familybusiness.ag

North American Family Business Advisors Dedicated to the Preservation of the Family Farm


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

Management Succession Estate Plan Coordination Mediation Advisory Board Development Peer Group Facilitation Strategic Planning

Management Succession
Estate Plan Coordination
Mediation
Advisory Board Development
Peer Group Facilitation
Strategic Planning

LANCE WOODBURY
Ag Progress, LLC

Management Systems / Governance Structures
Agricultural Finance
Management Accounting
Process Management
Sucession / Transition Planning
Train-the-Trainer - Family Business Management

DICK WITTMAN
Wittman Consulting

Succession/Transition Planning Estate Planning Philanthropy & Charitable Giving Mediation Tax Planning Retirement & Exit Strategies

Succession/Transition Planning
Estate Planning
Philanthropy & Charitable Giving
Mediation
Tax Planning
Retirement & Exit Strategies

Tax Planning Restructuring  Transition Planning  Succession Planning

Tax Planning
Restructuring
Transition Planning
Succession Planning

ROD MAUSZYCKI, JD MBT
CliftonLarsonAllen LLP

Succession Planning / Transition Strategic Planning Governance Financing and Financial Management Business Planning Risk Management Growth Management

Succession Planning / Transition
Strategic Planning
Governance
Financing and Financial Management
Business Planning
Risk Management
Growth Management

Estate and Succession Planning
Business Entity Structure
Financial / Cash Flow / Retirement Planning
Income Tax Planning
Insurance Planning

NICK HOULE
NJH Financial & Estate Strategies LLC

Succession/Transition Planning Management Systems Strategic Planning Account/Financial Management Direct Marketing/Ag Retail

Succession/Transition Planning
Management Systems
Strategic Planning
Account/Financial Management
Direct Marketing/Ag Retail

ERIN S. PIRRO, CAC
Ag Business Catalyst

Succession Planning Using Financials to Manage your Business Engaging your Employee Team Strategic Planning Family Governance and Board Formation

Succession Planning
Using Financials to Manage your Business
Engaging your Employee Team
Strategic Planning
Family Governance and Board Formation

BARBARA DARTT
Grow the Family

Financial / Production Benchmarking
Managerial Accounting
Management Information Systems
Transition Planning

JOHN McNUTT
LattaHarris, LLP

Agricultural Law Farm Business Management Farm Transition Planning

Agricultural Law
Farm Business Management
Farm Transition Planning

SHANNON FERRELL
Oklahoma State University

Business Strategy Succession Planning Market Strategy Agricultural Operations Accounting/Financial Management

Business Strategy
Succession Planning
Market Strategy
Agricultural Operations
Accounting/Financial Management

JEANNE BERNICK
K·Coe Isom


Emeritus Members

Transition Planning
michelle_square_hi.jpg
Danny.jpg
Financial Planning

MICHELLE PAINCHAUD

JOE KLUENDER

DANNY KLINEFELTER

JOHNNE SYVERSON


Terry Betker

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.

Contact Terry today by email: terry.betker@backswath.com or visit: www.backswath.com.


Barbara Dartt

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.

Contact Barb today by email: barb.dartt@growthefamily.biz or visit: www.growthefamily.biz.


Lance Woodbury

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. 

Contact Lance today by email: lance@agprogress.com or visit www.agprogress.com.


Nick Houle

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.


John McNutt

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.

Contact John today: call 1-563-886-2187 by email: jmcnutt@lattaharris.com or visit: www.lattaharris.com.


Dick Wittman

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.

Contact Dick today by email: dwittman@lewiston.com or visit: www.wittmanconsulting.com.


Shannon Ferrell

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: ferrell.law.firm@gmail.com


Jennifer Gilk

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.

Contact Jennifer today by email: jgilk@gilklegacylaw.com or visit: www.gilklegacylaw.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: rod.mauszycki@claconnect.com


Erin S Pirro, CAC

Erin Pirro has been helping farmers large and small make their businesses run better since 2001. As a Certified Agricultural Consultant with a background in agricultural economics, Erin's focus is on benchmarking and profitability improvement because sustainability means economics, too! 

Profitability is an essential element for the next stage of Erin’s work, in which she guides family businesses through transition, whether that’s growing the business, adding or discontinuing an enterprise, or bringing the next generation. Erin works with clients to identify goals, facilitate discussions and coach them through the steps for successful implementation.   In short, she’s your catalyst: the element that creates the spark to move forward.
 
And best of all, Erin understands these things from both sides of the table, and her specialty in agricultural direct marketing has been honed by the family business. Her small farm raises and markets sheep and wool products in southern New England.

Contact her at: Erin.Pirro@farmcrediteast.com


Jeanne Bernick

Jean Jeanne Bernick is a market strategist and business specialist for national accounting and finance firm K·Coe Isom. Jeanne matches the needs of ag producers with K·Coe Isom’s talent and tools, facilitating healthy, growing farm and food operations that are sustainable for generations to come. She offers a depth of industry insights and works alongside producers to zero-in on solutions to keep family businesses thriving. 

Jeanne received her Certification in Family Business Consulting from the Family Firms Institute and specializes in succession planning for agriculture operations. She has a passion for inspiring and supporting women in agriculture, and she is a regular speaker at women in ag events on the topics of leadership, business strategy and succession planning.

