Business Independence Scorecard
The 30-Day Test: Could your practice run without you?
Growth & Scaling
Scaling Beyond $1M
8 min
Score your practice's independence across systems, team, and processes.
Powered by intelligence from 23,428+ SEC-registered RIA firms
independencesystemsscalabilityscorecard
PRACTICE VALUE AT RISK
The Problem This Solves
You are the practice. If you stepped away for 30 days, client relationships, decisions, and revenue would stall because everything routes through you. A buyer or successor sees that dependency and discounts your enterprise value accordingly.
THE OUTCOME
✦ You'll have a clear score across systems, team, and processes showing exactly where your practice depends on you and which gaps to close first to make it transferable.
Tool Details
Category
Growth & Scaling
Module
Scaling Beyond $1M
Time to Complete
8 minutes
Related Tools in Growth & Scaling
Ready to use Business Independence Scorecard?
Built exclusively for independent RIAs and advisory firms ready to grow, protect, and scale their practice.
Start Your 14-Day Free Trial