Transition Planning

Farm Transition & Succession Planning

Compeer Financial® is committed to helping our clients succeed through every stage of their operation. As your operation changes, we understand the importance of an effective transition plan to safeguard and prepare your operation for future generations. The team at Compeer will be by your side to ensure your planning needs are met.
 
We’ve have developed a vetted network of highly skilled professionals who offer:

• Innovative solutions
• A collaborative approach
• Personalized planning for your farm’s unique needs 

Trusted Partnership
Transition planning is a personal process and unique to each operation – there’s not a one-size-fits all approach. It requires a team who can meet the unique needs of your operation and your family, throughout the entire process. Compeer Financial’s Tax Consulting Team can get you started with expertise and resources in planning and preparation including*:

• Tax planning
• Gift planning
• Farm business entities
• Farm succession planning
• Farm sales

In addition to these internal services, Compeer Financial has identified trusted transition planning partners, each uniquely prepared to offer guidance that works for you. Your financial officer can help identify which program partner is the best fit for your unique operation. 

One of our transition planning partners, Nationwide, offers several free webinars our clients can access throughout the year.  Topics include Long-Term Care, Health Care, Life Insurance, Social Security and more.  For a full listing of topics and to register, Access registration here.



Planning Partners