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Most founders wait too long to bring in strategic financial leadership. This 25-point checklist helps you assess where you stand across 5 critical categories: financial complexity, decision-making gaps, fundraising readiness, operational maturity, and strategic planning.
CFO Hiring
Readiness Checklist
25-Point Assessment
5 Categories
Scoring Guide
DMW Advisory
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Built by Mike Wang, CFA | MBA, USC Marshall | Former Wells Fargo Securities & Morgan Stanley
AI Financial Advisor — Typically replies instantly