Professional Services Valuation Scorecard
This assessment evaluates your business across four areas fundamental to building a valuable professional services firm: Strategy, Financial, Delivery, and Team. For each question, move the slider to the position that best reflects your business today. The endpoints represent opposite ends of a spectrum — from characteristics that limit growth and enterprise value to those found in best-in-class firms. Honest answers produce the most useful results. Your score is revealed once you finish; mark any question that doesn’t apply as not applicable.
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Strategy
Vertical Focus
How concentrated your business is in specific industries. Deep vertical focus makes you easier to position and lets you build expertise buyers will pay for.
Solution Breadth
How much of the client's overall need you can handle in-house, versus a single piece of a larger job.
Importance to Client
How quickly a client could pause or drop your service if their budget got tight.
Market Position
Where you rank against competitors in the specific segment you compete in.
Culture
How your employees would describe your firm's ability to attract and retain talent.
Service Offering Differentiation
Whether your approach looks like everyone else's, or is a distinct method clients recognize by name.
Technology Mindset
Your firm's approach to the deployment of technology for internal operations and client service.
Total Addressable Market
The total annual spend in your market, across all buyers and providers. A bigger market means more room left to grow.
Market Growth
How fast your overall market is growing each year, before counting any share you win or lose.
Buyer Seniority
How senior the person who approves and signs your contracts typically is. More senior buyers mean larger, stickier deals.
Client Acquisition
How repeatable and predictable your way of winning new clients is — versus relying on whatever comes in.
Marketing
How deliberate and measurable your marketing is, and whether it actually produces new opportunities.
Brand / Positioning
How much your name and reputation let you charge more than competitors for similar work.
Answer all 13 questions to continue — 13 remaining