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The employer resource library

Practical tools for your
next executive hire.

Verify credentials. Evaluate candidates consistently. Plan leadership transitions. Use our guides, checklists, and editable templates to make a better-informed hiring decision.

Five focused resources · Free to use · No email required

Where are you in the hiring process?

Built for owners, boards, and hiring teams

Due diligence01

Executive Credential Verification Directory

Official verification destinations, source limitations and a permission-first workflow for executive hiring.

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Interactive tool · Editable downloads · Print-friendly guide
Hiring tools02

CFO Interview Scorecard

Structure CFO interviews around comparable evidence, explicit behavioral anchors, and the demands of your actual finance mandate.

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Interactive tool · Editable downloads · Print-friendly guide
Candidate assessment03

Executive Reference Check Toolkit

Test leadership claims through firsthand examples, consistent criteria, and permission-based conversations.

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Editable downloads · Print-friendly guide
Finance leadership04

CFO vs. Controller vs. Fractional CFO

Choose finance leadership by accounting reliability, strategic complexity, and required availability—not a universal revenue cutoff.

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Interactive tool · Editable downloads · Print-friendly guide
Board and leadership planning05

CEO Succession Planning Workbook

Translate succession oversight into named responsibilities, evidence-based readiness decisions, and a board-approved transition plan.

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Editable downloads · Print-friendly guide
Useful guidance, not a substitute for judgment. These resources support a consistent, evidence-based process. Adapt templates to the role and consult qualified legal, compensation, or screening professionals when appropriate. Tool inputs stay in your browser; download your work before leaving a page.

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