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Selecting an Adviser

March 15, 2010
By: Kevin Spafford, Farm Journal Columnist

 

Download this tool in PDF format.
Here's a brief interview guide to help you identify an adviser who can facilitate your family's succession planning process.
 
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?
_______________________________________________________________________ 

 

6. Do you utilize defined planning models and a specific planning process?
_______________________________________________________________________

 

7. Can you assemble a multidisciplinary team of professionals and ensure that the family's planning objectives are met?
_______________________________________________________________________

 

8. What other services do you offer?
_______________________________________________________________________

 

9. How do you get paid for services?
_______________________________________________________________________

 

10. How do you assure satisfaction?
_______________________________________________________________________

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RELATED TOPICS: Business Continuity Tool

 
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