Strong revenue can hide real constraints. This scorecard helps you find them. Use it to help calculate seven key metrics across three kinds of capacity:
Growth capacity: Is your firm winning new clients and building a future client base?
Resource capacity: Does your team have room to serve more households and stay with you?
Financial capacity: Can your business fund its next hire, investment, or owner?
Using data you already have, this checklist helps you spot potential vulnerabilities, understand where your firm may be stretched, and make more informed decisions about where to invest next.
Download the Checklist
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