Manageable steps to make progress with succession planning this year
Succession planning is a marathon – not a sprint. Families should identify their goals, create a plan and establish a tempo that works for them in order to sustain the momentum needed to reach the finish line. The beginning of the year is a time to reflect on the past...
Are You Setting Clear Expectations?
Setting clear expectations is very important to keep everyone on track and to avoid situations that can derail the team and may end up affecting your succession plan. Bob was getting ready to transition ownership of his operation to his two children. He was...
The CPA Farm Podcast with Paul Neiffer
Paul Neiffer, CPA and Top Producer columnist, visit with business-minded farmers and ag experts. They discuss top trends in farm management, tax issues, policy implications and more. TOPIC: Discussion with Rena Striegel, President of Transition Point Business...
Transition Point Business Advisors
4125 Westown Parkway, Suite 104 · West Des Moines, IA 50266 · Phone: (515) 225-4486
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