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Have a written transition plan

A written transition plan safeguards the future of your farm business, supports smooth succession and provides clarity during periods of change.

Resources

Pathway to Transition Checklist

Use this checklist to help you through the transition process and promote more meaningful meetings with your technical advisors.

Transition loan calculator

Use the Transition Loan Calculator to estimate your savings and test different scenarios that fit your unique situation.

Knowledge Gaps and Training Needs - Assessment Tool

Use this tool to help assess the new skillsets the junior partner will need and update what knowledge will be transferred for the following year.

Roles and Responsibilities – Assessment Tool

Meet as a group to complete this worksheet or give each team member the opportunity to complete it on their own.

Advisory Services

FCC Advisory Services is a complimentary program designed to help farm families gain clarity, identify goals and determine next steps in their transition journey.

Transition conversation starters

Use this exercise to start the transition conversation on your farm.

Related


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