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Our Work The work, shown working.

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.

Client Engagements

65 engagements across 9 sectors

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.

65 engagements

BRE: A $380M Project-Finance Package for a 932 MW Solar Project

Signature work

Renewable Energy & Infrastructure

BRE: A $380M Project-Finance Package for a 932 MW Solar Project

How CMA built the plan and project-finance model behind BRE's 932 MW solar project — a ~$380M non-recourse financing.

$380M senior secured financing, non-recourse to the sponsor

A lender-grade, non-recourse financing package for a 932 MW, PPA-anchored solar project

FieldWise: An Investor-Grade Plan for an AgTech Compliance Platform

Signature work

SaaS · AgTech Compliance

FieldWise: An Investor-Grade Plan for an AgTech Compliance Platform

How CMA built the business plan, financial model, and pitch deck behind FieldWise — a mobile-first AgTech SaaS for bilingual worker onboarding.

~$1M → $3M+ projected revenue growth across the plan horizon

A venture-grade plan, model, and deck that size the opportunity and back it with numbers

SteelHomes: The Capital Package for a 12× Capacity Step-Change

Signature work

Construction & Modular Housing

SteelHomes: The Capital Package for a 12× Capacity Step-Change

How CMA built the investor- and lender-ready package behind SteelHomes — a profitable.

$60M equity raise to fund a robotics-driven production plant

A complete, funding-ready capital package for a steel-built housing company

Sundara Indian Restaurant: From Caterer to Full-Service, With the Numbers to Fund It

Signature work

Food & Beverage · Restaurant

Sundara Indian Restaurant: From Caterer to Full-Service, With the Numbers to Fund It

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.

$360K+ real first-year catering revenue — proven demand, not a projection

A financing-ready plan and model to convert proven catering demand into a full-service restaurant

Milly's: Turning a Beloved Women's Footwear Store into a Franchise System

Signature work

Retail & Franchising

Milly's: Turning a Beloved Women's Footwear Store into a Franchise System

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

Packaging a Preferred-Equity Clean-Energy Fund for LPs

Clean-Energy Investment · Project Finance

Packaging a Preferred-Equity Clean-Energy Fund for LPs

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

SafeNest: The Model Behind a Predictive-Safety Raise

AI & Connected Safety Hardware

SafeNest: The Model Behind a Predictive-Safety Raise

How CMA built the market case and a five-year financial model for SafeNest — a predictive-safety platform launching on smart pet hardware.

$1.5M pre-seed SAFE sought, at a $10M valuation cap

A venture-grade, milestone-gated model for a phased hardware-and-AI platform

Salt Vault: An SBA-Ready Plan for a Wellness Franchisee

Health & Wellness · Franchise

Salt Vault: An SBA-Ready Plan for a Wellness Franchisee

How CMA built the lender-ready business plan and model behind a Salt Vault franchisee.

Dual-view franchisor model plus franchisee/borrower profile

A lender-ready franchisee plan pairing the brand model with local execution

Heirloom Windows: The Visibility Arbitrage in a Specifier Market

Building Products · Historic Preservation

Heirloom Windows: The Visibility Arbitrage in a Specifier Market

How CMA mapped 16 competitors, scored a category-leading historic window on 12 specifier attributes, and reframed the growth problem as visibility.

16 competitors profiled across three tiers (4 / 7 / 5)

A mapped position and a specifier-outreach path to convert product quality into written specifications

Snow Tequila: Rebuilding the Raise Around a Real Model

Beverage, Spirits & CPG

Snow Tequila: Rebuilding the Raise Around a Real Model

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.

$1M Founders' Round SAFE, at a 25% discount to Series A

An investor-ready plan, dual-scenario model, and deck matching a standout product with standout documentation

Faith Bridge Health: Building the Brand Before the Marketing

Healthcare · Brand Strategy

Faith Bridge Health: Building the Brand Before the Marketing

How CMA built the brand strategy behind Faith Bridge Health — a brand pyramid and Trusted Healer archetype, an uncontested positioning quadrant.

7 words a tagline that carries the entire positioning — 'Modern care, rooted in faith'

A brand foundation, positioning, and identity strategy the whole marketing build hangs from

Together in Care: The Plan for a Community Adult Day Health Center

Healthcare & Elder Care

Together in Care: The Plan for a Community Adult Day Health Center

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.

