The Tools You Need. The Clarity Owners Want.

Business transitions require more than just financial planning. They demand introspection and a candid reckoning with an owner’s identity and desires for management, ownership, and money. Our transition tools help owners and advisors uncover all the critical factors at work - from business to financial to personal.

A Clearer Way to Guide Owners Through Transition

Part diagnostic, part roadmap - CWI transition tools help advisors assess transition capacity on multiple levels. Get actionable insight into an owner’s unique psychology and associated business impact so you can provide confident counsel through every stage of a business transition.


    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.

  • 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.

How Assessments Work

Each assessment is intended to be administered by an advisor, and includes the required training to ensure responsible interpretation and decision-making around results.

What Advisors Can Expect

When you first gain access to an assessment, you will be required to complete a short, 90-minute training. From there you can administer the assessment, receive, and interpret client results.

What Owners Can Expect

Our assessments are designed with owners in mind, taking no longer than 15 minutes to complete. Owners use an advisor-provided link, answer the multiple choice questions, and get their own summary report.

Research & experience.

Our transition tools and training give you the insights and common language needed to help lead your clients to a better transition.LEARN MORE