ABOUT SMRT ADVISORY GROUP
At SMRT Advisory Group, we help small and mid-sized businesses in Calgary and beyond work smarter, not harder. As a boutique consulting firm, we specialize in strengthening operations, improving compliance, and uncovering new opportunities for growth.
Our team provides practical, hands-on support in business strategy, process optimization, AI workflow automation, and vendor management—delivering solutions that actually work in the real world. Beyond advisory, we connect clients with tailored financing options, including land/acquisition financing, construction loans, mezzanine loans, bridge financing, equipment funding, CMHC financing, term debt solutions, private financing and private equity—ensuring you have the resources to grow with confidence.
At SMRT Advisory Group, our mission is simple: deliver smart, actionable solutions that empower business owners to scale sustainably and succeed.
OUR SERVICES
Capital Solutions
We connect you with flexible financing options tailored to your needs. Whether it’s fueling a project, bridging cash flow, or funding growth, we’ve got you covered.
What’s included:
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Construction Loans – Finance new builds or major development projects.
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Bridge Financing – Manage short-term cash flow gaps while waiting for longer-term funding.
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Equipment Funding – Invest in tools and machinery to expand operations.
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CMHC Financing – Access government-backed financing solutions for property and development.
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Term Debt Solutions – Secure structured, longer-term financing to support growth and stability.
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Land & Acquisition Financing – Funding to purchase land or acquire existing businesses and properties.
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Mezzanine Loans – Flexible hybrid financing that bridges the gap between senior debt and equity.
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Private Equity – Growth capital investments that help businesses scale strategically.
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Private Financing – Customized lending solutions from private lenders for unique business needs.
Strategy & Growth Advisory
We work alongside you to clarify goals, build long-term growth plans, and strengthen operations. From market expansion to performance improvement, we design strategies that deliver real results.
What’s included:
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Business Strategy & Growth Planning – Define your goals, explore new opportunities, and plan for sustainable expansion.
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Operational Efficiency & Cost Optimization – Streamline processes, reduce waste, and improve profitability.
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Change Management & Process Improvement – Support your team through transitions, new systems, or growth phases.
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Project Management & Execution Support – Hands-on guidance to keep key initiatives on track, on time, and on budget.
Digital & AI Solutions
We help businesses modernize with the right tools. Our team identifies where AI and automation can save time, reduce costs, and improve accuracy — so you can focus on growth.
What’s included:
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AI Workflow Automation – Replace repetitive tasks with intelligent, cost-saving solutions.
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Digital Transformation Advisory – Identify and implement the right tools (ERP, CRM, software) to modernize your operations.
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Process Optimization – Fine-tune workflows and systems so your business runs more efficiently every day.
Risk & Compliance
Protect your business and stay ahead of risks. We provide guidance that builds trust, strengthens governance, and keeps your operations compliant.
What’s included:
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Supply Chain & Vendor Management – Improve supplier performance and reliability while reducing operational risks.
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Risk & Governance Advisory – Build stronger internal controls and governance frameworks to safeguard your business.
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Contract & Compliance Audits – Uncover risks, reduce exposure, and ensure your agreements and operations meet required standards.