Event Overview
Course Description
Are you prepared for your annual financial review and to make confident business decisions? Do you have the right estate and wealth plan in place to reach your retirement goals? Are you thinking about transitioning your ag operation onto the next generation? These are tough questions to consider. Where do you go from here?
Join us for a three-part webinar series to help you begin the process of transitioning your family farm. You will hear from Eide Bailly specialists on how to get your financial statements and analysis ready for financial meetings, as well as discuss different estate planning techniques and steps to take to begin the transition planning process.
Key takeaways
• Assistance with financial restructuring and analysis preparation for lender meetings
• Strategies on developing an estate plan to prepare for transition planning
• Steps to consider for a successful transition
Presenter:
Mike Schaefer, Agribusiness Finance Specialist | Eide Bailly
Mike brings over 24 years of agricultural lending experience to the Eide Bailly team as our Agribusiness Finance Specialist. He invests his energy in thoroughly understanding your operation’s challenges to bring trusted solutions to the table that are specifically designed for your operation.
When working with Mike, you get an experienced Agribusiness Finance Specialist who brings valued financial counsel to his clients. Mike has a passion for digging into the detail to help our clients achieve their operational goals, whether that be balance sheet structure analysis, enterprise break even analysis, risk management strategies or credit planning proposals to help operations transition the farm to the next generation.
Additional Information:
This is a web-group seminar. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 612.253.6628.