PHG Advisory

PHG Advisory serves family and founder-led companies that want dependable finance support without adding full-time headcount. Teams across industries use fractional cfo services from seasoned finance leaders to build rolling forecasts, set cash priorities, and translate data into clear decisions. When growth includes acquisitions, our professionals integrate planning with operations so leadership can compare scenarios, align on KPIs, and prepare clean, audit-ready records. For acquisitive owners, dedicated buyside M&A advisory helps screen targets, coordinate diligence workstreams, and model post-close impacts with an operator’s lens. Management can also access independent valuation services to inform shareholder planning, equity grants, or deal negotiations. Some organizations pair CFO oversight with streamlined recordkeeping, while others start with part time bookkeeping to strengthen monthly closes and produce consistent financial reporting. Engagements scale up or down as needs change, whether the goal is stabilizing cash flow, preparing for a platform buildout, or positioning the company for a future exit supported by disciplined reporting and planning.