The purpose of this podcast series is to educate agricultural businesses (farmers) on how to work through generational transfer of farms. The goal will be to see farmers 'pass the baton – not the buck!’
THE CHEQUE BOOK PLAN – INTERVIEW WITH A BANKER
Do bankers regularly get involved in succession planning discussions? Yes!
With over 25 years’ experience working in finance, and a life spent living and working on farms, Deb Purvis is not your average commercial finance broker. Deb has worked alongside generational farmers, accountants, and advisors to procure funding solutions with Australia’s traditional banks.
In this episode, Tony interviews Deb about the key issues, roadblocks and how farmers can be better prepared when handing over the finances of a farm business.
FAMILY CONFLICT (PART 4)
Tony Catt chats to David Westbrook, Head Accountability Coach at Farm Owners Academy.
David grew up on a cropping farm midway between Maitland and Kadina on the Yorke Peninsula. Then, in 2010, he and his wife Becky decided to branch out on their own and acquired a farm on Kangaroo Island.
In 2015, 2016, and 2017, David was a Farmer Owners Academy client. He thrived in the program and connected well with the team, that he was hired as a part-time accountability coach.
In this episode, we continue talking about family conflict and the unmet expectations and broken promises that come with family business and succession.
THE CHEQUE BOOK PLAN – WHAT’S INVOLVED?
In this episode, Tony is joined by Shaun Moroney, Director of Letcher Moroney Chartered Accountants.
Shaun’s background started on a farm on the West Coast of South Australia in Streaky Bay. With over three decades of experience, discover how Shaun’s personal experience in farming, understanding the family dynamic and why getting out of your comfort zone is the key to a successful succession plan.
FAMILY CONFLICT (PART 3)
Andrew has many years of experience advising families with businesses and farms on how to successfully pass their wealth between generations in a controlled manner.
Most people spend a lot of time working and saving with the aim of providing for their family. But few spend enough time putting in place the necessary legal framework to protect this wealth, save tax, minimise disputes and ultimately set their family and future generations up for success.
Continuing our conversation on family conflict. In this episode, Tony chats to Andrew Andreyev, Director Andreyev Lawyers, about how a little bit of legal advice at the right time can go a long way to smoothing a succession plan.
Andrew Mattner comes from a farming family himself, 4 generation grape grower and has been working with rural families within South Australia for over 20 years.
There has been a lot of changes within the farming industry over generations, especially with leadership. In This episode, Tony chats to Andrew about the different styles of leadership, how important is leadership in farming families and who typically plays the role of a Leader,
FAMILY CONFLICT (PART 2)
In this episode, we continue to discuss family conflict. We interview Kate Russell, Director of The Huddle.
Kate works with leaders and teams to assist them to build high levels of trust, communicate effectively and reduce stress (both personal and team stress) to create safe and dynamic workplaces.
Kate shares her insights into toxic workplaces and how empathy is a critical step for ensuring an engaged workplace.