Resources
Practical guidance, articles, and tools to help agricultural families navigate finance, succession, and family dynamics.
Transition is not the end of a founder's story — it's the beginning of a new chapter. Patrick O'Connor explores how an Olympic mindset can help founders approach succession with purpose, preparation, and pride.
Pat O'Connor examines how understanding your own beliefs about conflict can help you address it more directly — and turn difficult conversations into positive outcomes for your family enterprise.
The decision to exit goes far beyond fiscal implications. David Blom's whitepaper addresses the financial, tax, and deeply human dimensions of selling a family-owned enterprise — and why a well-planned exit strategy must account for all of them.
In family enterprises, relationships are the greatest asset — and often the greatest risk. Ryan Clarke explores why establishing clear boundaries between family and business roles is foundational to long-term harmony and success.
In this video conversation, Tom Deans and Pat O'Connor discuss the realities of business transition — what families get wrong, what they get right, and how to navigate the process with clarity and intention.
As capital grows across generations, managing family wealth becomes increasingly complex. Bruce Chisholm outlines how a well-designed Stewardship Council and a disciplined Investment Policy Statement can preserve both assets and relationships.
One of the most difficult conversations a farm family can have is about who will take over the operation. Here's how to approach it with clarity and compassion.
Walking into a lender meeting unprepared can cost you time, money, and credibility. Learn what to prepare and how to present your operation's financial story.
Family conflict is one of the leading causes of farm business failure. Understanding the roots of conflict — and how to address them — is essential for long-term success.
A Family Enterprise Advisor brings a unique blend of business, financial, and interpersonal skills to help families navigate the succession process successfully.
Effective cashflow management is the foundation of a financially resilient farm. Explore the key principles that every farm operator should understand.
Mediation offers a structured, confidential process for resolving disputes without litigation. Here's what agricultural families can expect when they engage a mediator.
We're always looking to provide relevant, practical content for agricultural families. Reach out with your questions or suggestions.