Tag: Succession Planning

Succession Planning Training

Train-the-Trainer Workshop

Are you advising farm families on transition planning, looking for strategies to reduce conflict in family businesses or helping clients with the financial management of their operation? Are you interested in refining your practices and methods to better serve your clients?

This 2-day training has been delivered to lawyers, accountants, bankers, and farm transition advisors across the nation, and through partnership with the Idaho Farm and Ranch Center is being brought to Idaho for the first time. Attendees will gain insight and access to proven tools to better serve their clients throughout the lifespan of their business, and especially during the succession planning process. The course has been approved for 12 Idaho MCLE credits.

Topics – 
  • Succession and estate planning process
  • Finding common ground in farm family businesses regarding mission, vision, and values
  • Building sound farm management practices to aid in farm transition
  • Understanding the operation – history, financial valuation, compensation and more
  • Using personality profiles and other methods to promote professional communication
  • Dealing with multiple entities and governance structures
  • Using and personalizing tools – questionnaires, proficiency tests, SWOT analysis

View the Workshop agenda and syllabus and testimonials to learn more.

Partnership with the Farm and Ranch Center has helped reduce the cost for attendees by more than half. Registration cost is $800 with meals included. Download the Registration Form to sign up.

Registration is due Friday June 10th!
Presenter – 

Dick Wittman – Wittman Consulting 

Dick is board chair and former manager of his family’s dry land crop, cattle, and timber operation in Northern, Idaho, and has first-hand experience with the workshop content he presents. He has helped farm families across the nation with succession planning for 40 years. Learn more about Wittman Consulting.

Questions? Email our Program Manager, Anna Pratt Lickley @ anna.pratt@isda.idaho.gov

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Paul Neiffer, Cla Connect

Paul Neiffer

Family business coaching, Financial planning, Estate planning, Succession planning

paul.neiffer@claconnect.com, Visit website

(509) 961-9739

Walla Walla, Washington but I provide remote/nation-wide services and have farm clients in about every state

I provide accounting and income tax advice for farmers for both operational purposes and for succession planning. I also advise on Farm Service Agency planning since that can even be more important than the income tax planning.

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Michael D Lemon, Cla Connect

Michael D Lemon

Family business coaching, Financial assistance, Financial planning, Estate planning, New, beginning farmers , Succession planning

michael.lemon@claconnect.com, Visit website

(150) 939-81071

~120 offices nationwide, provide remote services as well. Michael is based in Kennewick, WA and works in ID frequently

Michael Lemon is a CPA at CLA, a professional services firm working with small businesses and their owners to provide tax, audit, and consulting services. Michael and his team work exclusively within the agribusiness industry, providing services to producers, processors, coops, family firm producers, and farm input companies, nationally and throughout the northwest. Most of the agribusiness professionals at CLA were raised on or have worked on operating farms, bringing that firsthand knowledge to our clients.

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Katie L. Vandenberg-Van Vliet, Sawtooth Law

Katie L. Vandenberg-Van Vliet

Family business coaching, Estate planning, New, beginning farmers, Succession planning

katiev@sawtoothlaw.com, Visit website

(208) 629-7447

Office locations in Boise, Twin Falls, and Challis. Serving those in surrounding areas, including the Treasure Valley and Magic Valley.

Attorney at law dedicated to assisting businesses, families, and producers in agricultural and rural communities with their legal needs.

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Calvin Barrett, Edward Jones

Calvin Barrett

Financial planning, Succession planning

calvin.barrett@edwardjones.com, Visit website

(208) 887-1787

MERIDIAN, ID

We partner with a handful of families and individuals to help them navigate the complexities of leaving financial legacies. This process begins with evaluating where you are today and where you would like to be. Once we know where you would like to be, the discussion moves to can we get you there, how do we get you there and most importantly, how do we help you stay on track. As we develop personalized strategies unique to you and your situation, we will work closely with your tax and legal professionals.

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Davon Cook, K.Coe Isom

Davon Cook

Family business coaching, Financial planning, Estate planning, Succession planning

davon.cook@kcoe.com

(913) 871-5883

COLORADO – SERVES CLIENTS NATIONALLY

Davon helps farms and livestock businesses navigate through succession planning, strategic management initiatives, estate planning, governance structure, and dispute mediation. She helps families have the tough conversations and move forward in transitions of leadership and ownership. Her team facilitates 10 peer education groups covering a range of strategic and technical topics, so she understands the drivers producers are managing every day.

K·Coe Isom is a Top 100 accounting and consulting firm focused on family and closely held business. With roots dating back to 1932, the firm has expanded upon traditional accounting services to deliver increased value and growth for clients through comprehensive policy-to-plate strategies, and specialized advisory in the areas of sustainability, government and public affairs, land conservation, wealth management, succession planning, and strategy – to name a few

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David P. Claiborne, Sawtooth Law

David P. Claiborne

Estate planning, New, Beginning Farmers , Succession planning

david@sawtoothlaw.com, www.sawtoothlaw.com

208-629-7447

BOISE, CHALLIS, TWIN FALLS

Sawtooth Law Offices is dedicated to providing excellent service to the legal and policy needs of Idaho citizens, businesses, water users and recreationists. With offices in Boise, Challis and Twin Falls, our team serves the diverse needs of clients throughout Southern and Central Idaho. Sawtooth Law is strategically located to provide superior service to producers and organizations related to Idaho’s key resources – agriculture, natural resources, recreation, and water.

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Dick Wittman, Wittman Consulting

Dick Wittman

Succession Planning, Financial Planning

dwittman@lewiston.com

(208) 843-5595

CULDESAC, ID – SERVES CLIENTS NATIONALLY

I am a firm believer in the preservation of the family farm as the preferred entity to manage and steward our food production industry. This belief has been a primary driver in motivating me to help family farmers adopt more professional management practices.

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Lance Woodbury, K.Coe Isom

Lance Woodbury

Family Business Coaching, Estate Planning, Succession Planning

lance@agprogress.com

913-643-5000

Lenexa, Kansas – SERVES CLIENTS NATIONALLY

Lance Woodbury works as a member of the Next Gen team to provide an expert level of guidance surrounding long-term planning discussions and decisions to meet both business and family goals. Lance specializes in coaching family businesses as they work through estate and succession planning issues, tackle difficult discussions, and create plans to protect and pass on legacies.