Agribusiness Services
Life Talks. We Listen.
As a financial planning professional with advanced technical skills and a passionate commitment to the agribusiness market, I want to make sure you and your legacy are protected.
I recognize that, like many others, your industry has been impacted in a big way in recent times. Because of my own personal experience with an agriculturally-based business, I’m dedicated to helping you ensure you can make it through tough times without additional stress.
What We Do:

Succession Planning
Unfortunately, agriculture ranks among the most hazardous industries, according to the CDC. Based on this fact, planning for a “continuity plan” should be in place regardless of your intent to exit (or not exit) your farm.
An unplanned occurrence may leave you unable to manage your farm or physically work the land. To avoid a severe disruption, you need a solid contingency plan to ensure that you, your workers and family are well prepared for unexpected events.

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.

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.

Planting the seeds for your future.
When you engage our services, you benefit from personal attention and our prodigious financial experience. We take the time to fully understand you and your needs. Then we provide you with the information, advice and alternatives to make appropriate decisions about your financial future.
We believe it’s our responsibility to help you make the most of your income and assets, and to help you make the most of your life.
Our clients include owners and managers of agricultural property, senior farmers, considering or negotiating transfer or tenure agreements, ‘junior’ generation farmers, and organizations interested in preserving working landscapes.