Clinton Baker

Clinton Baker

Indianapolis, IN – Closed

8425 Woodfield Crossing Blvd
Suite 250W
Indianapolis, IN 46240


Industry Areas

Service Areas

Clinton implements the Triple Planning Model–an integrated process of strategic, estate, and succession planning–to grow distributors, whether organically, through acquisition, or by restructuring. Clinton’s focus within the distribution industry is specifically with equipment dealerships, transportation companies, and beverage distributors.

With deep distribution knowledge, Clinton understands what manufacturers, breweries, and other strategic partners expect from their distribution channel and how to meet those expectations. He presents innovative ideas that tap into the collective experience of nearly 400 people at K·Coe Isom. Examples of his strength in big-picture planning include:

  • Managing the entity structure and resulting tax liability to improving cash flow more than $8 million for a beverage distribution company with dozens of companies.
  • Negotiating a larger ownership stake in an equipment dealership’s merger. While the financials alone did not support it, K·Coe Isom understood and presented intangibles that substantiated the greater value.
  • Improving an equipment dealership’s cash flow by $300,000 to $400,000 annually through proactive tax planning.
  • Resolving family leadership conflict in a transportation company by creating a clear distinction of roles and responsibilities and devising a plan for the company to provide for the patriarch’s retirement.

Original equipment manufacturers (OEMs), such as John Deere, regularly refer their dealers to Clinton for help with mergers and acquisitions, executive compensation, and difficult situations. For equipment dealerships managing the ups and downs of a highly cyclical market, Clinton helps companies maximize profitability and improve balance sheet health despite the direction of the economy. Data analysis and smart planning are just as important to the transportation companies he serves. Clinton looks at operational aspects of the business such as revenue per truck, revenue per mile, and utilization rates, bringing value to the data by helping transportation leaders forecast and prepare for potential scenarios. Serving as a business advocate, Clinton counsels owners of beverage distribution companies with the financial facts, resulting in companies that are healthier and more stable over the long-term.

For those who want to proactively plan for the future in the distribution industry, Clinton engages, enlightens, and propels companies and their management teams in a common direction toward their goals.


M.B.A., business administration, Oklahoma State University
B.S., accounting, Oklahoma State University


Certified Public Accountant (CPA), licensed in Kansas

Public Speaking

Featured Speaker: "Triple Planning Model," John Deere User Group conference.
Speaker: "Tax laws and planning opportunities on health care reform," Wichita Business Journal (multiple events).
Speaker: "Tax laws and planning opportunities on health care reform," KSCPA conference.
Speaker: "Tax planning ideas and planning opportunities," DTN conference.

Professional Associations

American Institute of Certified Public Accountants
Kansas Society of Certified Public Accountants
Associated Equipment Distributors
North American Equipment Dealers Association
International Milk Haulers Association
National Tank Truck Carriers

Civic Associations

Cub Scouts, den leader volunteer
Junior Achievement of Kansas
Youth basketball, soccer, and baseball coach

Personal Interests

Clinton and his wife enjoy hiking mountains — to date they have hiked eight of Colorado's 14ers (14,000+ foot mountains). Additionally, they have climbed Mt Kilimanjaro in Africa and trekked to the base camp of Mt. Everest in Nepal.

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