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 years of research and business consulting best practices. Equal parts business and psychology, 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. Read the research that built our effective approach to transition consulting.

WHITE PAPER

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.


READ THE FULL WHITE PAPER

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