Every figure on these pages comes from the work itself — modeled, sourced, or
reported by the client. Where no audited number exists we say what changed instead
of inventing one.
How CMA built the verified market research and acquisition strategy behind a physician-owned dermatology platform's California expansion — TAM/SAM/SOM sizing.
11 acquisition targets verified against primary sources
A verified market read, 11 screened targets, and a four-tier acquisition roadmap
How CMA helped Milly's — a beloved Rio Grande Valley women's footwear brand — convert founder instinct into a documented operating system, real unit economics.
3 streams the franchise revenue model — wholesale margin, franchise fee & royalty
Operational playbook, unit economics, and a phased franchise expansion strategy
How CMA turned a sophisticated preferred-equity structure into an LP-ready pitchbook — a year-by-year after-tax cash-flow model solving to a 12% investor IRR.
$1.0B of transactions completed — the track record
An institutional-grade LP pitchbook translating a tax-advantaged structure into a fundable narrative
How CMA helped redesign a distributed-renewable-energy credit-rating and project-finance assessment framework for an infrastructure-finance institution.
8–10 distinct DRE business models unified under one credit framework
A unified, empirical credit framework and a suite of project-finance models
How CMA built the comprehensive business plan behind SBS Heritage — an independent senior-living and veteran-support residence built around dignity, support.
$2,000/mo an all-inclusive resident fee, priced to be affordable on a fixed income
A financing- and operations-ready plan for a mission-driven senior residence
How CMA reviewed product, website, and go-to-market as one system for Bille, an M&A-insurance startup serving the deal sizes conventional R&W coverage skips.
$200K–$10M the coverage band the traditional R&W market leaves unserved
A focused set of product, site, and go-to-market sharpening moves
How CMA built the business plan, financial model, brand, and pitch deck behind The Racquetball Club — a sports and recreation venue structured for financing.
$1.5B TAM the health-and-wellness market the club sits inside
A financing-ready plan and package for a recreation venue
How CMA built a driver-based five-year model for a Brooklyn coffee concept — a $6 ticket, 100 daily transactions, and a sensitivity that turns $1 into $36K.
$6 × 100/day the two drivers the whole model is built from — ticket and transactions
A launch- and financing-ready model that earns trust by being honest about the risk
How CMA built the business plan and financial model behind The Longevity Circle — a venture in the fast-growing, hype-heavy longevity and healthspan space.
Substance a plan built to read as business, not trend
A funding-ready plan and model that separate a real business from a trend
How CMA built the comprehensive business plan and pitch deck behind IQ Express — a UK product-distribution and project-logistics company, established 2009.
Since 2009 an established operator, not an early-stage bet
A growth-and-capital plan built on an established operator's track record
How CMA built the business plan, financial model, brand, and pitch deck behind Flukey — a premium children's outdoor apparel brand built for a focused raise.
Focused a plan organized around a clear problem, solution, and ask
A focused, investor-ready plan and package for a DTC apparel brand
A patented seat-cushion company needed capital to scale manufacturing. CMA built the business plan, market analysis, and pitch that secured the funding.
4 workstreams built to function as one consistent investor argument
Funding secured to bring the product line to market
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Before You Go
What actually gets a business funded?
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.