Quick Answer

No. Making an introduction between a client and T.A.G. Business Funding is not a licensed activity — it is similar to referring a client to an accountant, attorney, or insurance broker. T.A.G. handles the application, underwriting, and funding directly. You are not originating, underwriting, or approving anything.

Business Consultant Partner Program

You Build the Plan. Make Sure It Can Actually Get Funded.

Every growth plan, turnaround strategy, or operational overhaul you design for a client eventually runs into the same wall: capital. When the client doesn't have it and the bank timeline doesn't fit, your recommendations stall — and so does the results you were hired to deliver. Refer that client to T.A.G. Business Funding and you can earn up to 2% of the funded amount, with no license required and no cost to join.

Become an Affiliate → See the Full Affiliate Program

From Recommendation to Funded Plan in Four Steps

You don't need to become a lender or add a new service line. You add one step to work you're already doing.

  1. You design the plan

    Growth strategy, turnaround plan, operational restructuring, expansion roadmap — the advisory work you already do for clients.

  2. You spot the capital gap

    Somewhere in the engagement, the plan needs capital the client doesn't currently have on hand, or doesn't have fast enough.

  3. You send your referral link

    Share your unique link. The client completes a short application with basic business and bank statement information — most decisions come back in hours, not weeks.

  4. The plan proceeds, you get paid

    If the client's business is approved and funds, your plan moves forward on schedule and you earn a commission of up to 2% of the funded amount.

Three Moments Where a Referral Makes Sense

You already see these situations in client engagements. Each one is a natural point to introduce a capital referral — not a sales pitch, just a resource.

What a Referral Is Worth

Commission is up to 2% of the funded amount — paid only when the referred business successfully funds. The table below is illustration only, not a projection of what any specific referral will earn.

Illustrative commission examples at up to 2% of the funded amount
Funded AmountCommission (up to 2%)
$50,000 fundedup to $1,000
$100,000 fundedup to $2,000
$250,000 fundedup to $5,000
$500,000 fundedup to $10,000
$1,000,000 fundedup to $20,000

Illustration only. Commission rates are up to 2% of the funded amount and are subject to change. Earnings are not guaranteed and depend on the referred business qualifying and successfully completing funding. See full terms on the affiliate program page.

You Stay the Advisor. T.A.G. Handles the Capital.

A capital referral should reinforce your advisory relationship, not complicate it. Here's how consultants typically handle it.

The relationship stays yours

You make the introduction. T.A.G. handles the application, underwriting, funding, and repayment — you are not managing any part of the lending process. Your client continues to work with you as the strategist behind the plan; T.A.G. is simply the resource that made the plan executable.

Lead with the problem, not the product

The strongest referral conversations don't sound like a pitch. They sound like the next logical part of the advisory work you're already doing.

"The plan we mapped out makes sense — the piece that's missing is the capital to execute it on the timeline we discussed. I have a resource that can move quickly if you want to look at it."

Disclosure builds trust, not suspicion

Best practice is to let the client know you have a referral relationship with T.A.G. and may earn a commission if they fund. It costs the client nothing extra — the commission comes out of T.A.G.'s margin, not the client's advance — and transparency about it strengthens the relationship rather than undermining it.

It adds to your engagement, not against it

A referral commission doesn't replace your consulting fee — it's additive. If you're already billing a client for the strategic work, a funded referral through your link is a separate line of value on top of that engagement, not a substitute for it.

Business Consultant Partner FAQ

Do I need a license to refer a consulting client for business funding?
No. Making an introduction between a client and T.A.G. Business Funding is not a licensed activity — it is similar to referring a client to an accountant, attorney, or insurance broker. T.A.G. handles the application, underwriting, and funding directly. You are not originating, underwriting, or approving anything.
How much can I earn per referral as a business consultant?
T.A.G. affiliates earn up to 2% of the funded amount on deals that close through their referral link. Illustration only: a $50,000 funded deal is up to $1,000, a $100,000 funded deal is up to $2,000, a $250,000 funded deal is up to $5,000, a $500,000 funded deal is up to $10,000, and a $1,000,000 funded deal is up to $20,000. Earnings are not guaranteed and depend on the referred business qualifying and completing funding.
Will referring a client for funding interfere with my advisory relationship?
No — the referral is designed to protect the relationship, not compete with it. You make the introduction, and T.A.G. handles the application, underwriting, and funding on the back end. Your client continues to see you as the strategist who designed the plan; T.A.G. is simply the capital resource that made execution possible.
What does my client need to qualify for funding?
General guidelines are a FICO score of 500 or higher, at least 6 months in business, and average monthly bank deposits of $4,000–$6,000 or more. Prior bank declines, tax liens, or credit issues do not automatically disqualify a business. T.A.G. can review a client's numbers and give a straight answer before any application is submitted.
How and when do I get paid on a referral?
Commission is calculated as up to 2% of the funded amount and is paid only after the referred business successfully funds — not on applications or leads. There is no cost to join the affiliate program and no minimum number of referrals required.
Can I refer clients across different industries?
Yes. T.A.G. works with businesses across most industries as long as they meet basic time-in-business and revenue guidelines. If you consult across multiple sectors, referrals aren't limited to a single vertical.

Affiliate Program Disclosure: Commission rates are up to 2% of the funded amount and are subject to change. Commissions are paid only on deals that successfully fund. Earnings examples on this page are illustrations, not guarantees or projections of actual or future earnings. See the affiliate program page for complete terms.

Stop Letting Capital Stall Your Recommendations

Join the T.A.G. affiliate program in a few minutes. Refer clients whose plans need capital to move forward, and earn up to 2% of the funded amount on every deal that closes.