01
Identify an Opportunity
A client needs additional capital for growth, operations, equipment, expansion, acquisition or another business objective.
PARTNER PROGRAM
Grow Your Business.
Create More Value
for Your Clients.
Partner with Leverage & Growth Capital Solutions and expand the financial solutions you can offer your business clients.
Our Partner Program is designed for accountants, bookkeepers, business consultants, commercial brokers, financial professionals, lawyers, bankers, insurance professionals and other trusted business advisors.
When your clients need capital to grow, manage cash flow, purchase equipment, complete an acquisition or pursue a new opportunity, you can connect them with our financing team while continuing to maintain your client relationship.
One Relationship. More Solutions.
HOW THE PARTNER PROGRAM WORKS
A Simple Partnership Built Around Your Clients
You already understand your clients and their businesses. We help you add financing solutions to the value you provide.
02
Refer Your Client
Introduce the opportunity to Leverage & Growth Capital Solutions through our partner referral process.
03
We Review the Financing Requirement
Our team reviews the business, financial requirements and available financing options.
04
We Structure the Solution
We work to identify an appropriate financing strategy based on the client's situation.
05
You Stay Connected
We respect the relationship you have built with your client and keep you informed throughout the process.
06
Grow Together
Help your clients access additional financial solutions while building a stronger and more valuable advisory relationship.
WHY PARTNER WITH US?
More Solutions for Your Clients. More Opportunities for Your Business.
Access to Multiple Financing Solutions
Give your clients access to a broader range of business financing options without having to build your own lending infrastructure.
Dedicated Partner Support
Work with a team that understands referral relationships and can assist you throughout the financing process.
Competitive Referral Opportunities
Eligible partners may receive referral compensation on successfully completed transactions, subject to the applicable partner agreement and regulatory requirements.
Protect Your Client Relationship
You remain an important part of the relationship while our financing team focuses on evaluating and structuring the funding opportunity.
Fast, Professional Communication
We understand that your reputation is connected to every referral you make. Our goal is to provide professional, responsive communication.
Transparent Deal Tracking
Partners receive clear communication regarding the progress of submitted opportunities.
Marketing & Sales Support
Approved partners may receive resources that help them introduce financing solutions to their business clients.
Long-Term Partnership
Our goal is not simply to complete one transaction. We aim to develop lasting relationships with professionals who regularly advise growing businesses.
WHO CAN PARTNER WITH US?
Partner Profiles
Accountants & Tax Professionals
You understand your clients' financial position and often identify cash-flow or capital requirements before anyone else.
- Working capital
- Expansion
- Equipment
- Business opportunities
- Cash-flow management
- Acquisitions
Bookkeepers
Because you regularly work with your clients' financial records, you may quickly recognize when additional working capital could help the business.
- Cash-flow support
- Working capital
- Short-term financing
Business Consultants & Advisors
Your clients rely on you for strategy, growth and operational advice. When executing that strategy requires capital, we can help explore financing options.
- Growth capital
- Expansion
- Operational financing
Commercial Finance Brokers
Expand the solutions available to your clients by working with our financing team on opportunities that may require alternative structures or additional options.
- Alternative financing
- Structured solutions
- Additional capital
Commercial Real Estate Professionals
Clients involved in acquisitions, renovations, expansion or property-related transactions may also require additional business capital.
- Acquisitions
- Renovations
- Expansion capital
Bankers & Former Banking Professionals
Not every business financing requirement fits traditional banking criteria. Our partner network can provide an additional resource.
- Alternative lending
- Business capital
- Growth funding
Lawyers & Legal Professionals
Business acquisitions, restructuring, shareholder transactions and expansion projects can create financing requirements.
- Acquisition financing
- Partner buyouts
- Restructuring
Financial Advisors
Extend the value of your advisory relationship by connecting business-owner clients with financing professionals when capital requirements arise.
- Working capital
- Expansion
- Business opportunities
Insurance Professionals
Business clients often discuss expansion, equipment purchases, cash-flow issues and succession planning with their insurance advisors.
- Equipment
- Cash flow
- Succession-related capital
Independent Referral Partners
If you regularly work with business owners and identify legitimate financing opportunities, speak with our team about becoming an approved referral partner.
- Client referrals
- Business financing
- Growth opportunities
FINANCING SOLUTIONS FOR YOUR CLIENTS
One Relationship. Multiple Business Financing Options.
Depending on eligibility and financing requirements, we can help businesses explore solutions such as:
Working Capital
Capital designed to help businesses manage operating expenses, payroll, inventory and short-term growth requirements.
Business Term Financing
Structured financing for established business investments and longer-term growth initiatives.
Business Lines of Credit
Flexible access to capital that can help businesses manage changing cash-flow requirements.
Equipment Financing
Financing solutions for purchasing or upgrading vehicles, machinery, technology and other business equipment.
Invoice & Receivables Financing
Help businesses convert eligible outstanding receivables into working capital.
Commercial Financing
Solutions for qualifying commercial projects, properties and business-related transactions.
