Jul 15, 2026 · 5 min
Coleman Management Advisors · Dallas
For founders and owners who are done with advice that stops at the slide. CMA is an execute-first consulting firm — we embed inside your business and do the work: capital raised, operations rebuilt, growth shipped.
Strategy Capital Operations AI Veteran-Owned
Deal Highlight $380M project financing · 932 MW utility-scale solar · modeled to a 1.46–1.89× DSCR
Read the BRE case study →Most consulting ends where the real work begins. Ours starts there. We're operators and builders — clients don't hire us for recommendations, they hire us to get it done.
The Engagement Model
One consulting engagement model across every practice — embedded diagnosis, led implementation, durable handoff. Built so strategy never gets stranded on a slide.
We start inside the business — on site, in the operation, with the team. The diagnosis comes from the floor, not a questionnaire.
Plans, models, systems, sites, automations — we lead the work and ship it with your team, owning the timeline and the outcome.
We leave behind a running system and a team that can run it — with the option of staying in the operating rhythm as long as it earns its keep.
What We Do
Eight practices, one standard — serving clients across the U.S. and internationally.
Veteran or military family? The Veteran Business Support Initiative exists for you.
Real progress doesn't happen on slide decks. It happens on the floor of your operation. Our advisors travel to client sites, sit inside the business, and implement in real time — building the systems, training the team, and staying until it holds.
Proof, Not Promises
We don’t just advise on products and platforms — we build and run them. Two we built are live right now. Click through and see for yourself.
Live · Built by CMA
An AI personal-styling app taken from concept to a live, paying product — product design, build, and launch, end to end.
Live · Built by CMA
The secure, multi-tenant portal our own clients log into — engagements, deliverables, and invoicing in one place. Built and run in-house.
Selected Work
Clean-Energy Investment · Project Finance Packaging a Preferred-Equity Clean-Energy Fund for LPs
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Infrastructure Finance · Clean Energy Rebuilding a Credit-Rating and Project-Finance Framework for Distributed Renewable Energy
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Renewable Energy & Infrastructure BRE: A $380M Project-Finance Package for a 932 MW Solar Project
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Renewable Energy & Infrastructure BRE: A $380M Project-Finance Package for a 932 MW Solar Project
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Construction & Modular Housing SteelHomes: The Capital Package for a 12× Capacity Step-Change
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Behavioral Fintech · Financial Education HerFinIQ: An Investor Plan for a Financial-Education Platform
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Building Products & Market Entry Glas Expert (VERSATIKA): Reading a Specifier Market Before Entering It
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Beauty & Cosmetics Zema Beauty: A Market & Launch Strategy for a Luxury Cosmetics Brand
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Specialty Manufacturing · Acquisition Diligence Manny Meyshiv: Sizing a Niche to Test an Acquisition
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SaaS · Agricultural Technology The Fencerow: A Go-to-Market Foundation for an Agricultural SaaS Platform
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SaaS · AgTech Compliance FieldWise: An Investor-Grade Plan for an AgTech Compliance Platform
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Retail & Franchising Milly's: Turning a Beloved Women's Footwear Store into a Franchise System
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Client Voices
Dallas took a complex deep-tech startup concept and transformed it into a highly professional, investor-grade business plan that exceeded my expectations in every way. The final plan looks and reads like something prepared for a serious venture-backed technology company.
He brought structure, clarity, and accountability to areas that were previously fragmented. He quickly understood our business model, identified bottlenecks, and helped implement practical solutions instead of just offering high-level advice. He operated like an owner rather than just a contractor.
Dallas’ work is outstanding. I actually hired several freelancers as a dry run for a complex project — the work Dallas delivered was head and shoulders above the others, and he was rewarded with the entire project.
Dallas brought clarity, structure, and professionalism to our project. His communication and attention to detail stood out, and he was fully committed to delivering quality work. We are continuing to work together and I would highly recommend him to other business owners.
This was the second time we hired Dallas because his work is exceptional. We hired him to do a competitive analysis of an area we were moving into and it gave us exactly the insights we were looking for. His work is professional, clear and — most importantly — useful.
