Skip to content
Coleman Management Advisors

Partnerships · Firms & independent expertsThe operating partner your clients need next.

You bring the relationships and your expertise. CMA brings strategy, systems and fractional leadership to help the businesses you serve move forward.

Find your fit Get the partner kit

The partnership handoff

Your expertise
A client need

CMA delivery

StrategySystemsLeadership
Complementary expertise. Defined responsibilities. A clear next step.

Partner with CMA

Coleman Management Advisors partners with firms and independent professionals through client referrals, co-delivery and two-way introductions. Based in Dallas, CMA contributes business planning, financial modeling, operations, automation and growth support. Each relationship starts with a conversation about fit, clear responsibilities and commercial terms agreed in writing.

Build the starting point

What could working together look like?

Choose your specialty and the kind of collaboration you have in mind. Your outline updates here, before you send anything.

2. I would like to

This selector stays in your browser. No message is sent until you submit the contact form.

Your partnership outline

Referral

Introduce a client who needs strategy, systems or operating leadership.

Your contribution
Make a warm introduction and share the context the client has agreed you can share.
CMA’s contribution
Scope the work, contract directly with the client and deliver the agreed engagement.

A useful first conversationBring your specialty, the client need and a relevant example of your work. Scope, responsibilities and any commercial terms are agreed together.

Use this outline in an inquiry →

A stronger client handoff

Good work often needs another specialist.

Your client hires a team, buys software, prepares for financing or enters a market. The next challenge is connecting that decision to a business that runs. CMA can take on the agreed planning, systems or operating work while you focus on your part.

How we work together

Three ways to build the relationship.

Referral

Introduce a client who needs strategy, systems or operating leadership.

Your part
Make a warm introduction and share the context the client has agreed you can share.
CMA’s part
Scope the work, contract directly with the client and deliver the agreed engagement.
A good fit for
A client need beyond your scope.
See a practical handoff

Illustrative example

A staffing firm sees that a client’s new team needs an operating rhythm. With the client’s permission, it introduces CMA to scope the process and dashboard work.

Discuss referrals →

Co-delivery

Bring complementary expertise to the same client engagement.

Your part
Lead your agreed work, whether that is people, marketing, technology or another specialist contribution.
CMA’s part
Take responsibility for the agreed planning, platform, process or leadership work, with handoffs defined together.
A good fit for
A project that needs more than one discipline.
See a practical handoff

Illustrative example

An agency leads the marketing execution while CMA takes a separately defined operating or leadership scope. The teams agree responsibilities and handoffs before work begins.

Discuss co-delivery →

Two-way introductions

Build a trusted network around the businesses we each serve.

Your part
Help CMA understand your strengths and what makes a suitable introduction.
CMA’s part
Learn where your work fits and introduce relevant opportunities when there is a good match.
A good fit for
A longer-term relationship between complementary practices.
See a practical handoff

Illustrative example

CMA and a specialist learn each other’s strengths, then make a relevant introduction when a client need and the expertise fit. There is no promised introduction volume.

Discuss two-way introductions →

Any referral fee, revenue share or other commercial arrangement is agreed together in a written partner agreement. There is no automatic commission or guaranteed volume of introductions.

Who this is for

Firms, communities and people with a useful specialty.

Staffing & talent firms

Help a growing client connect people with processes, responsibilities and operating tools.

Marketing & digital agencies

Connect positioning and campaigns to the operating capacity needed to deliver on demand.

Accountants & CPAs

Bring in planning, modeling or operating implementation alongside your accounting work.

Lenders & capital advisors

Help clients prepare a business plan, financial model and supporting operating story.

Incubators & accelerators

Connect founders with practical planning, launch and execution support.

Veteran organizations

Help veteran-owned businesses find the appropriate CMA service or support program.

Software & technology providers

Connect tools to workflows, implementation, documentation and team adoption.

Independent specialists

Bring a defined expertise, examples of your work and an idea for where we could collaborate.

Introduce your specialty

Looking for a role on the CMA team? See careers

Where CMA contributes

A clear piece of work, with someone accountable for it.

Planning & capital readiness

Business plans, financial models and market evidence that make the business and its assumptions easier to assess.

