Two men and one woman conversating outside of a cow pen

TransitionSMART

Farm & Family - Get Succession Planning that Works for Both 

When you take a step back and look at everything you have worked so hard to build – your legacy – you never want to leave anything to chance. With succession planning there are many questions that need to be answered. Important questions that ensure you get a clear picture so you can transition your farm on your terms. 

We've invested substantial time and resources into understanding every aspect of the client groups we specialize in working with. As a result, we're able to provide customized consulting services, advice and strategies that will safeguard your operation and allow you to thrive. 

Canoe in a lake

Welcome to Green Lake

Have you ever thought you’d like to sell your business and retire to the cottage life? These folks have . . .

A comprehensive plan that addresses all your questions 

Succession is complex. There are many aspects to take into consideration. A will or other simpler forms of succession planning do not cover everything. Also, proper succession planning can make for sound business decisions. Having the insight and strategies effectively positions your operation for success. 

TransitionSMARTTM is the most comprehensive succession program available for farmers. Why? Because we address everything you need to ensure you transition your farm on your terms, never leaving anything to chance. From effective tax strategies to estate planning, family consulting to wealth and asset management, there are so many things you need to take into consideration to ensure the most successful transition for you and your successor. 

Insights

  • Progress

    June 05, 2024

    Farm succession planning: The role of your executor and how to set them up for success

  • Confidence

    April 19, 2023

    Mentoring and transition starts in the farm management buddy seat

    The ride-a-long or farm management buddy seat is essentially a mentorship program to adequately train the next generation in the areas of farm business management – so you can leave a lasting legacy on your terms.

  • Confidence

    March 03, 2023

    Making Sense of Legal agreements and Ownership Structures

    Many families struggle with the process of creating a legal agreement, but the process can be hugely beneficial in developing communication and decision making.

Contact Our TransitionSMART™ Team

Trevor MacLean, MBA, BMgt, is a Partner with MNP’s Agriculture team in Lethbridge. Trevor provides business and advisory services to agricultural producers and agribusinesses across Western Canada, delivering creative, customized and practical solutions to help his clients achieve their goals and enhance their success.

A Partner, Trevor brings more than two decades of experience to his role. He identifies the issues and develops tailored solutions for managing risk, improving performance and seizing emerging opportunities.

With a strong background in agribusiness and financial services, Trevor brings a unique and balanced perspective that allows him to fully understand his clients’ business. He works closely with his clients and draws on MNP’s broad-based team expertise to help his clients navigate their challenges and achieve their goals.

Trevor holds a Master of Business Administration (MBA) from Royal Roads University and a Bachelor of Management (BMgt) from the University of Lethbridge in accounting and co-op education. Trevor is committed to the local and agricultural community. His involvement includes volunteering as director with the Okotoks Oilers Athletic Association, as past chairman of the Animal Nutrition Association Alberta Division and director of Canadian Roundtable for Sustainable Beef, among others.