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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.

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.