Every privately-held advisory firm will face a transition at some point. Some principals seek to
hire second- or third-generations of rainmakers, others wish to merge with a trusted ally, and
others seek to sell their firm and transition themselves out. Some aspire toward a hybrid of
all three. This Score Card is intended to help you assess your status quo in these areas.
A key aspect of The Humanity Factor™ model is a phase we call The Leadership Lever™. As
such, we look forward to facilitating a strategic discussion around key areas in which you
aspire for change or progress.