Bring Clarity to the Human Side of Transition

Business transition tools that help advisors guide clients through the business and human aspects of critical transitions - be it scale, sale or succession. Take the guess work out of guiding clients through critical transitions.

Owner Transition Profile

A Deeper Approach to Transition Assessment

Clear Water Insights transition tools are designed to help identify above- and below-the-surface factors related to transition, helping owners identify obstacles, reduce uncertainty, and gain alignment on the owner’s preferred path through transition. Each assessment is intended to be administered by an advisor, and includes the required training to ensure responsible interpretation and decision-making around results.


    A scientifically-validated, individual capacity assessment that evaluates the link between an owner’s identity, approach to decision-making, and their role in the business.

    Try it free
  • M3 Assessment
    Coming in 2023

    An all-in-one roadmap of 22 transition variables in 3 domains (business, money, and self) – including the owner’s personal transition capacity – takes the guess work out of the process.

Uncover the Science Around Readiness

The biggest risks to transition are the unseen human aspects of the people involved - fears, doubts, familial relationships, emotional ties. Our transition tools and training give you the actionable insights and common language to talk through these issues with clarity, confidence, and control.

  • Identity
  • Culture
  • Motivations
  • Relationships
  • Values
  • Financial Health
  • Structure
  • Legacy
explore the science

What Advisors Are Saying

"The OTP tool, debrief training and support I received from the CWI team allows me to better understand the owner’s needs right from the start. For my clients, the debrief is a powerful opportunity for generating insights and leaning into some of the emotions /feelings they are experiencing, but cannot easily articulate. … The CWI team has been incredible to work with and I feel well supported as we integrate the OTP into our practice and roll it out to other service lines within our company in the future."

Bryan Huck, FEA | BDO Canada LLP


A business owner in the specialty packaging industry was looking to sell his business. See how the Owner Transition Profile helped him rethink his desire to sell his business. As a result, he shifted his focus to embracing the value of management systems and hiring top talent helping him triple annual revenue over a three-year period.

Owner Assessment Mockup

Transition Is a Journey.
Find the Obstacles.

Explore our range of assessments and learn how to guide clients to the transition outcome they truly want.