See what's new at SHG!

AI tools and standard CPA reports can miss the mark. Learn why SHG builds business valuations designed to withstand high-stakes scrutiny and disputes.

Realm Artesian Water is officially in market mode. Orders are now open, and the first 12 packs are shipping soon.

See how iSimulate found the right growth partner with SHG. Learn how a focused M&A process secured a strategic exit to 3B Scientific for global scale.

Maximize value by planning your exit 3-5 years early. Learn key benchmarks to reduce founder dependency and prepare for a successful sale.

Prepare for a 2026 exit with adaptive forecasting. Learn how rolling forecasts replace static budgets to build buyer confidence and survive diligence.

2025 Year-End Review Recap: Schwartz Heslin Group  2025 was a busy year at SHG. We worked with owners and leadership teams who needed clear answers and practical next steps. Some were planning for retirement. Others were weighing a buyout, preparing for a sale, or tightening executive compensation ahead of bigger moves. ​ This recap highlights a few moments from the year and what they showed us about the decisions business owners are facing right now. It also marks a milestone for our firm. In 2025, SHG celebrated 40 years of advising clients through high-stakes transitions. We are grateful for the trust our clients place in us and proud of the work we have delivered together.

Explore real succession planning examples for small businesses, from MBOs to ESOPs, and learn how to prepare for smooth leadership transitions.

How Death Wish Coffee turned a Super Bowl ad into sustained growth with strategic valuation, clear positioning, and the right investment partner.