Terms of Service

These Terms of Service (“Terms”) govern your access to and use of https://colemanma.com (the “Site”) and the tools, content, and purchases available on it, provided by Coleman Management Advisors (“CMA,” “we,” or “us”). By using the Site, you agree to these Terms. If you do not agree, please do not use the Site.

1. Eligibility & acceptance

You must be at least 18 and able to form a binding contract to use the Site or make a purchase. If you use the Site on behalf of a business, you represent that you are authorized to bind that business to these Terms.

2. Use of the Site

You agree to use the Site lawfully and not to: misuse, disrupt, or attempt to gain unauthorized access to the Site or its systems; scrape, harvest, or overload the Site; submit unlawful, infringing, or malicious content; or use the Site to develop a competing product. We may suspend or restrict access for any reason, including a violation of these Terms.

3. Not professional advice; no relationship created

The Site, its content, and its tools are provided for general informational purposes only and do not constitute legal, tax, accounting, financial, investment, or securities advice. CMA is a management consulting firm; it is not a law firm, certified public accounting firm, registered investment adviser, or broker-dealer. Using the Site, contacting us, or using a tool does not create a consulting, advisory, fiduciary, attorney-client, or other professional relationship. A relationship is formed only through a separate, signed engagement agreement. See our Disclaimer.

4. Interactive tools & AI features

Our calculators, diagnostics, scorecards, estimators, proposal builder, and AI features (including the “Ask CMA” assistant and AI plan tools) generate outputs from the information you provide and from general models and public data. Outputs are illustrative starting points, may be inaccurate or incomplete, are not guarantees, and should be independently verified before you rely on them. Do not submit confidential or sensitive information to these tools.

5. Purchases, pricing & payment

• Published pricing. Prices for fixed-scope offerings are shown on the Site and may change at any time; the price presented at checkout applies to that purchase.
• Payment processing. Online payments are processed by Intuit (QuickBooks Payments). Your purchase is also subject to Intuit’s terms. We do not store full card or bank details.
• Scope. A purchase reserves the deliverable described; the specific scope, timeline, and any custom items are confirmed in writing before work begins. Custom and ongoing engagements are quoted separately.
• Refunds. Because work begins promptly and deliverables are bespoke, fees are generally non-refundable once work has commenced, except as required by law or as expressly agreed in writing. If you have a concern, contact us and we’ll work toward a fair resolution.

6. Intellectual property

The Site and its content — text, design, graphics, logos, frameworks (including “The CMA Method”), guides, templates, and reports — are owned by or licensed to CMA and protected by intellectual-property laws. We grant you a limited, revocable, non-exclusive license to view the Site and to use downloadable templates for your own business. You may not republish, resell, or redistribute our content without permission. Third-party trademarks are the property of their respective owners.

7. Your submissions

If you send us ideas, feedback, or other materials, you grant us a non-exclusive, royalty-free license to use them to operate and improve our services. You are responsible for the accuracy and legality of anything you submit, and you represent that you have the right to share it.

8. Third-party links & services

The Site links to and relies on third-party services (for example, our booking page, payment processor, and analytics). We are not responsible for the content, policies, or practices of third parties, and your use of them is governed by their terms.

9. Disclaimer of warranties

The Site and all content and tools are provided “as is” and “as available,” without warranties of any kind, express or implied, including merchantability, fitness for a particular purpose, accuracy, and non-infringement. We do not warrant that the Site will be uninterrupted, error-free, or secure, or that results from any tool will be accurate or achieve any outcome.

10. Limitation of liability

To the fullest extent permitted by law, CMA and its owners, members, and personnel will not be liable for any indirect, incidental, special, consequential, or punitive damages, or for lost profits, revenues, data, or goodwill, arising from your use of the Site or its tools. Our total liability for any claim relating to the Site will not exceed the greater of the amount you paid us for the relevant transaction or US$100.

11. Indemnification

You agree to indemnify and hold harmless CMA from claims, losses, and expenses (including reasonable attorneys’ fees) arising out of your use of the Site, your submissions, or your violation of these Terms.

12. Governing law & disputes

These Terms are governed by the laws of the State of Texas, without regard to conflict-of-laws rules. The state and federal courts located in Dallas County, Texas have exclusive jurisdiction over any dispute not otherwise resolved, and you consent to venue there.

13. Changes to these Terms

We may update these Terms from time to time. Changes take effect when posted, as reflected by the “Last updated” date; continued use of the Site constitutes acceptance.

14. Contact

Coleman Management Advisors · 1920 McKinney Ave, Floor 7, Dallas, TX 75201 · dallas@colemanma.com · (573) 747-5573

These Terms are provided for general information and are not legal advice.