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Resources

Explore information about our assessments and more. If you’re looking to download assessment materials, please make sure you are logged into your account and have access to these materials. If you need help or can’t find what you’re looking for please check out our FAQs or contact page.

Assessment Materials

OTP CASE STUDY

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.

SEE THE RESULTS

Owner Assessment Mockup

SCIENTIFIC LITERATURE

Our transition assessments are backed by Dr. Allie Taylor’s years of research and business consulting best practices. Take a deeper look into Dr. Taylor’s PhD research that built our effective approach to transition consulting.

Whitepaper

THE PSYCHOLOGY OF TRANSITIONS – MOVING OWNERS TO ACTION

Learn more about the human side of business transitions in our white paper, The Psychology of Transitions – Moving Owners to Action. Understand the common traits that successful owners share, why these traits can lead to challenges, and how to overcome those challenges to reach a successful outcome.

request THE FULL WHITE PAPER

White paper

Complex Change in Family Business: The interplay of family systems, transgenerational trauma, organizational culture, and decision-making

Learn more about the unique interplay of family systems, transgenerational trauma, organizational culture, and decision-making in our white paper, Complex Change in Family Business. Gain a better understanding of how these factors shape a family business and more about what you can do to help family business owner clients break destructive cycles.

request THE FULL WHITE PAPER

From the Blog

Blog | Are Cold Feet Really the Issue? How to Avoid Failed Transactions.

In this blog, we touch on some of the common pain points owners face when working with an advisor. Then we propose a solution that can help solve these pain points.

VIDEOS AND WEBINARS

Learn more about business owner psychology and how to move owners to action.

  • NAVIGATING THE OWNER’S PSYCHOLOGICAL CASTLE TO GET RESULTS As an advisor, how do you ensure your advice is welcomed and acted upon? In this webinar, Dr. Allie Taylor will delve into many topics surrounding business owner psychology.

  • Business Owner Psychology and the Owner Transition Profile In this webinar, Allie Taylor, PhD, takes advisors through the essentials of business owner psychology, including how to measure it and how to work with owners to get better outcomes.

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Assessment Platform Resources

Assessment reports are hosted through Brilliant Assessments. If you’re having issues on the platform end, click the link below to sign into your account.

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