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. 

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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. 


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Restructuring and Executive Outsourcing


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



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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. 



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Our Clients

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. 


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News & Events

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

ribbon cutting at shg
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.
family succession planning
By cmartin January 14, 2026
Explore real succession planning examples for small businesses, from MBOs to ESOPs, and learn how to prepare for smooth leadership transitions.
deathwish coffee with cup and dispenser
By cmartin January 14, 2026
How Death Wish Coffee turned a Super Bowl ad into sustained growth with strategic valuation, clear positioning, and the right investment partner.
family planning
By cmartin January 6, 2026
Is your business ready for the next generation? Follow these 5 steps to build a family business succession plan that aligns leadership and value.
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