Transition preparation

Learn from a senior partner and transition expert about the value of bringing outside expertise to the planning table.

How formalized succession plans for two family farms and mentoring to lead, grow and prosper resulted in successful transitions.

A brother and sister discover if the “related party butterfly” process is the right move for their farm family.

Learn how to use conflict as an effective risk management tool to gain a deeper understanding of the family’s wishes for the farm.

Transferring land fairly among on-and off-farm children can be tough. Here’s advice and questions to make the process go smoothly.

The last step in the transition is to embrace that it’s an ongoing process and subject to change.

Learn how to build a team of advisors who can help your reach your transition goals and vision.

A major part of any transition plan is transferring knowledge and continuing to learn and build your skills – wherever you are in the process.

Learn why you need a will, what to include and the differences between a will, estate plan, health directives and power of attorney.

Buying the family farm involves more than just putting money away – think creativity in saving, investment and loan management.