Keep the client.
Add a capital solution.
A referral partnership for CPAs, accountants, fractional CFOs, bookkeepers, payroll and HR advisors, GovCon consultants, commercial real-estate and 1031 professionals, business brokers, insurance professionals, and trusted business advisors who want to help qualified clients explore growth capital without becoming lenders, underwriters, or loan brokers themselves.
You keep the relationship. We handle the funding process.
Your client stays your client. Rich Management Capital uses its CCF capital-readiness framework to evaluate fit, prepare the funding path, coordinate with affiliate funding partners, and manage the transaction through funding.
Request referral partner access.
Takes about 60 seconds. No client information is needed. Dwayne reviews each request, and approved partners receive the RMC Referral Partner Agreement before a partner code or compensated referral relationship is activated.
Complete the partner form first, then use the Refer a Client path. We will preserve the source and handle the funding conversation through RMC.
Add capital access without adding a new operating burden.
When a client has a real growth opportunity but needs capital, you should not have to send them into a generic lender marketplace or lose control of the relationship.
You introduce
Make a warm introduction or direct the client to the partner referral path. We do not require you to sell a funding product.
We evaluate
RMC applies the CCF framework to assess capital readiness, identify the most appropriate funding path, and prepare the client for underwriting.
You participate
Eligible compensated referrals may earn 10% of Rich Management Capital’s eligible net collected revenue under the approved partner agreement.
Who should you send?
The strongest introductions are established U.S. businesses with a clear use of funds and enough operating history to support a real financing conversation.
What one funded referral can look like
Illustration only. Actual compensation depends on transaction economics, eligibility, partner agreement, and applicable requirements. Partner compensation is not a percentage of the loan amount.
One relationship can create repeat deal flow.
A productive advisor may introduce several clients over time. That makes the partnership more valuable than a one-off lead source for both sides.
Become the capital resource you can call when a client has a financing need—without disrupting the advisory relationship you already own.
Simple, professional, repeatable.
What advisors usually want to know first.
Do I need to become a loan broker?
No. Your role is to make the introduction. Rich Management Capital handles the funding process, coordinates with affiliate funding partners, and manages the client through qualification and funding.
What clients are the best fit?
Established U.S. businesses with operating history, business revenue, a business bank account, and a clear use of funds are generally the strongest starting point. Review the business funding application for the current intake criteria.
How does referral compensation work?
Eligible compensated referrals may earn 10% of Rich Management Capital’s eligible net collected revenue, subject to the approved partner agreement, compensation-eligibility confirmation, and applicable requirements. Compensation is not calculated as a percentage of the loan amount.
Want to learn more about the company first? Visit Rich Management or review our government contracting services.
You keep the client. We handle the capital process.
If you have a client exploring working capital, a line of credit, equipment financing, payroll support, or growth capital, let’s determine whether the fit is real before they apply everywhere else.
Rich Management Capital is a business loan brokerage and does not lend directly. Funding is subject to underwriting and approval by affiliate funding partners. No funding outcome is guaranteed. Referral-partner participation and compensation are subject to applicable agreements and requirements.