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Coleman Management Advisors · Dallas · ServicesThe work you need. The team to build it.

Start with the decision in front of you. Explore our practices, see what each includes and find your next step. Based in Dallas, serving businesses nationwide.

A clear way to work

  1. 01

    Scope

    The decision, the work and what you keep.

  2. 02

    Price

    A published price or a fixed written quote.

  3. 03

    Delivery

    Clear ownership, process and agreed terms.

One firm. Strategy, capital, operations and systems. The scope follows your need.

One operating partner

Coleman Management Advisors is an operating partner and management consulting firm in Dallas, TX, serving entrepreneurs and small to mid-market businesses nationwide. The firm builds business plans, financial models, market research and go-to-market plans; provides fractional COO and CMO leadership; and improves processes, automations, websites and owned operating platforms. Choose a practice below to inspect the work, process and pricing.

What do you need to solve?

Choose a business need to narrow the list. Explore every service without sharing your details.

01Operations & systems

Operations Platform

Stop renting subscriptions. CMA builds a custom operating platform around how your business works — one system you own outright.

See the work included
  • A custom platform you own
  • Customers, scheduling, contracts and billing
  • Inventory, client portal and field-service modules
  • Self-run or CMA-managed operations
Service details & pricing →
02Capital & decisions

Business Plans & Funding

Business plan writers and consultants in Dallas, TX. Investor- and lender-ready plans from $2,500 priced to the capital you are raising.

See the work included
  • Investor-grade business plans
  • Pitch decks
  • Lender and investor packages
  • Business funding strategy
Service details & pricing →
03Capital & decisions

Pitch Decks

Pitch deck consultants in Dallas, TX. Investor decks written, designed and built on a real financial model. Two published tiers: $2,000 and $3,500.

Service details & pricing →
04Capital & decisions

Financial Modeling & Analysis

Investor- and lender-grade financial modeling & analysis — projections, unit economics, project finance (DSCR, waterfalls), and CEO/CFO dashboards. Book a call.

See the work included
  • Projections and 3-statement models
  • Unit economics and fundraising models
  • Project finance - DSCR and debt sizing
  • Financial analysis and CFO dashboards
Service details & pricing →
05Capital & decisions

Market Research

Market research from $1,250: sourced market sizing, competitor analysis and pricing evidence. Comprehensive desk research $2,500. Dallas and nationwide.

See the work included
  • Market sizing - TAM/SAM/SOM
  • Competitive and gap analysis
  • Customer and demand research
  • Market-entry and feasibility studies
Service details & pricing →
06Launch & growth

Go-to-Market Strategy

Go-to-market strategy consulting: positioning, the ideal customer, pricing, channels and a 90-day launch plan your team can run. Fixed prices from $3,500.

See the work included
  • Positioning and messaging
  • Ideal customer and segmentation
  • Pricing and packaging strategy
  • 90-day launch playbook
Service details & pricing →
07Capital & decisions

Strategy & Consulting

Go-to-market strategy, feasibility studies, and project management for small and mid-market businesses, with a consultant who stays for the implementation.

See the work included
  • Small business consulting
  • Feasibility studies
  • Project management
  • Strategic roadmaps
Service details & pricing →
08Operations & systems

Fractional COO & Operations

Fractional COO and hands-on operations leadership for Texas businesses and nationwide: embedded leadership, process redesign, KPI dashboards, and SOPs.

$6,000 to $12,000 per month. 3-month minimum; scope agreed in writing.

See the work included
  • Fractional COO leadership
  • Process improvement and SOPs
  • Operational support
  • KPI dashboards
Service details & pricing →
09Launch & growth

Fractional CMO & Marketing

Fractional CMO leadership at $3,000/month with 24 hours included. 3-month minimum, then monthly with 30 days notice. Dallas and nationwide.

$3,000 per month, 24 hours included. 3-month minimum, then monthly with 30 days notice. Production and staffing are separate; go-to-market is optional.

See the work included
  • Embedded marketing leadership
  • Positioning and the demand plan
  • Team and agency direction
  • Reporting tied to pipeline
Service details & pricing →
11Operations & systems

Process Automation

Business process automation for small businesses: workflow audits, custom automations, and dashboards that cut manual work, on site in Texas or remotely.

See the work included
  • Workflow Map and Operations Audit
  • Custom automations and dashboards
  • AI training and governance
  • Human-in-the-loop safeguards
Service details & pricing →
12Launch & growth

Website Services

Business website build for $697, with optional $199/month care after the build. Landing pages, redesigns and conversion work are scoped separately.

Initial build $697. Optional care $199 per month, after the build.

See the work included
  • Website creation and development
  • Redesigns that protect rankings
  • Landing pages and conversion optimization
  • Hosting, maintenance and ongoing support
Service details & pricing →

Every service links to its full scope, process and published pricing. The intro call confirms the exact engagement before work starts.

Public work. Real evidence.

See how the work connects.

At Milly’s, operating advisory and a platform built for the business come together in one public case. Explore the documented scope, approved images and system walkthrough.

Explore the Milly’s case →

Making a capital decision? Also explore the planning and modeling work for utility-scale solar. Read the BRE case →

Approved screenshot of the Milly’s platform dashboard built by CMA
An actual CMA build. Cleared screenshot; the case explains the contribution and scope.

Standalone initiative

Veteran Business Support Initiative

A free basic business plan plus four fully subsidized engagements per quarter for veterans, active-duty service members, Guard & Reserve and Gold Star families. This is a funded allocation.

Explore the initiative →

FAQ

Choosing the right engagement

How do I choose a CMA service?

Start with the decision you need to make. Filter the directory by capital, growth, systems, leadership or advice. The 30-minute intro call confirms the scope before work begins.

Does CMA work outside Dallas?

Yes. The firm is based in Dallas and works with businesses nationwide. Remote, hybrid or on-site delivery and any travel are agreed with the scope.

Where can I review pricing and terms?

The pricing page presents consulting engagements. Websites, the Operations Platform and small-business options carry pricing on their own pages. Scope and commercial terms are agreed in writing.

Can I engage CMA for just one part of the work?

Yes. A defined project, ongoing advice and a fractional leadership seat have different scopes. The intro call helps identify the appropriate work without buying an unnecessary bundle.

Not sure which practice fits?

Thirty minutes to discuss your business, clarify the decision and agree on the right next step.

or call (972) 863-8559

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