Refer a restaurant that needs finance support.
Discuss a restaurant referral or adviser relationship with Ready Margin. Confirm the client’s needs, permission and responsibilities before sharing records.
Book your free demoDescribe the support the client needs
A brief outline of overdue books, payroll preparation or a financial review is enough for the first conversation. You can introduce the restaurant owner without sending detailed financial documents.
Define how the advisers work together
We agree the contact route and the work each party handles. Referral arrangements and any commercial terms require separate agreement.
Share client records with permission
Obtain the client’s authorization and confirm the transfer method before sharing personal or financial records. The engagement names who receives and uses the information.
Your first demo is free
Discuss the work your restaurant needs covered.
Tell us the work you need covered. Your first demo is free; a written proposal confirms the service, responsibilities and fees.
Book your free demo