LEADERSHIP HEALTH CHECK

You already know something needs to change at your firm. This tells you exactly where to start.

Partners are doing work they should be delegating. Difficult conversations keep getting avoided. Your bench is full of great technicians but short on leaders. Identify the specific leadership gaps costing your firm growth, profitability, and succession.

Under 5 minutes to complete. Instant results.

Your firm

Top-performing firms

If any of these sound familiar, this assessment was built for you.

Your firm is growing, but the old leadership model is cracking under the weight.

•Partners are buried in work that should have been handed off years ago, while the next generation stays underdeveloped
•Accountability is inconsistent, and the few people willing to have hard conversations are exhausted from carrying it alone
•You’ve sent people to trainings and retreats. Months later, nothing changed.
•A leadership transition is approaching and you’re not sure the next generation can lead — despite being technically excellent
•Headline numbers look fine, but realization and contribution margin are quietly eroding underneath

The question isn’t whether there’s a problem. It’s which gaps are most urgent.

What you’ll get by taking this assessment

Your Leadership Readiness Score across six dimensions: Growth Capacity, Succession Readiness, Financial Sustainability, Strategic Resilience, Development ROI, and Cultural Health. Benchmarked against other top-400, non-Big-4 CPA firms.

Your Priority Map ranking those dimensions from weakest to strongest, showing where to focus first and which gaps are making the others worse.

And if you’re the person at your firm who sees the problem most clearly, your report gives you a data-backed artifact to take to your partner meeting and say: “We need to look at this.”

Optional: A brief results review call to walk through your results and learn what a focused intervention could look like. Zero obligation.

Priority Map

Ranked weakest → strongest

Development ROI32

Succession Readiness37

Growth Capacity50

Strategic Resilience57

Cultural Health57

Financial Sustainability60

Focus areas

Your firm

Benchmark

This is not another leadership quiz

Grounded in data that predicts firm performance

Firms where partners absorb below-level work hit a ceiling that hiring alone won’t break. Top performers operate at 10:1 staff-to-partner leverage, and the gap is widening. 75% of CPAs will reach retirement age within 15 years, yet only 43% of firms have a succession plan. Over 250 of the 750 largest firms have changed ownership since 2020. Every leadership gap you carry is now a competitive exposure.

Built from conversations with leaders like you

Every question comes from industry research and direct work with firms ranked on the IPA 500. Not theory. Not generic corporate research. The actual language of firm leaders navigating the pressures you face right now.

Measures what you do, not how you feel

Most leadership assessments ask you to rate your confidence on abstract traits. This one asks what’s actually happened at your firm in the past 30 days, 6 months, or 12 months. Observable reality, not aspirations.

Built for leaders who’ve tried this before

If you’ve invested in 360s, coaching, retreats, or workshops that produced energy in the room but no lasting change back at the office, you’re exactly who this was built for.

See the full picture

If you know your firm’s leadership model needs to evolve but you have not had the clarity to know where to start or the data to make the case, this was built for you.

Take the Leadership Health Check Now

Under 5 minutes. Instant results. Zero cost.

ADDICTIVE LEADERSHIP