Refer clients. Earn 15 to 20%.
CPAs, CDFIs, brokers, and consultants partner with Versatile Readiness to help their clients get capital ready, and earn a commission on every client they refer who joins a program.
No cost to join. No quota. You are paid per referral.
A fit for the advisors owners already trust
If your clients are Florida small business owners, capital readiness is a natural extension of what you already do.
CPAs & accountants
Give clients a clear, educational read on capital readiness without taking on lending work yourself.
CDFIs
Route businesses that are not yet ready into a structured readiness path, then back to you stronger.
Brokers
Send applicants who need preparation to a program that gets them organized before they apply.
Consultants
Add a productized readiness assessment to your engagements and earn on every referral.
More than a commission
The program is built so that referring is upside only.
Paid on what your client pays
Your commission is a share of the program fee your referred client pays, released after they enroll. The exact rate within the 15 to 20% range, and the payout schedule, are set in your referral agreement.
You keep the relationship
We prepare your client, we do not poach them. They come back to you capital ready.
Zero extra workload
No portal to run and no assessments to score. You make one introduction and we take it from there.
Transparent tracking
Every referral is tagged to you in our system, so attribution is never a guess.
A real outcome for your client
They leave knowing exactly where they stand with lenders, not just a sales pitch.
How referring works
You make the introduction, we handle the engagement, and the referral stays tied to you.
Apply and get approved
Tell us about your practice. Once approved, we sign a short referral agreement so the terms are clear from day one.
Introduce a client
Send us a Florida business owner who wants to get capital ready. We tag the referral to you the moment they reach us.
Get paid when they join
We run the engagement. When your client enrolls, your commission is released, and you stay their trusted advisor throughout.
How is the commission paid?
When do I get paid?
What counts as a valid referral?
Is this compatible with the rules of my profession?
Become a referral partner
Tell us about your practice. We will review your application and follow up to formalize the partnership.
Partnerships are formalized through a written referral agreement. Each partner is responsible for complying with the rules and ethical standards of their own profession, for example AICPA guidance for CPAs.
Versatile Readiness provides educational business consulting. The Readiness Score and Readiness Tracks are not financial, legal, or tax advice; not a credit decision; not a funding service; not a credit score; not a credit report; not an underwriting decision; and not an approval or denial from any lender.