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TABLE OF CONTENTS
INTRODUCTION
Section 1 —– Transfer Planning
Before You Transfer
Lifestyle Values and Choices (A Survey for Young Farmers)
Farm Family Questionnaire
Harmony Test
Parents as Partners
Children as Partners
Estate Plan Primer
Business Transition Plan
Developing Your Agreement
Enterprise Operating Agreement
Business Operating Agreement
11 Steps to an Orderly Exit
Retirement Planning
Solving Problems
Meeting Your Financial Planner
Selecting an Attorney
Meeting your Attorney
Meeting With Professionals
Farmland Preservation
Conservation Alternatives
Sample Conservation Easement
Section 2 —– Business Planning and Finance
Business Development
Developing Your Business Plan
Choosing a Farm
Acquiring Real Estate and Buying Assets
Rate Your Farm Records
How-To’s of Market Research
Hiring Employees
At-Will Employment Agreement
Employment Applications
PA’s Hiring Reporting Program
Do’s and Don’ts of applying for a Loan
Section 3 —– Resources
Glossary
Penn State Cooperative Extension
Organizations
Additional Reading
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