Image by Warren Wong

Farm Succession

Coordination & Coaching

Our Goal is to Help You

Our mission to guide farm owners to smoothly handoff their assets and legacy to a successor generation.


Rather than competing with other professional service providers such as lawyers, CPA’s, and financial advisors, our goal is to work directly you as a farm owners to coordinate the daily tasks and family dynamics associated with your succession plan.

Our Process Helps Your Legacy Endure

Complete Primary Consultation

Develop Farm Assessment

Design & Implement Plan of Action

Coach the Owner(s) & Successor(s)

Finalize the Transfer & Reflect

Our training as certified succession coordinators allows us to define the ways in which we can hone in on the areas of need in your succession plan and present solutions to bridge those gaps.

From our own family farm backgrounds, we start by proposing the strengths and opportunities for growth in your succession plan through simple and practical ideas. 

Once we understand the culture and operations of your farm, we take you through a series of activities to develop a step-by-step plan of action to ensure daily tasks and milestones are achieved in a timely manner.

If your operation wishes, we will stay alongside you as coaches and advisors to support improvements and efficiencies to the operation, leadership development, and additional business consulting.

If you desire, we will begin and conclude our services at your farm, walking with you through the site, sitting with you for a family style dinner, and spending quality time learning how you wish to see your legacy endure.