CliftonLarsonAllen helps farm families manage the family dynamics, financial concerns, and the tax considerations of their farm transition.
What’s on your mind?
More than 70 percent of farmland will change ownership in the next 20 years. Nearly 90 percent of current farmers don’t have a plan for that transition. It’s a lot to think about.
- Providing for family and business
- Family dynamics surrounding farm ownership transfer
- Tax issues related to farm transfer
- Ensuring continued farm growth
- Providing liquidity and cash flow
- Securing your legacy
Experience our client-focused approach
Our 5,000 producer clients benefit from working with a team of professionals with close personal connections to farming. We specialize in serving family farms, and we understand the intricacies of transition planning.
We can help you navigate the federal and state tax laws with your unique farm transfer in mind. Our goal is to fully understand your needs, including how to sustain the business, treat all children equitably, and provide for a charitable legacy. We’ll help provide the resources you need to implement a practical plan designed specifically for your operation and values.
Family farm transfer services
- Farm transfer strategies
- Comprehensive succession planning
- Insurance and risk management
- Business valuation
- Wealth advisory and investment management
- Multi-disciplinary teams made up of professionals experienced in financial, tax, and estate planning