Referral opportunities for fractional CFOs

Who you already know

Founders, CEOs and finance leads at growing companies. You often see how well-organized their finance, reporting and approval processes are.

Why an introduction can fit your work

You already help clients find value in their operations. A licensing partnership can turn documented finance workflows and process knowledge into an additional revenue line that the company controls.

What a suitable client looks like

• Documented month-end close, approval and reconciliation procedures
• Several years of consistent process history
• An owner willing to consider a new revenue opportunity

Relationship and disclosure

• If your engagement includes confidentiality terms, check that a referral is consistent with them.
• Tell your contact that you may receive a referral reward from SourceX.
• Never share client files or data yourself. The company decides what to share, directly with SourceX.

Qualification checklist

• Established business with documented operations
• You can reach the owner or an executive sponsor
• The material is likely the company's own, not its clients'
• The contact is open to a short assessment

Example of an owner-led introduction (illustrative)

"You run one of the most disciplined close processes I work with. SourceX helps companies license that kind of operating knowledge for AI development, on terms you approve. Would you be open to a short assessment? Full disclosure: I may receive a referral reward if it goes ahead."