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Introduction to Farm Succession Planning
Student Resource Page
Session 1: Steps of Farm or Ranch Transfer, Values Vision, and Goals
Recording and Presentation Slides
10 Key Steps in a Farm or Ranch Transfer
Case Study Video - Riverhill Farm: A Succession Story
Session 1 Worksheets
Identifying Your Values Worksheet
Vision, Values, and Goals Worksheet
Skills to Build Trust Information Sheet
Additional Resources
Succession and Estate Planning
Case Studies
Smart Farm Business Webinar Series - Webinar 1 - Succession Planning (Australia)
Join Jillian Kilby as she sits down with Isobel Knight and Jess Cavanagh from ProAgtive as they discuss the importance of succession planning for every family and farm business, what effective succession planning looks like, why is it is a critical component of business planning, and what to avoid. link
Excerpts from Smart Farm Business webinar above - Farm Family Interviews only
Smart Farm Business Webinar Series – Case Study – Beck Family – Succession Planning link
Fran and Anthony Beck speak to their first hand experience with family succession planning, and how the decision to engage with expert facilitators ensured smarter farm business management for the future.
Smart Farm Business Webinar Series – Case Study – White Family – Succession Planning link
Jack and Susannah White speak to their first hand experience with family succession planning, and how the decision to engage with expert facilitators ensured smarter farm business
management for the future.
Farm Succession Planning – The Ag Podcast link
Farm Succession Planning Isn’t Always Fair link
Session 2: Assessing Your Financial Position and Identifying Who is on Your Team
Recording and Presentation Slides
Session 2 Slides - 4 per page
Please Give Us Your Feedback
Session 2 Worksheets
Asset Inventory Information Sheet
Balance Sheet (Excel sheet)
Budget Worksheet (Word document)
Budget Worksheet (Excel sheet)
Glossary of Business and Financial Terms
Other Resources
AgPlan - Business Planning Tool from University of Minnesota Center for Farm Financial Management
International Farm Transition Network recorded webinars and other university and agency resources
Estate Planning - Todd Hallock, Hallock & Hallock Law (Audio recording only)
Idaho Cultivating Success Recorded Webinars
Idaho State Department of Agriculture's Idaho Farm and Ranch Center
