Client Roster
A select list of CWA clients that secured capital.
A sample of CWA clients that secured capital after CWA provided business planning for them.

$1B+
Capital Raised by Clients
96+
Companies Served
400+
Industries Served
20+
Years in Business
As Featured In
EntrepreneurCBS RadioBusinessweekTop 10 ReviewsBBB
Client Testimonials
What Founders Say About Working With Us
"Capital West Advisors developed a very high-quality business plan and financial model for Jeta Amata and me."

Akon
Founding Member, Unify Africa
"Capital West Advisors provided a high-quality business plan that I used to secure funding to launch my medical clinic."

Dr. Karolina Baker
CEO / Medical Director, Aven Clinic
"Capital West Advisors provided an excellent business plan, which we used to secure funding used for multiple apartment building acquisitions."

Michael Fernandes
CEO, Steward Management Group
"CWA developed a working business plan to raise funding for our company. The business plan was professional and informative; the result was increased client investment in our growing fleet of charter aircraft."

Jan Nerud
CEO, Ponderosa Air
"Capital West Advisors developed 2 very high quality pro-forma financial models for our licensee company, which were used while securing over $25 million."

Andrew Pitsicalis
CEO, Purple Haze Properties
"Capital West Advisors developed an expert-level business plan and financial model for my business, which secured over $100 million in financing."

Terrance Richards
CEO, Homewood Suites by Hilton (Franchisee)
Notable Clients
Celebrity & Industry-Leader Clients
A selection of celebrities and prominent executives that have trusted Capital West Advisors with their business plans.

Fred Silverman
CEO, NBC & ABC

Dosho Shifferaw
Founder, Bowflex

Robert Simonds
Founder/Chairman, STX Entertainment

Akon
Music Superstar / Producer

Tai Lopez
Celebrity Influencer

Petra Nemcova
Supermodel

Teddy Riley
Music Superstar / Producer

HR Shah
CEO / Chairman, TV Asia

James St. Louis
Founder / Chief Physician, Laser Spine Institute

Michael Zhaung
CEO, Upstar Technology (HK), Ltd.

Maria Powell
CEO, U.S. Women's Grocer Association
Authority & Track Record
Two decades of building plans that fund.
Capital West Advisors was founded in 2006 with a single mission: deliver business plans and financial models that survive and surpass lender underwriting and investor due diligence. Our senior consultants work directly with every client.
- Founded
- 2006
- Plans Developed
- Thousands
- Industries served
- 400+
- Capital raised by clients
- $1B+


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