Advisors help you make better decisions. An advisor might be your brother who runs his own profitable family farm, it might be a lifelong friend or mentor, it might be a trusted person you know from your volunteer work, or it might be a professional consultant, your banker, your lawyer. Advisors come in many forms.

But they have these kinds of qualities:

  • Great judgement
  • Analytical minds
  • Strong communication skills
  • Knowledge and experience
  • Trustworthy
  • Honest, even when they know you won't like it
  • Technical and professional skills

According to succession planning experts, your farm succession planning requires input from certain professionals

  • Lawyer
  • Taxation specialist
  • Insurance professional
  • Farm management specialist
  • Financial planner
  • Family or business coach

Keep this list in mind as you line up your family’s advisors. There are worksheets included in your SwiftPlan worksheet to help you evaluate potential advisors.



I am ready to do a quick quality assessment of the advisors I have now.