When your clients face a high-stakes transaction, capital raise, or major strategic decision, refer them to Triple Beam Advisors — and earn a fee when we deliver.
Connect us by email or phone. Log the referral with our partnerships team so it is on record before first contact.
Triple Beam scopes, proposes, and closes the engagement — the same institutional-grade process every TBA client receives.
Your 6-month window starts at signing. 10% of every dollar TBA collects from that client comes back to you, up to $5,000.
We pay on cash received — not invoiced — and close the loop with you at each payment milestone.
A named introduction logged with TBA prior to or at the time of first client contact.
10% of cash received from the referred client within the 6-month window — not invoiced amounts.
$5,000 USD maximum per referred client, applied across the full earning window.
Issued within 30 days of each qualifying receipt. No fee owed until TBA collects.
All TBA engagements — project work, retainers, and transaction advisory.
Active partners receive 30 days advance notice of any structural adjustments.
Triple Beam is the right call when a client is navigating a capital raise, acquisition, refinancing, or major strategic decision and needs institutional-grade financial analysis or modeling that their existing team cannot deliver alone.
We serve cannabis operators, real estate developers, investors, and growth-stage companies across North America — bringing the analytical firepower of a bulge-bracket bank with the responsiveness of a boutique.
Submit a ReferralSubmit a referral and our partnerships team will follow up within one business day to confirm the introduction and walk you through next steps. All referrals are logged confidentially.