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了解农场转型计划

农场管理资源

了解农场转型计划

You may have heard the term Farm Transition Planning or Farm Succession Planning and were wondering what it’s all about.  农场转型计划是最近的一个热门话题, with more and more farm families beginning to learn about what it means to them and their ag operations. 

There is often a misconception that farm transition planning simply means how the property will be distributed from one generation to the next.  现实是还有更多的事情要做.  A farm transition plan is much more than who gets what, it’s a working plan that encompasses the goals and wishes of the current and future business owners and secures the ongoing success of the agricultural operation.

When looking into developing a farm transition plan, the topic may seem overwhelming resulting in putting it off for another day.  Unfortunately, this is a risk that some farms have taken.  It has left them wishing they had taken the time to create a transition plan that would have secured a better outcome. 

确保你的手术成功, the best place to begin is with the understanding of what a good transition plan consists of and what’s involved in the planning process.  开始了解谁应该参与进来, 关于需要进行哪些讨论, 谁能帮你.  Also, there are multiple resources available to assist you in your planning.  Take advantage of what is offered and don’t be afraid to reach out to someone if you have questions.  农业信贷知识中心, your lending institution and your local county extension office are all available to answer questions and connect you to resources.

If you are in the beginning stages of the farm transition planning process, 花点时间了解全局.  When you are ready, reach out and gather your planning resources.

这里是一个总体概述.

事实

  • 78% intend to pass their business on to children, only 34% create a succession plan.
  • 只有1%的企业能存活到第四代.

什么是农场转型计划?

A farm transition plan is the “roadmap” of the agricultural operation if for some chance the managers or operators were to suddenly become temporarily or permanently unavailable.  It contains information about all aspects of the business to include family and farm goals, 法律和商业信息. 

农业转型计划的重要性

There are multiple reasons a transition plan should be put in place.  主要原因有:

  • Assures the next generation is prepared and capable of managing the business.
  • Ensures success of the agricultural operation when transferred from one generation to the next.
  • 将业务运营计划写在纸上.
  • May possibly prevent family turmoil because family members were involved in the planning process.

好计划里有什么?

  • A good transition plan involves transferring onto the next generation the necessary skills and knowledge to run the business.
  • Information and records to include location of documents, account and policy numbers, passwords, etc.
  • A complete list of the main suppliers for the operation.
  • Documentation of the legal structure of the business

谁应该参与其中?

Transition planning involves multiple people covering many topics.  考虑组建一个顾问团队.  The team can consist of an attorney, accountant, lender, consultants and family members.  An advisory team that meets on a regular basis can be a huge help with getting your affairs in order and for keeping your plan up to date and current.  An effective advisory team is one that meets regularly, 做好笔记, and helps to guide decision making in line with family wishes and goals.

要花多长时间?

Every farm transition plan will be unique and there is no set time for how long it takes to complete.  The best way to approach the process is to understand what needs to be completed, 对任务进行优先排序并设定完成目标.

A thorough and well-thought-out farm transition plan is a must-have for any agricultural operation, 无论规模大小或行业.  不要让自己不知所措.  There are multiple operations that have sought assistance and have successfully completed plans.  你也可以!  There are people ready to assist you and answer your questions.  Farm transition resources are available to help you understand the process and some even have worksheets to help you plan. 

If you are not sure where to start, please feel free to contact the Farm Credit 知识中心.  We can point you in the right direction and refer you to people and resources to help you!

资源:

From the Ground Up: An Agricultural Business Toolkit.  Request access to multiple resources on the topic of farm transition

Farm Business Transition Planning Workbook-Farm Credit University and Dr. 亚历克斯·怀特,弗吉尼亚理工大学 Contact your local 弗吉尼亚农业信贷 branch office or the 知识中心 at knowledgecenter@fcvirginias.com

Download the Farm Transition Planning Resource Guide

 农场转型规划资源指南第1页
农场转型规划资源指南第2页

 

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