Jeff has spent the past 42 years working with successful farmers, growers and owners of Mid-Market businesses, advising them on business succession, retirement planning, estate planning and wealth management.
Jeff began his career working for a business which needed to be sold to pay taxes when the majority shareholder died unexpectedly. That experience – and the impact on the business’ other shareholders and its employees – gave Jeff a perspective on what can happen when business owners fail to plan for the future.
Jeff is a founding member of the Business Intelligence Institute, served as Director of Estate and Business Planning for Sagemark Consulting’s Northern New England Region from 1992 through 1995, and has been retained by Morgan Stanley, UBS and the Fleet Private Clients Group to advise their farming, ranching and business owner clients on estate and transition planning.
Jeff holds the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College and has earned the Certified Business Exit Consultant designation.
About Agribusiness Succession Advisors LLC
Agribusiness Succession Advisors LLC is a select group of estate and succession planning specialists skilled in utilizing strategies for protecting land, business and one’s legacy while minimizing tax consequences and inheritance issues. Chosen from the financial planning professionals across the country within our organization, the estate and succession planning specialists who comprise our Agribusiness Services Group possess advanced technical skills coupled with a passionate commitment to the Agribusiness market. Their clients include owners and managers of agricultural property, senior ranchers considering or negotiating transfer or tenure agreements, “junior” generation ranchers, growers and farmers, and organizations interested in preserving working landscapes.
*Business Intelligence Institute is an Osaic Wealth initiative focusing on business succession strategies.