Succession Planning Resources

Succession Planning Series

In FY16/17 the Sonoma County Winegrape Commission in partnership with a Risk Management Grant through USDA offered a free of charge, groundbreaking, eight-month succession planning series “Protecting Family Farms for the Next 100 Years Through Succession Planning” to all grape growers in Sonoma and Marin County.  In order to protect agriculture for the next 100 years, it is imperative that our growers invest time to plan for their business’ future and prepare the next generation.

SCWC partnered with several nationally recognized succession planning experts to bring content of the utmost value to you, your family and your business. We have made all the content from this series available online.  There were a total of 6 workshops, each building upon the previous to form a cohesive program. The series provided local farming businesses with tangible tools, best management practices and a comprehensive guide on to effectively pass your business along to the next generation.

The series commenced in November 2016 and concluded in June 2017.

Protecting Family Farms for the Next 100 Years Through Succession Planning

Workshop 1

Protecting your Farm Through Insurances to Manage Risk and Financial Loss and the Transfer of Institutional Knowledge Through Record Keeping Practices

  • Date: November 3, 2016
  • Featured Speakers: various speakers
  • Materials: PowerPoint 11.3.16

Workshop 2

Successfully Transitioning the Family Company to the Next Generation

Workshop 3

Strategic Planning for Farm Operations

Workshop 4

Essential “CORE” Principles and Best Practices in Succession Planning: Management Techniques for Key Manager and Employee Retention

  • Date: March 23, 2017
  • Features Speakers: Michael Saqui and Raul Calvo
  • Materials: PowerPoint 3.23.17

Workshop 5

Essential “CORE” Principles and Best Practices in Succession Planning: Management Techniques for Operational Compliance

  • Date: April 14, 2017
  • Featured Speakers: Michael Saqui and Raul Calvo
  • Materials: PowerPoint 4.14.17

Workshop 6

Making Sure it All Works: Achieving Success and Succession in a Multi-Generation Family Farm

Additional Supporting Materials