Phone:
519 – 437 – 9059 (Mobile)
519 – 678 – 3862 (Office)
Address:
15564 Muirkirk Ln
Muirkirk. ON
N0L1X0

Len Davies

FAMILY BUSINESS CONTINUITY PLANNING

SUCCESSION PLANNING

Defining family and business goals
Family Interviews
Financial Analysis of the farm business
Business Plan
Implementation Strategies
Working with tax, legal and other advisors
Minimizing risk pre and post succession
Estate Planning
Implementation timetable to complete succession

BUSINESS PLANNING

Farm Management Proficiency Test
Defining Core Values, Mission and Vision Statements
Strength Weaknesses Opportunities and Threats Analysis
Define Business goals with strategy to make them S.M.A.R.T. goals
Defining Standard Operating Procedures to set Roles and Responsibilities
Communication Protocols and Business Code of Conduct
Cash flow projections and monitoring of key financial ratios
Clearly define strategic issues for buy-in by business owners
Business plan will set the path for strong Business Governance

FINANCIAL ASSESSMENT

Preparing a fair market balance sheet
Cash Flow projections
Accrual projections
Identify and discuss key financial ratios to make financial decisions

POST FOLLOW-UP

Re-assess where your previous plan requires updates to suit the changing needs of the family and farm
Develop a plan to implement strategies to strengthen the original planning process


CALL LEN DIRECTLY AT 519-437-9059
TRUSTED

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