One-On-One Consultation

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Starting the Succession Planning Process Links:

One-on-one consultations are provided from the Director or Farm Analysts.  They will help the family through the process of transition planning using many different tools in their tool boxes. All of the facilitators have many years of experience to help navigate the family though the discussion of options.

Expectations of Deliverables:

  • Personal Interviews

  • Structured Family Meetings

  • Creation of Mission, Vision, and Goals

  • Personality Tests

  • Prepare Documents for Lawyers

  • Balance Sheet (if requested)