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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.

Is your business ready for the next generation? Follow these 5 steps to build a family business succession plan that aligns leadership and value.

Albany Med Health System names Daniel T. Pickett III as President & CEO. Rai Archibold Jr. appointed Board Chair. Read the full press release here.

Discover a 5-step framework for strategic succession planning. Align ownership, leadership, and exit goals to protect your business's value and future.

Can AI value your business? AI tools offer fast estimates, but a defensible valuation requires professional judgment, context, and a market-driven story.

A valuation tells you what your company is worth today. An evaluation shows you how to grow that value. Learn the difference and why you need both.

Forty Years Forward: Celebrating Schwartz Heslin Group’s 40th Anniversary, Founder Bob Schwartz’s Vision, and Our Future in Strategic Business Advisory