Loading...
IIWatch 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.
- 1Spot trapped cash
Notice a client with inventory tying up working capital.
- 2Request information
Submit a short partner form — no client dashboard required.
- 3We take it from there
Cash Margin Partners handles the diagnostic and follow-up directly.
About one minutePlays on scrollCaptions included
Read the transcript summary
Referral partner overview: identify retailers with trapped inventory cash, request information, and coordinate the introduction with Cash Margin Partners.
VIIRequest info
The public partner lane for CMP introductions.
This form is for qualified referral and channel partners who already serve independent retailers and want to introduce trapped-cash diagnostics or recovery workflows through Cash Margin Partners. Approved partners receive qualified cash payout terms privately after review.
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 what kind of inventory challenges your clients face.
Ideal referral partners
- Existing boutique owners and retailers
- CPAs
- Fractional CFOs
- Bookkeepers
- Local commercial bankers
- Retail marketing agencies
Partner application
We review every request and follow up within one business day.
VIIIHow this connects
The partner path
- Public request
Submit this form. We review fit and respond with the right referral or channel path.
- Private partner terms
Qualified partners receive their cash payout terms, tracking process, and handoff expectations privately.
- Retailer-direct
Retailers who want their own trapped-cash diagnostic should start with the calculator, not this form.
Want to talk first?
Email CMP directly, book a short intro call, or submit the application above. We'll route qualified partner follow-up within one business day.