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Business Advisory

Today's companies face enormous challenges in every facet of their operations and lifecycle. Having a trusted advisor to provide consulation and guidance is essential.

Shepard Schwartz & Harris provides privately owned companies with independent business advice based on specific experience and knowledge of their industry. We believe that business strategy is an ongoing process - not a standalone project. We offer comprehensive and financial transaction advisory services for privately held companies, establishing close relationships to understand our clients' shifting priorities. We integrate and align the personal financial goals of management whether they are seeded in succession planning, maximizing owners' value through sale or preparing the company for its IPO.

Our business advisors are aligned by industry sector to provide specific knowledge and experience in the industry they serve. Our goal is to help our clients improve operational performance by providing insightful, independent advice in industries ranging from real estate investment to hospitality to manufacturing and distribution.

We continuously provide temporary CFO services and outsourcing for various industries within our expertise.

customized advisory services

Information Technology Consulting

Business Growth & Operations

Fraud Investigation & Evaluation

Litigation Support & Expert Testimony


"It is an immutable law in business that words are words, explanations are explanations, promises are promises but only performance is reality."

 - Harold Geneen