We're committed to process when developing your succession / transition plan. We believe it's essential to start with understanding your vision for the future of your farm, ranch, or closely-held business.
Your Vision For The Future of Your Farm, Ranch, or Closely-Held Business
- Who is now or may become part of your vision?
- What do you want to achieve?
- When do you want to accomplish the goals of the plan?
- Why are these important to you?
The Plan
- How might these goals be achieved?
- What if your goal is impacted by the unexpected?
Act / Implementation
- Company or farm structure (organization, contractual, etc.)
- Legal aspects (contracts, conveyances, loans, estate documents, etc.)
Review
- Goal changes
- New priorities
- Changes in circumstances
