Agri-Business Owners

As a successful business owner succession planning is something you know you need to think about. However it is not always easy to determine the best way forward especially when you consider your family’s needs, your employees wellbeing and what is best for your business.

Selling to a competitor is not always the best answer, as it can potentially expose your intellectual property under due diligence to your competition without a guarantee that the sale will proceed. Often a competitor will seek to reduce costs and centralise management therefore placing your workforce at risk of redundancy. In addition to trade risk there are other considerations.

What should I do with my money and my time? Am I able to take some cash off the table but still retain a shareholding? How can I provide a financial legacy for my family without burdening my business with significant levels of debt?

At Kauri our business team is focussed on providing you with solutions that allow you to fully or partially exit your business while securing its long term future. We specialise in private equity for agri-business and have a clear view of the value chain.

We have deep links into the primary sector and are able to discuss with you ways in which we believe we can add value over time. We view succession planning and ownership change as an exciting time, an opportunity for business owners and their families to map out a new direction and provide a legacy for the future.

Beyond the financial aspects there are often emotional and family considerations to work through.

• Should we sell the farm?

• Are we able to sell a stake in the property rather than all of it?

• It’s hard to get ahead at the moment. How can we reduce our debt to improve our cashflow?

• If we keep a part ownership of the farm business how do we ensure performance for the future?

• One of our children would like to run the farm but our other children don’t.

• How do we provide a legacy and ensure that all of our children are treated fairly?

• What will we do with our time and money?

When it comes to selling their farms, owners have a lot to think through. We work alongside farm owners to help develop a way forward that provides for your family’s needs now and into the future.

We partner with leading independent professional experts including your own financial advisor who can offer you the right advice and we are able to tailor solutions for you in response to that advice that includes full or partial exit, single or multiple family member ownership structures, debt reduction and forward management plans.

We view succession planning and ownership transition as an exciting time, an opportunity for farm owners and their families to map out a new direction and provide a legacy for the future.