What you get

Succession Planning, scoped to your property.

Pass the farm intact across generations with a written, agreed-upon transition plan. The deliverable lands as a written plan, an executive summary, and a walkthrough with your decision-makers.

We sit inside the same six-part process used across the firm. Every recommendation is tied back to your soils, your water, your enterprise mix, and your people.

Site-specific, never templated
Tied back to measurable outcomes
Independent of inputs, buyers, or platforms
Optional implementation support after delivery

Free consultation

Inside the engagement

Every succession planning engagement runs through these same building blocks. We scope deeper or lighter depending on the property and decision-makers.

Discovery interviews with decision-makers
Property walk and condition inventory
Soil and water baseline review
Regulatory and legal context check

Enterprise-mix and margin modeling
Written recommendations in priority order
Plan PDF with maps and executive summary
Decision-maker walkthrough meeting

How we work

Our six-part process

Same framework, scoped to this engagement.

1

Guiding Principles

Decision-maker principles, agreed in writing.

2

Regional Context

Regional economy, history, hydrology.

3

Current Conditions

Field-truth inventory of the property.

4

Opportunities & Constraints

Regulation, infrastructure, market access.

5

Recommendations

Resilience-first, prioritized.

6

Revenue Generators

Income recommendations weighed against the future.

Other engagements in this service area.

Whole-System Farm Planning

A site-specific plan answering 143 questions across stewardship, profitability, and legacy.

Explore

Farm Business Planning

Translate enterprise mix, capital, and risk into a viable, durable business model.

Explore

Food System Planning

Connect farms to urban demand, food access, processing, and waste loops.

Explore

Frequently asked questions

Good to know

We quote in writing after a free consultation and a property overview. Most engagements of this kind are fixed-fee.

Typically 3 to 6 months from discovery to written plan. Larger properties or multi-decision-maker engagements can run longer.

No. The written plan is a stand-alone deliverable. Implementation support is offered as a separate, optional retainer.

Yes. Most clients do. We scope across our four service areas in one combined engagement when it helps.

Start here

Scope a succession planning engagement.

Tell us about the property and decision-makers. We will reply with a recommended starting scope.

Request received.

Thanks. We will get back to you shortly.

Succession Planning