Broker Check

Business Owner Planning

The U.S. Environmental Protection Agency estimates there are just over 2 million farms in the United States. As a farm owner, you need to consider what you will do with your farm when you reach retirement age. In many cases, it becomes a question of how to transition the operations and land to future generations with as little disruption as possible. In other cases, the solution is selling the operation and land to interested third parties. In either case, we can help you structure and implement a plan to help you toward your objectives.

  • Business succession planning, which may include
    dispositions during life and at death
  • Executive compensation plans
  • Employee group benefits

4United States Small Business Profile, U.S. Small Business Administration, www.sba.gov/sites/default/files/advocacy/All_States_0.pdf, 2017.

5“Planning is key when passing the family business onto a new generation,” The Denver Post,https://www.denverpost.com/2017/04/16/
family-business-new-generation-planning/, April 16, 2017.

Exit Planning Strategies

We can help you maximize the equity of your farm. Our efforts are specifically directed to protecting assets, transferring the business, building for retirement, and preserving your wealth. From business valuations to growth and exit strategies, we pride ourselves on delivering a wide range of value-building tools. We provide the following integrated platform to those who retain our services:

  • Business owner planning to privately held and family owned businesses
  • Business valuation*
  • Value-building programs*
  • Business loans*
  • Private placements*
  • Buy-sell analysis and funding
  • Qualified and non-qualified deferred compensation plans
  • Key executive protection
  • Employee benefits programs
  • Exit strategies*
  • Mergers & acquisitions advisory services*
  • Business succession planning
  • Sale of business*
  • Wealth preservation planning

*Available through access to third-party, unaffiliated resources


<strong>Much of your net worth is likely tied up in the family business.&#160;</strong><strong>Doesn&#8217;t it make sense to</strong>&#160;<strong>coordinate this with all the other areas of your personal financial planning?&#160;</strong><strong>We believe so.</strong>

Much of your net worth is likely tied up in the family business. Doesn’t it make sense to coordinate this with all the other areas of your personal financial planning? We believe so.