Leader/Business Owner Balance Sheet

The Leader/Business Owner’s Balance Sheet

A Reflective Tool for Leaders Who Want to Assess What Truly Supports—or Drains—Their Success

Most business owners know their financial balance sheet down to the decimal point. But fewer take time to assess the other assets and liabilities that shape their leadership: time, energy, relationships, mindset, and habits. That’s what The Leader/Business Owner’s Balance Sheet from Capacity Building Solutions is all about.

It’s a self-guided tool that flips the script on traditional business assessments—inviting leaders to pause, look inward, and evaluate the personal and organizational forces that either support their growth or quietly hold them back.

Why This Tool Matters

Leaders are under constant pressure to perform, but few stop to ask, What’s actually fueling me? What’s draining me? What am I tolerating that I need to let go of? What’s missing that I need to invest in?

This document helps answer those questions in a structured, thoughtful way. It’s a leadership check-in that shines a light on:

• Hidden inefficiencies in mindset, delegation, or boundaries

• Strengths that are underutilized or undervalued

• Emotional or environmental “debt” that needs to be cleared

• Key investments—personally and professionally—that fuel sustainable success

It’s not about judgment. It’s about clarity—and giving leaders the insight they need to realign.

What’s Inside

This tool mirrors the structure of a financial balance sheet but focuses on the human and leadership capital side of the business. It invites users to:

• List and reflect on current “assets”—like trusted relationships, clear goals, strong systems, and energy-giving habits

• Identify and name “liabilities”—such as toxic dynamics, unresolved conflict, burnout, or poor delegation

• Recognize key “investments” they need to make—mentorship, time off, team development, or personal growth

• Clarify their vision for what a more “balanced” leadership life could look like

It’s perfect for quarterly reflection, coaching conversations, or strategic planning retreats.