Welcome

 Navigating farm transition can be the most complex and overwhelming process you will ever face, ripe with pitfalls, potential family conflicts, and significant tax burdens. We help you bring clarity to the path—be it continuation or exit—using proprietary software and an approach unique in the industry. 

We provide advice-only consulting, conflict-free from selling financial products. Using a unique process for scenario comparison and tax calculations, our independent process backed by decades of professional and farm expertise, ensures practical, tax-aware transition strategies preserving family harmony & clarity.

Providing the next generation with the best opportunity to succeed with a farm-sustainable plan can be incredibly complicated and time-consuming. We craft solutions based on farm resources, not product sales, easing the stress of balancing family dynamics and treating non-farming children fairly. We can help! 

No Successor? What's next? We can help you analyze your options—full or partial exit, renting, joint ventures, or investing. We integrate your personal future (travel, retirement shop or dream retirement home) with critical tax & estate planning to preserve family wealth. Don't decide until you check every option.

Move beyond simple wills and directives. Proper Estate Planning saves significant taxes and preserves family wealth. Our focus is on achieving the perfect balance: ensuring fairness to all to maintain harmony, securing your retirement, and providing a strong financial foundation for future generations. 

A partial list of articles written by third party publishers such as the Western Producer, Farmtario , FCC etc. about our process, the information we offer and the results.