An embedded operating partner for founders, CEOs, investors, and SMB owners.
Helping businesses scale, navigate critical decisions, and execute.
Based in Boca Raton, FL. Working with clients nationwide.
Assess the business, set the priorities, then turn them into execution.
Fractional COO
Embedded operating leadership for founders, CEOs, SMB owners, and PE/venture-backed teams at critical inflection points.
Management consulting
Operational, commercial, and strategic assessments of where a business stands and what to fix first.
Strategic advisory
A counterpart for founders, CEOs, and investors on growth, GTM, commercial partnerships, and M&A evaluation.
Where I can help
Fractional COO
- “We’re growing faster than our team and systems can handle.”
- “Every decision still comes back to me.”
- “We need operating leadership now, not in six months.”
Management consulting
- “Something isn’t working, and we’re not sure what to fix first.”
- “Our processes were built for a much smaller business.”
- “We just closed a deal and need a plan to make it work.”
Strategic advisory
- “We’re preparing to raise, sell, or acquire.”
- “We want to grow through new channels or partners.”
- “We need someone to pressure-test a big decision.”
How it works
- 01Intro call30 minutes to understand what you’re working through and whether there’s a fit.
- 02ProposalWithin two business days: scope, statement of work, timeline, and terms.
- 03EngagementA consulting project, a fractional COO role, or ongoing strategic advisory.
Jon Katz
Operating executive who spent 15+ years helping scale a three-person startup into a nine-figure ticketing technology business and helping guide it through private equity transactions and acquisitions totaling more than $300M.
Leadership experience spans operations, business development, partnerships, and strategy. Now serves as an embedded operating partner and strategic advisor to founders, CEOs, investors, and SMB owners, helping businesses scale, navigate critical decisions, and execute.
BBA in Finance & Marketing (graduated Cum Laude), The George Washington University School of Business.
CL2 is named for his two sons, Camden and Logan — and 2, their favorite number.
Connect with Jon on LinkedIn →What I’ve done, not just advised on.
Scaling
Built the teams, systems, and operating infrastructure to take a three-person startup to 125+ employees and a nine-figure business.
Transactions
Part of the leadership team that took a company through private equity transactions and acquisitions, from preparation through close.
M&A integration
Led the acquisition and integration of companies across technology and supply.
Commercial growth
Expanded distribution beyond traditional marketplaces into travel, retail, loyalty, and member benefits.
Platforms
Launched data and technology platforms that automated workflows across a fragmented industry.
International operations
Managed financials, operations, and business development across 20+ international development projects.
Common questions
What is a fractional COO?
A fractional COO provides senior operating leadership part-time or for a defined project. It suits companies that need experienced operating capacity but don’t need a full-time hire, or don’t need one yet.
Do you work as a fractional COO or as a consultant?
Both, depending on what the business needs. As a consultant, CL2 Advisors takes on a focused project: assessing where the business stands, setting priorities, and building the plan. As a fractional COO, CL2 Advisors provides ongoing operating leadership part-time, working alongside your team to own the execution.
What size and stage of companies do you work with?
Founder-led and growing companies, SMBs, and PE- and venture-backed businesses, usually at an inflection point: scaling, preparing for a transaction, or integrating after one. CL2 Advisors has deep expertise in ticketing, live events, travel, and hospitality.
Do you work with private equity firms?
Yes: deal evaluation, transaction support, post-close integration, and operating support for portfolio companies that need experienced leadership.
How does an engagement start?
With a 30-minute intro call about what you’re working through, so we can decide together whether there’s a fit. If there is, you’ll receive a proposal with scope, statement of work, timeline, and terms within two business days.
How long is a typical engagement?
It depends on the format. A consulting project has a defined scope and end date, set out in the statement of work. Fractional COO and strategic advisory roles are ongoing and usually run on a retainer.
What does it cost?
Fees depend on the scope and format of the work, and are set out in the proposal after the intro call.
Do you work outside South Florida?
Yes. CL2 Advisors is based in Boca Raton, FL and works with clients across the United States.
Facing a critical decision or an inflection point? Let’s talk.
Tell me a little about what you’re working through.