Overview
Is This the Right Program for You?
The Referral Partner program is built for professionals who regularly encounter business owners needing capital — but whose primary work isn't finance. If you're a trusted advisor in your field and your clients need business financing, we make it easy to refer and rewarding when deals fund.
Who This Program Is For
CPAs and bookkeepers advising small business clients
Business attorneys handling acquisitions or expansions
Commercial real estate agents and brokers
Insurance agents, financial planners, and wealth advisors
When This Program Is Not the Right Fit
Professionals seeking to actively originate or structure deals
Referrers expecting guaranteed placement or approval for clients
Anyone looking to white-label or resell SGF services independently
Your Role
What You Do
Identify clients who need business or commercial financing
Make a warm introduction to the SGF team
Stay connected as a trusted advisor — we handle the financing
SGF's Commitment
What We Provide
A seamless referral experience — one call or email is all it takes
Deal updates and closing notifications so you stay informed
Referral compensation on funded transactions
A financing resource your clients can trust without risk to your reputation
Common Questions
Frequently Asked Questions
How do I make a referral?
Once enrolled, you'll receive a direct referral line and simple intake process. A warm email introduction or phone call is all it takes — we take it from there.
Do I need to stay involved in the deal?
No. Your role ends at the introduction. We handle qualification, structuring, underwriting, and close. You'll receive a notification when the deal funds.
When and how are referral fees paid?
Referral fees are paid upon successful funding. Terms are defined in the Referral Partner Agreement signed during onboarding.
Is there a minimum volume requirement?
No. There is no minimum referral volume. Active referrers may qualify for enhanced compensation tiers over time.
Ready to Get Started?
Contact us to start the application process. We review every partner application personally.