Clear Water Insights
Business Consulting and Services • 
Irvine, California, United States • 1-10 Employees
Company overview
| Headquarters | Irvine, California, United States |
| Phone number | +17143899318 |
| Website | |
| NAICS | 5416 |
| Keywords | Business Transitions, Business Psychology, Leadership Succession, Exiting, Scaling Up, Organizational Transitions, Ownership Transitions, Business Transition Assessments |
| Employees | 1-10 |
Key Contact at Clear Water Insights
Trevor Flint
Vice President of Business Development and Consultancy
Clear Water Insights Email Formats
Clear Water Insights uses 1 email format. The most common is {first name} (e.g., john@clearwaterinsights.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@clearwaterinsights.com | 100% |
About Clear Water Insights
Clear Water Insights provides the business transition tools advisors need to fully prepare clients for their business transition journey. These tools were designed and developed by Dr. Allie Taylor, PhD, through years of research and practical expertise in business psychology, family systems, and business management. Unlike traditional transition planning tools and advice, which mostly focus on the financials or business attributes, our transition assessments provide the personal insights advisors need to empower business owners with greater clarity, confidence, and control for navigating their business transition journey. Dr. Taylor’s award-winning research into the psychology of owners and management teams at points of significant transition shaped our assessment tools. Part diagnostic, part roadmap, these tools help advisors assess transition capacity on multiple levels and deliver more satisfying transition outcomes for business owners. Learn more about how our transition tools and training give you the actionable insights and common language to help you lead your clients to a better transition. https://clearwaterinsights.com/science-psychological-factors/
Clear Water Insights revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Business Consulting and Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Clear Water Insights has never raised funding before.
Clear Water Insights Tech Stack
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Frequently asked questions
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