CEO Financial Community Survey

Most CEOs leave millions on the table because they lack a deep understanding of their financial levers.

We’re building the only private CEO Strategic Finance Community designed to equip you with the guidance, tools, and expert insights needed to make proactive, strategic financial decisions that drive growth and maximize valuation.

This exclusive membership is for CEOs who want to sharpen their financial acumen, secure funding, and scale their business—without relying entirely on their CFO.

The right strategic mentorship cuts through the noise, accelerates growth, and prevents costly mistakes.

Scaling Requires:
✔️ Strategic Capital Allocation – Investing in the right areas at the right time
✔️ Long-Term Cash Flow Planning – Ensuring liquidity to sustain and fund growth
✔️ Strong Stakeholder Negotiations – Mastering conversations with investors, banks, and buyers

As Wayne Gretzky said: "Skate to where the puck is going, not where it has been."

Please help us shape this commuity by answering a few critical questions:

1. How important is it for you to have a trusted financial intelligence network?*

Essential - I actively seek high-level strategic financial insightsImportant - I'd benefit from access to financial experts and like-minded CEOsSomewhat useful - I occasionally need outside financial perspectivesNot a priority - I rely on my internal team and existing advisors

2. What are your biggest financial challenges right now? (Select all that apply)*

Aligning financial strategy with long-term business goalsRaising capital and negotiating optimal financing termsUnderstanding the financial risks of key business decisionsImproving financial visibility and real-time decision-makingMaking better capital allocation decisionsCommunicating effectively with investors and lendersGetting stronger financial leadership from my CFO and finance teamOther

3. On a scale of 1 (Not Interested) to 5 (Very Interested), how valuable would you find the following?

Networking with high-achieving, financially intelligent CEOs*

Meeting for live CEO retreats for deep-dive strategic financial planning*

Exclusive 1:1 strategic finance coaching and decision support*

Financial expert masterclasses breaking down complex topics*

Group coaching sessions to simplify complex financial concepts and provide actionable insights.*

CEO-only investment and financing strategy roundtables*

Hands-on case studies to showcase winning and losing financial strategies*

4. How often would you like to engage with the community?*

Weekly (Live discussions, workshops, Q&A)Monthly (Group strategy sessions, workshops, implementation challenges)Quarterly (CEO retreats, round tables, and strategic reviews)Only as needed for major financial decisions

5. Which membership level would align best with your needs?*

Tier 1: $499 - $ 699/month -> group coaching, monthly workshops, case studiesTier 2: $ 699 - $ 999/month -> 1-1 private coaching, strategic finance masterclasses (M&A, Audit & Tax, Hedging), implementation supportTier 3: $1,599/month -> invite only virtual quarterly CEO round tables, invite only annual executive retreatI would not pay for this type of communityOther

6. What would make a paid community feel like a 'must-have' investment for you? (Select up to 3)*

Impartial sounding board for validating and refining your strategic financial planningA network of CEOs and business leaders facing similar challengesAccess to expert financial advisors and exclusive financial planning strategiesPersonalized capital allocation and financing strategiesA structured accountability system to ensure financial executionLive strategy sessions to discuss financial decisions in real-timeOther

7 What's the #1 reason you wouldn't join a strategic finance community *

8 If you could design this community what's the single most valuable feature it should offer?*

Anything else you'd like to add?

Name

First NameLast Name

Email

example@example.com

Welcome to the CEO Community Survey