CFO Alpha Advisory Readiness Survey A short self-assessment to help you see where your business stands, and where to focus next. Clear questions. Clear answers. Each “Yes” is worth 1 point. At the end, total your score to see your current readiness level. 1. Cash Flow Confidence*We have predictable, positive cash flow most monthsWe can forecast cash 60–90 days ahead with confidenceWhen cash feels tight, we usually know whyWe rarely scramble month-to-month to cover expenses or payrollOur financials show actual, usable cash, not just accounting estimatesClear selection2. Owner DependencyIf I stepped away for 30 days, the business would keep running without dramaI’m not the bottleneck for most critical decisionsKey responsibilities are clearly owned by people other than mePeople know what they own, and we hold it accountableI spend more time leading the business than rescuing itClear selection3. Decision DisciplineWe make most financial decisions using clear numbers, not gut feelOnce we decide, we don’t keep revisiting the same decisionWe have a monthly decision meeting (not just a review of reports)Every meeting ends with 1–3 priorities, an owner for each, and a due dateWe follow up until it’s done—not just until it’s talked aboutClear selection4. Team Alignment & ExecutionWe focus on 1–3 priorities at a time, not ten “top priorities”When work is assigned, it gets done without constant chasingWe address missed commitments quickly and directly (no excuses, no drama)Our team has the time and capacity to execute, work isn’t always overloadedEveryone knows what matters this month and who owns itClear selection5. Scale & Exit Option ReadinessWe can clearly explain why the business is valuable beyond just revenueOur financials tell a clear, credible story a buyer or lender would trustThe business creates value that isn’t dependent on me personallyWe have clear goals around scaling, delegating, or exitingWe know what would increase the value of the business in the next 90 daysClear selection6. Tax Preparedness & Tax-Aware DecisionsWe understand how major business decisions affect after-tax cash, not just profitWe plan for tax timing and cash impact, surprises are rareOur CPA or tax advisor is proactive and informed by forward-looking decisionsWe consider tax impact before making material decisions (hiring, buying, investing, selling)Our financial reporting, entity structure, and tax strategy are intentionally alignedClear selection (This section reflects decision awareness and advisor coordination, not tax preparation.) Restart Most owners finish it in under 10 minutes.
