Partner & Referral Network

A Disciplined Capital Resource for Trusted Advisors

Wrenfield Finance works with professionals who serve business owners and investors at critical decision points. Our partner and referral relationships are built on discretion, alignment, and shared responsibility—not volume or transaction pressure.

We do not compete with our partners’ core services. We support them by providing structured capital guidance when financing decisions materially affect outcomes.

A Quiet Resource, When It Matters

Many of our partners view Wrenfield Finance as a quiet resource in their back pocket—available when a client’s capital decision requires additional structure, perspective, or restraint.

We are not always the fastest path to capital.
We are focused on being the right one.

Our Role in a Referral Relationship

Wrenfield Finance acts as a capital-focused advisor, not a broker operating at the edge of a transaction.

When a referral is introduced, our responsibility is to:

Assess whether capital is appropriate
Identify suitable structures aligned with real operating conditions
Educate the borrower on tradeoffs, risks, and consequences
Protect long-term viability over short-term approval

If a solution is not appropriate, we say so plainly.

Who We Commonly Partner With

Our referral relationships most often include:

Accountants and CPAs
Attorneys and legal advisors
Commercial real estate professionals
Business brokers and M&A intermediaries
Fractional executives and consultants
Experienced operators within niche industries

We value partners who prioritize judgment, preparation, and client outcomes over speed.

What Partners Can Expect

Partners working with Wrenfield Finance can expect:

Clear communication and defined scope
No solicitation of unrelated services
Respect for existing advisory relationships
Transparency around structure and suitability
Thoughtful follow-through, even when capital is declined

Our objective is to strengthen—not complicate—the advisor-client relationship.

Referral Integrity & Transparency

Capital decisions carry consequences. For that reason, we approach referrals with care.

Any referral arrangement is handled with:

Full transparency to the client
Clear disclosure where required
Alignment with applicable ethical and regulatory standards

Wrenfield Finance does not pursue hidden incentives or volume-driven referral behavior. Integrity precedes the deal.

Discuss a Partner Relationship

If you believe your clients would benefit from disciplined capital guidance, we welcome a conversation to determine whether a referral relationship makes sense.

Begin a Partner Conversation