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Coleman Management Advisors
Pacific Place at 1910 Pacific Avenue, downtown Dallas, home of the CMA office

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 operating partner, not an advisor

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 1910 Pacific Avenue in downtown 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

“A recommendation you cannot implement is not a strategy. It is a critique.”

I started CMA because I kept watching good businesses pay for advice and get a document. We build the thing, we run it with your team, and we hand it over working. If it does not survive us leaving, we did not finish.

Background

  • 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

Inside The Firm

Who runs it, what it stands on, where it sits

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.

What that costs us Close
  • We will tell you when the honest answer is to do nothing yet, or to buy a $30 tool instead of hiring us.
  • Prices are published before you speak to anyone, so the first call is about the work rather than the quote.
  • No fabricated numbers. Where a case study is anonymized it is because the client asked, and it says so.

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.

What that costs us Close
  • Every scope is fixed in writing before work begins - no hourly meter, no open-ended discovery.
  • You get the assumptions behind a model, not just its output, so any number can be traced back.
  • If we are not the right firm for the job, we say which kind of firm is.

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.

What that costs us Close
  • The team that writes the plan is the team that implements it.
  • Handoff is part of the build: documentation, training, and ownership of whatever we leave behind.
  • If it does not survive us leaving, it was not finished.
Pacific Avenue in downtown Dallas at the Majestic Theatre — the block CMA's office sits on

The Office

Downtown Dallas, on Pacific Avenue

We work out of 1910 Pacific Avenue, Suite 5055, Dallas, TX 75201 — a corner unit with windows on two sides, a short walk from Thanks-Giving Square, the courthouse district, and most of the banks our clients borrow from.

The layout is built around how the work actually happens: a conference room for the working sessions where plans get decided, a staffed reception desk, and an open bullpen where the people building plans, models, automations and websites sit together. Clients across Texas and nationwide are served remotely wherever the job allows — but when a session is worth being in a room for, this is the room.

Visit or get in touch Inside the new office →

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.

Meet the Team →

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.

FAQ

Questions about the firm

Who founded Coleman Management Advisors?

Dallas Coleman, who runs the firm as Founder and CEO. He holds a BSBA from the University of Missouri-Columbia, an MBA from Maryville University, and a Juris Doctor from Southern Illinois University School of Law, and is a certified Financial Modeling and Valuation Analyst (FMVA). Before CMA he worked at IHS Markit and U.S. Bank. He is a U.S. Army veteran who served eight years in the Army Reserve.

Is CMA veteran-owned?

Yes. The firm is founded and led by Dallas Coleman, a U.S. Army veteran who served eight years in the Army Reserve. That is also the origin of the Veteran Business Support Initiative, under which veterans, active-duty service members, Guard and Reserve, and Gold Star families receive a free basic business plan plus four fully subsidized engagements each quarter. It is a funded allocation rather than a blanket discount.

Where is the firm based?

Downtown Dallas, at 1910 Pacific Avenue, Suite 5055, Dallas, TX 75201. Work is on site across Dallas-Fort Worth and Texas, remote across the United States, and international - CMA has delivered engagements in 13 countries.

Who actually does the work on an engagement?

The named people on this site. CMA is a small firm led by its founder, not a franchise or a network of subcontractors, and the team that scopes a piece of work is the team that delivers it. Dallas leads every engagement; the bench covers outreach, research and new business alongside him.

Is CMA a law firm, an accounting firm, or a registered investment adviser?

None of those. CMA is a management-consulting firm. It does not provide legal, tax, investment, clinical or regulatory advice, and it routes those questions to qualified professionals. The founder holds a Juris Doctor, which informs how the work is structured - it does not make the firm a law practice or create an attorney-client relationship.

Why does CMA publish its prices?

Because a quote you have to book a call to receive is a negotiation, not a price. Every engagement is scoped and fixed in writing before work begins, there is no hourly rate, and the ladder is on the pricing page so an owner can decide whether the firm is even in their range before speaking to anyone.

Press & Announcements

In the news

More announcements in the press release archive.

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Work directly with the founder.

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

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