Clear Water Insights Information

Clear Water Insights provides the business transition tools advisors need to fully prepare clients for their business transition journey. These tools were designed and developed by Dr. Allie Taylor, PhD, through years of research and practical expertise in business psychology, family systems, and business management. Unlike traditional transition planning tools and advice, which mostly focus on the financials or business attributes, our transition assessments provide the personal insights advisors need to empower business owners with greater clarity, confidence, and control for navigating their business transition journey. Dr. Taylor’s award-winning research into the psychology of owners and management teams at points of significant transition shaped our assessment tools. Part diagnostic, part roadmap, these tools help advisors assess transition capacity on multiple levels and deliver more satisfying transition outcomes for business owners. Learn more about how our transition tools and training give you the actionable insights and common language to help you lead your clients to a better transition. https://clearwaterinsights.com/science-psychological-factors/