Referral Program
Fifteen percent per successful referral.
For accountants, lawyers, realtors, insurance brokers, consultants, and business service providers. If your clients hit financing walls or need accounting support, send them to us. Every successful referral earns 15 percent commission.
No volume minimums. No term contracts. No call-blasting.
Who Refers
If this is you, this is for you.
Accountants whose clients need working capital or equipment financing. Lawyers papering deals where the buyer has not secured funding yet. Realtors with buyer files ready to close but not pre-approved. Insurance brokers whose clients are growing faster than their cash flow supports.
Consultants advising owners on growth, buyouts, or transition. Business service providers sitting in the same rooms as decision makers.
If your clients trust you, and your clients sometimes hit the wall where they need capital, accounting, or incorporation support, you have referrals.
The Flow
How referrals work.
Commission & Terms
Fifteen percent of PFG's fee when the referral closes.
You Asked
Questions about the referral program.
What counts as a successful referral?
A referral closes when the client funds (financing), engages (accounting or advisory), or starts (incorporation or setup). Until then, it is in process. We will keep you posted on the status and timing.
What if PFG declines a referral?
We are honest about it. The client does not fit our lending programs or our advisory books, or we do not have capacity. We tell you why and suggest alternatives when we can. No commission applies when we decline.
What happens to my client after I refer them?
They get a named advisor who stays with them through the process. We do not call-blast their file or force a lender fit. The file goes to the right desk, or we build a plan for what to fix first. Their experience reflects on you, so we treat that with care.
Can accounting firms refer financing-only clients?
Yes. Can lawyers refer clients who need accounting? Yes. We offer all three (financing, accounting, advisory, setup), and referrals can be for any one service. Your client gets the service they need.
How do I track my referrals?
Your PFG contact tracks them with you. Today, that is us. We are building a referral portal for 2026 so you can see status and commission history yourself, but until then, your contact is the source of truth.
Is there a term or volume minimum?
No. No monthly commitment, no annual minimum. Send a referral when you have one. If we become a regular channel for your clients, we grow the relationship. If it is one-off, that is fine too.
Commission figures and terms are current as of June 2026 and reflect PFG's standard referral program.
Join the referral network.
One form gets you started. You will talk to a real person who will answer your questions and set up the referral process for your practice.