Partner Program

When You Can't
Help Them,
We Can.

For CPAs, business brokers, bankers, and SBA loan officers — when a client's books aren't ready, the loan got declined, or the deal needs structure you can't provide, Forza picks up where you leave off. You keep the relationship. We handle the rest.

Become a Partner How It Works
CPAs & Accountants
Books too messy for tax-only engagement
Business Brokers
Acquisition deals that need funding structure
Bankers
The loan declines you wish you could place
SBA Loan Officers
Applications that don't quite fit SBA criteria
Keep Your Client
You stay the relationship owner
Compensated Referrals
Structure discussed on intro call
The Problem You Know

You See Them
Every Week.

A business owner walks in with messy books and a tax problem you can't unwind. A buyer comes to you with a target acquisition but no idea how to finance it. A loan applicant gets declined and you watch a good relationship walk out the door. A small business doesn't quite fit SBA criteria, and there's nothing else you can do for them.

Most of them never come back. Most of them tell three other people you couldn't help. That's a relationship loss and a referral pipeline loss — every single time.

Stop Losing Them →
$500M+
Capital our leadership has placed for SMBs
17
Capital instruments we place — across 5 categories
100%
Bilingual English & Spanish capability
1 Biz Day
Average response time on partner referrals
Who We Partner With

If You Work With Business Owners,
You'll Recognize These Moments.

We work shoulder-to-shoulder with four kinds of professionals who routinely encounter clients they can't fully serve. If that's you — let's talk.

CPAs & Accountants

"Their books are a disaster. I can't file this clean — and I can't fix it for them either."

You take on a tax engagement and realize the underlying bookkeeping won't support what they need. Or a client wants to apply for funding next year and their financials would never pass a lender review. We do the rebuild work so you can do tax work on clean books.

Your Role You remain the tax advisor and trusted financial professional. We're the back-office bookkeeping engine your clients didn't know they needed.

Business Brokers

"Great buyer, great target, but the deal won't close without structured financing."

You've got willing buyers and motivated sellers — but the financing piece sits outside your wheelhouse. Business purchase financing, SBA alternatives, mezzanine for larger deals, search-fund structures. We bring 17 capital instruments to the table so the deal actually closes.

Your Role You broker the transaction and earn your commission. We make sure the buyer can fund it.

Bankers (Especially Declining Loans)

"Solid business. Just not solid enough for our underwriting box."

Your bank passes on borrowers every week who'd be perfectly fundable through alternative structures — factoring, working capital lines, asset-based lending, MCA, real estate bridges. Instead of saying "no" and losing the deposit relationship, send them to Forza. We place the capital, they stay your customer.

Your Role You keep the deposit and the relationship. We handle the financing path your institution can't take.

SBA Loan Officers

"The application doesn't quite fit 7(a) or 504 — but the business is real."

Time in business too short. Industry on the SBA's hesitation list. Owner credit just below threshold. You've seen all of these. Forza places capital in the spaces SBA can't reach — and we keep the door open for the borrower to re-apply with SBA later once we've helped them stabilize.

Your Role You stay top-of-mind for when the borrower is SBA-ready again. We take the bridge.
Why Partner With Forza

You Refer the Client.
You Don't Lose Them.

We built our referral relationships around one principle: the professional who sent us the client is the professional who earned that trust. We protect it.

You Keep the Relationship

No bait-and-switch. We work behind the scenes to solve the financial problem, then hand the client back to you ready for the next stage of work.

Compensated Referrals

A structured referral arrangement is part of the relationship. We discuss specifics on the intro call so it works for your practice and your compliance environment.

17 Capital Instruments

From factoring and working capital to acquisition financing, CRE, and mezzanine — we have placement breadth most single-product lenders can't match.

Bilingual Capability

Full English and Spanish service. If you work in Latino-owned business communities, we deliver advisory in the language clients trust most.

One-Business-Day Response

Your referral isn't going into a black box. Partner referrals are flagged and answered within one business day — usually faster.

You Get Status Updates

We keep you in the loop on referral status — engaged, in progress, funded, declined — so you always know where your client stands without having to chase.

Become a Partner

Let's Have an
Intro Conversation.

Fill out the form and we'll schedule a 20-minute intro call. We'll learn how you work, the kinds of clients you encounter, and where we can take work off your plate. You'll learn how we handle handoffs, communicate with referring professionals, and structure compensated referrals.

No pressure, no contracts on the first call — just two professionals figuring out whether the fit is real.

Response within one business day. Most partner applications get a calendar link within hours.
You stay in control of the client relationship. Always.
Compensation structure discussed on the call. Tailored to your professional category and compliance environment.
Bilingual capability. If your client base is Spanish-preferring, we can match.

Partner Application

Fill out the form and we'll get back to you within one business day.

We'll respond within one business day · All conversations are confidential

The Partner Process

From Application to Long-Term Partnership.

Here's exactly what happens after you submit the application — no mysteries, no chasing.

Step 01

Apply

Submit the application above. Takes under 3 minutes. We'll reach out within one business day to schedule the intro call.

Step 02

Intro Call

20 minutes. We learn your practice, you learn our process. Compensation structure, handoff protocol, and communication preferences all discussed.

Step 03

First Referral

When you have a client who fits, you make a warm introduction. We respond inside one business day, keep you in the loop, and protect the relationship you built.

Step 04

Long-Term Pipeline

You become a trusted referral source. We become a trusted destination. Your clients get served, your relationship value grows, and the pipeline compounds.

Stop Sending Them Away Empty-Handed.

Become a Forza referral partner. Keep the relationship, expand your value, and build a referral pipeline that compounds with every client you couldn't fully serve before.

Submit Partner Application Talk to Us First