Join Our Partner Referral Network

Discover how you can offer your clients access to top-tier funding solutions with our free consultation service. Empower your practice and elevate your client relationships.

Let's Connect

Why Partner with Us?

Unlock New Value for Your Clients

Collaborating with us means you can offer your clients exclusive access to funding solutions tailored for their business growth. Our team handles the heavy lifting, so you can focus on your core services while enhancing your reputation as a trusted advisor.

Effortless Client Referrals

Refer Your Client

Submit a simple referral form with your client’s details. No complex paperwork or lengthy processes required.

We Consult & Advise

Our funding experts connect with your client, assess their needs, and recommend the best funding options available.

Client Secures Funding

Your client receives the funding they need, and you strengthen your role as a trusted advisor in their business journey.

Success Stories from Our Partners

“Referring my clients to Partner Referral has been seamless. Their team’s expertise and responsiveness have helped my clients secure funding quickly, and my reputation as a trusted advisor has only grown.”

— Maria S., CPA

“The process is straightforward, and my clients appreciate the clarity and support. Partner Referral has become an essential extension of my professional services.”

— David L., Tax Attorney

Enhance Your Professional Services

Expand Your Offerings

Add funding solutions to your suite of services, giving clients more reasons to trust and rely on your expertise.

Strengthen Relationships

Deepen client loyalty by proactively supporting their business growth and financial health with tailored funding advice.

No Added Workload

Our team manages the funding process, so you can focus on your core practice while still delivering extra value to clients.

Start Referring Today

Sign up for a free consultation and discover how easy it is to help your clients access the funding they need. Take the first step toward expanding your professional impact.

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A female CPA and a male attorney, both in business attire, shaking hands across a conference table with a digital tablet between them. The office features modern decor, soft natural light, and subtle branding elements, symbolizing trust and partnership.

Frequently Asked Questions

Who can join the Partner Referral program?

Tax professionals, CPAs, and attorneys who wish to refer clients for business funding are welcome to join.

Is there a cost to participate?

No, joining the program and referring clients is completely free. There are no hidden fees or obligations.

How do I refer a client?

Simply complete our referral form with your client’s details. Our team will handle the rest and keep you updated.

What types of funding are available?

We offer a range of funding solutions tailored to business needs, including working capital, equipment financing, and more.

Will I be updated on my client’s progress?

Yes, we provide regular updates so you can stay informed about your client’s funding journey.

Get in Touch

We're Here to Help

Have questions or need assistance with the referral process? Reach out to our team for prompt, professional support. We’re committed to making your experience seamless and rewarding.

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Start, Fund, & Grow

Smart funding. Real support. Flexible solutions for every stage of your business — from startup to scale-up.

Partner Resources

Connect With Us

Legacy Triangle Inc

© Legacy Triangle Inc. 2026. All Rights Reserved.

LOANS SUBJECT TO LENDER APPROVAL

Legacy Triangle Inc and its divisions do not offer legal, tax, or investment advice. We are not a direct lender. All funding and financial products are provided through partnerships with licensed third-party lenders. Results from consulting services are not guaranteed. Some services may not require a license depending on state regulations; we only operate within allowable commercial consulting activities. By using this site, you agree to our [Terms & Conditions] and [Privacy Policy].