Prior to joining K·Coe Isom, Jeanne spent 20 years as an editor with Farm Journal Media, developing long-standing relationships with large commercial ag producers and their families. Jeanne helped establish a national women’s business conference that provides a community for women to find resources and network with like-minded business owners. 

Jeanne is involved in several business organizations, and sits on the boards of Iowa Women in Agriculture and the University of Nebraska Engler Agribusiness Entrepreneurship Program.

Visit her “Boots and Biz” blog designed to support women in agriculture at: www.bootsandbiz.com. Follow her on Twitter at: @AgBizChamp

Contact her at: Jeanne.bernick@kcoe.com


Joe Kluender - Retired

Joe served as President of Farm Family Dynamics until his retirement. He specializes in working with farm families, retiring farmers, and other professional agricultural advisors.

Using his expertise in the family dynamics of transitioning the family farm and estate plans, Joe provided consultation related to developing exit strategies for retiring farmers estate plans that include non-active stakeholders. He worked with client's to develop transition plans that meet the needs of multiple generations and support the preservation of the family farm.

Joe is a Certified Agricultural Consultant (CAC) and holds a Certificate in Family Business Advising (CFBA). Joe is a member of the American Society of Agricultural Consultants, Family Firm Institute, and Upper Midwest Family Advisory Council.

Having spent 50 years on the family farm, he has an appreciation for the family farm and the noble values it represents.


Michelle Painchaud - Retired

Michelle believes that “high performing leaders and employees have one thing in common – they exhibit a true passion for others”. 

For more than 25 years, Michelle Painchaud has been internationally recognized as a leading human performance expert. With a focus on emotional awareness and organizational culture, Michelle is helping to build better workplaces. 

In addition to being part of the faculty at TEPAP in Texas (The Executive Program for Agricultural Producers), she is a keynote speaker at conferences around the world. She is also contributing HR source for Country Guide magazine and other agriculture publications. 

Michelle has worked as an Executive Leadership coach for more than 60 clients helping them achieve increased emotional intelligence, cultural competence and communication skills that directly impact employee performance and engagement, organizational efficiency, retention and bottom line results. 

She is also the co-author of “Ceres Rising,” a book to help guide women to be leaders in the agriculture industry. It’s a must-read for women who want to be successful leaders in ag. 


Johnne Syverson - Retired

Johnne has more than 40 years of experience in financial services and planning. In 1981, he co-founded the first independent fee-for-service financial planning firm in Iowa. He has served as past president of the Central Iowa chapter of the Financial Planning Association (FPA). Johnne served as past president of the Mid-Iowa Estate Planning Council, and is a member of the National Association of Personal Financial Advisors (NAPFA) made up exclusively of fee-only planners. 

He has been interviewed by many media sources and has been named as a resource in Wall Street Journal, Newsweek, Investment Advisor, Financial Planning, Boomer Planning, the Des Moines Register, CCH Practical Estate Planning, Des Moines Business Record, Iowa Farm Bureau Spokesman, Progressive Farmer, Farm Journal, The Advisor published by World Vision and NAPFA Advisor magazine.

Johnne lives in West Des Moines with his wife, Linda, and have three adult children and nine grandchildren. When not working he enjoys traveling with his wife and riding his Harley.


Dr. Danny Klinefelter - Retired

Dr. Danny Klinefelter is an Honors Professor, Regents Fellow, and Extension Economist Emeritus with Texas A&M AgriLife Extension and Texas A&M University. He received his Ph.D. from the University of Illinois in 1979, where he was a National Science Foundation Research Fellow.

Dr. Klinefelter directed the Masters of Agribanking program from 1979-1982, until he left Texas A&M during the farm financial crisis. He was the founder and director of The Executive Program for Agricultural Producers (TEPAP), for 25 years, co-director of the Texas A&M Family and Owner-Managed Business Program and served as executive secretary for the Association of Agricultural Production Executives (AAPEX) for 20 years. He was co-author of Coordinated Financial Statements for Agriculture (CFS) which served as much of the basis for the recommendations of the FFSTF (now the FFSC).  He has been a member of the board of AgTexas Farm Credit Services since 2002 and is a member of several private company boards and advisory boards. 

In addition to his academic career, Danny is author or co-author of 8 books and over 600 articles on management and finance. Dr. Klinefelter received the Texas Agricultural Extension Services’ Superior Service Award in 1988 and 1992, The Vice Chancellor’s Award in Excellence in 1997 and 2001, and the Texas A&M Association of Former Students Distinguished Faculty Achievement Award for both Extension and Teaching in 1998 and 2002, respectively. Dr. Klinefelter was named Honor Professor in the College of Agriculture and Life Sciences in 2006. He has also received numerous American Agricultural Awards. In 2009, the 25th anniversary issue of the Top Producer magazine listed him as one of the 25 people in the world who will have the greatest influence on the future of American agriculture. He also received the American Agricultural Editors Association’s Distinguished Service to Agriculture Award in 2010. In 2013, Top Producer magazine named him one of 30 innovators who have had the biggest impact on agriculture during the past three decades and also listed him as one of 7 bankers and economists who have challenged the status quo.