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.

Contact Us

Advisory Services for Businesses in New York City, NY

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 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.

black phg business logo

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

Contact Us

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