New York, NY - PHG Advisory works closely with family and founder-owned businesses, providing strategic finance and advisory services to support long-term growth, operational clarity, and informed decision-making. The firm's work centers on the financial and transactional needs of privately held companies, offering services such as buyside M&A advisory, fractional CFO and bookkeeping support, and valuation services.

For many founder-led businesses, growth introduces new financial and operational complexities that require experienced guidance while keeping the company's long-term vision in sight. PHG Advisory works with ownership teams to structure financial strategies that support sustainable growth and keep decision-making grounded in day-to-day business operations.

Through its buyside M&A advisory services, PHG Advisory supports businesses pursuing acquisitions as part of their growth strategy. The firm assists clients throughout the acquisition process, helping evaluate opportunities, analyze financial performance, coordinate diligence efforts, and assess how potential transactions align with broader business objectives. By approaching acquisitions from both a strategic and operational perspective, PHG Advisory helps business owners navigate transactions with greater confidence and clarity.

In addition to transaction advisory services, the firm provides fractional CFO and bookkeeping services for companies seeking stronger financial oversight and reporting capabilities. These services are designed for businesses that require executive-level financial support without having to build a full internal finance department. PHG Advisory works with clients to improve financial visibility, strengthen forecasting and cash flow management, and develop reporting structures that support better strategic planning.

Rather than relying on broad financial models, the firm focuses on building systems and processes that reflect how founder-owned businesses actually operate. This hands-on approach allows leadership teams to better understand financial performance, identify opportunities for improvement, and make decisions with a clearer view of long-term business value.

PHG Advisory also offers valuation services tailored to privately held businesses. Accurate valuation plays an important role in acquisitions, succession planning, ownership transitions, and strategic planning. The firm's valuation work considers financial performance alongside operational strengths, market position, and future growth potential to provide business owners with a practical and well-rounded understanding of enterprise value.

By combining strategic finance expertise with transaction and valuation support, PHG Advisory continues to be a trusted partner for family and founder-owned businesses as they grow and transition. The firm's approach remains focused on delivering practical financial guidance that supports long-term stability, informed decision-making, and sustainable value creation.

To read more about PHG Advisory or explore PHG Advisory's services, visit the company's website.

About PHG Advisory:

PHG Advisory is a New York-based strategic finance and advisory firm serving family and founder-owned businesses. The firm specializes in buyside M&A advisory, fractional CFO and bookkeeping services, and valuation services designed to support growth, acquisitions, financial clarity, and long-term enterprise value creation.

Media Contact

Name
PHG Advisory
Contact name
Adam Gottlieb and Brian Bank
Contact phone
(833) 940-6046
Contact address
530 Fifth Avenue
City
New York
State
NY
Zip
10036
Country
US
Url
https://phgadvisory.com/