Farm Journal Legacy Project succession planning project sponsored by Pioneer. Project involves workshops and online access to resource materials. Contact firstname.lastname@example.org. www.farmjournallegacyproject.com
Jon R. Farquharson (Pendleton, OR), ISU Insurance Services – The Stratton Agency, (541) 276-2302, email@example.com, Estate, Business, Asset protection & succession planning; Insurance; Retirement Plans & Investments; Jon worked with me on the Farm Financial Standards Council board and managerial accounting training project with the Clearwater Direct Seed Peer Networking group.
Farm Credit East Business Consulting – approx. 20 consulting staff throughout New England, New York, and New Jersey. Consulting Group goal is to match local folks up with local consultants with expertise specific to client’s needs or project. Contact: Erin S. Pirro, Business Consultant, Enfield, CT, 860-741-4451, erin.pirro@FarmCreditEast.com, www.farmcrediteast.com/en/Services/Business-Consulting.aspx
Elaine Froese, PHEc, CAFA, consults in Canada, the U.S. and Australia in conflict resolution and succession planning and her family farms in Manitoba, CA. She mediates for the Farm Debt Mediation Service in Canada, writes columns for farm magazines and authored “Do the Tough Things Right…how to prevent communication disasters in family business.” Contact: 866-848-8311; www.elainefroese.com
GROW: The Family Business Advisors. Former Lookout Ridge Consulting consultants Barb Dartt, Stephanie Edsall, Mike Fassler and John Williams launched new firm January 2013; they support family businesses and farm operations in succession planning, financial management, strategic planning, and helping clients build teams processes; located at 5708 Venture Court, Suite A, Kalamazoo, MI; www.growthefamily.biz; 800-663-5604.
Dennis Henks, CFP, MBA, Lincoln Financial Advisors Agribusiness Services. Specializes in helping family owned farms and agribusinesses prepare and integrate future generations of business owners with financial, business succession and estate planning services. Background includes 15 years of professional ag business development, operational management, budgeting and supervision of 70 employees. Dennis is also actively involved in his family’s crop and livestock farm. Contact at 10851 Mastin St, Suite 950, Overland Park, KS 66210; O-913-323-3241; firstname.lastname@example.org
Donald Jonovic, PhD, Family Business Management Services Inc, has been an advisor to family business owners since 1973, focusing on management development, growth and ownership transition. Clients include industrial and agricultural firms, often with a significant proportion of non-family key managers. He’s authored several books on family business. We’ve collaborated at workshops and as instructors at the TEPAP Ag Executive Program for a number of years. Contact at: Post Office Box 201400 Cleveland, Ohio 44120, W-216/752-7970; FAX: 216/752-4100; email@example.com
AgGroup at KEB, a group of CPAs and consultants within the CPA firm of Kerber, Eck & Braeckel. The AgGroup is centered in the Litchfield, IL office and is led by David Pritchard and Jereme Zook and includes a group of managers and senior staff with strong agricultural tax and finance backgrounds. David is a senior partner and has also served production agriculture working as a farm CFO early in his career. The firm provides organizational planning, tax structuring, farm operation business management and family succession planning. All senior team members have completed the Wittman Consulting Train the Trainer Program. Contact David Pritchard at (217) 324-6611 and firstname.lastname@example.org, www.kebcpa.com/ag, twitter @AgGroupKEB
Kennedy & Coe, LLC, Brad Palen (Salina, KS), 785) 825-1561, email@example.com; Greg Wolf (Pratt, KS), firstname.lastname@example.org, 620-672-7476; Hubert Brown (Wichita, KS), email@example.com, (316) 685-0222; Todd Jennison (Garden City, KS), firstname.lastname@example.org (620) 275-9670. Kennedy and Coe work closely with family farm businesses in tax and financial analysis, strategic planning, family business consulting, conflict management and succession planning.
Joe Kluender, Farm Family Dynamics, Mankato, MN, C-507-276-6368; email@example.com, www.farmfamilydynamics.com Joe was formerly associated with Larson Allen and formed his owned business in 2011. He has a certificate in Family Business Advising through the Family Firm Institute and has also attended Wittman Consulting train-the-trainer programs. Joe currently specializes in family dynamics of farm estate planning and farm transition as well as business management system implementation.
Kuenzi & Company CPA’s & Business Consultants, Kyle Walter (Salem, OR) PH: 503-428-3098. Email: firstname.lastname@example.org website: www.kuenzicpas.com. The 4 Kuenzi owners all come from farming backgrounds and have committed their firm’s resources to work extensively with family businesses in areas of corporate governance, family dynamics, business and succession planning, and tax and financial analysis.
Henry Landes, Delaware Valley Family Business Center, has served over 600 family firms since 1988; is popular speaker and contributing editor of Family Business Magazine. He focuses on building effective family councils, shareholder groups and executive teams, policy development and transitioning to the next generation. Contact at: 340 North Main Street, Telford, PA 18969; Voice (215)723-8413; Fax (215)723-8351