Shift Your Wealth. Own the Future.

WealthShift Partners connects qualified investors with growth-ready small to mid-market businesses through strategic acquisitions. We identify, acquire, operate, and scale private companies. Our mission is to shift our investors' wealth from traditional markets into direct business ownership. 

With us, you don’t just invest in businesses. You own them.

The numbers speak for themselves:

• Only 4% of U.S. companies ever surpass the $1MM revenue mark, and 99% of startups fail to get there. Buying a company with $1MM+ in revenue bypasses startup risk and provides a solid foundation for growth. 

• Odds of Achieving Positive ROI:
  ~10% for startups
  ~25% for VC-backed startups
  ~98% for acquisition entrepreneurs
   
• Over $10 trillion in small business value will have changed hands between 2013 and 2029, with the majority of transactions occurring now.
   
• The small to mid-market ($2M–$5M+ in revenue) is full of strong companies built on outdated systems. They are ripe for revitalization and unprecedented growth.
   

We bring entrepreneurial drive, operational expertise, and a clear investment thesis: buy what works, improve what doesn’t, and scale what’s possible.

 When considering where to invest capital, comparing potential returns is only half the picture. Understanding the risks associated with them, is just as important. 

• Average ROI: The S&P 500 has returned about 10% annually over time (around 7% after inflation). 
• Risk Profile: Highly liquid and diversified, but volatile and heavily influenced by market cycles and macroeconomics.
   

• Typical ROI: Returns range from 8% to 12% annually, depending on location and leverage, with cap rates averaging around 9%. 
• Risk Profile: Real estate offers some inflation protection but requires active management and carries tenant, market, and liquidity risk.
   

• Potential ROI: Returns can range from 15% to 30%+ annually. This does not include the eventual sale of the business, which could dramatically boost total returns.  
• Risk Profile: A small business with $1–5 million in revenue and a long history of cash flow is significantly less risky than a startup, but not as safe as a U.S. Treasury Bond. However, it offers much higher upside.  When you acquire a small business, you're not just buying assets, you're buying a cash flow engine.  
   

 Acquisition entrepreneurship is not about betting on the next big idea. It’s about buying something that already works, improving it, and growing its value. It’s not speculation. It’s strategy.

At WealthShift Partners, we help investors capitalize on this powerful model; identifying small, stable, cash-flowing businesses that offer high upside potential with manageable risk.

We see opportunity where others see complexity:

• Existing teams and infrastructure 
• Loyal customer bases 
• Steady cash flow 
• Legacy knowledge ready to evolve
   

By acquiring these businesses and injecting modern leadership, technology, and lean execution, we create upside value for all stakeholders: investors, teams, and customers.

If you're looking to build wealth and legacy, but don’t have time (or appetite) to cold-call sellers, underwrite deals, or run due diligence, we are your partner.

Here’s what we do:

• We enable you to secure meaningful investments in small to mid-market companies, targeting returns that beat similar investments in traditional market indexes and real estate.
• We source, vet, and acquire companies that meet our investment criteria.
• We partner with you, leveraging you as a strategic investor and consultant. We operate and grow our investment together, with discipline and transparency.
• You have the opportunity to invest in direct ownership shares, either initially or convertible over time. This structure not only delivers annual ownership-based cash distributions, but also grows equity in burgeoning businesses.

We put your money to work, capitalizing on our business model and investment strategy to generate strong returns.