Berkman Financial partners with CPAs, business consultants, M&A advisors, and financial professionals to deliver working capital solutions their clients can actually use. $525M+ funded. 10,000+ merchants. Real advisors. Same-day decisions.
Sophisticated advisors have sophisticated clients. Serve them with a partner who understands the difference.
You get a real advisor at Berkman, not a portal. One point of contact from referral through funding.
Same-day decisions on most files. Funding in as little as 24 hours after acceptance.
We shop your client's file across our network to find the best structural fit — not just what one lender happens to offer.
Your client stays supported after the deal closes. Their relationship with you stays strong because their experience stays professional.
Every client you send us gets treated the way you would treat them yourself. Your professional credibility is protected at every step.
Your clients see the same options and rationale you would if you shopped it yourself. Every offer shows total cost, repayment, and daily impact.
We fund clients — we don't compete for your other services. Your advisory relationship stays yours.
No hype, no rankings, no gimmicks. Just capital when your clients need it, delivered professionally.
We stay in our lane. We fund clients — we don't compete for your other services.
"When one of my clients needs working capital fast, Berkman is the first call I make. They treat my clients the way I would — and that matters more than anything else."
— Placeholder, Title, Firm *
* Real testimonial coming soon
A serious partnership deserves a serious conversation — not a pitch.
Berkman Financial pays partners a competitive commission structure on every funded deal, with additional compensation on renewals and long-term client relationships. The exact structure depends on partnership tier and volume.
We discuss compensation structure and set expectations during the partnership onboarding conversation — because we believe a serious partnership deserves a serious conversation, not a pitch.
Tell us about your practice and the clients you serve. A partnerships team member will follow up within one business day to see if Berkman is the right fit.
Established businesses with 6+ months of operating history and $10K+ in monthly revenue. We work with a wide range of industries and credit profiles.
Just the basics to get started — client name, business name, and best contact info. We handle the rest with the client directly.
Same day, in almost all cases. Your client gets a real advisor on the phone, not a form to fill out.
We discuss compensation structure and expectations during the partnership onboarding conversation. We don't publish rate structures publicly — every partnership is tiered based on client volume and fit.
Absolutely. You remain the client's primary advisor. We handle the funding piece — you keep the practice relationship.
We're transparent about it and, where possible, offer guidance on what would need to change to qualify in the future. Your client's experience stays professional either way.
Get on a 15-minute call with our partnerships team to see if we're the right fit for the way you work with your clients.
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