PHG Advisory

Helping family & founder-owned businesses at every stage of their lifecycle

Bookkeeping service in Lafayette, CO (show on map)

PHG Advisory is a New York City-based strategic advisory firm serving family and founder-owned businesses through Buyside M&A, Strategic Finance, and Valuation services.

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About

PHG Advisory is a strategic advisory firm based in New York City, specializing in services for family and founder-owned businesses. Their large and growing team is divided between Buyside M&A, Strategic Finance, and Valuation divisions, bringing extensive experience from blue-chip private equity and investment banking firms to the lower middle market.

They are committed to supporting businesses at every stage of their lifecycle, with services ranging from essential bookkeeping and financial reporting to developing multi-year business plans and maximizing value at exit.

New York City-based strategic advisory firm

Team with experience from blue-chip private equity and investment banking

Comprehensive services from bookkeeping to exit planning

Serving family and founder-owned businesses

Multiple office locations

Services

Buyside M&A Advisory

Buyside M&A advisory focused on connecting great businesses with investors and partners for mutually beneficial deals.

Deal sourcing Investor connections Transaction support

Fractional CFO Services

Strategic financial guidance to help business owners improve cash flow, understand performance, and plan for growth with confidence.

Cash flow improvement Performance analysis Growth planning

Fractional Bookkeeping

Reliable monthly bookkeeping support to keep your financials accurate, organized, and ready for better business decisions.

Monthly bookkeeping Financial accuracy Organization

Valuation Services

Independent business valuations and appraisals for SBA Lenders, Attorneys, CPAs, and Small Business Owners.

Business appraisals SBA lending support M&A preparation

Law Firm MSO Advisory

Advisory services specifically designed for law firms.

Frequently Asked Questions

What does PHG Advisory specialize in? +

PHG Advisory specializes in strategic advisory services for family and founder-owned businesses, with divisions in Buyside M&A, Strategic Finance, and Valuation.

Where is PHG Advisory headquartered? +

PHG Advisory is headquartered in New York City at 530 Fifth Avenue, Fl 8 Ste #809, New York, NY 10036.

What industries does PHG Advisory serve? +

PHG serves industries including: Roofing, Restoration & Remediation, Landscaping, Lawn & Pest, Fire Life Safety & Security, HOA & Property Management, Perimeter Access Solutions, Engineering, Staffing, IT Services & MSP, Outsourced Legal, Certification & Training, Accounting, RIA & Tax, Consumer & Healthcare, Auto, Mechanical & Tire, Collision & Car Wash, Sports & Youth Enrichment, Early Childhood Education, Medspa, and Physician Practice Management.