BIRD
If you disappear from this business tomorrow — what breaks?
Every Practice feels like a business. The Black Box records whether it can actually survive without you.
Rate all twenty honestly. Four pillars, one gated resilience score. The weakest link decides the verdict — a strong average can't hide a fatal dependence.
Can it operate without you? — you gone for a month
Revenue would hold steady if I were unreachable for 30 days.
Day-to-day decisions get made without waiting for my sign-off.
Client relationships sit with the firm and team, not only with me.
New-client acquisition doesn’t depend solely on me.
I can take real, disconnected leave without the business wobbling.
Work without memory & firefighting
Core workflows — onboarding, reviews, follow-ups — are documented, not carried in someone’s head.
A CRM runs client data, reminders and follow-ups — not memory or scattered sheets.
Reporting and reviews come from a repeatable process anyone trained can run.
A typical week is mostly planned work, not firefighting.
If a key team member left tomorrow, their knowledge would stay with the firm.
Would due diligence withstand scrutiny?
Compliance and client documentation are audit-ready today, without a scramble.
The books are clean, current, and cleanly separable from my personal finances.
Losing my largest client(s) would be survivable, not fatal.
Roles, decision rights and records are defined — the business has real governance.
A serious buyer’s due diligence would find no skeletons.
Can clients, people & ownership continue? — you gone forever
There is a capable second line who could run the business without me.
Ownership and legal succession — partner/family — is documented, not assumed.
Clients would stay with the firm if I were permanently gone.
Critical knowledge is written down and transferred, not locked in my head.
There is an emergency continuity plan for death or incapacity.
A structured self-assessment for reflection and discussion — illustrative, not an audit, valuation, or certification. Scores depend entirely on your own honest inputs and your specific circumstances. Please consult your BIRD advisor for a full enterprise review.