Toolbox

Webinar Recordings

February 13, 2024: Putting the Transition Plan into Action

January 30, 2024: Succession Planning: How to Make it Happen

January 16, 2024 - Understanding Year-End Financials: Why are they important for farmers and transaction plans?

Balance Sheets

Knowing the financial position of your farm operation is critical to its future success. One of the most important tools in helping you to understand the financials on your operation is the balance sheet. It depicts your financial position at a specific point in time.

Learn more about balance sheets by downloading our Building a Balance Sheet Guide that includes an interactive case study. Then, check your answers with the Balance Sheet Answer Key.

Download our fillable balance sheet

Business Plan Template

A business plan template will help ensure you have a clear direction for your work. 

Download the Business Plan Template PDF

Succession Planning

Planning for the next generation can be a challenge but is necessary to ensure that your farm or business makes a smooth transition. Use these tools to help with your planning process.

• Choosing an Estate Planning Attorney
• Discussing Not Fussing Over Your Farms Future
• Dr. Ron Hanson - Mapping out a Business Succession Plan
• Keys to Successful Business Transfers
• OSU Getting Your Affairs in Order
• OSU Planning For Successful Transition of Your Ag Business
• Ron Hanson, Passing on the Farm website

Nationwide's Land As Your Legacy Program

• Program Website
• Client Guide
• Transition Checklist (Fillable)
• Ohio Land As Your Legacy Financial Advisors

Member Discounts

As a member of AgCredit, you are eligible to participate in multiple National Discount Programs offered exclusively to AgCredit customers. Check back often, as new programs are periodically added. View a summary of all discount programs available to AgCredit loan customers.