Consulting Services

Strategic Planning

  • Meeting with you to develop a Vision Statement and Mission Statement
  • Looking at your Strengths, Weaknesses, Opportunities and Threats
  • Development of short and long term goals
  • Exploring options that are available to you to achieve your vision, mission and goals
  • An implementation plan
  • A way to measure success of the plan
  • A means to update the Strategic Plan
  • Succession Planning

  • Meeting with you to determine your vision for transitioning or exiting the farm
  • Considering the amount of cash required for retirement
  • Considering needs of farming and non farming children
  • Considering the requirement and capability of farming children in funding retirement
  • Looking at the tax consequences of various options available for the transfer
  • Outline a step by step implementation plan for retirees and successors
  • Consideration of threats to the plan and what can be done to mitigate this risk
  • Financial Management Planning

  • Working with comprehensive current and 3 years of prior financial statements of your business considering changes that are occurring in your business
  • Trend analysis and other comparative analysis
  • Considering of options to change your operation and analyzing the manner this will meet financial and other goals
  • A monthly or quarterly cash flow for a full production cycle or more
  • Analyzing financial indicators and ratios and comparing with industry standards
  • Risk management assessment
  • A clear written description of a preferred option and explanation of the financial impact of the same
  • Development of an action plan: timeline, responsibilities of key players, how and what to monitor to determine success
  • Plan to reevaluate if goals and objectives are not being met
  • Business Structure Planning

  • Evaluating the effectiveness of your current business structure (proprietorship, partnership, joint venture, corporation or combinations of these
  • What needs of the business can be addressed by changing the business structure
  • Review of all available structures and considering their advantages and disadvantages
  • Detailed analysis of suitable or relevant structures for your busness
  • Consideration of taxation issues of the relevant structures
  • Consideration of set up and maintenance costs of relevant structures
  • Consideration of reporting requirements of relevant structures
  • Consideration of liability and risk issues with relevant structures
  • Determination of preferred structure
  • An analysis of obligations of different individuals within the preferred structure
  • Consideration of Human Resource issues
  • Consideration of the effect of winding up the preferred structure



  • Farm Business Development Initiative (FBDI)

    This government program is designed to help farmers learn new skills through training, or to develop written plans through consulting.

    The planning services mentioned above qualify for this funding.