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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.

Advisory for equitySelect cases
Equity investmentProfitable, growing businesses
AcquisitionsMinimum $250K SDE

Reviewed by Calvin Wu, CPA (inactive) · Updated October 2026

Three ways to partner

Advisory, equity or a full buyout

01

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
02

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
03

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

  1. Experienced operators

    Deep expertise in accounting, finance and business management.

  2. Flexible structures

    Advisory, equity or acquisition, tailored to the seller.

  3. 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.