A self assessment

Capital Architecture Scorecard

The Scorecard is a short self assessment for owners of specialist assets, covering assets and scale, structure and debt, and horizon and readiness.

It returns a brief profile by dimension, with neutral observations, and an invitation to a conversation should that be useful.

15 questions ยท About five minutes

01

Assets and scale

What you hold, its scale and how recently it has been valued.

02

Structure and debt

How the assets are held and what sits against them.

03

Horizon and readiness

Succession, decision making and the state of your records.

Your answers and details are used only to prepare a response to you and, if you agree, to contact you. They are held by Montbards and recorded in Microsoft Dynamics. See the privacy notice.