Our Work
Products we built end to end, and real client engagements — anonymized where clients prefer it. What the problem was, what we built, and what changed.
Things We've Built
The same execution we bring to clients — our own live software, from brand to product.
AI personal styling app
A consumer AI styling app — brand, marketing site, and product built end to end.
See what we built
Multi-tenant operations platform
A multi-tenant client portal — scheduling, deliverables, and QuickBooks-synced billing. Built and run in-house.
See what we built65 engagements
Clean-Energy Investment · Project Finance
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, validated against a live $834M battery-storage portfolio, on a three-day turnaround.
An institutional-grade LP pitchbook translating a tax-advantaged structure into a fundable narrative
Infrastructure Finance · Clean Energy
How CMA helped redesign a distributed-renewable-energy credit-rating and project-finance assessment framework for an infrastructure-finance institution — unifying 8–10 business models under one empirical, cash-flow-based standard.
A unified, empirical credit framework and a suite of project-finance models
Renewable Energy & Infrastructure
How CMA built the plan and project-finance model behind BRE's 932 MW solar project — a ~$380M non-recourse financing, PPA-anchored and sized to hold a 1.46–1.89x DSCR across a 10-year tenor at a ~24% unlevered IRR.
A lender-grade, non-recourse financing package for a 932 MW, PPA-anchored solar project
Veteran Services & Nonprofit
How CMA built the comprehensive investor and funder business plan behind Rooted Veterans Network — a veteran-founded venture building resilience through mental-fitness education.
A funder- and investor-ready plan for a veteran mental-fitness venture
AI & Connected Safety Hardware
How CMA built the market case and a five-year financial model for SafeNest — a predictive-safety platform launching on smart pet hardware — with a $1.5M pre-seed use-of-funds, a revenue ramp to $29.6M, and EBIT positive by Year 3.
A venture-grade, milestone-gated model for a phased hardware-and-AI platform
Health & Wellness · Franchise
How CMA built the lender-ready business plan and model behind a Salt Vault franchisee — pairing the franchisor's model with a local borrower's market and execution for financing.
A lender-ready franchisee plan pairing the brand model with local execution
Building Products · Historic Preservation
How CMA mapped 16 competitors, scored a category-leading historic window on 12 specifier attributes, and reframed the growth problem as visibility — not product — for Heirloom Windows, with a bottom-up specifier funnel and a reachable outreach target.
A mapped position and a specifier-outreach path to convert product quality into written specifications
Beverage, Spirits & CPG
How CMA turned an award-winning but sub-scale tequila brand into an investor-ready raise — a bottom-up unit model, a dual-scenario forecast, channel-by-channel margins, and an après-ski first-mover repositioning behind a $1M SAFE.
An investor-ready plan, dual-scenario model, and deck matching a standout product with standout documentation
Healthcare · Brand Strategy
How CMA built the brand strategy behind Faith Bridge Health — a brand pyramid and Trusted Healer archetype, an uncontested positioning quadrant, a nine-to-four values decision, and the identity call that shaped everything downstream.
A brand foundation, positioning, and identity strategy the whole marketing build hangs from
Healthcare & Elder Care
How CMA built the business plan and financial model behind Together in Care — a person-centered adult day health center in New Jersey for seniors, adults with disabilities, and veterans.
A licensing- and financing-ready plan for a mission-driven care facility
Senior Living & Veteran Support
How CMA built the comprehensive business plan behind SBS Heritage — an independent senior-living and veteran-support residence built around dignity, support, and purpose.
A financing- and operations-ready plan for a mission-driven senior residence
Real Estate · Brand & Identity
How CMA built a complete corporate brand-identity system for a Dallas short-term-rental real estate firm — a six-attribute brand promise, a house-of-brands architecture unifying every service line, and an eight-section identity standard.
A corporate identity system — brand attributes, a house-of-brands architecture, and full identity standards
Golf, Recreation & Hospitality
How CMA built the comprehensive business plan, financial model, brand, and pitch deck for Reid Park Golf Course — structuring a golf and recreation venture for lender and investor financing.
A financing-ready plan and full package for a golf and recreation venture
Retail & E-Commerce
How CMA built the comprehensive business plan, financial model, brand, and pitch deck behind Liberty Firearms — a firearms retailer positioned for growth and financing in a regulated industry.
