Why CLS?

In today’s fast-paced and competitive market, it’s crucial for businesses to maximize their resources, grow revenue, and boost profits. One way to achieve this is by outsourcing critical tasks, allowing you to focus on your core activities and areas of expertise. That’s where C-Level Strategy comes in — we provide complete, customized outsourced solutions for your critical needs, so you can operate more efficiently and effectively.

Our Unique Approach


We provide strategic guidance and insights to help you make informed decisions for your business. Our team of experienced advisors will assess your current challenges, analyze market trends, and develop customized strategies tailored to your specific goals. With our advisory services, you can gain a competitive edge, optimize operations, and navigate through complex business landscapes with confidence.


In addition to our advisory expertise, we also offer comprehensive fulfillment services to handle the execution and implementation of the strategies we develop. Whether it’s managing your accounting processes, optimizing your supply chain, or designing your sales strategy, our team of skilled professionals will seamlessly integrate with your operations. By entrusting us with the fulfillment of these services, you can focus on your core business activities, streamline operations, and achieve greater efficiency and scalability. 

What Business Stage Are You In?

Click to See What Services Your Business Needs Now 

Tax Strategy
  • File business and personal taxes
  • Bookkeeping
  • Set up general ledger and chart of accounts
Accounting & Finance
  • Pitch deck development
  • Forecasting
M&A & Capital
  • Capital raise support
  • Investor negotiations
Legal Services
  • Corporate governance
  • Intellectual property
  • Contract templates
  • General compliance
  • Establish entities
  • Operating agreements
  • Employee agreements
Sales Strategies
  • Sales strategy development
  • General sales and business development advisory
  • Revenue generation strategy
Strategic Planning
  • Advisory board
  • Roadmap
  • Executive team coaching and mentoring
Training & Process Creation
  • New Hire Onboarding plan
  • Marketing content creation
  • Grant writing
  • RFP responses
  • Template creation
Insurance & Benefits
  • Corporate Insurance
  • Life insurance
  • Workers comp insurance
Staffing & Recruitment
  • Recruit executives
  • Outsourced recruiting team
  • Compensation comparisons
Data & Software Automation
  • Website development
  • Staff augmentation
Tax Strategy
  • Tax planning
  • Tax filing
Accounting & Finance
  • Forecasting
  • Reporting
  • System implementations
  • Audit preparation
  • Internal controls
  • US GAAP compliance
  • Month-end close
  • Financial analytics
M&A & Capital
  • M&A considerations
  • Capital raise
Legal Services
  • Vendor contracts
  • Client contracts
  • General counsel
  • Policy review
Sales Strategies & Processes
  • Activity metrics and quotas
  • Sales team management
  • Funnel and pipeline management
  • Sales training
  • Revenue generation strategy
  • Revenue retention
  • Customer experience
Training & Process Creation
  • Employee handbooks
  • Define growth strategy
  • Leadership assessment
  • Outsourced Chief Strategist
  • Process engineering
  • Process documentation
  • Ongoing Training/succession training program
  • Marketing content creation
  • Training videos
  • Company policy documentation
Insurance & Benefits
  • Corporate insurance
  • Health insurance
Staffing & Recruitment
  • Staffing
  • Recruiting all levels
Data & Software Automation
  • UI/UX design
  • Business automation
  • Staff augmentation
Accounting & Finance
  • Interim CFO/Controller
  • Reporting
  • Audit prep
  • M&A prep
  • System implementations
  • Internal controls
M&A & Capital
  • M&A advisory
  • Exit strategy
Legal Services
  • Outsourced general counsel
  • Multi-state compliance
Sales Strategies & Processes
  • Sales strategy
  • Sales playbook development
  • Sales forecasting
  • Long-term revenue strategy
Strategic Planning
  • Expansion Plan
  • Strategic market analysis
Training & Content Creation
  • New location guide
  • Manual development
  • Content Creation
  • Outsourced Chief Training Officer
Insurance & benefits
  • Specialty insurance options
Staffing & Recruitment
  • Staffing
Data & Software Automation
  • Reporting and dashboards
  • Data warehouses
  • CIO/CTO advisory
Tax Strategy
  • Owner exit planning
Accounting & Finance
  • Exit preparation
M&A & Capital
  • Sell-side representation
  • Investor network
  • Valuation support
Legal Services
  • M&A attorney advisory
Sales Strategies & Processes
  • Sale process documentation
  • Sales systems clean up
Strategic Planning
  • Go to market strategy
  • Change management
Training & Content Creation
  • Full company process documentation
  • Role-specific manuals
Insurance & Benefits
  • Umbrella coverage
  • Risk management assessment
Staffing & Recruitment
  • Executive search
  • General staffing
Data & Software Automation
  • Data migration
  • System Integration
  • Implementing unified reporting
  • Analytics

You are here – Valuation



CLS plays a crucial role in the business landscape by catering to mid-market companies that often face neglect from larger firms. These companies require specialized guidance and support to navigate their unique path to success as business owners.

By filling this gap, CLS ensures that mid-market businesses receive the attention and expertise necessary to thrive and fulfill their potential.

Prioritize your business needs 
We work on your timeline
Ability to scale up or down 
Flexible payment options

We know one size doesn’t fit all

We prioritize transparency and fairness when it comes to pricing. We understand the importance of fully understanding your unique requirements before determining the pricing structure.

That’s why we never lock you into pricing without conducting a thorough assessment and understanding the full scope of your needs. This ensures that you receive a tailored pricing plan that accurately reflects the value and services you will receive, giving you peace of mind and confidence in our partnership.

Why settle for less?

Gain a competitive edge in the marketplace and free up valuable time and resources to focus on growth and innovation.

Get In Touch

We are here for you! How can we help?