Familybusiness.ag works with agriculture businesses that are primarily production oriented, family owned, and have multiple generations. Representing multiple professions, Familybusiness.ag members can help you advance the adoption of effective best practices of family business and financial management.
A Peer Group of Legitimate, Competent and Seasoned Consulting Professionals
Ag Progress, LLC
Gilk Legacy Law PLLC
NJH Financial & Estate Strategies LLC
Transition Point Business Advisors
As a Management Consultant, Terry provides consulting expertise to agribusinesses, farms and farm families. He focuses on growth management, intergenerational transition, risk management and the application of external resources such as advisory boards. He has developed a unique program that aligns a family's vision with their financial and managerial performance.
Terry has a degree in Agriculture, and is a Professional Agrologist, a Certified Agricultural Consultant and Certified Management Consultant. He has certification in strategic planning and in mediation theory. He is a graduate of the Texas A&M TEPAP program. Terry was the Canadian representative to the International Farm Management Association and is a member, and past director, of the Manitoba Institute of Agrologists, the Canadian Association of Management Consultants and Farm Management Canada.
One of things that I enjoy the most is to talk to a family about their farm, their family and, their dreams. Helping them work through management and ownership challenges and harvest their rewards is hugely rewarding.
Previously a Senior Business Consultant for Lookout Ridge Consulting and Salisbury Management Services, Barbara Dartt is a founding partner of GROW: The Family Business Advisors – specializing in succession and financial planning for family businesses.
Barb has expertise in financial management, business succession, strategy development and the opportunities and challenges unique to family-owned businesses, and assisting business people with planning and team development.
Holding a Masters Degree in Agricultural Economics, she also has a Certificate in Family Business Advising, a Doctor of Veterinary Medicine, and is an Accredited Agricultural Consultant. Barb is a member of the Family Firm Institute and the American Society of Farm Managers and Rural Appraisers.
I enjoy watching individuals and families grow. Grow their capabilities, relationships and peace of mind.
As a Family Business Consultant, with Ag Progress, LLC, Lance specializes in working with family-owned and closely-held agriculture businesses. Facilitating strategic planning efforts, and crafting ownership and management succession plans and policies are areas of expertise that he has developed.
Other areas of skill include; gaining owner, family member, as well as key employee input on future management and ownership issues, implementing strategic management initiatives, identifying and implementing personal and professional development plans for successors, family members and key staff, coordinating professional advisors' services to families in creating or updating estate plans or reorganizing their business structure. Mediating disputes between owners, family members or key staff members, leading family business retreats and providing educational workshops on family business topics and facilitating peer group initiatives among owners of production agriculture businesses round out Lance's areas of focus.
Lance has a bachelor's degree in History and Government, a Masters of Science in Conflict Analysis and Resolution, and a Masters of Business Administration. He is a Kansas Agriculture and Rural Leadership Program Graduate and has a Certificate in Family Business Advising. Lance is a Member of the Association for Conflict Resolution, and is a Family Firm Institute Fellow.
Family owned agriculture businesses are unique and are an important thread in the fabric of society.
Nick recently retired from national accounting firm CliftonLarsonAllen LLP (CLA) where he served CLA clients both as a tax principal and co-leader of the firm’s Private Client Tax (PCT) group. Nick also was also one of the “founding principals” in developing CLA’s financial and estate planning practice of CliftonLarsonAllen Wealth Advisors LLC (CLAWA).
He has a unique ability to provide explanations client’s can readily absorb and understand of how their personal and business financial activities intercept and overlap. His communication of an on point analysis of possible strategies the client might consider gives client’s the ability to select appropriate strategies to meet their personal financial goals.
Nick works with his clients to develop financial and estate planning strategies designed to maximize wealth transfer goals, minimize effects of federal and state estate tax exposure, minimize federal and state income tax exposure, and transfer business entity ownership (succession planning) through the use of financial and tax effective strategies
He has a bachelor's degree in Business Economics, and a Master of Business Taxation. He is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP) (inactive). Nick is a member of the American Institute of CPAs; the Tax and Personal Financial Planning divisions of the Minnesota Society of CPAs; the Financial Planning Association (FPA); and the Minneapolis Estate Planning Council.
I find it especially rewarding to work with farm family business owners and their families in developing strategies and structure to best take advantage of the tax rules in place and to best structure their business affairs to accomplish their goals and objectives. Preservation of the farm legacy is a top priority.
Contact Nick today by phone: 612-889-3485 or email: Nicholashoule61@gmail.com.
As a lead consultant with LattaHarris, LLP, John brings a wide range of skills and expertise to families and firms engaged in farming and agribusiness. With an extensive background in managerial accounting and benchmarking, John specializes in family business management development and transition, entity planning and organizational design, management information systems, and applies this with agricultural families as he helps them develop and grow their businesses. He is sought after for his skills in supporting entrepreneurship and for developing and enhancing existing business.
John holds degrees from Iowa State University in Agricultural Business and Economics and a Master of Business Administration from the University of Iowa. He was the first recipient of the Brian Davidson Fellowship from Harvard Business School; he holds a Certificate from the Family Firm Institute and is a graduate of TEPAP. John is also a Former Director of the Agricultural Consulting Exchange, and is a past President of the National Pork Producer Council.
Helping agricultural families more effectively manage their existing business, and develop their family business into new directions or performing a successful transition between generations is very important to me. I have seen situations where these issues have been badly handled and the resulting problems it has caused.
Dick Wittman manages a 19,000-acre Idaho family farm partnership involving crops, cattle and timber and provides consulting services in family farm business and financial management.
