Strategic Referral Partner Program
Earn Referral Income By Connecting Entrepreneurs With Professional Business Planning Services
Join our network of trusted referral partners and help connect entrepreneurs and growing businesses with the planning, strategy, and support they need to succeed. Earn referral compensation while creating meaningful opportunities for your clients and network.
Why Partner With Gerrits & Co.
Professional business planning services
Simple referral process
Competitive referral compensation
Dedicated support
Trusted partner for entrepreneurs
Who Should Join
CPAs & Accountants
SBA Loan Officers
Commercial Lenders
Business Brokers
Financial Advisors
Attorneys
The Strategic Referral Partner Program is designed for high-level professionals who serve the entrepreneurial ecosystem, offering elite business planning services to their network while earning premium compensation.
How The Program Works
1
2
3
4
Apply
Refer Client Using Your Code
Client Signs & Project Begins
Referral Compensation Issued
Ideal Referrals
Startup founders
Companies preparing for investors
Businesses planning expansion
Businesses seeking SBA loans
Business owners seeking professional planning support
Entrepreneurs requiring financial forecasts
Frequently Asked Questions
How much do I earn?
5% standard referral compensation.
How do referrals get tracked?
Through personalized referral codes.
How do I qualify for 7%?
After three paying clients within six months.
When are referral payments made?
After the client signs, pays in full, and the project is finalized