Business Tools: Transition Planning Resources

With the average of Pennsylvania’s dairy farm owners approaching 58 years old, the ability of our industry to continue to thrive rests on the ability of individual farms to transition to the next generation. The center has made this a key priority of our work, offering grant programs, linking tools and education to help dairy farm families work through the difficult process of creating and carrying a farm succession plan.

Guidelines for the 2018-2019 On-Farm Resource Team Program have been released, with new funding available for Dairy Transition Teams. Click here for details. 

Resources offered through the center include:

Center for Farm Transitions — A center designed to put the resources and support around a farm engaged in a next generation transfer. The center can help young entrepreneurs navigate the “PA Grows” system for funding and other resources.

PA Dairy Link A tool to connect dairy farm owners who are looking for a dairy manager, younger partner or someone to take over the business with younger dairy enthusiasts interested in dairy opportunities in PA.

DDC for Succession Planning   Work with one of several Dairy Decisions Consultants who can provide expertise in succession planning.

Dairy Transition Team Program – Get help to put together a team of advisors to map your strategy for transitioning the business to the next generation.

Please complete this form if you are interested in receiving assistance with any of the programs above. For more information, call the center at 717-346-0849 or email [email protected]

Dairy Farm Ownership Strategy Assessment

Building consensus among those involved is the first step of planning any successful business transition. The Center for Dairy Excellence offers the “Dairy Farm Ownership Strategy Assessment” survey as a tool to help individual dairy farm family businesses identify those areas related to business goals and management philosophy where there are high levels of agreement and those where there are differences of opinions. This could serve as a valuable platform to begin discussions to build consensus.

To view a PDF of the Dairy Farm Ownership Strategy Assessment, click here.

Any farm wanting to use the tool can view and print it at no cost. For those who would want a summary comparing the results anonymously of each person to identify areas of agreement and disagreement, the Center for Dairy Excellence offers this service at a nominal charge of $150 per farm for up to four individual family members to complete the survey. Additional family members can complete the survey for a charge of $25 per each additional family member.

To request additional assistance or information on this program or other Business Tools offered by the center, please complete this form.

For more information, call Melissa Anderson at 717-346-0849 or email [email protected] The “Ownership Planning Survey” is a document created by the Telos Group and adapted for dairy farms by the Center for Dairy Excellence. © September 2014