CFA Checklist

If your results point toward a CFA-focused finance partner, your business may be approaching moments where valuation, capital, or investment decisions matter more.

This checklist is helps you assess whether you're ready for those conversations, or where preparation is needed.

Review each statement and check the boxes that feel true for your business today. There are no right or wrong answers. It's a simple way to see where your numbers are already supporting you and where more insight could help.

Valuation & Financial Modeling

I understand how my business would be valued

Financial models support major decisions

Assumptions are documented and defensible

I can explain valuation drivers

Capital & Investment Readiness

I'm prepared for investor conversations

Capital allocation decisions are data-driven

I understand the tradeoffs of different funding options

Financial strategy aligns with long-term goasl

Risk & Scenario Planning

I evaluate financial risk proactively

I run downside and upside scenarios

I understand how market changes affect outcomes

Decisions are made with risk awareness, not fear

Transactions and Growth Events

I'm prepared for acquisitions or exits

Financial data supports transaction due diligence

I understand timing and impact of major moves

Advisors are aligned around strategy

If several of these felt uncertain, it may be worth strengthening your capital readiness before stakes increase. Preparation creates leverage and confidence.