Replay’s and Online Courses

Click Here

Build a clear, workable plan to transition your farm with confidence.

The Farm Succesion Planning Course is a practical, step-by-step course guides Canadian farm families through the entire succession journey—from clarifying goals and roles to aligning retirement, estate, tax, and legal considerations. Learn how to involve the right people, avoid costly mistakes, and keep the farm both viable and in the family. With expert-led lessons, real-world examples, and a complete worksheet toolkit, you’ll turn conversations into a documented plan your whole family understands.

What’s inside the worksheet toolkit:

Worksheet 1: The Foundation of Your Succession Plan — clarify vision, values, stakeholders, and timelines

Worksheet 2: Succession, Retirement, and Estate Goals — define distinct goals and how they interconnect

Worksheet 3: Avoiding Common Mistakes — identify pitfalls and set corrective actions

Worksheet 4: Three-Phase Succession Map — plan discovery, design, and implementation steps

Worksheet 5: Family Dynamics & Communication — set meeting cadence, decision rules, and conflict pathways

Worksheet 6: Financial & Tax Checklist — capture assets, cash flow needs, LCGE eligibility, and planning priorities

Worksheet 7: Legal Planning Checklist — inventory documents, agreements, ownership, and next steps with advisors

Ideal for retiring farmers, successors, and non-farming children who want a fair, sustainable transition and a lasting legacy.

Click Here to purchase the course

*Coming Soon

*Coming Soon