CONSULTING​

814 E. Main #202

Gardner, KS 66030

P: (913) 645-6334

F: (913) 856-4516

E: info@clearlakeconsultinginc.com

​​CLEAR LAKE

Succession Planning

Often, business owners desire to perpetuate their life's work to someone that appreciates and understands its business and clientele, but few have a succession plan in place. This issue can prove devastating when a critical life event occurs to the owner or their loved ones, which often forces a sale to an outsider at below-market value and terms.

Clear Lake Consulting utilizes its industry experience and personal approach to review perpetuation objectives and critical issues that often derail successful plans, such as proper valuations, timing of ownership departure, deal structure, funding, cash flow and many others. Our desire is to create a seamless perpetuation plan that is designed to maintain stability and independence of closely held agencies.