Tim is a Chartered Financial Consultant, and one of ASA’s senior Farm Succession Planning Specialists, with offices in Western Pennsylvania and Florida.
Tim earned his Bachelor’s Degree in Finance at Duquesne University in Pittsburgh, and has over 40 years of experience working with farm families and other successful business owners. He is a prominent lecturer on Estate Planning, Business Succession Planning, and Financial Independence Planning.
Helping business owners with the unique challenges of the transfer or sale of a family business has been Tim’s sole focus. In-depth analysis and discussion of many options to reach the owner’s personal goals takes time, knowledge, and experience to get to the perfect succession plan. For over 40 years, Tim has been creating plans to achieve the owner’s desired results.
Personal time for Tim is mostly spent enjoying family time. Tim has been married to Ann for over 40 years. Son Mike and he enjoy major league sports together. Along with Mike, Daughter Kelly, son-in-law Seth, and grandsons Knox and Neyland are always enjoying fun times together, swimming, having fun cookouts, and traveling together.
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.