Case Studies
Real engagements, anonymized where clients prefer it. What the problem was, what we built, and what changed.
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 a Texas specialty footwear franchisor formalize operations and build the playbook for multi-unit growth.
Operational playbook and expansion strategy delivered
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
A 30-minute conversation with a senior advisor. No pitch, no pressure — a clear read on where you stand and what to do next.
Talk to the firm. Thirty minutes, no pitch — a clear read on where you stand.
Talk to the firm
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