Start Date: 9/10/2024 12:00 PM CDT
End Date: 9/10/2024 1:00 PM CDT
Join us for an open discussion on Farm Transition between CAFA members hosted by James Grieve and Ashka Wirk of Succession Ready. Each month, we will explore a different topic as it relates to farm transition. Please note these sessions are not recorded.
You must register in advance to get the link for Zoom.
Please note this is a members-only event.
September's Topic:
Building Integrated Advisory Teams for Effective Farm Succession Planning
Discuss the benefits of forming integrated advisory teams that include financial advisors, accountants, legal experts, succession planning experts, and agricultural consultants to provide comprehensive succession planning for farm businesses.
-
Explore frameworks for effective collaboration among different professionals, ensuring a unified strategy that addresses coaching, consulting, legal, financial, tax, and operational aspects of succession.
-
Share case studies where multi-disciplinary teams successfully helped farm families navigate complex succession scenarios.