A financing-ready package for a regulated retail business
Healthcare · Dermatology (M&A)
How CMA built the verified market research and acquisition strategy behind a physician-owned dermatology platform's California expansion — TAM/SAM/SOM sizing, 11 verified targets, a four-tier roadmap, and a formula-driven valuation model.
A verified market read, 11 screened targets, and a four-tier acquisition roadmap
Behavioral Fintech · Financial Education
How CMA built the business plan and pitch deck behind HerFinIQ — a behavioral-fintech venture with an agentic AI money mentor for women — sizing the opportunity against the $124T Great Wealth Transfer and a non-dilutive capital plan.
A venture-grade plan that pairs a memorable brand with the structure investors underwrite
SaaS · Agricultural Technology
How CMA built the go-to-market foundation behind The Fencerow — a 6-platform competitive map, a 2×2 positioning grid, three named whitespaces, a USDA-grounded ICP, and three launch-ready campaigns.
A verified, decision-ready go-to-market foundation — from a mapped wedge to launch-ready campaigns
Education · Online Learning
How CMA reframed the launch of Mural Academy — an online art education startup — around time-to-validated-proof, with a founding-cohort strategy and a plain-language 90-day execution plan.
A validation-first launch strategy and a founder-usable 90-day execution plan
Real Estate & Hospitality
How CMA built the investor pitch deck and package behind Cornerstone Development's three-park RV resort portfolio — upscale, modern RV destinations positioned as a single institutional-scale opportunity.
An investor-ready portfolio story for a multi-site RV resort development
Consumer Products · Premium Children's Furniture
How CMA architected a deliberate move above the market's price ceiling for The Sunday Arvo House — a premium Indian children's furniture brand — with a bottom-up TAM/SAM/SOM, a whitespace matrix, a six-tier price ladder, and the LTV math that makes above-ceiling pricing work.
A validated decision to go upmarket — the position, the economics, the sizing, and a 90-day launch plan
Specialty Retail & Grocery
How CMA built the business plan and financial model behind Friendly Hypermarket — a Middle Eastern grocery and halal market built around a specific, underserved community.
A financing-ready plan and model grounded in a clear market fit
Health, Beauty & Wellness
How CMA built the comprehensive business plan and model behind Glo Tanning — a tanning studio structured for financing, from market and competition to operations, technology, and financials.
A financing-ready plan with operations, technology, and financials fully mapped
EV Charging & Clean Energy
How CMA built the comprehensive plan, financial model, market research, and pitch deck behind Volt Stop — an EV-charging venture built for investor and regulatory scrutiny.
A consistent, investor-ready package for an EV-charging raise
IT & Cloud Consulting
How CMA built the capability statement and go-to-market materials behind FullScope Cloud Consulting — a Canadian IT firm positioning as a U.S. agency subcontractor in cloud and digital transformation.
Partner-ready positioning for a cross-border IT subcontractor
Insurtech · M&A Insurance
How CMA delivered a focused product-and-positioning review for Bille — an M&A-insurance startup bringing representations-and-warranties coverage to the $200K–$10M acquisitions the traditional market ignores.
A focused set of product, site, and go-to-market sharpening moves
Industrial Equipment & Restoration
How CMA built the capability statement, business plan, and pitch deck behind AlorAir Solutions — a manufacturer of restoration and drying equipment for the water-damage industry.
A sharpened position and buyer-ready materials for an equipment manufacturer
Specialty Retail & Grocery
How CMA built the business plan, brand, and pitch deck behind Desi Pantry — a South Asian grocery and fresh-food store in Round Rock, Texas, built on more than a decade of operating experience.
A lender-ready plan built on a real operator advantage and a defined community
Specialty Manufacturing · Acquisition Diligence
How CMA sized the U.S. custom dry-transfer market bottom-up — five demand segments triangulated to a ~$1.4M TAM — to give a prospective acquirer an evidence-based, qualified go/no-go on a buy.
A bottom-up market size and an evidence-based read on acquisition viability
Fintech · Equity Research
How CMA ran a rigorous, source-verified product diagnostic for The 4 Pillar Report — an equity-research platform — benchmarking the product, checking every claim against primary sources, and prescribing exact fixes.
