Slide 1
Driving Scalable Growth Through Financial Systems and Strategic Clarity

FP&A | CFO Advisory | Reporting Infrastructure

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SMG Capital helps multi-unit and growth-stage businesses build world-class financial infrastructure.
From reporting systems to strategic CFO support, we bring clarity, discipline, and actionable insight to companies ready to scale.

Slide 2
Equipping Growth-Stage Teams With the Financial Tools to Scale Confidently

FP&A | CFO Advisory | Reporting Infrastructure

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SMG Capital helps multi-unit and growth-stage businesses build world-class financial infrastructure.
From reporting systems to strategic CFO support, we bring clarity, discipline, and actionable insight to companies ready to scale.

Slide 3
Empowering Growth Through Financial Discipline and Strategic Insight

FP&A | CFO Advisory | Reporting Infrastructure

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SMG Capital helps multi-unit and growth-stage businesses build world-class financial infrastructure.
From reporting systems to strategic CFO support, we bring clarity, discipline, and actionable insight to companies ready to scale.

Slide 4
Building Financial Structure and Strategic Focus for Growing Businesses

FP&A | CFO Advisory | Reporting Infrastructure

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SMG Capital helps multi-unit and growth-stage businesses build world-class financial infrastructure.
From reporting systems to strategic CFO support, we bring clarity, discipline, and actionable insight to companies ready to scale.

Slide 5
Instilling Financial Rigor and Strategic Direction in Scaling Companies

FP&A | CFO Advisory | Reporting Infrastructure

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See what we do

SMG Capital helps multi-unit and growth-stage businesses build world-class financial infrastructure.
From reporting systems to strategic CFO support, we bring clarity, discipline, and actionable insight to companies ready to scale.

What Sets Us Apart

Hands-On Financial Support

We go beyond the spreadsheet—rolling up our sleeves to implement solutions at the field level.

Built for Multi-Unit Complexity

From restaurants to real estate, we bring clarity to businesses with many locations, entities, and revenue streams.

Institutional-Grade Insight

We apply private-equity-level discipline, KPIs, and reporting systems—built for businesses that want to scale.

People-First Partnership

We believe strong businesses are built by strong people. Our work prioritizes team clarity, accountability, and education.

“We don’t just deliver reports — we help you understand what’s behind the numbers, build infrastructure, and grow with confidence.”

Process-zoomed-in (5)

SMG’s Approach

1. Rapid Onboarding & Support

We embed quickly and meet with leadership to understand gaps, systems, and immediate needs.

2. Build the Foundation

We create reporting infrastructure, KPIs, and monthly close processes to professionalize finance.

3. Drive Financial Clarity

We connect operations to the numbers, enabling your team to see the “why” behind results.

4. Partner in Growth

We advise on strategy, forecasting, capital, and decisions to help you scale with confidence.

Our Services

Foundation Review

A diagnostic deep dive into financials, systems, and team structure to uncover gaps and assess readiness for scale.

Financial Oversight

Board-level financial review and strategic input without day-to-day FP&A. Ideal for governance and transparency.

FP&A Partner

Full ownership of budgeting, forecasting, and monthly reporting to ensure visibility and performance tracking.

Strategic Finance Engine

Advanced modeling, pricing, and capital planning to drive growth or prepare for transactions.

Finance Transformation

Rebuild of your finance function—people, process, and systems—for scalable, long-term success.

KPI Intelligence System

Dashboards and reporting tools that turn raw data into insights and improve day-to-day decisions.

M&A Post-Close Support

Bring clarity to complex integrations. We help buyers unify systems, financials, and workflows after an acquisition—especially where multiple entities and teams are involved.

Preparation for Sale

Lay the groundwork for a strong exit. We build the financial infrastructure and historical visibility buyers expect—well before the sale process begins.

Operating Model Design

Clarify how your business operates, grows, and should be managed. We help teams align around what matters and build tools to track performance clearly.