Refer Fitness & Wellness Brands.
Earn 30% for the life of client
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For Banks, CPAs, EOS implementers, consultants, insurance brokers, and agencies serving $1M - $30M fitness, wellness and HALO brands.
WHO IS THIS FOR?
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Lenders / bankers
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CPAs / bookkeeping firms
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EOS®, ops & growth consultants
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Insurance brokers and health benefits consultants
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Agencies that serve gyms, studios, franchisors, and multi-location brands
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Fractional executives & advisors who want a trusted Fractional CFO plug-in
WHAT EACH PARTNER GETS?
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30% of my monthly retainer for as long as your referral stays
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Paid out monthly, once the client pays
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White-glove treatment for anyone you send
WHAT YOUR CLIENTS GET ON A FREE 30-MIN CFO STRATEGY CALL?
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30-minute CFO Strategy Call (cash flow + P&L + KPI snapshot)
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A clear 13-week cash view
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3–5 unit economics fix recommendations
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An AI roadmap for finance, reporting, and dashboards
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Debt restructuring / refinancing recommendations (if needed)
HOW DOES IT WORK? (3 EASY STEPS)
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Have referral book a call with me here
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I meet with them for the CFO Strategy Call
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If they sign, you receive 30% of my monthly retainer, every month