Selecting an Adviser

Farm Journal Legacy Project

Type: PDF
Knowledge level: Introductory

Farm Table says:

Want to bring an external advisor in? Maybe ask them these questions.

10 questions to ask potential succession planning advisors.

  1.  What is your experience facilitating the succession planning process?
  2. What qualifies you as a specialist in succession planning?
  3. How long have you been providing succession planning advice?
  4. For how many families have you provided a succession planning service?
  5. Do you understand the specific succession planning needs and concerns of farmers and agribusiness owners?Do you utilize defined planning models and a specific planning process?
  6. Can you assemble a multidisciplinary team of professionals and ensure that the family’s planning objectives are met?
  7. Do you utilize defined planning models and a specific planning process?
  8. What other services do you offer?
  9. How do you get paid for services?
  10. How do you assure satisfaction?
2011 - United States - Farm Journal Legacy Project
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