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Coleman Management Advisors · Dallas

Strategy meets
execution.

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

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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.

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.

  1. 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.

  2. Phase Two

    Build

    Plans, models, systems, sites, automations — we lead the work and ship it with your team, owning the timeline and the outcome.

  3. 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

Eight practices, one standard — serving clients across the U.S. and internationally.

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Veteran or military family? The Veteran Business Support Initiative exists for you.

A CMA advisor shaking hands with a client outside her Texas storefront
On site with a client — South Texas, 2025

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

Selected Work

Engagements that moved the number

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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.
Deep-tech startup founder Investor-grade business plan
★★★★★
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.
Founder, alternative-finance company Fractional operations leadership See the engagement →
★★★★★
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.
Market research client Competitive & market analysis See the engagement →
★★★★★
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.
Owner, Milly’s Franchise business plan & financial model See the engagement →
★★★★★
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.
Managed-IT firm Competitive intelligence report
★★★★★
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.
Magazine business owner Three-statement financial model
★★★★★
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.
Children’s lifestyle brand Market research report
★★★★★
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.
Rolington Media Business planning & strategy
★★★★★
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.
OEM / dual-use platform founder Strategic business plan
★★★★★
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.
Medical business Expansion market analysis
★★★★★
Dallas goes above and beyond his agreed commitments.
Solar power project developer Energy project business plan See the engagement →
★★★★★
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.
Meredith Gill Owner, Meredith Gill Design See the engagement →

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.

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

5

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

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.

1920 McKinney Avenue, the Dallas tower housing CMA's offices

The CMA Journal

Thinking, in public

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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.

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FAQ

Questions owners ask first

What does Coleman Management Advisors do?

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.

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 $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.

Bring us the ambition. We'll bring the firm.

A 30-minute conversation with a senior advisor. No pitch — just a clear read on where you stand.

or call (573) 747-5573

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