schools Free to join, no exclusivity One advisor, one lender at a time
Bank employees, including bank loan officers, bankers, credit officers, and branch staff, never receive referral fees, commissions, gifts, or any compensation from Trifecta Business Group. Bank employees can use the free Bank Referral Kit. No partnership or compensation involved.
BBB profile &Partner highlights
20% initial referral
Share of our broker commission for eligible signed non-bank partners.
ACH in 3–5 days
Paid after the referred client's initial funding.
One advisor, one lender
Each file goes to one lender at a time — never sold or auctioned.
Zero paperwork for you
Make the introduction; we handle intake and matching.
How it works
01
Join
Send the sign-up form; we follow up with your agreement.
02
Introduce
With your client's permission, share your tracked link.
03
Stay informed
We keep you updated and handle intake and matching.
Four quick taps — no client names or files. See which financing types are usually reviewed for a situation like theirs and what to gather. This is general guidance, not an approval, rate or timing estimate.
Your guidance appears here
Pick one answer in each row. Nothing is saved or sent.
The partner collection
Benefits, referral steps and clear expectations—tailored to the way you work with business owners.
This edition at a glance · Equipment & commercial truck dealers
A quote needs a financing conversation
Introduce business buyers who need to explore equipment financing or leasing. A quote, equipment description and intended business use help start the review.
The first financing route did not fit
A decline is a reason to reassess the file, not promise another approval. We review the circumstances before matching an alternative.
Equipment is only part of the project
Working capital for installation, mobilization or inventory may need a separate structure. We distinguish the equipment purchase from the operating need.
Who it fits
Dealers selling business-use trucks, trailers, machinery, medical equipment or other commercial assets, with accurate quotes and a contact who can coordinate the transaction.
How to put it to work
Add your tracked introduction link to commercial quote emails. Identify one sales or finance contact to coordinate consent-based introductions; keep existing financing relationships in place.
Same agreement, same 20% initial-referral commission for eligible non-bank partners. The only difference is where your client fills out the application.
Path 1
Best for: CPAs, bookkeepers, fractional CFOs, consultants
Path 2
Best for: Firms with a website, client portal or software platform
Either way, sensitive documents go straight to our secure, encrypted vault — you never hold client bank statements or tax returns. Commission is paid by ACH within 3–5 business days after funding and is not recurring on renewals. Bank employees are not eligible for compensation.
When you introduce your network to a financing partner, your professional reputation is on the line. We take that responsibility incredibly seriously. Each introduced client works with one advisor, and their file is matched to one lender at a time. It is never sold or auctioned, and approval is never guaranteed.
A partnership built to reward your introductions and protect your client relationships.
No portals to learn, no paperwork on your desk, and nothing your client pays for the introduction.
Send us a name and a phone number, or share your referral link. That is the whole ask.
A funding advisor calls your client, listens, and explains options in plain language. Your relationship stays yours.
One advisor matches the file to one lender at a time. There is no hard credit pull at intake — a lender only runs one after your client reviews and approves a specific offer.
Your client reviews the structures that actually fit their revenue and picks one. Approval is always subject to lender underwriting.
Once the deal funds and Trifecta Business Group collects its broker premium, you receive a one-time 20% of that premium on the initial funding — not recurring on renewals. Terms confirmed in writing at approval.
Trifecta Business Group offers no checking, savings, or treasury products. Your client's operating accounts stay at their bank.
We provide commercial financing only — no accounting, tax, legal, insurance, coaching, brokerage or banking services. We have no conflict of interest with your practice, we never solicit your client for anything else, and everything outside financing goes back to you.
Client files are never sold or shotgunned. Each file goes to one matched lender at a time.
You're kept informed with your client's permission, and we send them back to you for everything outside financing.
The client tools are free for any website. Signed partners get versions — live calculators for every funding type, all 50 states and Canadian provinces, plus the live Credit Accessibility Index card — that credit referrals to them. Browse the embed library
Approved partners get interactive commercial lending tools to drop straight into their own website — the same tools our clients use. Preview them live below.
A live lending-climate card built from Federal Reserve data. The dot turns red, yellow, or green with market conditions, and the card updates itself on your site — a natural fit for market-update pages and newsletter sidebars.
Rates, guidance, and routing update from our side. You paste four lines once and never touch it again.
Your referral tag travels with every button inside the tool, so introductions stay attributed to your account.
Institutional-grade commercial lending data sitting on your site, with a clean 'Powered by Trifecta Business Group' credit.
Anyone can embed the calculators and Credit Index card for free. Signed partners get a version that credits referrals to them, sent with the completed agreement.
This is the real tool, running live. Approved partners receive their own snippet with their referral code already inside.
Important: Bank employees and loan officers are not eligible for referral compensation, commissions, or gifts. Please refer to our Banker Referral Kit for no-fee client resources. 20% commission applies only to eligible non-bank partners with a signed agreement.
We track every introduction you send us. Your one-time 20% share of our broker payout on the initial funding is paid by ACH within 3–5 business days after funding. The standard commission is per initial referral and is not recurring on renewals or later fundings. For ACH account verification, you provide your bank details and a voided check. Commission terms are confirmed in writing when your partnership is approved.
Absolutely not. Our 20% commission comes directly out of Trifecta Business Group's standard broker payout. Your clients are not charged extra because you referred them, and they receive the same treatment as any other applicant. Rates and terms are set by the lending partner after review.
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.
Any website can embed our calculators and the Credit Index card for free from the embed library. Once your partner agreement is countersigned, your private partner portal gives you copy-paste codes and a one-click download of every calculator with your referral ID built in — no plugins, accounts, or software to install. You paste it into your own website builder and the tool appears inside your page. The guidance updates automatically from our side, so there is nothing for you to maintain, and every button carries your referral tag so introductions are credited to you.
Turn the advice you already give into referral 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