His expertise in financial modeling and his ability to simplify complex financial data were impressive. Dallas’s meticulous approach ensured the accuracy of our model, providing us with valuable insights and the ability to make informed decisions.
We received a high-quality market research report that was detailed, insightful, and extremely valuable for our brand strategy. Professional, reliable, and easy to work with throughout — would definitely hire again.
His comprehensive market and competitor research are integral in shaping our business strategies, offering vital insights that drive informed decision-making. His commitment to aligning business plans with company objectives is evident in his precise updates and reports.
Dallas was absolutely exceptional. He helped structure the company narrative, phased commercialization strategy, revenue architecture, market positioning, and long-term scalability in a way that made the business feel credible, strategic, and investment-ready.
Dallas was able to understand my research requirements and provided very helpful data for our decision-making on the next steps. I appreciate his attention to detail, and going above and beyond.
Dallas goes above and beyond his agreed commitments.
Dallas was able to help me with my day to day accounting and finances. They also were instrumental in helping me with some day-to-day operations and measuring my boutique’s finances were in check.
Testimonials are real client feedback, shared with permission or drawn from public reviews; attributed by engagement type to respect client privacy. Results reflect specific engagements and vary. More outcomes — with the detail — live in the case studies.
Who We Serve
Every entry links to the engagement that proves it.
Borderless by Design
Strategy, capital, and operations don't stop at the border — and neither do we. From our Dallas base, CMA has delivered for companies across North America, Europe, the Middle East, South America, and Asia-Pacific. Document-driven work runs on a working-session cadence in any time zone; the standard never changes.
13+
countries served
5
continents
1
fixed-price standard, everywhere
∞
time zones we'll meet you in
North America
South America
Europe
Middle East
Asia-Pacific
…and counting. Engagements are anonymized or shared with permission; international clients are served remotely on a scheduled working-session cadence.
The Firm
CMA brings strategy, finance, and operations under one roof — operators and builders who carry client outcomes personally. From our offices at 1920 McKinney Avenue in Uptown Dallas, we work on site across Texas and nationwide — and serve clients internationally, from U.S. founders to infrastructure sponsors abroad.
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The math behind a price increase, how to segment it, what to say when you announce it, and why the owners who wait too long are the ones who get hurt.
Sixty Seconds
Four questions. No email required. You'll land on the exact practice — and the exact first step — for where your business is right now.
FAQ
CMA is an execute-first management consulting firm in Dallas, TX. We build investor-grade business plans and pitch decks, raise funding readiness, run strategy and feasibility work, provide fractional COO and operations leadership, implement AI automation, and build business websites — embedded inside the client business, accountable for outcomes.
Most consulting ends with recommendations. CMA engagements include the implementation: we embed in the business, help lead the work, build the systems, and stay until the change holds. Strategy and execution are one engagement, not two invoices.
Primarily entrepreneurs and small to mid-market companies — from solo founders raising their first capital to established operators scaling past the founder-led stage. Engagements are scoped and priced to that reality: fixed scopes, fixed prices, fast starts.
No. The firm is headquartered at 1920 McKinney Ave in Uptown Dallas and works on site across Texas and nationwide, with remote engagements wherever the work allows. On-site presence is part of how we execute, wherever the client is.
With a 30-minute intro call: your situation, your goals, and a straight read on whether and how CMA can help. You leave with a clear scope and a fixed price — no obligation, no pressure, no surprise fees.
Fixed and published wherever possible: business plans from $799, pitch decks from $599, websites from $397, operational support from $100/hour. Larger engagements — fractional COO, AI automation, strategy work — are scoped fixed-price on the intro call.
A 30-minute conversation with a senior advisor. No pitch — just a clear read on where you stand.
Talk to the firm. Thirty minutes, no pitch — a clear read on where you stand.
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Before You Go
Our Funding-Readiness Report breaks down what separates funded businesses from rejected ones — with real data, not opinions. Read it free, and we'll add our 3-statement financial-model template too.
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