Transition Planning can be difficult, stressful, and has lasting impacts for the future of your farm and family. Farm Collaborations are just as difficult, if not more so. Ag View Solutions has helped many, many farms and families through this process and we want to provide some insight and value into how we do this, and how we may be able to help your operation. Email us at [email protected] if you would like to schedule a call and see if we would be a good fit for your needs. You can also call Chris at (319)533-5703. What that phone call and process will look like:

1. Farmer tells us about their operation and situation

a. Names, age, who all is involved

b. Goals and vision

c. “Painting the perfect picture"

d. Timeline

2. We ask questions specific to your operation

a. Financials

b. Family logistics

c. Labor pool

d. Other

3. We lay out what the process looks like

a. Discovery Process

- Where we’ve been, where we’re at, where we’re going

b. Equipment Appraisal, Net Equity Calculator

c. 2 Full day meetings, 24/7 access phone, email.

4. Initial Meeting

a. Discovery

b. Profit Manager

c. Proven Process for collaborations and transition

- An Iterative list

d. “Paint the Picture”

e. 3rd Party Importance

f. Understanding the people involved- outsider perspective on if it will work

5. It’s a process!

a. Working as part of your team; CPA, attorney, accountant, lenders etc.

b. 12-18 months, 3-7 years

c. Want you to graduate

d. Documentation, Follow thru, and Accountability

Final Notes:

- References: Feel free to ask us ( ~60 operations to date collaboration and transition)

- Any questions at all shoot us an email

o [email protected]

o Or call at (319)533-5703

§ If don’t answer, shoot an email

- Check out our other podcasts on the Ag View Pitch

- Strategic Planning Tools for 2020

o Email if you would like the tools