A source-verified diagnostic with step-by-step fixes for the product
Entertainment & Recreation
How CMA built the business plan and model behind Shenandoah's Laser Tag — a family-entertainment venue in Virginia, structured for financing with a break-even analysis and full financials.
A financing-ready plan with break-even and full financials for an entertainment venue
Personal Care & Services
How CMA built the comprehensive business plan, financial model, brand, and pitch deck behind Groom Guy — a grooming venture structured to grow in deliberate phases.
A funding-ready plan, model, brand, and deck with a deliberate growth roadmap
Sports & Recreation
How CMA built the business plan, financial model, brand, and pitch deck behind The Racquetball Club — a sports and recreation venue structured for financing.
A financing-ready plan and package for a recreation venue
Staffing & Workforce Solutions
How CMA built the comprehensive business plan, financial model, market research, brand, and pitch deck behind MIX Staffing — a Dallas-based staffing firm built on timing, talent, and trust.
A complete five-year plan, model, brand, and deck for a growth-stage staffing firm
Health, Beauty & Wellness
How CMA built the comprehensive business plan, financial model, brand, and pitch deck behind Maui CBD Co — a health-and-wellness venture navigating a competitive, regulated CBD market.
A funding-ready package built for a regulated, competitive wellness category
SaaS · AgTech Compliance
How CMA built the business plan, financial model, and pitch deck behind FieldWise — a mobile-first AgTech SaaS for bilingual worker onboarding, safety training, and H-2A compliance — with TAM/SAM/SOM sizing and a revenue model scaling toward $3M+.
A venture-grade plan, model, and deck that size the opportunity and back it with numbers
Food & Beverage · Café
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 — and told the honest truth: profitable in Year 4, but capital not fully recovered in five.
A launch- and financing-ready model that earns trust by being honest about the risk
Health, Beauty & Wellness
How CMA built the comprehensive business plan, financial model, and pitch deck behind BE Nail Suites — a beauty-suite concept structured to launch and to finance in a crowded market.
A launch- and financing-ready plan, model, and deck for a beauty-suite concept
Construction & Restoration
How CMA built the business plan, brand, and pitch deck behind EmpireWorks Reconstruction — a reconstruction and construction firm structured for growth and financing.
A financing-ready plan, brand, and deck for a reconstruction firm
Hospitality & Private Membership
How CMA turned a 24-acre Fort Worth ranch into a fundable private wellness club — a bottom-up market funnel, a seven-stream five-year model returning a 17.45% IRR on $12.5M, and a membership structure built to protect exclusivity.
A fundable structure, a defensible market case, and a full investor package for a private wellness club
Homebuilding & Affordable Housing
How CMA built the comprehensive business plan, financial model, brand, and website for Link Home Builders & Remodeling — a builder on a mission to make quality, sustainable homes genuinely accessible.
A plan, model, brand, and website that make an affordability mission fundable and visible
Health & Wellness
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, structured to read as substance.
A funding-ready plan and model that separate a real business from a trend
Logistics & Distribution
How CMA built the comprehensive business plan and pitch deck behind IQ Express — a UK product-distribution and project-logistics company, established 2009, positioning its track record for growth.
A growth-and-capital plan built on an established operator's track record
Construction & Modular Housing
How CMA built the investor- and lender-ready package behind SteelHomes — a profitable, Cat-5-approved steel-modular builder raising $60M to take capacity from ~8 units a month to 1,200 a year and scale toward $303M in revenue.
A complete, funding-ready capital package for a steel-built housing company
Arts & Social Impact
How CMA built the business plan behind Stand Up Speak Out — an original theatrical musical addressing bullying, empathy, and mental health, structured as a sustainable venture.
A sustainable-venture plan for an original social-impact production
Consumer Products & Manufacturing
How CMA built the market case and five-year model behind Arista Seating — turning patented dual-density orthopedic cushions and years of R&D into a B2B private-label business scaling to $12.6M revenue at a 29% EBITDA margin.
A funding-ready package presenting a patented product as a defensible business
Building Products & Market Entry
How CMA mapped 13 US competitors, benchmarked lead times and pricing, and defined a specifier-led entry for VERSATIKA — an award-winning flush-to-wall glass door — claiming the one position no incumbent held.
