★ Practice Management Tool
Minimum Client Size Calculator
The floor that protects your practice and your client service model
Your Maximum Client Capacity defines the ceiling — how many clients you can serve at the 12 / 4 / 2 service level. Now you need the floor: the minimum size a client relationship must be to justify the investment of time, energy, and resources that 12 / 4 / 2 service demands.
Supernova uses three tiers of minimums. Each serves a different purpose in practice management and growth strategy.
Tell us a little about you
Please complete name, email, phone, book name, and rep #'s with a valid email address before starting the calculator.
01
Your Practice Data
Enter 9 numbers from your book of business — total HH, T12 revenue, and AUM for each tier.
02
Min Calculation Scorecard
A live-calculated breakdown of percentages, averages, and ROA across all four segments.
03
Three-Tier Minimum Summary
Your Absolute Minimum, Target Minimum, and Accelerated Growth targets — derived from your scorecard.
How it works: Sort your client list by trailing 12-month (T12) revenue. Then gather the data points below from your book of business. The entire exercise should take less than 10 minutes. Your latest calculator snapshot is saved automatically when you reach the summary page.