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

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

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

Valuation
Services
Independent business valuations and appraisals for SBA Lenders, Attorneys, CPAs, and Small Business Owners.
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 80026
info@phgadvisory.com
Monday – Friday: 9:00-5:00pm
Saturday – Sunday: Closed
FAQs
Do you meet with clients in person at your Lafayette office?
Yes. In-person meetings may be available in Lafayette by appointment, and virtual meetings are also available.
What services do you provide for businesses in the Lafayette area?
PHG Advisory works with businesses in Lafayette and the surrounding area across buyside M&A advisory, fractional CFO services, bookkeeping, and business valuation needs.
Do you only work with businesses in Lafayette, CO?
No. While we work with businesses in Lafayette and the surrounding area, PHG Advisory also serves clients statewide and nationwide.
Contact Us
Connect with PHG Advisory through our Lafayette office to learn more about our advisory and financial service offerings.