Farm Succession Case Studies

We often hear of succession planning going wrong, so this section of the farm succession toolkit brings together farm succession case studies and examples that highlight a range of different models, structures, results and processes.

The farm succession case studies focus on both situations where the business is being wound up and where the business is continuing. In-depth case studies into different family farming situations and worked through examples and calculations provide a real insight into how the succession planning process has worked (and not worked) in different circumstances.

If these questions are front of mind, we recommend reading and listening to these farm succession case studies and examples:

• How have other families managed the succession process?
• How are others managing succession?
• What is the difference between fair and equal treatment of children in succession planning?
• What happens if a succession agreement is broken?

Resources in here include Farm Success Enabling Case Studies Succession planning: The good, the bad and the ugly, Promised the farm but no succession plan – what are my rights?, Farming Ahead: Case Study, and Transition the Farm Using Profit Interest as a Planning Tool.