Finance
December 10, 2025

How to create an annual finance plan that actually works

Author
Mark Gustaferro
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By Mark Gustaferro and M.G. ThibautIn this session, M.G Thibaut equips you with the keys to confident, successful planning, and Mark Gustaferro shares Scale's brand new financial planning template. Specifically, M.G. walks through

  • Best practices for making and stress testing assumptions
  • Techniques for modeling ARR, revenue, headcount, and operating expenses
  • Detailed templates for drafting pro forma financials

[embed]https://youtu.be/KybUin0Q2CE[/embed]

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