Schwartz Business Advisors (SBA) was founded with a mission to
Change The Business Mindset
by providing clients the support They Need to achieve their strategic visions
We are a team of entrepreneur-minded individuals that are passionate yet practical about creating value for businesses. We understand that the purpose of business is to make money and that effective strategy and planning are critical to achieving success.
As advisors, we continue to watch the evolution of IT and the influence it has on business performance. In today’s market, sustainability against competition is constantly challenged by innovation in IT.
We actively train & encourage our teams to be IT-fluent, innovative, co-operative, independent thinkers with integrity.
Our premium services are delivered by teams of licensed, certified professionals in accounting, finance, & operations management. We bring decades of experience working with both private and public “listed” organizations, spanning a variety of industries and locations around the world.
Leadership
“A well thought out & encouraging tone at the top allows a business and its staff the ability to shine at any level of the company”
Dan Schwartz Managing Director
Dan is an extremely intelligent advisor & financial executive. His success comes from his now more than 14 years of comprehensive experience in management consulting, accounting, leadership strategy, and financial operations. Dan has an expertise in leading the design and execution of complex financial strategies, audits, system implementations, and process innovations for a diverse client base across multiple industries. He is renowned for delivering robust and innovative solutions that drive success, regulatory compliance, and organic sustainable growth.
Dan has a proven ability to create value and empower individuals in their organizational roles. He holds an entrepreneurial mindset and is a team player, dedicated to fostering a collaborative environment. He’s adept at navigating diverse work cultures, building strong relationships, and facilitating effective communication.
Dan currently holds a number of leadership roles as an executive across 2 national healthcare companies, a mens apparel business, a cyber security IT corporation, in addition to his Managing Director role here at the firm. He has a strong passion for his work and the success he continues to produce in his various leadership roles. Dan is honest, direct, and has true integrity about both the business advice he offers and the people with whom he works.
This integrity and truthful blatant honesty is what he claims to ‘set him and his firm SBA, apart from the rest’.
“We are the guys who are not afraid to tell our clients the truth when things are not as they wanted or intended to be. Speaking the truth and having integrity in our work are two powerful tools we consistently leverage in today’s business climate. By leading our clients with these core concepts, the impact we observe across both performance and employee satisfaction is overwhelming. It truly, Changes the Business Mindset.”
Get In Touch
SBA knows that finding the right partner for your business needs is not a choice to be taken lightly. That’s why we offer consultations to walk you through your needs, the scope of your goals, and your budget.
To submit a general inquiry, please click here.
In today's marketplace, Businesses are faced with tough competition and must streamline performance to stay ahead. SBA specializes in delivering results that consistently exceed expectations.
As business partners, we perceive the process performance evaluation report as the starting point for our engagements. When our clients need guidance with these strategic decisions, we take steps to ensure that not only are they supported in their choices, but that the support continues through the design & implementation of their decision.
This is the core of the firm; to do what is necessary to ensure improved growth and continued sustainability of our clients.
A truly ‘win-win’ situation.