The library

Every book, in one place.

Two shelves: books for working with CMG Financial Solutions™, and books for using the CMG 360™ platform yourself. Choose your seat, then open a book or its one-pager.

Work with CMG Financial Solutions™

We do the work. Books for owners, and for the bankers, advisors and investors who refer them.

CMG Financial Solutions™CMG FSOverviewCMG Financial Solutions™ · Building Better BusinessesCMG Financial Solutions™ overviewStart here. What CMG FS does, who it works with, and how an engagement runs.Open the book ↗

CMG Financial Solutions™CMG FSfor Business OwnersCMG Financial Solutions™ · Building Better BusinessesCMG FS for Business OwnersYour business is doing fine. It could be doing much better.Open the book ↗One-pager (PDF)

CMG Financial Solutions™CMG FSfor ManufacturersCMG Financial Solutions™ · Building Better BusinessesCMG FS for ManufacturersFull schedule. Thin margins.Open the book ↗One-pager (PDF)

CMG Financial Solutions™CMG FSfor the TradesCMG Financial Solutions™ · Building Better BusinessesCMG FS for the TradesBusy trucks. Thin profit.Open the book ↗One-pager (PDF)

CMG Financial Solutions™CMG FSfor ContractorsCMG Financial Solutions™ · Building Better BusinessesCMG FS for ContractorsStrong backlog. Margin that fades by closeout.Open the book ↗One-pager (PDF)

CMG Financial Solutions™CMG FSfor Exit PlanningCMG Financial Solutions™ · Building Better BusinessesCMG FS for Exit PlanningSomeday you’ll sell. The value is built now.Open the book ↗One-pager (PDF)

CMG Financial Solutions™CMG FSfor Commercial BankingCMG Financial Solutions™ · Building Better BusinessesCMG FS for Commercial BankingA borrower with a problem. A solution you can point them to.Open the book ↗One-pager (PDF)

CMG Financial Solutions™CMG FSfor Brokers and Transaction AdvisorsCMG Financial Solutions™ · Building Better BusinessesCMG FS for Business Brokers and Transaction AdvisorsSellers who want to sell, and businesses that aren’t ready.Open the book ↗One-pager (PDF)

CMG Financial Solutions™CMG FSfor Wealth AdvisorsCMG Financial Solutions™ · Building Better BusinessesCMG FS for Wealth AdvisorsYour client’s biggest asset is the business.Open the book ↗One-pager (PDF)

CMG Financial Solutions™CMG FSfor Private EquityCMG Financial Solutions™ · Building Better BusinessesCMG FS for Private EquityThe numbers tell you what it earned. Not how it runs.Open the book ↗One-pager (PDF)

Use the CMG 360™ platform

You use the platform, under your own name. Books for fractional CFOs, chairs, advisors and investors.

CMG Financial Solutions™CMG 360™OverviewCMG Financial Solutions™ · Building Better BusinessesCMG 360™ overviewStart here. The platform, the Lite, the Assessment and the Monthly, and which book fits your seat.Open the book ↗

CMG Financial Solutions™CMG 360™for Fractional CFOsCMG Financial Solutions™ · Building Better BusinessesCMG 360™ for Fractional CFOsWin the engagement. Run it. Keep it.Open the book ↗One-pager (PDF)

CMG Financial Solutions™CMG 360™ Litefor Peer Advisory GroupsCMG Financial Solutions™ · Building Better BusinessesCMG 360™ Lite for Peer Advisory GroupsKeep your members. Run stronger meetings. Show the value of your group.Open the book ↗One-pager (PDF)

CMG Financial Solutions™CMG 360™for Transaction AdvisorsCMG Financial Solutions™ · Building Better BusinessesCMG 360™ for Transaction AdvisorsKnow what a buyer will find. Before the buyer does.Open the book ↗One-pager (PDF)

CMG Financial Solutions™CMG 360™for Wealth AdvisorsCMG Financial Solutions™ · Building Better BusinessesCMG 360™ for Wealth AdvisorsPlan around the business. Not a guess about it.Open the book ↗One-pager (PDF)

CMG Financial Solutions™CMG 360™for Private EquityCMG Financial Solutions™ · Building Better BusinessesCMG 360™ for Private EquityOne standard. Every portfolio company.Open the book ↗One-pager (PDF)

CMG Financial Solutions™CMG 360™CertificationCMG Financial Solutions™ · Building Better BusinessesCMG 360™ CertificationLearn it. Prove it. Deliver it under your own name.Open the book ↗One-pager (PDF)