Two standards built for regulators and lenders at once

A licensing- and financing-ready plan for a mission-driven care facility

A House-of-Brands Identity System for a Real Estate Firm

Real Estate · Brand & Identity

A House-of-Brands Identity System for a Real Estate Firm

How CMA built a complete corporate brand-identity system for a Dallas short-term-rental real estate firm — a six-attribute brand promise.

6 attributes a brand-promise framework every asset must live up to

A corporate identity system — brand attributes, a house-of-brands architecture, and full identity standards

SBS Heritage: A Plan for Senior Living with Veteran Support

Senior Living & Veteran Support

SBS Heritage: A Plan for Senior Living with Veteran Support

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

Reid Park Golf Course: The Plan Behind a Recreation Destination

Golf, Recreation & Hospitality

Reid Park Golf Course: The Plan Behind a Recreation Destination

How CMA built the comprehensive business plan, financial model, brand, and pitch deck for Reid Park Golf Course.

$5M–$8M the capital-improvement raise the package is built to support

A financing-ready plan and full package for a golf and recreation venture

Liberty Firearms: A Capital Package for a Firearms Retailer

Retail & E-Commerce

Liberty Firearms: A Capital Package for a Firearms Retailer

How CMA built the comprehensive business plan, financial model, brand, and pitch deck behind Liberty Firearms.

Full package plan, financial model, brand, and pitch deck

A financing-ready package for a regulated retail business

HerFinIQ: An Investor Plan for a Financial-Education Platform

Behavioral Fintech · Financial Education

HerFinIQ: An Investor Plan for a Financial-Education Platform

How CMA built the business plan and pitch deck behind HerFinIQ — a behavioral-fintech venture with an agentic AI money mentor for women.

$124T the Great Wealth Transfer by 2030 the timing rides on

A venture-grade plan that pairs a memorable brand with the structure investors underwrite

The Fencerow: A Go-to-Market Foundation for an Agricultural SaaS Platform

SaaS · Agricultural Technology

The Fencerow: A Go-to-Market Foundation for an Agricultural SaaS Platform

How CMA built the go-to-market foundation behind The Fencerow — a 6-platform competitive map, a 2×2 positioning grid, three named whitespaces.

6 platforms the incumbents that matter, mapped across 14 dimensions

A verified, decision-ready go-to-market foundation — from a mapped wedge to launch-ready campaigns

Cornerstone Development: A Three-Park RV Resort Portfolio

Real Estate & Hospitality

Cornerstone Development: A Three-Park RV Resort Portfolio

How CMA built the investor pitch deck and package behind Cornerstone Development's three-park RV resort portfolio — upscale.

3 parks a portfolio across multiple markets, told as one opportunity

An investor-ready portfolio story for a multi-site RV resort development

Taking a Consumer Brand Upmarket: The Sunday Arvo House

Consumer Products · Premium Children's Furniture

Taking a Consumer Brand Upmarket: The Sunday Arvo House

How CMA architected a deliberate move above the market's price ceiling for The Sunday Arvo House — a premium Indian children's furniture brand.

60–110% above the visible market ceiling — the upmarket gap the strategy had to justify

A validated decision to go upmarket — the position, the economics, the sizing, and a 90-day launch plan

Friendly Hypermarket: A Plan for a Community Grocery

Specialty Retail & Grocery

Friendly Hypermarket: A Plan for a Community Grocery

How CMA built the business plan and financial model behind Friendly Hypermarket — a Middle Eastern grocery and halal market built around a specific.

Focused a plan built around one clearly defined community

A financing-ready plan and model grounded in a clear market fit

Glo Tanning: A Financing Plan for a Studio Launch

Health, Beauty & Wellness

Glo Tanning: A Financing Plan for a Studio Launch

How CMA built the comprehensive business plan and model behind Glo Tanning — a tanning studio structured for financing.

Why-now an explicit opportunity and market-timing case

A financing-ready plan with operations, technology, and financials fully mapped

Volt Stop: An Investor Package for an EV-Charging Venture

EV Charging & Clean Energy

Volt Stop: An Investor Package for an EV-Charging Venture

How CMA built the comprehensive plan, financial model, market research, and pitch deck behind Volt Stop.

