Selecting an Adviser

March 15, 2010 05:31 AM
 


 

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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?
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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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