# CL2 Advisors

> CL2 Advisors is a strategic advisory and consulting firm based in Boca Raton, FL, founded by operating executive Jon Katz. It provides fractional COO, management consulting, and strategic advisory services, working alongside founders, CEOs, investors, and SMB owners as an embedded operating partner to help businesses scale, navigate critical decisions, and execute.

Website: https://cl2advisors.com/
Email: jkatz@cl2advisors.com
Contact form: https://cl2advisors.com/#contact
LinkedIn: https://www.linkedin.com/company/cl2-advisors
Founder LinkedIn: https://www.linkedin.com/in/jonathan-katz-0b64a25/
Location: Boca Raton, FL, serving clients across the United States

## Founder

**Jon Katz, Founder & Principal.** 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. BBA in Finance & Marketing (Cum Laude), The George Washington University School of Business. CL2 is named for his two sons, Camden and Logan — and 2, their favorite number.

## Services

- **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, go-to-market (GTM), commercial partnerships, and M&A evaluation.

## Where CL2 Advisors helps

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

1. Intro call: 30 minutes to understand what the client is working through and whether there's a fit.
2. Proposal: within two business days, with scope, statement of work, timeline, and terms.
3. Engagement: a consulting project, a fractional COO role, or ongoing strategic advisory.

## Expertise

Operations, business development, partnerships, and strategy, with deep roots in ticketing, live events, travel, and hospitality — including GTM, distribution, partnerships, and market expansion.

## Track record

- 15+ years of operating experience.
- Scaled a three-person startup to 125+ employees and a nine-figure business.
- $300M+ in private equity transactions and acquisitions.
- Led the acquisition and integration of companies across technology and supply.
- Expanded distribution beyond traditional marketplaces into travel, retail, loyalty, and member benefits.
- Launched data and technology platforms that automated workflows across a fragmented industry.
- Managed financials, operations, and business development across 20+ international development projects.

## FAQ

**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.

## Pages

- [Home](https://cl2advisors.com/): services, where CL2 helps, how it works, founder, experience, FAQ, and contact form.
- [FAQ](https://cl2advisors.com/#faq)
- [Privacy policy](https://cl2advisors.com/privacy/)