Elevating Businesses, Empowering Success

Diligent Methodology

Over 1,000 successful engagements

Skilled Experts

We build lasting relationships

Razor-sharp Insights

Optimal buy/sell transactions

Your business is your most valuable asset. SHG’s innovative, proven approach elevates your business and helps it flourish. Unlike other advisors, we tailor our strategies to your specific needs and goals. For over 40 years, our financial and operational experts have built strong relationships with our clients, empowering their success. 

Learn More ⟶

Our Services


SHG helps you navigate business complexities and achieve sustainable growth. Our innovative strategies, personalized solutions, and unwavering dedication help our clients drive long-term success in an ever-evolving global landscape.

Corporate Valuation Advisory


SHG helps you understand the true value of your business in today’s dynamic market. Our tailored approach is more than a number. It’s an actionable insight that drives your business. 


Learn More ⟶

Restructuring and Executive Outsourcing


Our seasoned executives are a catalyst for change that provide the expertise needed to navigate complex problems.



Learn More ⟶

Transaction Advisory


Making informed decisions is key to business success. Our expert advisors offer strategic guidance and develop custom solutions to maximize value and minimize risk. 



Learn More ⟶

Our Clients

cha company logo
content enablers company logo
iSimulate company logo
community care company logo
Applied Robotics company logo
vertex company logo
ottc company logo
passport for good company logo
usio company logo

SHG Successes


SHG has been a trusted advisor to over a thousand unique clients across a wide variety of industries. See how our seasoned business operators and astute financial experts helped our clients navigate their greatest challenges. 


View Success Stories ⟶

News & Events

Bringing you up to speed on all of the latest news and events at SHG.

isimulate in a hospital setting

Choosing the Right Growth Partner: How iSimulate Found the Right Buyer With Schwartz Heslin Group

By cmartin • February 6, 2026
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.
exit strategies for founders

Business Exit Strategy Planning for Founders: Strategies & Benchmarks

By cmartin • February 6, 2026
Maximize value by planning your exit 3-5 years early. Learn key benchmarks to reduce founder dependency and prepare for a successful sale.
adaptive forecasting

Adaptive Forecasting & Budgeting to Lead to a Successful Exit in 2026

By cmartin • February 6, 2026
Prepare for a 2026 exit with adaptive forecasting. Learn how rolling forecasts replace static budgets to build buyer confidence and survive diligence.
ribbon cutting at shg

2025 Year-End Review Recap

By cmartin • January 26, 2026
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.
More SHG News & Events ⟶

Grow the Value of Your Business


Let's Get Started ⟶