OWNER TRANSITION PROFILE™
PRICING PACKAGES
-
Starter Bundle
12 reports
$2,970/year
(10% discount!)
OR 12 installments of
$275/month
Link to bundle -
Small Advisory Firm
30 reports
$6,470/year
(10% discount!)
OR 12 installments of
$599/month
Link to bundle -
Large Advisory Firm
50 reports
$9,395/year
(10% discount!)
OR 12 installments of
$870/month
Link to bundle
NEED MORE?
SAVE WITH OUR ENTERPRISE PACKAGE
We’ll put together a package that best fits your needs. Call today!
Onboarding & Training
Learn the essentials of business owner psychology to properly interpret results to support your owners and lead them to successful outcomes.
$1295
FOR A SINGLE ADVISOR
$4995
FOR A FIRM OF 5 ADVISORS
($895 per each additional advisor)
QUESTIONS ABOUT OUR PLANS?
Check out our FAQ page for answers to common questions or contact us and we’ll set up a quick call to discuss your specific needs.
PRICING THAT FITS YOUR PRACTICE
From single-use reports to multi-advisor bundles for larger firms, our pricing is flexible enough to fit your needs, and deliver ROI, at any scale. Experience the value for yourself by starting with a free trial.
TRY IT FREE
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
MAKE OUR TRANSITION TOOLS
PART OF YOUR PROCESS
Our assessments are best used at the beginning of each client onboarding to gauge just how ready an owner is to transition their business. This means your advisors get instant clarity on how ready the client truly is. That allows advisors to form a successful plan to guide the client who is ready to that transition faster or to shift focus from clients that aren’t quite ready. Reduce lost leads and achieve more high-quality transactions.
