Market-Driven Succession Planning

Bridging retirement planning, agribusiness investment, and market strategy to find a viable path for the next generation of farmers.

The problem

Aside from the deeply personal aspects of succession planning in farming and food businesses, there are conflicting forces to navigate:

  • As someone on the verge of retirement, you want to get the highest price from a prospective buyer.
  • On the other hand, the next generation needs to be able to afford to continue in the industry.

This results in the biggest, best-resourced buyers being the only ones who can keep going: institutional investors, land developers, and the extremely wealthy.

The solution

Bridge the areas of:

  • Retirement/financial planning
  • Farmland/agribusiness investment
  • Market research & strategy
  • Fair valuation
  • Seller financing
  • Tax impacts

Identify steps to take, starting now:

  • Shift into different crops/varieties
  • Make targeted investments in technology, capabilities
  • Generate additional revenues from emerging markets: water, ecosystem services, biomass
  • All tied in to traditional retirement and estate planning activities