Aug 26, 2026 · 4 min
Coleman Management Advisors · Dallas
Strategy meets
execution.
You don’t need another advisor. You need someone who takes the work off your desk and is accountable for what happens after. We embed, we operate, we stay.
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 Platform
Your entire business. One login. And you own it.
We build a custom operating platform around how your business actually works — customers, scheduling, contracts, marketing, and your numbers in one system. It replaces the stack of subscriptions you are renting, for a fraction of what you are paying.
From $5,000 to build. Run it yourself from $80/month in upkeep, or we run it for $450/month.
117+ projects delivered 100% Job Success Score on Upwork 13+ countries served 5.0★ average client rating Verified on Upwork →
The Engagement Model
How we engage
One consulting engagement model across every practice — embedded diagnosis, led implementation, durable handoff. Built so strategy never gets stranded on a slide.
- Phase One
Embed
We start inside the business — on site, in the operation, with the team. The diagnosis comes from the floor, not a questionnaire.
- Phase Two
Build
Plans, models, systems, sites, automations — we lead the work and ship it with your team, owning the timeline and the outcome.
- Phase Three
Transfer
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
The practice
Every practice, one standard — serving clients across the U.S. and internationally.
Veteran or military family? The Veteran Business Support Initiative exists for you.
We don't just advise.
We show up and execute.
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.
- On site, in person — where the business actually runs
- Implementation included — strategy is half the job
- Accountable to results — systems, numbers, follow-through
Proof, Not Promises
Real products we’ve shipped
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
Tailr
tailrstylist.comAn AI personal-styling app taken from concept to a live, paying product — product design, build, and launch, end to end.
Product strategyAI buildLaunch
Visit the live site
Live · Built by CMA
CMA Client Portal
portal.colemanma.comThe secure, multi-tenant portal our own clients log into — engagements, deliverables, and invoicing in one place. Built and run in-house.
Web appMulti-tenantPayments
Visit the live site
Selected Work
Engagements that moved the number
Clean-Energy Investment · Project Finance Packaging a Preferred-Equity Clean-Energy Fund for LPs
Read the case study →
Infrastructure Finance · Clean Energy Rebuilding a Credit-Rating and Project-Finance Framework for Distributed Renewable Energy
Read the case study →
Renewable Energy & Infrastructure BRE: A $380M Project-Finance Package for a 932 MW Solar Project
Read the case study →
Renewable Energy & Infrastructure BRE: A $380M Project-Finance Package for a 932 MW Solar Project
Read the case study →
Construction & Modular Housing SteelHomes: The Capital Package for a 12× Capacity Step-Change
Read the case study →
Behavioral Fintech · Financial Education HerFinIQ: An Investor Plan for a Financial-Education Platform
Read the case study →
Building Products & Market Entry Glas Expert (VERSATIKA): Reading a Specifier Market Before Entering It
Read the case study →
Beauty & Cosmetics Zema Beauty: A Market & Launch Strategy for a Luxury Cosmetics Brand
Read the case study →
Specialty Manufacturing · Acquisition Diligence Manny Meyshiv: Sizing a Niche to Test an Acquisition
Read the case study →
SaaS · Agricultural Technology The Fencerow: A Go-to-Market Foundation for an Agricultural SaaS Platform
Read the case study →
SaaS · AgTech Compliance FieldWise: An Investor-Grade Plan for an AgTech Compliance Platform
Read the case study →
Retail & Franchising Milly's: Turning a Beloved Women's Footwear Store into a Franchise System
Read the case study →
Client Voices
What it's like on the other side of the table.
117+ projects delivered
100% Job Success Score on Upwork
13+ countries served
5.0★ average client rating
Top Rated Plus — verified on Upwork →
★★★★★
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
Industries we've executed in
Every entry links to the engagement that proves it.
Retail & Franchising From single storefronts to franchise-ready systems Energy & Infrastructure Lender-grade plans and project finance models Consumer Products Funding-ready plans for makers and manufacturers Fashion & E-Commerce Financial structure behind growing brands Health, Beauty & Wellness Concept-to-opening plans for service businesses Education & Nonprofits Plans that satisfy regulators, lenders & boards
Borderless by Design
A Dallas firm with a passport.
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
4
continents
1
fixed-price standard, everywhere
∞
time zones we'll meet you in
North America
- United States
- Canada
- Mexico
South America
- Brazil
Europe
- United Kingdom
- Austria
Middle East
- Saudi Arabia
- Qatar
- Israel
Asia-Pacific
- Japan
- China
- Hong Kong
- Philippines
…and counting. Engagements are anonymized or shared with permission; international clients are served remotely on a scheduled working-session cadence.
The Firm
A senior bench. A single standard.
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.
The CMA Journal
Thinking, in public
Aug 24, 2026 · 5 min
Business Process Automation in Fort Worth: Where to Start
A practical sequence for business process automation in Fort Worth: how to pick the first workflow, why documentation beats software, and what it costs.
Aug 21, 2026 · 5 min
Business Diagnostic Services: What You Actually Get
Business diagnostic services promise clarity. Here's what a real engagement produces, what it should cost, and when paying for one actually pays off.
Sixty Seconds
Not sure where to start?
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
Questions owners ask first
What does Coleman Management Advisors do?
CMA is an execute-first operating partner for founders and owners 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.
What does "execute-first" mean?
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.
What size businesses does CMA work with?
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.
Does CMA only serve Dallas businesses?
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.
How does an engagement start?
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.
How much do CMA services cost?
Fixed and published wherever possible: business plans from $6,500, market research from $2,500, go-to-market from $5,500, and fractional COO from $6,000 per month. Smaller budgets have an entry lane too, including an owner working session at $650 and an essential plan at $2,500 for raises under $250K. Project finance and other custom work are scoped fixed-price on the intro call.