In November 2023 we hosted an event for our portfolio CFOs, where Scale Partner Rory O'Driscoll talked through some of the key considerations when approaching annual planning this year, especially in the context of today's volatile market conditions. 

The full slide deck is available here: https://www.scalevp.com/blog/some-tho...

A couple of quick highlights:

The CFO Dilemma this year is balancing valuation and cash while preserving the upside and dealing with economic uncertainty
Q3 was a tough quarter, but there was variance across individual companies, with some being hit hard while others did OK
Don't limit your upside by being overly conservative in planning for next year. That said, keep a Plan B in your pocket in case the downturn continues to get worse
Depending on your customer base, there's a possibility for a churn explosion next year that you should factor into your plan
Going into 2023, executives need to be on the same page with the Board on the plan for next year. To aid this, it's important to be aligned internally and ground your Board in the high-level facts

Check out our Annual Planning Hub for more helpful tools and resources:
https://www.scalevp.com/annual-planni...