MCM Referral Partner Agreement

WOTC Commissions Payable to Referral Partner
by Mckenzie Chase Management

Mckenzie Chase Management supports Tax Credit Programs for the clients of our Referral Partners, their clients, colleagues, and friends.

This document is the promise by McKenzie Chase Management to share the WOTC consulting fee with
Referral Partners. The Referral Partner is assigned to receive a revenue share from McKenzie Chase
Management’s Work Opportunity Tax Credit Program for referrals to MCM Products.

In Accordance with this Agreement, Mckenzie Chase Management [“MCM”] shall compensate Referral
Partner according to the following terms.

Definitions:

MCM Products are MCM’s WOTC Program and the Employee Onboarding system.

All commissions paid are on actual revenue received by McKenzie Chase Management by those referred by
the Referral Partner for MCM Products.

Referral Partner is defined as the business entity of the Referral Partner whether a type of corporation or sole proprietorship.

Direct referrals by the Referral Partner to MCM will result in:

  •   10% of the MCM Gross Commission 1st year.
  •   5% of the MCM Gross Commission subsequent years.

Compensations to Referral Partners are illustrated by the Compensation Matrix for MCM Products.

Compensation Matrix for MCM Products:

Standard Pricing Scale by COMPANY

Percent WOTC Commission

Percent Gross
Commission

WOTC Fees Paid
to each Participant

Example- The result of direct
fee by MCM WOTC program

Client captures $5,000
WOTC

MCM receives $1,000 gross
Commission on 20% fee

Example- The result of direct
fee by MCM WOTC program

1st year Example- MCM pays
Referral Partner $100

2.0% of WOTC

10% of gross
commission

Referral Partner
Commission = $100

2nd year Example- MCM pays
Referral Partner $50

1.0% of WOTC

5% of gross
commission

Referral Partner
Commission = $50

Interesting Image

Referral Partner Agreement

 
Type your initials in the form below to indicate your agreement
 
 
 
 
 
McKenzie Chase Management, Inc.
 
Michael Lancey
President & CEO 
2303 W Commodore Way #210
Seattle, WA 98199
Email: mlancey@mckenziechase.com
Phone: 866-547-277