4 workstreams market research, plan, financial model, and pitch deck

A consistent, investor-ready package for an EV-charging raise

Desi Pantry: A Grocery Plan Grounded in a Proven Operator

Specialty Retail & Grocery

Desi Pantry: A Grocery Plan Grounded in a Proven Operator

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.

$1.3M → $1.5M modeled revenue across the first three years

A lender-ready plan built on a real operator advantage and a defined community

Manny Meyshiv: Sizing a Niche to Test an Acquisition

Specialty Manufacturing · Acquisition Diligence

Manny Meyshiv: Sizing a Niche to Test an Acquisition

How CMA sized the U.S. custom dry-transfer market bottom-up — five demand segments triangulated to a ~$1.4M TAM.

~$1.4M U.S. TAM, triangulated bottom-up (range $1.0–3.3M)

A bottom-up market size and an evidence-based read on acquisition viability

Shenandoah's Laser Tag: A Plan for an Entertainment Venue

Entertainment & Recreation

Shenandoah's Laser Tag: A Plan for an Entertainment Venue

How CMA built the business plan and model behind Shenandoah's Laser Tag — a family-entertainment venue in Virginia.

Break-even an explicit break-even analysis for the venue

A financing-ready plan with break-even and full financials for an entertainment venue

Groom Guy: A Grooming Brand Built for Phased Growth

Personal Care & Services

Groom Guy: A Grooming Brand Built for Phased Growth

How CMA built the comprehensive business plan, financial model, brand, and pitch deck behind Groom Guy.

$42.5M SAM the serviceable market sized for the concept

A funding-ready plan, model, brand, and deck with a deliberate growth roadmap

The Racquetball Club: A Plan for a Sports & Recreation Venue

Sports & Recreation

The Racquetball Club: A Plan for a Sports & Recreation Venue

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

MIX Staffing: A Five-Year Plan for a Dallas Staffing Firm

Staffing & Workforce Solutions

MIX Staffing: A Five-Year Plan for a Dallas Staffing Firm

How CMA built the comprehensive business plan, financial model, market research, brand, and pitch deck behind MIX Staffing.

5-year a 2026–2030 business plan with a matching financial model

A complete five-year plan, model, brand, and deck for a growth-stage staffing firm

Espress-Yo-Self: The Model That Told the Truth About a Brooklyn Café

Food & Beverage · Café

Espress-Yo-Self: The Model That Told the Truth About a Brooklyn 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.

$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

BE Nail Suites: Structuring a Beauty-Suite Business to Launch

Health, Beauty & Wellness

BE Nail Suites: Structuring a Beauty-Suite Business to Launch

How CMA built the comprehensive business plan, financial model, and pitch deck behind BE Nail Suites.

Ops-ready an operational plan built alongside the financials

A launch- and financing-ready plan, model, and deck for a beauty-suite concept

Link Home Builders: A Capital Package for Affordable Housing

Homebuilding & Affordable Housing

Link Home Builders: A Capital Package for Affordable Housing

How CMA built the comprehensive business plan, financial model, brand, and website for Link Home Builders & Remodeling.

Mission-built a plan organized around genuine affordability

A plan, model, brand, and website that make an affordability mission fundable and visible

The Longevity Circle: A Plan and Model for a Healthspan Venture

Health & Wellness

The Longevity Circle: A Plan and Model for a Healthspan Venture

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

IQ Express: A Growth Plan for an Established UK Logistics Company

Logistics & Distribution

IQ Express: A Growth Plan for an Established UK Logistics Company

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

Stand Up Speak Out: A Business Plan for a Social-Impact Musical

Arts & Social Impact

Stand Up Speak Out: A Business Plan for a Social-Impact Musical

How CMA built the business plan behind Stand Up Speak Out — an original theatrical musical addressing bullying, empathy, and mental health.

Mission-led a production with a clear social purpose

A sustainable-venture plan for an original social-impact production

BT Construction: A Government-Contracting Growth Plan

Construction & Government Contracting

BT Construction: A Government-Contracting Growth Plan

How CMA built the business plan, financial model, brand, and pitch deck behind BT Construction.

