Services

SMG Capital helps growth-stage businesses build financial clarity, install discipline, and operate with confidence. From onboarding and reporting infrastructure to FP&A, capital strategy, and hands-on support—we provide the financial foundation and strategic guidance leaders need to scale effectively.

Portfolio Onboarding Review

A one-time deep dive to understand your financial foundation and set the stage for scalable systems and visibility.

  • Evaluate existing systems, controls, and chart of accounts
  • Assess reporting quality, cadence, and clarity
  • Map out team structure and accountability gaps
  • Identify risks, inefficiencies, and blind spots

KPI Visibility Infrastructure

Build the backbone of reporting: the systems, dashboards, and metrics that help you operate with precision.

  • Link operational drivers to financial outcomes
  • Design reporting architecture and data flows
  • Implement dashboards that enable decisions
  • Train leaders to own and interpret KPIs

Foundation Services

Set up core infrastructure that unlocks discipline and control from day one. Designed for scale, not patchwork.

  • Establish financial controls related to accounting and finances workflows
  • Implement bookkeeping, AP/AR, and monthly close
  • Structure chart of accounts and fixed asset tracking
  • Build accounting workflows that support visibility

Core Financial Operations

Install discipline through budgeting, forecasting, and performance reviews—built to scale with your business.

  • Create budget models and rolling forecasts
  • Build and maintain FP&A packages
  • Report on scorecards and SOP-level KPIs
  • Deliver month-end and YTD variance analysis

Strategic FP&A Support

Move beyond the numbers. Get insight into the “why” behind performance and align actions with long-term goals.

  • Diagnose root causes behind trends and variances
  • Design feedback loops with operators
  • Connect finance to operating strategy
  • Support board storytelling and scenario planning

Capital & Treasury Advisory

Support growth with smart capital planning and daily working capital control—before issues arise.

  • Model funding plans: equity vs. debt scenarios
  • Support fundraising with sources & uses planning
  • Manage cash flow, treasury, and liquidity forecasts
  • Strengthen AP/AR cycles and covenant management

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.

  • Review and align financial and reporting systems
  • Resolve operational and process confusion post-close
  • Segment and consolidate financials across entities
  • Create integrated reporting and accounting workflows

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.

  • Design operating processes and financial controls
  • Create centralized, historical data sets buyers rely on
  • Improve reporting, documentation, and auditability
  • Enhance buyer confidence and potential valuation

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.

  • Define business drivers and key growth levers
  • Realign teams and metrics around strategic goals
  • Deliver tools, templates, and scorecards as needed
  • Establish clear KPI rhythms and review cadences