Audit your inventory health
Uncover hidden capital by identifying stagnant assets and aging stock lines today.
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Partners
Bring Cash Margin Partners to your retail clients. And get paid.
A referral track for advisors, agencies, and POS operators helping independent retailers unlock trapped cash.
Watch the partner path
A one-minute walkthrough for partner introductions
See exactly how a referral partner identifies a retailer with trapped cash, requests information, and hands off the introduction. Built for advisors who want a clean lane — not a sales script.
01Spot trapped cash
Notice a client with inventory tying up working capital.
02Request information
Submit a short partner form — no client dashboard required.
03We take it from there
Cash Margin Partners handles the diagnostic and follow-up directly.
Request info
The public partner lane for CMP introductions
See exactly how a referral partner identifies a retailer with trapped cash, requests information, and hands off the introduction. Built for advisors who want a clean lane — not a sales script.
For partner teams
Advisors, operators, agencies, POS teams, and consultants can use this lane without creating a customer referral dashboard.
For retail clients
We handle the diagnostic and next-step conversation directly with the retailer when the fit is right.
For follow-up
Tell us who you serve, where you operate, and we route qualified partner follow-up within one business day.
Ideal referral partners
Digital marketing agenciesCPAsBookkeepersLocal commercial bankersPOS teamsCommercial real estate landlords
Talk to CMP directly
Affiliate payouts
How partners get paid
Cash Margin Partners pays referral fees to approved partner affiliates when their referred retail clients take qualifying action. There are two partner tiers - Standard and Priority - with different payout rates based on referral volume. All payouts are made via ACH transfer on the 15th of the month following the qualifying event. Referral fees are earned only when CMP receives payment from the retailer - not at sign-up. Full payout terms, attribution rules, and tier qualification criteria are provided privately to approved partners.
Standard partners earn a flat fee per closed liquidation engagement and per activated paid subscription
Priority partners earn higher flat fees and recurring payouts on the first two engagements per referred retailer
Attribution is based on the date your referral form is submitted - not the date the retailer signs up
Referrals must convert within 180 days of submission to qualify for a payout
Free diagnostic sign-ups do not trigger referral fees - only paid subscription activations and closed liquidation engagements
Self-referrals are not permitted
All affiliates must complete W-9 and ACH bank setup before referrals are activated
Payout amounts, tier qualification criteria, and program terms are provided to approved partners upon acceptance. Cash Margin Partners reserves the right to modify program terms with 30 days written notice to active affiliates.
Fill the form
Become a partner
Tell us about your firm and your retail clients.
How this connects
The partner path
- 01Public request
Submit this form. We review fit and respond with the right referral or channel path.
- 02Private partner terms
Qualified partners receive their cash payout terms, tracking process, and handoff expectations privately.
- 03Retailer-direct
Retailers who want their own trapped-cash diagnostic should start with the calculator, not this form.
Substack insights
Inventory Solutions, Simplified
Actionable guides on spotting surplus stock, creating recovery strategies, and optimizing your logistics via CMP Exchange.
