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 · 15 years banking & capital advisory
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About Oana

Built from 15 years of watching
the same pattern repeat.

OL
Oana Labes
MBA · CPA · Founder, CEO Financial Intelligence Academy

One of LinkedIn's largest worldwide finance content creators. Forbes featured. 15 years enabling $300M+ in financing for CEOs, boards, and investors.

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LinkedIn followers
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I spent over a decade as a commercial lender — with hundreds of millions in financing responsibility — sitting across from CEOs at the most critical financial moments of their companies' lives. Covenant discussions. Capital raises. PE transactions. Restructurings.

And I watched the same pattern play out, over and over. Great CEOs. Strong companies. And yet — no financial intelligence. Not because they weren't capable. Because no one had ever taught them what to look for, what to connect, or how to lead a financial conversation with genuine authority.

This checklist captures the 12 questions a banker, board member, or PE firm will ask before they trust a CEO with capital — adapted so you can walk into any financial conversation and lead it. The Academy behind it installs the full infrastructure your company needs to answer every one of them with authority.

Want to go deeper?

The checklist is the starting point. The CEO Financial Intelligence Academy gives you the full operating system — curriculum, done-for-you dashboard, and a global community of executives doing the same work.

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