In the competitive world of pool and spa services, building a successful business is no small feat. Scaling it to the point of a profitable sale is even more impressive. Dan Shaffer, the former CEO of Deep Kleen Pool and Spa in Boise, Idaho, achieved just that, leveraging his entrepreneurial acumen to grow and sell the company. Now, as the CEO of Wolfe CFO, a virtual CFO firm empowering business owners with financial strategies for growth and profitability, Dan applies the lessons learned from his Deep Kleen experience to guide other entrepreneurs preparing to sell their businesses. This article explores how Dan’s journey with Deep Kleen Pool and Spa equipped him with invaluable insights that he now shares with clients at Wolfe CFO.

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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.