Contract-ready a plan built to the standard government buyers expect

A government-contracting-ready plan, model, brand, and deck

Rolington Media: A Growth Plan for a Media Company

Media & Marketing

Rolington Media: A Growth Plan for a Media Company

How CMA built the business plan, financial model, brand, and pitch deck behind Rolington Media — a media company structured for growth and financing.

Positioned a defined service offering and market read

A financing-ready plan, model, brand, and deck for a media company

Et Lux Retreats: An Investor Plan for a Wellness-Retreat Venture

Health, Wellness & Retreats

Et Lux Retreats: An Investor Plan for a Wellness-Retreat Venture

How CMA built the investor-ready business plan and model behind Et Lux Retreats — a wellness-retreat enterprise delivering immersive.

Structured launch a plan built around a defined operational runway

An investor-ready plan and model for a science-anchored retreat venture

Harby Capital: A Funding Proposal for a Capital Venture

Finance & Investment

Harby Capital: A Funding Proposal for a Capital Venture

How CMA built the business plan and funding proposal behind Harby Capital Investments — a capital and investment venture, packaged for banks, lenders.

Lender-built a plan and proposal written for banks and lenders

A lender-ready business plan and funding proposal

Sweet Carolina Bakery: Making a One-Page Idea Fundable — Honestly

Food & Beverage · Bakery

Sweet Carolina Bakery: Making a One-Page Idea Fundable — Honestly

How CMA turned a bakery concept with every financial line marked '?' into an investor-ready plan.

5-layer market sizing, derived top-down from $621B global to a $18.6M niche

A fundable plan, a sized market, and an honest financial framework for a pre-launch bakery

Zola Hair Salon: A Launch Plan and Brand for a Salon

Beauty & Salon

Zola Hair Salon: A Launch Plan and Brand for a Salon

How CMA built the business plan, brand, and pitch deck behind Zola Hair Salon — a salon concept structured to launch and to finance.

Launch-ready a plan built to open the doors

A launch-ready plan, brand, and deck for a salon

The Optical Shop: A Plan for an Eyewear Retailer

Retail · Eyewear & Optical

The Optical Shop: A Plan for an Eyewear Retailer

How CMA built the business plan and pitch deck behind The Optical Shop — an eyewear and optical retailer structured for growth and financing.

Positioned a defined offering and market read

A financing-ready plan and deck for an eyewear retailer

Flukey: An Investor Plan for a Premium Kids' Apparel Brand

Consumer Products & Apparel

Flukey: An Investor Plan for a Premium Kids' Apparel Brand

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

Pinnacle Innovations: The Plan That Unlocked Product Funding

Consumer Products & Manufacturing

Pinnacle Innovations: The Plan That Unlocked Product Funding

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

A Preschool Built on a Plan: Early Education in Colorado

Education & Childcare

A Preschool Built on a Plan: Early Education in Colorado

An experienced early-childhood educator set out to open a preschool in Colorado.

3 demanding audiences satisfied at once — regulators, lenders & families

A comprehensive plan covering curriculum, market, and financial sustainability

From Chair to Owner: A Business Plan for a Philadelphia Salon

Beauty & Wellness

From Chair to Owner: A Business Plan for a Philadelphia Salon

A hairstylist with a decade of experience wanted her own salon. CMA built the plan — market analysis, financials, and brand strategy.

4 workstreams — objectives, market analysis, financials & brand strategy

A complete, finance-ready roadmap from concept to opening

Brooklyn Basketball Academy: A Plan You Can Read Yourself

Youth Sports & Education

Brooklyn Basketball Academy: A Plan You Can Read Yourself

A youth sports academy business plan, published as a worked example of CMA's planning standard — structure, market analysis.

4 core questions of youth-sports economics answered in the plan

Published example deliverable — read the actual plan

Sintra Artisan Market: An Investor Deck, Published

Retail & Hospitality

Sintra Artisan Market: An Investor Deck, Published

A pitch deck for an artisan market concept, published as a worked example of CMA's investor-presentation standard — narrative, market.

4 investor questions the deck answers in cold terms — customer, unit math, team, timing

Published example deliverable — view the actual deck

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