Business Advisory Services in New York City, NY

PHG Advisory works with businesses in New York City, NY 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 New York City, NY

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 helps founder-led and family-owned businesses navigate important decisions with the right financial support at the right time. With bookkeeping, strategic finance, valuation, and buyside M&A advisory available under one roof, clients can engage the services they need now while knowing additional support is available as new needs arise. Whether the priority is strengthening reporting, planning ahead, understanding business value, or preparing for a future transaction, we help businesses stay ready for what comes next.

Office Information

You can schedule an in-person or virtual meeting with our New York City, NY office.

530 5th Ave Fl 8 Ste #809, New York, NY 10036

info@phgadvisory.com

Monday – Friday: 9:00-5:00pm
Saturday – Sunday: Closed

FAQs

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Connect with PHG Advisory through our New York City office to learn more about our advisory and financial service offerings.