Leaving a Lasting Legacy – How to Transfer Farm/Ranch Management and Assets Successfully

Date: November 1, 2023

Time: 1:00 – 4:30pm

This half day workshop, led by Holistic Management Certified Educator Kelly Sidoryk, will explore the strategies to build a transition plan that is tailored to your own unique operation and family. You will also hear from guest speakers and co-facilitators about their experience with succession planning and management and asset transfer challenges. We will examine the initial steps of the succession planning process; creating a shared vision; communication and decision making; roles and responsibilities; important members of the succession planning team; contingency plans and intergenerational dialogue. You will have access to an online resource library of succession planning materials and templates to support you after this workshop. Whether taking the first steps or continuing the path of transferring to the next generation, this workshop will be valuable to all families in business.

Questions: Contact Marie von Ancken, [email protected]