176 | How to Pass on a 7-Generation Dairy Farm: Part 2 - Business Transition Strategies

In this special 3-part series, we are bringing you the Tanbark Talk held at World Dairy Expo, where we delved into the complexities of transitioning a farm to the next generation.

Part 2: This discussion includes:

  • Buying out the senior generation while bringing in the junior generation

  • Tax strategies

  • Business planning

Meet the Panelists:

  • Dennis, Jeni & Alan Oechscner, Oechsner Farms: This seventh-generation dairy farm is currently navigating a 10-year ownership transition plan. The Oechsners will share their firsthand experience managing multi-generational dynamics while embracing modern technologies.

  • Jared Holt, President & CEO, Ascent Financial: Jared brings deep financial expertise to the discussion, offering insights on estate planning, debt management and financial strategies for long-term success.

  • Steve Schwoerer, VP of Dairy Lending, Compeer Financial: With over 31 years in dairy lending, Steve will share his knowledge on financial planning for transitions and how Compeer supports dairy clients through the process.

Listen to This Episode with Compeer Financial From World Dairy Expo Below!

About Compeer Financial

Compeer Financial is a member-owned Farm Credit cooperative serving and supporting agriculture and rural America. Our dairy team brings world-class expertise and tailored solutions to support dairy producers’ financial goals and lending needs.

For more information, contact the Compeer Dairy Industry Experts .  

Make sure to join the Uplevel Dairy email list to receive new podcasts, blogs, and offers from Uplevel Dairy in your inbox. To listen to more episodes, head over to Apple Podcasts or Spotify. Don’t forget to rate and review!

Connect with Peggy: peggy@upleveldairy.com

Previous
Previous

177 | How to Pass on a 7-Generation Dairy Farm: Part 3 - Navigating Family Dynamics

Next
Next

175 | How to Pass on a 7-Generation Dairy Farm: Part 1 - Getting Started