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ISO Partner Program

Turn the deal you can't fund into a client you helped.

Every broker has merchants who are in too deep for another position. Partner with Berkshire Financial Services, and those conversations end with a real path forward instead of a dead end.

Why partner with us

Built for brokers who think long term.

A next step for the deal you can't fund

When a merchant is too stacked for another position, you don't have to just say no. Send them to a team built for restructuring.

Your relationship stays yours

We handle the restructuring work discreetly and professionally. Your client remembers you as the broker who helped, not the one who walked away.

Competitive referral compensation

Qualified referrals that enroll earn competitive compensation. We'll walk you through the details when we talk.

Senior advisors, not a call center

Twenty years in the industry and more than 2,400 companies advised. Your referrals talk to experienced people from the first call.

How it works

Four steps. No guesswork.

  1. 01

    Tell us about your shop

    Fill out the short form. Our partnerships team reaches out to learn how you work.

  2. 02

    Send a merchant our way

    Introduce a client carrying more MCA debt than their cash flow can handle, using whichever handoff suits you.

  3. 03

    We do the heavy lifting

    A senior advisor reviews the file, explains the options plainly, and handles the funder conversations if they enroll.

  4. 04

    You stay in the loop

    We keep you updated on where things stand, and compensation follows for qualified referrals that enroll.

Get started

Let's talk partnership.

Share a few details and our partnerships team will reach out to walk you through the program and answer your questions.

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Partner FAQ

Common questions

Who should I refer?+

Business owners with stacked merchant cash advances or daily and weekly withdrawals that are crowding out payroll, rent, or inventory. Total business debt of $20,000 or more is generally the right fit.

Will this hurt my relationship with funders?+

We work with funders to reach workable terms, not against the industry. Referring a merchant who can't take on more debt is often the most responsible outcome for everyone.

How does compensation work?+

Qualified referrals that enroll earn competitive referral compensation. The exact structure is covered in your partner conversation and partner agreement.

Is there a cost to join?+

No. There's no fee to become a partner.

Withdrawals don't pause while you decide. Talk to a senior advisor today.