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

About CMA

Built to execute.

Coleman Management Advisors was founded on a conviction: the gap between strategy and results is execution — and most consulting firms leave it to the client. We don't.

The Firm

An execute-first consulting firm

Dallas Coleman founded CMA as an answer to the most common complaint owners have about consultants: the recommendations were fine, and nothing happened. The firm was built in reverse — execution capability first, then the strategy practice to aim it.

That order shows in how we work. CMA's clients aren't theoretical case studies — they're founders making payroll, owners signing leases, operators betting capital on a second location. So the work is practical, financially grounded, and carried through side by side: we embed in the business, help lead the change, and stay accountable for whether it holds.

Today CMA serves entrepreneurs and small to mid-market businesses from its offices at 1920 McKinney Avenue in Uptown Dallas — with engagements on site across Texas and nationwide, and clients internationally, from U.S. founders to infrastructure sponsors abroad.

Dallas Coleman, Founder & CEO of Coleman Management Advisors

Dallas Coleman

Founder & CEO

  • BSBA — University of Missouri–Columbia
  • MBA — Maryville University
  • JD — Southern Illinois University School of Law
  • FMVA & SIE certified
  • U.S. Army Veteran — 8 years, Army Reserve
  • Formerly IHS Markit & U.S. Bank
Top Rated Plus on Upwork

The Founder

Strategy, finance, and operations — in one advisor

Dallas partners with founders, executives, and growing businesses to bring structure, clarity, and disciplined execution to complex operational and financial challenges. His work focuses on how businesses truly function beneath the surface — translating data into actionable insight and sustainable strategy.

He specializes in financial oversight and operational analysis: cash flow tracking, performance diagnostics, and forward-looking forecasting. His professional background includes roles at IHS Markit and U.S. Bank, where he developed a strong foundation in financial services, risk awareness, and analytical rigor. A certified Financial Modeling and Valuation Analyst (FMVA) with an MBA and a Juris Doctor, he brings strategic, financial, and structural rigor to business decisions few single advisors can match.

His eight years in the United States Army Reserve continue to inform his leadership style, accountability standards, and operational discipline — and are the foundation of CMA's Veteran Business Support Initiative.

Philosophy

Three things we won't compromise

Trust

Great consulting starts with understanding. We build real relationships with clients, learn what actually drives their business, and give advice we would bet our own money on.

Clarity

No buzzword soup, no 80-page decks that say nothing. Every recommendation comes in plain language with the numbers behind it and a clear next step.

Execution

Strategy is only half the job. We show up on site, build the systems, train the team, and stay accountable for results — not just recommendations.

The Team

The people in the work

CMA engagements are staffed by a bench spanning business development, research, and operations — operators who sit in your meetings and build your deliverables.

Client Voices

In their words

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.

Work directly with the founder.

Every CMA engagement gets founder-level attention — starting with your first call.

or call (573) 747-5573

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