Ag Succession and Family Transition Planning

Meet your goals and set the stage for future success.

You’ve worked hard to create a successful farm or ranch, perhaps even carrying on the legacy of previous generations. Succession and family transition planning is crucial to preserving its future — and yours.

Because this process can feel daunting, complex and sometimes even a little uncomfortable, many farm and ranch owners are reluctant to start the planning process. But this hesitation can cause greater difficulties, even preventing you from achieving your desired results at the time of transition.

Create Your Unique Roadmap to Success

Work with a partner who listens to you, understands your goals and helps you navigate transition complexities.

With a deep understanding of the agricultural industry, Wipfli’s succession and family transition planning team offers diverse, specialized knowledge and experience to help you achieve your goals, while making the process easier for you and providing an objective point of view in difficult situations. Here’s how we can help:

  • Succession and family transition planning
  • Estate, gift and trust planning
  • Tax planning and entity structure solutions
  • Due diligence
  • Business valuations

When you evaluate your assets and determine your best strategy long before you’re ready to transfer ownership, you set future generations up for success. Contact Wipfli today to start the planning process.

Featured Thought Leader

Curt Barnekoff, CPA

With deep roots in agriculture, Curt Barnekoff is a partner specializing in agricultural tax and business succession. He has a strong focus on and deep experience in tax compliance, planning, and consulting. Curt helps family agriculture businesses maximize their after-tax net worth and assists in developing and implementing plans to keep the family business “in the family.”

Jeffrey W. Siler, CPA

Jeff Siler is a tax partner, specializing in the agriculture industry. He has more than 15 years of experience serving individuals, privately held businesses, trusts, and estates in all aspects of tax planning, compliance, and preparation. Jeff treats his clients like family and does his best to help them reach their business and individual goals.

Dana A. Springer, CPA

Dana Springer provides tax preparation and planning and business consulting services for ag producers. With a strong focus on helping farm and ranch owners with business transition planning, she enjoys helping clients understand tax law, plan for their future, and achieve their goals.

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