This session will focus on the unique ways that CPAs can influence the humanization of the farm transition. You will learn how to redefine the client relationship from serving the founder to serving the family unit. Attendees will also learn to look at the farm transition through the lens of 3 systems that are responsible for the complexity of these transitions. You will also come away with crucial questions that must be confronted to not only perpetuate the farm, but also preserve the family relationships.
Recognize unique ways that CPAs can influence the humanization of the farm transition.
Identify ways to improve the approach to generational transition planning