Partnerships
Partner with CW Business Advisory
We don’t just advise. We invest, acquire and partner directly with business owners to unlock growth and long-term value.
Reviewed by Calvin Wu, CPA (inactive) · Updated October 2026
Three ways to partner
Advisory, equity or a full buyout
Strategic advisory for equity
In select cases we partner as strategic advisors in exchange for equity, providing hands-on guidance to accelerate growth.
- Financial and operational expertise
- Equity-based structure
- Focused on sustainable value
Equity investment
We provide equity capital to established businesses with consistent profitability and growth potential, plus the advisory expertise to help them thrive.
- Flexible equity investments
- Active involvement
- Long-term value creation
Full buyout acquisitions
For owners ready to exit, we offer a smooth, professional transition and keep the business well positioned under our ownership.
- 100% acquisitions of profitable businesses
- Minimum $250K in seller’s discretionary earnings (SDE)
- A respectful, transparent process
Why partner with us
Operators, not just investors
Experienced operators
Deep expertise in accounting, finance and business management.
Flexible structures
Advisory, equity or acquisition, tailored to the seller.
Commitment to growth
Focused on sustaining and scaling businesses for the long term.
Next step
Ready to explore a partnership or exit?
If you’re looking for a trusted advisor, an equity partner or a buyer for your business, we’d like to talk. All conversations are confidential.