Is Your Business Set Up to Scale?

Growth is a great sign—it means you’re doing something right. But it also exposes what’s not working.

Too often, fast-growing businesses invest in hiring, sales, or new systems without addressing a real issue: their operating foundation isn’t built to scale.

That’s why I created the Scale Readiness Scorecard—a simple, practical tool to help founders and leaders assess how prepared their business really is to grow without chaos.

In just a few minutes, the scorecard surfaces where you’re strong and where you might need to shore things up—across areas like:

  • Strategic clarity

  • Cross-functional accountability

  • Team structure and role clarity

  • Process maturity

  • Operating rhythms

If you’re growing fast (or planning to), this is a simple way to spot red flags before they cost you time, talent, or traction.

📋 Download the Scorecard

And if your results raise more questions than answers or you are looking for someone to help get your organization ready to scale, let’s talk. I help leadership teams build the structure, systems, and clarity they need to scale—sustainably.

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Why Strategic Operations Is Often a Missing Piece for Scaling Financial Firms