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Is Your Business Ready for a CFO?

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.

✓ 25 diagnostic questions across 5 categories
✓ Self-scoring with clear readiness tiers
✓ Actionable next steps based on your score
✓ Built by a CFA charterholder with 15+ years in finance

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