Explore the practice →

Operations & leadership

Fractional COO support, SOPs, KPI dashboards and an operating rhythm built around the work.

Explore the practice →

Systems & automation

Owned operating platforms and workflow automation, with implementation and handoff defined in the scope.

Explore the practice →

Growth & marketing

Go-to-market strategy, market research and fractional CMO leadership, with production and staffing separately scoped.

Explore the practice →

Use the current website pricing to set expectations. The engagement scope and price are confirmed in writing before work begins.

Published service pricing →

Start small

Align. Pilot. Review.

  1. Compare fit

    Tell us who you serve, what you do well and which partnership model makes sense. Start with a 30-minute conversation.

  2. Define the first engagement

    Agree the roles, client communication, scope and commercial terms. Start with one suitable opportunity.

  3. Review the working relationship

    Look at the delivery and handoff together, then decide how to handle future introductions or projects.

Work you can inspect

See what CMA brings to the table.

Examples of CMA’s own delivery to help you assess the fit for your clients.

Milly’s: from operating knowledge to a franchise system

Explore the advisory work, operating playbook and cleared examples from the franchise platform.

Read the case study →

Snow Tequila: connect the story to the model

See how unit economics, channels and scenarios connect to an investor-facing business plan.

Read the case study →

The partner kit

A useful introduction, ready to share.

Download the one-page brief for a quick introduction, or the full deck for a deeper conversation. Both include current published pricing and contact details.

CMA
01 / English PDF

A clear introduction.

1 page · 120 KB · English PDF

Partnership one-pager

The three models, pricing highlights, capacity and terms, plus a direct contact path.

Download one-pagerOpen PDF ↗
CMA
02 / English PDF

The whole conversation.

13 pages · 1.6 MB · English PDF

Partnership deck

The firm, capabilities, published pricing overview, collaboration models, real work examples and next steps.

Download the deckOpen PDF ↗

Generated from the selected website catalog. Current scope and pricing are also available online. See current pricing →

Free to download. No email required.

Partner questions

Before we make the first introduction.

Where can I download the CMA partnership deck and one-pager?

Both English PDFs are free to download from the partner kit section on this page, without providing an email address. The one-page brief covers the introduction and pricing highlights; the 13-page deck adds capabilities, pricing, partnership models, public work examples and next steps. The files are generated from the published website catalog and current contact details.

Who can partner with CMA?

CMA welcomes conversations with firms, organizations and independent specialists whose work complements strategy, planning, operations, automation or growth support. Relevant groups include staffing firms, agencies, CPAs, lenders, accelerators, veteran organizations and technology providers.

What partnership models are available?

The three starting models are referral, co-delivery and two-way introductions. In a referral, CMA scopes and contracts directly with the client. Co-delivery combines defined contributions to an engagement. Two-way introductions build a network around suitable client needs.

Is there a standard referral fee or revenue share?

No automatic commission or standard revenue share is published. Any commercial arrangement is discussed and agreed in a written partner agreement. Introductions depend on fit; the page does not promise a minimum volume.

Who owns the client relationship and delivery responsibilities?

For a direct referral, CMA contracts with the client for CMA’s work. For co-delivery, the parties agree the scope, responsibilities, communication and handoffs before work begins. The arrangement is defined for the actual engagement.

Do partners have to be based in Dallas?

No. CMA is headquartered in Dallas and works with businesses nationally and internationally. The appropriate mix of remote work, on-site delivery and any travel is agreed in the scope. CMA does not claim an office outside Dallas.

What should I send in a first partnership inquiry?

Send a short description of your firm or specialty, who you serve, relevant work examples and how you would like to collaborate. Keep confidential client information out of the initial message. If a specific client is involved, arrange the introduction with their permission.

Let’s find the fit

Bring a client need. Or a better way to work together.

Tell us about your firm or specialty, the businesses you serve and the contribution you have in mind. We will start with a conversation about where the work fits.

Send a partnership note Book a 30-minute call

Prefer email? hello@colemanma.com

(972) 863-8559

Dallas-based · Working nationally and internationally
1910 Pacific Ave, Suite 5055, Dallas, TX 75201

Search CMA