We help your family during the decadewhen the father/sons are transitioning the farm’s management whereas other professional services (accountants/life insurance) focus on the day that the farm is being signed over.  10% of farm succession planning is the transition of assets and 90% is the transition of management between generations over a decade long period.  Until now, 90% of professional emphasis has been on the transition of assets because that is where the money is (ex. sale of life insurance policies)!   Our services are completely unique, critically required and complimentary to what other succession service professionals offer. 

Our focus is to help a family determine a long term strategic plan and then meet with the family quarterly to facilitate a family business meeting. This meeting not only improves farm profitability but subtly transfers business management between generations in a gradual, comprehensive and congenial method. Fathers retain control for a longer period of time for big decisions (ex. farm purchase) while grooming their sons to take over the reins.  We radically improve how farm families get along and the farm’s level of profitability as a result!

We also act as a Quarterback for the entire succession process.  We help your farm put together the right team (accountants, lawyers etc.) and an audit team which double checks their work.  We help you objectively evaluate different life insurance salesmen’s proposals and accounting strategies.  Like a project manager we hold your family members accountable to making key decisions at key milestones and act as a life coach when decisions become difficult to make!