CEO Financial Intelligence Academy · Free Toolkit

CEO Financial Decision Checklist™

12 questions every CEO must answer before any major capital decision — hiring, acquisitions, debt, or equity.

3 sections 12 questions Printable worksheet Instant PDF

Most CEOs make capital decisions based on momentum and instinct. This checklist gives you the 12 questions your CFO would ask — adapted for the CEO who needs to lead the decision, not build the model.

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Oana Labes
Oana Labes, MBA, CPA
Founder, CEO Financial Intelligence Academy · 16+ years CFO & commercial lending
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