Meet your goals and set the stage for future success.
You’ve worked hard to create a successful farm or ranch, perhaps even carrying on the legacy of previous generations. Succession and family transition planning is crucial to preserving its future — and yours.
Because this process can feel daunting, complex and sometimes even a little uncomfortable, many farm and ranch owners are reluctant to start the planning process. But this hesitation can cause greater difficulties, even preventing you from achieving your desired results at the time of transition.
Create Your Unique Roadmap to Success
Work with a partner who listens to you, understands your goals and helps you navigate transition complexities.
With a deep understanding of the agricultural industry, Wipfli’s succession and family transition planning team offers diverse, specialized knowledge and experience to help you achieve your goals, while making the process easier for you and providing an objective point of view in difficult situations. Here’s how we can help:
- Succession and family transition planning
- Estate, gift and trust planning
- Tax planning and entity structure solutions
- Due diligence
- Business valuations
When you evaluate your assets and determine your best strategy long before you’re ready to transfer ownership, you set future generations up for success. Contact Wipfli today to start the planning process.
Our team
Dana A. Springer, CPA
Dana Springer provides tax preparation and planning and business consulting services for ag producers. With a strong focus on helping farm and ranch owners with business transition planning, she enjoys helping clients understand tax law, plan for their future, and achieve their goals.
