Helping family & founder-owned businesses at every stage of their lifecycle
Strategic Advisory.
Dedicated to Owners.
Buyside
M&A
Connect great businesses with investors and partners, facilitating mutually beneficial deals.
Fractional CFO
Services
Strategic financial guidance to help business owners improve cash flow, understand performance, and make confident growth decisions.
Fractional Bookkeeping
Services
Reliable monthly bookkeeping support to keep your financials accurate, organized, and ready for better business decisions.
Valuation
Services
Perform business valuations and appraisals for SBA Lenders, Attorneys, CPAs, and Small Business Owners
2025 & YTD 2026 Stats
0
Closed Deals
0
Signed LOIs
0 Days
Avg Signed LOI to Close
0
M
+
CFO & Bookkeeping clients’ combined revenue
Key Focus Industries
Commercial / Resi Services
- Roofing
- Restoration & Remediation
- Landscaping, Lawn & Pest
- Fire Life Safety & Security
- HOA & Property Management
- Perimeter Access Solutions
Professional Services
- 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
- Physician Practice Management
Select Clients
Testimonials
“While we weren’t actively looking for a partner, we were open to the right opportunity and fit that could accelerate the growth of our business. PHG knew what was important to us and was instrumental in helping us find that partner. We couldn’t be more excited for this next chapter.”
Matt Carcone
Gordon James Realty
“PHG came to us with the Security 101 opportunity, we weren’t looking, but they knew our business well enough to know it was the right fit. From that first introduction all the way through close, they kept both sides aligned, bridged every communication gap, and made sure the deal never lost momentum. They weren’t just facilitating a transaction; they were genuinely invested in making sure both companies came out of it set up to grow. We wouldn’t have gotten there without them.”
Tom Keener
Blackhawk Security
“PHG was great to work with. They helped us find a partner that allows us to continue running the day-to-day while also being a proactive strategic partner to help us build and scale Pipeline. Being the first soccer partner was important to us, and it ultimately turned out to be a great decision for both sides.”
Sean Rush
Owner, Pipeline Soccer
“Working with PHG was one of the best decisions I made through the entire process of selling my business. PHG’s experience and strategic guidance were invaluable, they knew how to position the business and helped me achieve an amazing outcome for myself and my business. I couldn’t have asked for a better partner through this process. I would strongly recommend PHG to any business owner considering a sale.”
Ken Tannassee
Owner, Tannassee Fire
“I had never considered selling my business until the PHG team had reached out. PHG’s team educated me on what a sale would look like and matched us with the perfect partner for our 47-year-old family business. In the end it was a great match for myself, my family, and my employees. “
Don Long
Owner, Long Pest Control
Ken Stanley
Ronny Gilbreath
“When I began to think of selling my business, it seemed people started reaching out of the woodwork to talk to me and pitch me. Of all the various parties, I can confidently say that I would only ever engage with PHG. PHG didn’t pitch me, they educated me. In guiding me through every step of the process, they earned my complete trust and delivered a remarkable outcome for me and for the business. More than anything, they are great guys with great values.”
Mike Daley
Hi-Tech Roofing
“I was initially hesitant to sell my business given all the unknowns. PHG was a tremendous help in educating me on private equity and the sale process generally. Everything they said would happen did happen. I can confidently say that I would never have achieved this great outcome without them.”
Sam Allsopp
Neal Roofing
“PHG played a crucial role in maximizing the value of my business. They conduct themselves with utmost transparency and were pivotal in achieving a highly favorable outcome. Despite initial skepticism, I am pleased that I trusted their team’s guidance.”
Jeff Bennett
Access Overhead Door
“PHG has completely transformed the financial side of our roofing company in Florida. With multiple locations, we struggled with our finances until we started working with them. Their fractional CFO services have been incredibly valuable, offering strategic insights and financial leadership without the need for a full-time CFO.”
Ryan McPherson
Quality Roofing
“I was initially hesitant to sell my business given all the unknowns. PHG was a tremendous help in educating me on private equity and the sale process generally. Everything they said would happen did happen. I can confidently say that I would never have achieved this great outcome without them.”
Mac Weinles
Squash Exterminating
“PHG cleaned up my books and took over the day to day bookkeeping / financial management, so I could focus on running the business. Their support provided more visibility into the financial performance of my business than I have had in years. They are a key part of my business and always available to help.”
Donald Young
Central Florida Garage
“From our initial conversation all the way to a signed offer with their client, it was very enjoyable and educational working with the PHG team. They understood all of my concerns and were able to answer many of the initial questions as it related to a potential sale of my business. I wanted to make sure my people and company would be taken care of with the right partner — in the end, it was a fantastic outcome overall.”
Paul Meisler
PioneerBeck
“My in-house succession plan hit a major roadblock with an unforeseen life event. I needed to explore other options for myself and my successors. PHG introduced me to potential partners and started the conversation. Their efforts helped bring us to a partnership with a bright future.”
Noel Boyer
All About Trees
“I engaged PHG’s Fractional CFO group to organize my financials and data in preparation for a potential sale. Their team expertly positioned my business to maximize its value. When the time was right, PHG’s Buyside M&A Team connected me with an excellent partner and secured a fantastic deal, saving me from paying a sell-side broker fee. PHG provided guidance and support from start to finish, and I would strongly recommend that any strategic-minded business owner consider speaking with them.”
Chad Hale
Hale’s Roofing
“PHG has been a terrific partner to North-West in helping us navigate the best path forward for the business. It was their support and knowledge that ultimately assured a very successful outcome.”
Tom Brown
North-West Roofing
“PHG was instrumental in helping us find the right partner. They acted with complete professionalism and discretion. It was a quick and easy process to receive a great offer from their client and we are excited for the future growth to come with our business.”
Mike Lautensack
Del Val Realty & Property Management
