Transition Planning

Webinar

3 Steps to Transitioning the Family Farm Webinar Series

Course Description
Are you prepared for your annual financial review and to make confident business decisions? Do you have the right estate and wealth plan in place to reach your retirement goals? Are you thinking about transitioning your ag operation onto the next generation? These are tough questions to consider. Where do you go from here?  
 
Join us for a three-part webinar series to help you begin the process of transitioning your family farm. You will hear from Eide Bailly specialists on how to get your financial statements and analysis ready for financial meetings, as well as discuss different estate planning techniques and steps to take to begin the transition planning process.  
 
Key takeaways 

• Assistance with financial restructuring and analysis preparation for lender meetings
• Strategies on developing an estate plan to prepare for transition planning
• Steps to consider for a successful transition  

Presenter:
Travis VanDyke, CPA, Partner | Eide Bailly 
Travis specializes in the agricultural industry. He provides tax compliance for businesses and individuals, tax planning strategies, financial statement preparation, farm service agency, farm transition and succession planning.

When you work with Travis, you get a tax partner who will work with you. He wants to understand your business and will create a custom approach to help meet your goals. Having grown up on the family farm, Travis understands the financial and operational characteristics of the agricultural industry.

Additional Information:
This is a web-group seminar. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 612.253.6628.

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