Dan Shaffer Dan Shaffer

The Crucial Role of Annual Planning: A CFO's Perspective at Wolfe CFO

In my years in business, I've come to understand that annual planning isn't just a formality or a box to tick off at the end of each fiscal year. It's the strategic compass that guides a company through the unpredictable seas of business. Here, I want to share why annual planning is indispensable and outline some basic steps to implement it effectively for the C-suite or ownership group.

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