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Farm Transition / Exit Planning

We appreciate that not every farm family is the same. That’s why our team of highly accredited advisors work with you at every stage of life – to ensure the success of your farm and your family from one generation to the next.

Succession planning is a process, not an event

  • Enjoy a Financially Protected Retirement
  • Preserve the Value of Your Farm
  • Properly Structure Your Farm Business
  • Reduce Taxes on Your Farm Exit Strategy
  • Create a Transition Plan that works for you!

PWM Private Wealth Counsel offers you a solution to transitioning your family farm to the next generation. 70% of our existing client base comes from a farming background, so the idea to help outgoing farmers exit their business operation was a natural progression by taking into consideration all aspects of your financial future.

Riley Sittler

Associate Portfolio Manager