Professional
For teams who want a partner on strategy.
$2,500per quarter
- Collaborative strategy with our team
- Your Transformation Plan
- Built around your top strategic action
- Implementation guidance
Pricing
Pick the level of support that fits.
Two ways to work with us: focus on one big opportunity, or bring us in for hands-on help across several.
Executive
Most hands-onFor owners who want us in it with them.
$6,000per six-month engagement
- Our most hands-on consulting and analysis
- Built around your Top 3 Strategic Actions
- Coordination with your providers and advisors
- Implementation support through rollout
- Satisfaction Guarantee available to eligible clients
Standard pricing. A signed client-specific proposal may set different terms.
Questions
Before you sign up
Still not sure which level fits? Ask us. We’d rather point you to the right one than the biggest one.
Do we need opportunities in all three pillars?
No. One strong opportunity in Spend Optimization, Tax Optimization, or Strategic Sourcing can be enough to justify working together.
How big does our business need to be?
Our standard starting point is 25 or more employees, which is also the minimum for our Preventive Health Plan. Spend Optimization is the exception: a business with $300,000 or more in monthly vendor spend can qualify at any headcount. Annual revenue doesn’t decide fit.
How does the Satisfaction Guarantee work?
Eligible Executive clients can sign a Satisfaction Guarantee Addendum. It applies after a full year of participation and requires real involvement on your side: implementing agreed actions, cooperating with the process, giving required notice and documentation, and staying current on fees.
It’s a satisfaction guarantee, not a promised return or savings amount. Clients whose verified ROI reaches 200% or more aren’t eligible for a refund. The signed Addendum controls the details.
Will we have to switch banks or software?
Not necessarily. We’re independent and software-agnostic. Sometimes the best move is keeping exactly what you have.
Do you give tax or legal advice?
No. We educate, analyze, coordinate, and support implementation. When an opportunity needs legal, tax, accounting, or benefits review, we bring in the right qualified professionals.
Do you ever handle our money?
Never. We don’t hold funds, move money, approve transactions, or control your accounts. You keep full authority.
Want to know what ClearView could be worth to you?
Run your own numbers in the ROI Calculator, or tell us a little about your business. We’ll tell you plainly whether we see an opportunity worth chasing.