A defined US entry position and the sequenced actions to capture it
Construction & Government Contracting
How CMA built the business plan, financial model, brand, and pitch deck behind BT Construction — a construction and services company positioning to win government contracts.
A government-contracting-ready plan, model, brand, and deck
Food & Beverage · Restaurant
How CMA built the plan and five-year model to take Sundara — a bootstrapped Indian caterer with a 4.7-star rating and $360K+ first-year revenue — into a full-service restaurant: four revenue streams, a 61% prime cost, and a path from $1.5M to $3.2M.
A financing-ready plan and model to convert proven catering demand into a full-service restaurant
Media & Marketing
How CMA built the business plan, financial model, brand, and pitch deck behind Rolington Media — a media company structured for growth and financing.
A financing-ready plan, model, brand, and deck for a media company
Health, Wellness & Retreats
How CMA built the investor-ready business plan and model behind Et Lux Retreats — a wellness-retreat enterprise delivering immersive, science-anchored experiences.
An investor-ready plan and model for a science-anchored retreat venture
Finance & Investment
How CMA built the business plan and funding proposal behind Harby Capital Investments — a capital and investment venture, packaged for banks, lenders, and capital partners.
A lender-ready business plan and funding proposal
Food & Beverage · Bakery
How CMA turned a bakery concept with every financial line marked '?' into an investor-ready plan — a five-layer market sizing from $621B global down to a $18.6M niche, a seven-competitor position, and a $185K build — without fabricating a single operating forecast.
A fundable plan, a sized market, and an honest financial framework for a pre-launch bakery
Beauty & Salon
How CMA built the business plan, brand, and pitch deck behind Zola Hair Salon — a salon concept structured to launch and to finance.
A launch-ready plan, brand, and deck for a salon
Retail · Eyewear & Optical
How CMA built the business plan and pitch deck behind The Optical Shop — an eyewear and optical retailer structured for growth and financing.
A financing-ready plan and deck for an eyewear retailer
Consumer Products & Apparel
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.
A focused, investor-ready plan and package for a DTC apparel brand
Beauty & Cosmetics
How CMA built the market analysis and launch strategy behind Zema Beauty — a pre-seed Indonesian luxury cosmetics brand entering the white space between mass-local and global luxury.
A pre-seed market and launch strategy for a differentiated luxury beauty brand
Renewable Energy & Infrastructure
How CMA turned a ready-to-build solar project into a bankable asset package — an institutional-quality business plan and a 10-year financial model built for lender underwriting.
Bankable plan and model, positioned for financing execution
Retail & Franchising
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, and a phased, gated franchise expansion plan.
Operational playbook, unit economics, and a phased franchise expansion strategy
Consumer Products & Manufacturing
A patented seat-cushion company needed capital to scale manufacturing. CMA built the business plan, market analysis, and pitch that secured the funding.
Funding secured to bring the product line to market
Education & Childcare
An experienced early-childhood educator set out to open a preschool in Colorado. CMA built the business plan — philosophy, market, financials, and compliance — behind the launch.
A comprehensive plan covering curriculum, market, and financial sustainability
Beauty & Wellness
A hairstylist with a decade of experience wanted her own salon. CMA built the plan — market analysis, financials, and brand strategy — that turned the vision into a roadmap.
A complete, finance-ready roadmap from concept to opening
Fashion & Retail
A celebrated NYC women's fashion brand had market presence but misaligned finances. CMA's founder led a full financial restructuring — budget, pricing, and operations.
Marked increase in profitability and operational agility
Youth Sports & Education
A youth sports academy business plan, published as a worked example of CMA's planning standard — structure, market analysis, and financials you can inspect page by page.
Published example deliverable — read the actual plan
Retail & Hospitality
A pitch deck for an artisan market concept, published as a worked example of CMA's investor-presentation standard — narrative, market, and numbers in one consistent story.
Published example deliverable — view the actual deck
Fashion & Retail
A rising fashion boutique needed financial leadership without losing its creative focus. CMA's founder took the CFO seat and the day-to-day operations — and the business grew to six figures.
Six-figure revenue, with the founder freed to focus on design
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