Agriculture Succession Planning-Growing sustainable businesses since 1973
We found our start in agriculture working with owners of orange groves more than 45 years ago. Growing from a seed planted in the agriculture industry, we have been helping it grow since our inception. We partner with owners of businesses delivering products and services from farm to table, creating strategies to cultivate growth in business, family, and community. We are experts in the complexities inherent with farm succession planning decisions and developing agriculture succession planning strategies so your business is flexible and agile to respond to the constant environment of change.
We advise business owners on the 10 interdependent Succession Matrix® perspectives, to position your business for growth, to sell to a third party, or transition to the next generation. We leverage our more than 40 years of experience to provide clarity and a strong path forward when it comes to your agriculture succession planning.
What happens when you decide to take the next step towards the future you imagine…now? Business ownership by nature is risky; succession planning however creates strategies and structure to put you in control. Our team of experienced agriculture succession planning specialists are here to make your family business succession a breeze.
Growing Your Business and Net Worth
We know a popular definition of succession planning leans towards planning for exit or retirement. However, succession planning is really about setting your business and family up for future success, which is worth celebrating. What better way to celebrate succession planning than to talk about your personal financial goals – [...]
Choosing to Thrive – Taking Action and Fulfilling Your Vision
Our environment is constantly changing, which requires strong leadership with a strategic mindset. As a business owner, you have a choice. A choice to either Become overwhelmed with supply chain issues, consolidation, and inflation, and allow change and circumstances to control you or, Take the “bull by the horns” and do what it takes [...]
Business Growth and Bench Strength: Recruitment, Retention & Development
Succession is dependent upon SUCCESS, so it is just as much about today as it is about tomorrow. Growth, scaling your business, talent and culture are all essential dynamics addressed through succession strategies. And, there is nothing more valuable to the business than talent. Leadership bench strength is pivotal to [...]
Taking “IT” to Another Level – Leaning Into An Alter Ego
Want to be a better leader, a better communicator, create more options, and move closer to what you want? Alter egos creates the opportunity to turn up or down characteristics, strengths, etc. in certain environments. You can borrow success patterns from one area of your life or leaders/influencers you respect [...]
Business Growth, Consolidation & COVID
Whatever your vision is for your business, it is dependent on your business abilities to succeed through transitions – which is fundamentally the definition of succession planning. COVID 19, Supply Chain Issues, Talent Shortages, Consolidation, and Acquisitions are all examples of Transitions. So essentially, any change to our norm; represents [...]
Acquisition Done! Now What? Hitting the Ground Running After the Close
Succession planning is about creating strategies to take control of the future based on your goals and vision. And if part of your vision involves growth through acquisition, you are in the right place. In this episode with Dan Gavin with Bernstein Private Wealth Management, Michael Rosendahl with PCE Investment [...]
The Succession Planning Matrix
The Succession Planning Matrix
Many people put off succession planning because they think it means retirement, exit, and the end. However; succession planning is just the beginning. It gives the owner options in terms of what “their next” looks like, whether that be growth, philanthropy, or a new business venture. Our process focuses are addressing 10 key areas of what we call the Succession Matrix.
Click the following link for more drill-down resources on The Succession Matrix, or check out our Facebook post.
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We can help you with insights, other resources, and see if it makes sense to work together. At the very least, in 30 minutes, you may get some ideas you can apply to your business right away.