Disclaimer & Disclosures

Who we are — and who we are not

Coleman Management Advisors ("CMA") is a management consulting firm. CMA is not a law firm, a certified public accounting firm, a registered investment adviser, or a broker-dealer, and nothing on this website or in CMA's deliverables constitutes legal, tax, accounting, audit, investment, or securities advice. References to team members' academic degrees or certifications describe their educational and professional backgrounds; they are not an offer to provide licensed professional services. For matters requiring licensed professionals — attorneys, CPAs, investment advisers — you should engage the appropriate licensed provider.

Informational content

All content on this site — including service descriptions, blog commentary, case studies, frameworks, and downloadable resources — is provided for general informational and educational purposes. It reflects CMA's views as of the date of publication and may not reflect subsequent developments. Using this website, downloading a resource, or contacting the firm does not create a consulting, advisory, or any professional-client relationship; engagements are formed only by a separately executed written agreement.

Case studies, testimonials & results

Case studies describe actual engagements and are shared with client permission or in anonymized form. Testimonials reflect the genuine experience of the individuals quoted. However, every business and engagement is different: results described are specific to the engagement shown and are not a promise or guarantee of future results for any other client. No compensation was provided for testimonials.

Financial topics & forward-looking statements

Commentary on markets, companies, funding, and economic conditions is analysis and opinion, not investment advice or a recommendation to buy or sell any security. Any forward-looking statements involve assumptions and uncertainties; actual outcomes may differ materially. CMA does not provide securities recommendations and is not compensated for the market commentary on this site.

Partnerships & referrals

CMA maintains a referral partnership with National Business Capital for business funding services. If you obtain financing through a partner we refer you to, CMA may receive a referral benefit. We refer clients only where we believe the referral serves the client's interest, and you are always free to use any provider you choose.

Pricing

Prices listed on this site are current as of the page's publication and may change. The price quoted in your written engagement agreement or order confirmation is the controlling price.

Third-party names, trademarks & links

Third-party company names, product names, and logos referenced on this site — including in blog commentary about public companies — are the trademarks of their respective owners. References are for identification and commentary only and do not imply endorsement, affiliation, or sponsorship in either direction. Links to external sites are provided for convenience; CMA is not responsible for their content.

Intellectual property

Except where otherwise noted, the content, design, and downloadable resources on this site are © 2026 Coleman Management Advisors. All rights reserved. Published example deliverables (such as sample plans and decks) are shared for evaluation of CMA's work and may not be reproduced, resold, or redistributed without written permission.

Questions

Questions about these disclosures: dallas@colemanma.com or (573) 747-5573. See also our Privacy Policy and Terms of Service.