A former FCS lender, Dick has served on commodity and financial institution boards; is a director and past president of the Farm Financial Standards Council, and founder/past president of the PNW Direct Seed Association.
As a Family Business Consultant, Dick has expertise in financial management, developing management systems as well as finding solutions for business succession planning and conflict resolution. With a goal to expand the international resource base of consultants who can assist family businesses in agricultural finance and transition issues, he conducts train-the-trainer workshops. As an adjunct faculty member of Texas A&M University, Dick teaches annually at the TEPAP program and King Ranch Institute.
Dick has a Bachelor's Degree in Agricultural Economics and a Masters in Business Administration.
I believe in the family business as the preferred model for stewardship of our food production system. This model is only sustainable if we achieve excellence in our personnel and financial management systems and practices.
Shannon Ferrell is an Associate Professor in the Oklahoma State University Department of Agricultural Economics, where he specializes in Agricultural Law. He grew up on a cattle and wheat operation in Western Oklahoma, and obtained his Bachelors and Masters degrees in Agricultural Economics from OSU before obtaining his Juris Doctorate from the Oklahoma City University School of Law with endorsements in Estate Planning and Business and Financial Services Law. Shannon spent a number of years in full-time private practice before joining OSU in the summer of 2007.
As an educator and speaker, Shannon helps audiences understand the fundamental legal elements of farm business management and farm transition planning. He has provided over 400 presentations and workshops to a cumulative audience of nearly 25,000 while authoring over fifty publications, including serving as lead author on the Farm Transition Workbook. In private practice, he helps farm families with the legal mechanics of the farm transition process.
Contact Shannon today by email: email@example.com
Jennifer has practiced law in Redwood Falls, Minnesota, since 1993, in the areas of estate planning, wills, trusts, probate and trust administration, estate and gift tax, real estate, business entities, and all matters relating to farming and farm succession planning. On January 1, 2016, she founded Gilk Legacy Law PLLC, a law firm focused on these areas.
She is a Qualified Neutral on the Minnesota State Roster of alternative dispute resolution neutrals and has served as mediator in many cases. Her extensive practice background in estate planning, real estate and family law give her a breadth of experience that is especially useful not only in mediation but also in family succession planning and in resolving disputes between generations.
Jennifer is a member of Wealth Counsel, a nationwide network of estate planning attorneys, and of Southern Minnesota Estate Planning Council, a small study group of southern Minnesota farm estate planning attorneys.
Jennifer also presents at Continuing Legal Education seminars for her fellow attorneys on agricultural estate planning and real estate topics.
Jennifer grew up on a small dairy farm near Tyler, Minnesota, and wanted to practice law in Southwest Minnesota. She loves the prairie, and trees make her claustrophobic. She is married to Tim, who owns a grain handling/grain storage equipment business. They have three teenaged children.
Estate planning at its most basic is deciding who gets what, when, and how. On a more significant level, it is passing on your family legacy in a way that is the most tax efficient for you and your heirs, while trying to fulfill your family farm goals and values and yet still have your children and grandchildren want to celebrate Christmas together. That is estate planning.
Rena Striegel, President of Transition Point Business Advisors, is an internationally recognized business coach and consultant with more than 20 years of experience working directly with farmers, ag leaders, senior executives and entrepreneurs to identify and implement strategies that create growth and profitability. In her role with Transition Point Business advisors, she leads client projects in the areas of strategic planning, business succession and continuity planning and employee/leadership development. A majority of her current clients are large family owned farm operations located throughout the lower 48 states.
In addition to working with family owned farms and businesses, she has worked with management teams of international organizations like Business Network International (BNI), Xerox, Project Management Institute, Northwestern Mutual, United Way, Magna Corporation and many others to improve their overall performance through clear executable strategies and higher employee contribution.
Rena grew up on a dairy and hog farm in What Cheer, Iowa. Some of her more interesting life experiences include living in India (twice), driving the highest motorable road in the world in a snow storm and co-authoring the bestselling book, “Building the Ultimate Network”, in 2011. Her practical and often humorous approach to leadership makes her a sought after keynote speaker at conferences focused on innovation and building peak performance organizations.
Rena is a Professional EOS Implementer as well as a certified business coach and holds an MBA from the University of Iowa.
Contact Rena today by email: firstname.lastname@example.org or visit our website, www.tomorrowiscoming.com
Rod Mauszycki, JD MBT
Rod is a principal in the Agribusinss and Cooperative group specializing in tax, restructuring and farm transition/succession. He currently serves as the Principal In Charge of the Agribusiness Midwest Region, the Principal in Charge of Producer Tax for CLA and is the co-founder of the Agribusiness and Cooperatives Transition and Succession practice.
Rod has been serving clients needs for over 17 years in a professional capacity. Prior to joining CliftonLarsonAllen, Rod worked as a tax professional at the Big 4 (KPMG and Deloitte), tax attorney at some of the most prestigious law firms in Minnesota, and most recently was the Director of Tax for AgStar Financial Services.
Rod has a well rounded tax background that includes compliance, planning and tax law. He has experience in a broad range of corporate, partnership and individual tax matters including mergers and acquisition, tax planning, succession/transition planning, tax return review, and federal and state controversies. Rod’s background allows him to take a practical approach to tax issues, both from a tax and legal prospective. His experiences and knowledge have proven invaluable to his clients.
Rod graduated from the University of Minnesota with a Masters of Business Taxation (MBT). He also holds a J.D. Degree from Stetson University and a B.S. in Chemical Engineering from the University of Notre Dame.
Contact Rod today by email: email@example.com