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Farm Business Transition Workbook

for the young, beginning and small farmer.

Farm Credit University has worked with Dr. Alex White at Virginia Tech to create new Farm Business Transition Resources for Farm Credit to use with our customers. The resources include a Farm Business Transition Workbook, which is a 60-page PDF file, and Farm Business Transition Worksheets, an Excel file that corresponds with the Workbook.

Topics covered include: 

•    Locating Key Documents
•    Resource Inventory
•    Business Goals
•    Job Responsibilities

•    Financial Ratios
•    Family Living Budget
•    Retirement Planning
•    And more!

These documents are available to download for free. 

Free Resource

Farm Business Transition Workbook

A 60‑page, step‑by‑step guide—developed with Dr. Alex White, Virginia Tech—that walks you through goals, key documents, ratios, budgets, retirement planning, and more. Perfect for mapping out the future of your operation.

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Companion Tool

Interactive Worksheets for Seamless Planning

Editable Excel sheets that mirror each chapter of the Workbook, making it easy to inventory resources, assign job roles, crunch financial ratios, and track progress in real time.

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