Acquisition Financing
Capital solutions for business purchases, partner buyouts and strategic acquisitions.
Expansion & Growth Financing
Funding designed to support new locations, staff, inventory, marketing, infrastructure and other expansion plans.
OUR PARTNER VALUES
Strong Partnerships Start With Shared Standards
Integrity
Transparent and responsible communication with clients.
Professionalism
Maintaining high standards throughout every interaction.
Client First Thinking
Focusing on solutions that make sense for the business owner's situation.
Long-Term Relationships
Creating partnerships that extend beyond a single transaction.
Responsible Growth
Helping businesses pursue opportunities with appropriate financing strategies.
Clear Communication
Keeping clients and partners informed throughout the process.
PARTNER APPROVAL PROCESS
From Application to Partnership
1
Submit Your Application
Tell us about yourself, your company, professional background and clients.
2
Partner Review
Our team reviews your application and determines whether the relationship is a suitable fit.
3
Introductory Discussion
We discuss the program, referral process, financing solutions and expectations.
4
Partner Agreement
Approved applicants complete the applicable partner documentation.
5
Onboarding
Learn how to identify potential financing opportunities and submit client referrals.
6
Start Referring
Begin introducing qualified business opportunities to our financing team.
THE PARTNER EXPERIENCE
Refer the Opportunity. We Help Manage the Financing Process.
You should not have to become a financing specialist to help your clients access capital. You continue focusing on your professional relationship while we focus on the financing process.
Initial financing consultation
Understanding the client's capital requirement
Reviewing available business information
Identifying potential financing structures
Coordinating documentation
Communicating financing options
Supporting the transaction through completion
Providing ongoing partner communication
PARTNER BENEFITS
Built to Help Professional Advisors Deliver More Value
Dedicated Relationship Support
Have a direct point of contact for your referrals and financing questions.
Broad Financing Capabilities
Present clients with additional options for working capital, equipment, expansion and other business requirements.
Partner-Friendly Process
A straightforward referral process designed for busy professionals.
Co-Branded Opportunities
Qualified partners may have access to co-branded marketing initiatives and client-facing resources.
Referral Tracking
Maintain visibility into the progress of opportunities you introduce.
Educational Resources
Access information that can help you recognize common business financing needs.
Priority Communication
Partner-submitted opportunities receive dedicated attention from our team.
Scalable Partnership
As your client base grows, the financing relationship can grow with you.
WHEN SHOULD YOU REFER A CLIENT?
Financing Conversations Can Start at Many Different Moments
Experiencing a temporary cash-flow gap
Preparing to expand operations
Opening another location
Purchasing equipment or vehicles
Increasing inventory
Hiring additional employees
Investing in marketing
Waiting for customer invoices to be paid
Purchasing another business
Buying out a business partner
Pursuing a time-sensitive business opportunity
Looking for alternatives to traditional financing
Seeking additional capital beyond existing facilities
BUILT AROUND THE RELATIONSHIP YOU ALREADY HAVE
Your Client Remains Your Client.
A successful referral partnership should strengthen your relationship with your client—not compete with it.
Leverage & Growth Capital Solutions works as a financing resource alongside professional advisors.
You bring the relationship.
We bring financing expertise.
Together, we help businesses evaluate their next opportunity.
PARTNER SUCCESS
Help Your Clients Move Forward
Different situations can require different financing strategies. Our Partner Program gives professionals a place to bring those conversations.
A business advisor may identify an expansion opportunity.
An accountant may recognize a working-capital shortage.
A bookkeeper may see receivables creating a temporary cash-flow problem.
A commercial professional may have a client preparing for a major transaction.
FREQUENTLY ASKED QUESTIONS
Partner Program FAQs
We welcome applications from accountants, bookkeepers, consultants, brokers, financial professionals, lawyers, bankers, insurance professionals and other professionals who regularly work with business owners.
Program terms are provided during the partner review and onboarding process.
Not necessarily. Our team manages the financing discussion while you maintain your professional relationship with the client.
Our team reviews the opportunity, contacts the appropriate parties and works through the financing process while keeping relevant stakeholders informed.
Our Partner Program is designed to complement existing professional relationships. We aim to work collaboratively with our referral partners.
We can review opportunities from businesses across a variety of industries. Eligibility and available solutions depend on the individual business and financing request.
Requirements vary by transaction. Basic information may include the business profile, financing amount, intended use of funds and relevant financial documentation.
Yes. Approved partners can submit multiple opportunities.
Eligible referral partners may qualify for compensation on successfully completed transactions in accordance with their partner agreement and applicable requirements.
BECOME A PARTNER
Let's Grow Together
Expand the solutions you can offer your clients and build a relationship with a financing team focused on business growth.
Simple partner application
Professional onboarding process
Dedicated referral support
Long-term partnership approach
LET'S BUILD SUCCESS TOGETHER
Your Clients Trust Your Expertise.
When financing becomes part of their business strategy, give them another reason to keep that trust.
Leverage & Growth Capital Solutions
Business financing solutions designed to help companies manage cash flow, pursue opportunities and grow.