Services
Growth Track One:
Accelerated Action Package
The Accelerated Package is a planning process designed to assist farmers, property and landowners, as well as other small businesses, in gaining clarity, gathering documents and other important initial steps to transfer their assets to the next generation.
Growth Track Two:
Comprehensive Family Legacy
Planning Package
Heather, will personally guide you through every step of the planning process, ensuring a comprehensive plan that aligns with your wishes. Benefit from her unwavering support from beginning to completion, making sure that your assets are passed on exactly as you desire.
Growth Track Three:
Take Control of Your Future: Mitigate Risks and Safeguard Your Legacy
You've worked hard to chart a path towards success, but now it's time to address the potential risks that could jeopardize your plans. Are you prepared to navigate the challenges that could unravel all your efforts?
“The big question is: What will happen when the kids inherit the land?
Farm succession planning is the process of planning how your farm will be passed on to the next generation, and its planning can feel like a heavy and daunting responsibility like a duty that you do not know how to fulfill.
But the very fact that you are in this situation, one in which you have the opportunity to pass not only assets but a way of life and a set of values to the next generation, is something to be celebrated.
Putting a plan in place to ensure a successful transition creates space to celebrate what you have built. You are in a situation to positively impact the next generation, which speaks to your wise decisions and hard work over many years.”
— Heather Venenga
Growth Track One:
Accelerated Action Package
The Accelerated Package is a planning process designed to assist farmers, property and landowners, as well as other small businesses, in gaining clarity, gathering documents and other important initial steps to transfer their assets to the next generation. Whether you own an active farm or business that you wish to pass down, or if you rent out or manage your assets, this package aims to provide you with the necessary tools and guidance to kickstart your planning process.
The Accelerated Action Plan offers a range of support to help you navigate the planning process effectively. These supports include:
Blueprint for Planning: This feature provides you with a comprehensive outline and roadmap for the planning process. It helps you gain clarity on where you are at now and where you would like to go. It is key to helping you gather both your ideas and documents so that you are not only prepared to work with Heather but also helps prepare you for your consultation with an attorney when it is time. Over all it ensures you are well-prepared to discuss your specific needs and goals.
Future Focused Strategy Session ( One-Hour Zoom Meeting): During this personalized session you will have the opportunity to gain education and clarity with Heather.
You will work towards gaining clarity on your intentions and wishes for the future of your business and family.
Valuable educational information about different options available to you, such as wills, trusts, and business entities, and discuss the pros and cons specific to your situation will be provided. You will gain a deeper understanding of your options and help you make informed decisions.
Concrete options will be provided that will help you determine what method best aligns with your goals while mitigating any issues such as the challenge of fair vs equal, family harmony, and maintaining the financial strength of your operation.
Methods for how and and when to communicate with family backed by purpose and reason will be shared.
Potential red flags, such as protecting your assets from unexpected events, addressing nursing home care needs, understanding inheritance tax changes, and clarifying role responsibilities will be indicated so that you can take action appropriately.
Written Recommendations: Based on your specific needs and the information discussed during the consultation personalized specific recommendations will be provided. These recommendations serve as a documented guide, outlining the next steps you should take in your planning process.
Overall, the Accelerated Action Package aims to empower you with the knowledge, resources, and guidance necessary to create a comprehensive plan for passing your assets to the next generation.
Growth Track Two:
Comprehensive Family Legacy Planning Package
Securing Your Farm's or Business's Future with Personalized Guided Journey: Heather, will personally guide you through every step of the planning process, ensuring a comprehensive plan that aligns with your wishes. Benefit from her unwavering support from beginning to completion, making sure that your assets are passed on exactly as you desire.
Decision-Maker Collaboration: Work closely with Heather to gain clarity and consensus among decision-makers regarding your farm's intentions and wishes. Whether it's motivating individuals to take action or navigating the delicate balance between farm and family, Heather will meet each decision-maker where they are in the process, fostering understanding and harmonious decision-making.
Assembling Your Dream Team: Our dedicated team will assist you in assembling and assessing your planning team, comprised of top professionals in farm succession planning. Collaborate with experts who possess a deep understanding of your goals, ensuring tailored solutions specifically designed for your unique situation.
Strategic Business Analysis: Receive a personalized analysis of your current business status, identifying strengths and potential red flag indicators that could impact your future plans. Leverage this information to develop a roadmap, aligning your family's wishes with the financial realities of your farm, providing a clear vision of how the numbers and aspirations align.
Tailored Tax Strategies: Gain exclusive insights into tax strategies specifically tailored to your farm succession plan. Discover how to maximize financial opportunities and minimize tax burdens, ensuring a secure future for both your family and your farm.
Seamless Family Communication: Our team will provide hands-on assistance with family communication. We facilitate open and productive dialogues among decision-makers, ensuring that every voice is heard and fostering agreement on mutually beneficial solutions.
If you would like to explore the option of the comprehensive plan click on the button to book a 30 minute consultation to see if it is the best fit for you and your situation.
Growth Track Three:
Take Control of Your Future: Mitigate Risks and Safeguard Your Legacy
You've worked hard to chart a path towards success, but now it's time to address the potential risks that could jeopardize your plans. Are you prepared to navigate the challenges that could unravel all your efforts?
Risk Mitigation Expertise: Heather is here to guide you through the process of eliminating risks that could undermine your goals. Whether it's mitigating the impact of long-term care needs with insurance, finding innovative solutions to tackle the fair vs. equal dilemma during the transition of your farm or business, creating a tax-efficient strategy, or optimizing your overall investments, Heather helps you find the most efficient solutions.
1-Hour Planning Call: Book a 1-hour call with Heather and gain invaluable insights tailored to your specific situation. During this call, Heather will delve into your unique challenges, understand your goals, and provide expert guidance on the most effective ways to mitigate risk. This personalized session will empower you with strategies to safeguard your legacy and secure a prosperous future for yourself and your loved ones.
Proactive Risk Mitigation: By proactively addressing potential risks, you can protect the fruits of your labor and ensure a smooth transition. Heather will help you identify, assess, and strategize to mitigate risks, empowering you with peace of mind and confidence in your plans.
Don't let unforeseen risks derail your dreams. Take action now and book your 1-hour call with Heather. Together, we'll find the most efficient and effective ways to mitigate risk, empowering you to protect your legacy and secure a prosperous future.
