PE-Backed CFOs: Beyond Annual Planning to Three-Year Visibility

A Conversation with Scott Wilson (CFO, i4cp) and Vipul Shah (Co-Founder & CFO, FinQore)

• How to run a fast, accurate close with a two-to-three person finance team
• How to build a rolling forecast that extends years beyond the current fiscal year, and keep it current without rebuilding it each cycle
• How to reconcile a bottoms-up plan against the sponsor's underwriting model
• How to set a number you can beat and know the line between honest cushion and sandbagging
• What to do when a quarter breaks wrong, without losing credibility with your board
• The minimum viable first version of this playbook if you're starting from zero