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Become an InstaWorth Partner

Earn commissions by referring your clients to InstaWorth for business valuations. When they sign up for quarterly or annual plans, you earn ongoing recurring revenueturning your client base into a steady income stream.

No upfront costs, no extra work. Just share your referral link and start earning.

InstaWorth partner program

Lets team up

Earn commissions on referrals and build recurring revenue when clients subscribe.

Earn Commissions on Every Referral

Get paid for every client you refer to InstaWorth. It’s simple: share your link, your client gets a valuation, and you earn a commission.

Recurring Revenue

When your referrals sign up for quarterly or annual valuation plans, you earn ongoing commissions—turning a single referral into a steady income stream.

Exclusive Partner Tools

Access your own partner dashboard to track referrals, monitor commissions, and manage your pipeline effortlessly.

Dedicated Support

Priority access to our team for onboarding, training, and any questions—so you can start earning quickly.

Zero Risk, All Upside

No upfront costs, no inventory, no complexity. Just refer your existing clients and start earning commissions immediately.

Automation tools

Dynamic valuations stay current when clients send balance sheets, P&Ls, or tax returns—or link accounting software for automated updates.

Dynamic Valuation: Keep Clients Current

Help clients maintain up-to-date valuations without extra effort. Send automated updatesbalance sheets, P&Ls, tax returnsand link accounting software so data flows in automatically.

Automated Updates

Balance sheets, P&Ls, and tax returns drive valuation refreshes. Clients or their bookkeepers send documents and the valuation updates automatically—no manual re-entry.

Financial Documents

Support balance sheets, P&Ls, tax returns, bank statements, and other financial documents. InstaWorth extracts and validates data to keep valuations accurate.

Link Accounting Software

Connect QuickBooks, Xero, or other accounting tools to automate data flow. Clients stay deal-ready; partners earn recurring revenue from ongoing plans.

Our partner types

We work with diverse professionals to deliver exceptional value to their clients.

Bookkeepers and CPAs

Your clients already trust you with their numbers. Refer them for valuations and earn commissions on every engagement—plus ongoing revenue when they subscribe quarterly or annually.

  • Earn commissions on every client you refer
  • Ongoing residual income from quarterly and annual subscriptions
  • Add a high-value service without extra work on your end
  • Strengthen client relationships by connecting them with actionable insights

Financial Advisors and Wealth Managers

Your client base is already seeking clarity on their business worth. Refer them to InstaWorth and earn commissions while helping them make smarter financial decisions.

  • Commission on every referral—one-time or recurring
  • Recurring revenue when clients opt for quarterly or annual plans
  • Deepen client trust by offering a valuable resource
  • No added complexity to your existing workflow

Business Brokers and M&A Advisors

Your clients need valuations before they buy or sell. Refer them to InstaWorth, earn commissions on every deal, and keep earning when they subscribe for ongoing valuation refreshes.

  • Commissions on every client referral
  • Residual income from clients on quarterly refresh plans
  • Help clients stay deal-ready year-round
  • Seamless referral process—no extra work for you

Attorneys (Business Law or Estate Planning)

Your clients need defensible valuations for planning, disputes, and agreements. Refer them and earn commissions—including recurring income when they subscribe for regular updates.

  • Earn commissions on every client referral
  • Ongoing revenue from clients on annual or quarterly plans
  • Provide clients with reliable, defensible valuations
  • Simple referral process that fits your practice

Business Consultants and Coaches

Your clients want measurable progress. Refer them for valuations to track growth over time, and earn commissions—especially recurring revenue on quarterly and annual subscriptions.

  • Commission on every referral you send
  • Recurring income when clients subscribe for ongoing tracking
  • Give clients a concrete way to measure your impact
  • No extra effort—just share your referral link

Tax Advisors

Your clients benefit from knowing their business value for planning purposes. Refer them and earn commissions on every engagement, with recurring payouts on subscription plans.

  • Commissions on every client you refer
  • Residual revenue from quarterly and annual subscribers
  • Help clients make better-informed decisions
  • Easy to integrate into your existing advisory conversations

Accounting Software Providers

Your users are already managing their financials—give them access to valuations and earn commissions on every referral, plus ongoing revenue from subscription plans.

  • Earn commissions on every user referral
  • Recurring revenue from users on quarterly or annual plans
  • Add value to your platform without building anything new
  • Drive user engagement and retention

Chambers of Commerce and Business Networks

Your members need affordable valuations. Refer them to InstaWorth and earn commissions on every sign-up, with ongoing income from members who subscribe for regular updates.

  • Commission on every member referral
  • Recurring income from members on subscription plans
  • Offer exclusive value that sets your network apart
  • Boost member engagement and satisfaction

Venture Capital Firms and Angel Investors

Your portfolio companies need regular valuations. Refer them and earn commissions—plus ongoing revenue when they subscribe for quarterly or annual tracking.

  • Commissions on every portfolio company referral
  • Residual income from companies on recurring plans
  • Help portfolio companies stay valuation-ready
  • Simple referral process for your team

Real Estate Agents and Property Managers

Your clients with business-inclusive properties need valuations. Refer them to InstaWorth and earn commissions on every engagement, including recurring subscriptions.

  • Earn commissions on every referral
  • Ongoing revenue from clients on quarterly or annual plans
  • Help clients understand the full value of their holdings
  • No extra work—just connect them with InstaWorth

Fintech Platforms

Your users need business valuations for lending, planning, and growth. Refer them and earn commissions on every engagement, with recurring payouts for subscription users.

  • Commission on every user referral
  • Recurring revenue from users on quarterly or annual plans
  • Enhance your platform’s value proposition
  • Drive user growth with a high-demand service

How to become a partner

Its effortless: Submit our quick application formour team reviews in 35 business days. Get approved, and unlock onboarding goodies, your referral link, and portal access. Flexible terms mean no upfront fees, just performance perksplus full anonymity for CPAs.

Submit application

Quick form submission with your details and business information.

Review process

Our team reviews your application within 3–5 business days.

Get started

Access onboarding materials, referral links, and partner portal.

Recurring
Commission Income
From quarterly and annual subscribers
$499
Client Starting Price
Affordable for your clients, profitable for you
Zero
Upfront Cost
No fees, no risk—just referral commissions

Join the InstaWorth Partner Program

Tell us a bit about you. Well review within 35 business days and share next steps.

Ready to partner up?

Start earning commissions by referring your clients. Recurring revenue awaits.