Trusted Business

Advisors Since 1985.


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Business Valuations

Over 1,000 successful engagements

Strategic Advisory

We build lasting relationships

Razor-sharp Insights

Optimal buy/sell transactions

Diligent Methodology

Over 1,000 successful engagements

Skilled Experts

We build lasting relationships

Razor-sharp Insights

Optimal buy/sell transactions

Accurate Business Valuations

We provide accurate valuations by first helping you identify and address ways to grow business value. Our team will then guide you to yield that value through carefully executed buy or sell transactions. For nearly 40 years, our skilled team has offered experience, expert methodology, and a robust Global network to those we serve. Let us help you achieve your highest valuation.

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Our Services

We offer a unique, comprehensive approach to enhancing your business's value: Investment banking transactions, strategic planning, business operations, exit and succession planning, distressed business turnarounds, and comprehensive valuation services.

  • Comprehensive Valuations

    Valuations are a fundamental component for any business planning process including access to capital, sale of the business, or acquisitions. Our valuations are often used for highly scrutinized purposes such as tax audits, court room defenses, and company sales.


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  • Strategic Advisory

    Your need for strategic advice may change frequently. SHG clients are often with us for life. Our expertise and methodology are so unique that business owners come to trust us to help them in many aspects of business value optimization.


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  • Investment Banking

    The SHG team has been involved in $16 billion successful transactions across various industries. Our team approach results in specialized solutions for complex problems. Broad industry knowledge along with careful research drives success for complex situations, resulting in value-enhancing outcomes.


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Recent Engagements

SHG understands that your company is unique. We know your company is unique. Highly skilled advisors help you yield the transaction value you aspire to. We do that for clients in diverse industries and markets.

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News

Stay up to date with all news and events for SHG.

succession planning
By cmartin December 12, 2025
Discover a 5-step framework for strategic succession planning. Align ownership, leadership, and exit goals to protect your business's value and future.
ai business valuation
By cmartin December 3, 2025
Can AI value your business? AI tools offer fast estimates, but a defensible valuation requires professional judgment, context, and a market-driven story.
business evaluation and valuation
By cmartin December 3, 2025
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.
ribbon cutting
By cmartin November 17, 2025
Forty Years Forward: Celebrating Schwartz Heslin Group’s 40th Anniversary, Founder Bob Schwartz’s Vision, and Our Future in Strategic Business Advisory
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