Amplēo Finance

Internal Referral Program

As a member of the Ampleo team, you understand the value we can provide to clients. Now we’re inviting you to help grow the Amplēo Finance brand as you increase your income.

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Earn $200 for every qualified referral.

Then earn 5% when they close. 

 

  • Qualified Lead Bonus:
    • Earn a $200 referral bonus for every qualified lead you refer to Amplēo Finance. 
  • Closed-Won Bonus: 
    • If your referral signs with Amplēo, you’ll receive 5% of the billed revenue from that client for the first 12 months.

Turn Your Network Into Opportunity—And Get Paid For It.

Scaling a business requires financial clarity, strategic decision-making, and access to capital, but many leaders lack the expertise or resources to manage complex financial challenges. Amplēo Finance helps companies by providing fractional
CFO leadership, financial strategy, and execution to optimize cash flow, improve profitability, and secure funding.

By proactively identifying client needs and introducing them to our specialized teams, you help create more value, strengthen relationships, and drive better outcomes. 

 

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How It Works. 

Step 1: Email jallen@ampleo.com to ask for a finance partner recommendation.

Step 2: Email referral introductions to the recommended Amplēo finance partner and CC: bd@ampleo.com.

Step 3: The Amplēo partner will connect with the prospect and qualify the lead.

Step 4: You earn $200 for each qualified lead, paid out quarterly.

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Not Sure What To Say? Use This. 

Copy and paste the template below when introducing someone to Ampleo’s team:

Meet Our Team

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Jon Allen | President Ampleo Finance
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Duke Heninger | Ampleo Finance Partner
Jeff-Stephens2-gray-1
Jeff Stephens | Ampleo Finance Partner
Smith-Bethany-gray-1
Beth Smith | Ampleo Finance Partner
Smith-Justin-gray-1
Justin Smith | Ampleo Finance Partner
Farnsworth-Lauren-gray
Lauren Farnsworth | Ampleo Finance Partner
Hansen-Oliver-gray
Oliver Hansen | Ampleo Finance Partner
Patrick-McMillan-gray
Patrick McMillan | Ampleo Transaction Advisor

Frequently Asked Questions

Who is eligible to refer? +

When do I get paid? +

What is considered a qualified referral? +

Who should I contact if I have questions? +

Discover What Fractional CFO Services Can Do For You.

 

Refer companies that need fractional CFO leadership and strategic guidance, and get paid for it.

It’s simple: you introduce, we handle the rest.