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Growth and Its Costs

Deciding whether to grow, what growth changes about the thing you built, and the capital decisions that constrain a firm for a decade.

  1. 01

    What Debt Constrains

    Borrowing is assessed on whether the payment can be made. The more consequential question is what the commitment removes from the firm's ability to respond to the years nobody forecast.

  2. 02

    The Customer Who Is Too Large

    Concentration arrives through success. Each year of serving one buyer well makes them a larger share, and the firm discovers it has become a supplier operating at somebody else's discretion.

  3. 03

    Whether to Grow

    Growth is treated as the default and it is a choice with costs. Deciding deliberately not to grow is a legitimate position that almost nobody states out loud.