Business Advisory Services in New York City, NY
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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
Do you meet with clients in person at your NYC office?
Yes. In-person meetings may be available in NYC by appointment, and virtual meetings are also available.
What services do you provide for businesses in the NYC area?
PHG Advisory works with businesses in NYC and the surrounding area across buyside M&A advisory, fractional CFO services, bookkeeping, and business valuation needs.
Do you only work with businesses in New York City?
No. While we work with businesses in New York and the surrounding area, PHG Advisory also serves clients statewide and nationwide.
Contact Us
Connect with PHG Advisory through our New York City office to learn more about our advisory and financial service offerings.