Owners planning to step back
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Services
Farm Transition
Move the farm to the next generation on a timeline everyone understands. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore.
Parent and adult child walking a field edge, working equipment in background
Who this is for
Every generation has a different question
The next generation taking over
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Accountants, lawyers, and lenders
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What is included
What your plan covers
- Farm and family goals, written down
- Current ownership and corporate structure review
- Tax impact of each transition option
- Capital gains exemption planning
- Income plan for the retiring generation
- Fair treatment of non-farming children
- Insurance to fund buyouts and taxes
- Coordination with your accountant and lawyer
Time-sensitive
[Critical callout placeholder] Some tax planning steps must be in place years before a transfer. Lorem ipsum dolor sit amet.
First conversation
30 to 60 minutes, at your kitchen table or ours.
Discovery
We gather the farm's numbers, structure, and family goals.
Scenarios
We model two or three transition options side by side.
Your plan
A written plan with owners, dates, and next steps.
[Client quote placeholder] We finally had a plan both generations could live with, and the farm kept running the whole time.
Questions
Common questions
When should we start planning a transition?
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Do both generations need to attend the meetings?
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How do you work with our accountant and lawyer?
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What does the planning process cost?
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Farmer and daughter reviewing plans in machine shed
Five questions to answer before you talk transition
Printed transition guide on a farm office desk
A family guide to the capital gains exemption
Advisor speaking at a farm conference
