Business Advisory Services in Lafayette, CO
PHG Advisory works with businesses in Lafayette, CO and the surrounding area across buyside M&A advisory, fractional CFO services, bookkeeping, and business valuation needs. We support founder-led, family-owned, and growth-oriented businesses seeking stronger financial visibility, better reporting, and experienced guidance through important business decisions and transitions.
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Advisory Services for Businesses in Lafayette, CO
Buyside M&A Advisory
We connect exceptional private businesses with leading investors to create win-win transactions. We help clients assess opportunities, think through transaction strategy, and move through the acquisition process with greater clarity and confidence, without wasting time, energy, and money along the way.
Fractional CFO & Bookkeeping Services
We help businesses strengthen financial visibility and decision-making through integrated fractional CFO and bookkeeping support. From accurate monthly reporting and cash flow management to strategic planning and performance monitoring, we provide the financial structure and insight that support healthier growth.
Business Valuation Services
We provide business valuation and appraisal services for business owners, lenders, attorneys, CPAs, and others who need a credible, well-supported understanding of value. Whether the need is tied to SBA lending, a transaction, succession planning, tax reporting, litigation support, or another strategic business matter, our work is designed to provide clarity and support confident decision-making.
Why Businesses Choose PHG Advisory
PHG Advisory brings together the financial services that are often spread across multiple firms. From bookkeeping and fractional CFO support to valuation and buyside M&A advisory, we help businesses strengthen reporting, improve decision-making, and prepare for important opportunities ahead. With cleaner financials, better visibility, and transaction-minded guidance, owners are better positioned for growth, financing, strategic decisions, and eventual exit.
Office Information
You can schedule an in-person or virtual meeting with our Lafayette office.
1495 Overlook Dr Suite G3, Lafayette, CO 8002
info@phgadvisory.com
Monday – Friday: 9:00-5:00pm
Saturday – Sunday: Closed
FAQs
Do you meet with clients in person at your Lafayette office?
What services do you provide for businesses in the Lafayette area?
Do you only work with businesses in Lafayette, CO?
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Connect with PHG Advisory through our Lafayette office to learn more about our advisory and financial service offerings.