Plans & Capital
The SBA-Ready Business Plan
What underwriters check, the structure that passes review, and the five mistakes that sink first submissions.
The Library
The tools behind the work.
Frameworks and roadmaps drawn from real engagements — free to use, no forms, no email required. The same thinking we bring on site.
The Handbooks
Seven playbooks, free to keep
The frameworks behind our engagements, written out in full — one per practice. Read online, or download the PDF and keep it. No email gate, no teaser chapters.
Plans & Capital
The Investor Pitch Deck Handbook
The eleven slides that matter, the financial story underneath, and the mistakes that end raises early.
Plans & Capital
The Market Research Playbook
Sizing a market honestly, knowing the customer, reading competitors, and pricing on evidence.
Strategy
Strategy That Ships
Why strategy dies in a deck, feasibility before ambition, and the discipline that turns a plan into motion.
Operations
The Fractional COO Handbook
The six signs you need embedded leadership, the honest cost comparison, and the first 90 days.
Process Automation
Process Automation for Small Business
What to automate first by ROI, the readiness audit, governance, and the pitfalls that waste budgets.
Websites
The Small-Business Website Playbook
A website’s real job, positioning before pixels, and the anatomy of a page that converts.
Working Templates
Fill-in-the-blank tools
Excel Model
3-Statement Financial Model
A working Excel model — income statement, cash flow, and a balance sheet that ties out to zero. Edit the assumptions; the three statements build themselves. The structure behind every plan we model.
Download ExcelFramework
The CMA Business Plan Framework
The structure behind our client plans — every section explained, with prompts for the numbers lenders and investors expect to see.
Download PDFRoadmap
90-Day Launch Roadmap
Formation, licensing, banking, insurance, first customers — the sequence we walk founders through, from idea to operating business.
Download PDFToolkit
SOP Starter Kit
Templates and worked examples for documenting core processes — so the business runs on systems instead of memory.
Download PDFCommissioned Work
Fixed-scope engagements
Defined deliverables, fixed pricing, senior attention — commissioned and managed through the CMA client portal.
Investor-Grade Business Plan
Custom-written, with a real financial model
Scope this engagement →Investor Pitch Deck
The narrative and numbers that get the meeting
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TAM/SAM/SOM, competitors, and pricing evidence
Scope this engagement →Financial Dashboard Build
Live KPI visibility, fed from your own tools
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