of highly experienced senior business executives and subject matter experts.


Clearwater Business Advisers is the next evolution of The Sigma Group. Sigma was formed over two decades ago by founding partner Dr. Douglass Lind. With a new name and a re-energized vision in 2017, CBA continues to model the values, expertise and reputation for excellence that The Sigma Group exemplified over the years. The firm has administrative headquarters in Tampa, FL with client engagements in major cities nationally.

Our Value Proposition

We help early stage and mid-market senior leaders build (or recover) operational performance by providing deep expertise in finance, corporate governance, organizational effectiveness, sales and talent management.

Unique among general management consulting firms, our blend of content (functional expertise & advisory) and human dynamics (coaching) is delivered by an integrated team of highly experienced senior executives and subject matter experts. Over the years we have assisted individual executives and companies in industries such as, professional service, start-ups, banking, healthcare, government, logistics, industrials and consumer products.

  • Robert D. Morlot, Managing Partner

    Robert is an experienced operating executive with significant management consulting and market development experience across multiple business environments – large company, boutique, start-up, and turn around.

    Clearwater Business Advisers, Managing Partner
  • Don Russell, Partner

    Don Russell is a partner with Clearwater Business Advisers LLC and a trusted advisor to C Level executives. Don began his career as a commercial …

    Clearwater Business Advisers, Partner
  • Douglass T. Lind, Founding Partner

    Dr. Lind is a seasoned management consultant and a pioneer in the field of executive coaching.  He began his consulting career fifty years …

    Clearwater Business Advisers, Founding Partner
  • Katie Johns, Director of Operations

    Katie Johns is the Director of Operations for Clearwater Business Advisers. To reach Katie please visit our contact page.

    Clearwater Business Advisers, Director of Operations
  • Tom Moore, Consultant

    Tom Moore is a senior level consultant with Clearwater Business Advisers focused on providing interim CFO services for clients. Tom has the rare …

  • William P. Taylor, Jr., Consultant

    My Personal Purpose: “I aspire to be a Servant Leader to everyone I meet helping them experience self-discovery, unleash potential for transformation, deliver …

  • Vincent Izzi, Consultant

    “My role is to provide the best client experience focused on collaborating with individuals, teams and leaders to achieve their personal as well …

  • William R. Lutz, Consultant

    Bill’s professional life has been a commitment to individuals, families and children. He was the Founder and Executive Director of the Montclair Counseling …

  • David M. Jeffries, Outside Counsel

    Dave is outside counsel and adviser to CBA. His firm, Fee & Jeffries PA, is a business law firm specializing in complex business …

    Outside Counsel
About Us - Clearwater Business Advisers, LLC.