Client Referral Program Terms & Conditions

Effective Date: 03-31-2206
Last Updated: 03-31-2026

1. Program Overview. The G&A Partners Referral Rewards Program (“Program”) allows eligible individuals and entities to earn rewards for referring prospective clients to G&A Partners and its affiliates (“G&A”) in accordance with these Terms and Conditions (“Terms”). Anyone submitting a referral via designated links (collectively the “Referral Form”) that meets the Eligibility Requirements is a “Participant.” A successful referral that results in a new client is a “Qualified Referral.” By submitting a Referral Form, Participant agrees to be bound by these Terms and G&A’s Privacy Policy, as may be amended from time to time. G&A’s decisions are final and binding. These Terms operate separately from any other relationship with G&A. Participation in the Program constitutes acceptance of these Terms.
2. Eligibility Requirements. Unless otherwise stated, the Program is open to individuals and entities legally permitted to receive referral compensation under applicable law. G&A reserves the right to determine eligibility in its sole discretion.
   1. Referrals must be for new business only, meaning the referred company:
      1. is not a current G&A client (an “Active Client”)
      2. is not a former G&A client
      3. cannot be spin-off companies or new entities acquired directly from an Active Client
      4. cannot share common ownership with an Active Client
      5. must be located within the United States
      6. must work in industries serviced by G&A
      7. has not been previously referred by another party
      8. meets a minimum threshold of 5 full-time employees
      9. meeting these requirements qualifies as a “Qualified Prospect”
   2. To be eligible as a Participant, the Participant must:
      1. not be a member of the G&A sales team or their immediate family/household
      2. not have an existing contractual referral relationship with G&A
      3. not be employed by or involved in the decision-making of the referred company
      4. submit complete and accurate information via the Referral Form
      5. be over 18 and legally permitted to participate
      6. have an existing personal relationship with the referred company
      7. not use unsolicited email or purchased lists
      8. obtain express consent from the referred company before submission
   3. A “Qualified Referral” means a Qualified Prospect that:
      1. is submitted through the Referral Form
      2. completes a Qualified Initial Meeting with a G&A Business Advisor
      3. executes a service agreement with a minimum one-year term
   4. Referral Mechanics:
      1. Each referral may only be associated with one Participant
      2. Affiliated entities may be treated as a single referral
      3. G&A is not responsible for incomplete or duplicate submissions
      4. Referrals must be submitted before the prospect contacts G&A independently
3. Rewards and Payment.
   1. $100 gift card issued after a Qualified Initial Meeting
   2. Additional reward issued when a Qualified Prospect becomes a Qualified Referral
   3. Completion of documentation may be required
   4. Rewards may be issued via gift card, check, ACH, or invoice credit
   5. All rewards are subject to verification
   6. Payments issued no earlier than 30 days after eligibility
   7. G&A may substitute rewards of equal or greater value
   8. Rewards may be subject to fees or expiration
4. General Conditions. G&A reserves the right to determine eligibility, accept or reject referrals, and resolve disputes at its sole discretion.
5. Program Modification or Termination. G&A may modify or terminate the Program or Terms at any time without notice.
6. Taxes. Participants are responsible for applicable taxes.
7. Use of Data and Communications. By submitting a referral, Participant consents to G&A’s use of provided data.
8. Governing Law. These Terms are governed by Texas law.
9. Limitation of Liability. G&A is not liable for indirect or consequential damages.