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Recent Insights

Agriculture Manufacturing Companies

Top Five Concerns for Agriculture Manufacturing Companies

By Dave Burger | September 21, 2016
Reading Time: 2 minutes Several emerging news issues will have significant impact for agriculture manufacturing companies in the coming months. Make sure you are prepared. It’s an Election Year—Anything can happen in an election year, but several important issues could take center stage. Chief among them is trade. Both Donald Trump and Hillary Clinton …

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Strategic Planning

Strategic Planning: The Science of Dealership Success

By Marc Johnson | September 20, 2016
Reading Time: 3 minutes There is a wealth of information available at your fingertips on strategic planning and the benefits to your dealership that come from it. It has been the subject of many best-selling business self-help books over the last decade or more. You support the notion, your board has indicated a need …

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Unwind 50-50 Business Partnerships Step by Step for Success

Unwind 50-50 Business Partnerships Step by Step for Success

By Julie Kauffman | September 14, 2016
Reading Time: 4 minutes Much has been written about the dangers of 50-50 business partnerships and how to avoid the problems they can bring, but what do you do when you’re already in one and looking to unwind it in a way that appeases the demands of everyone involved? There are no easy answers, …

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The Why and How of Exit Planning: Part V

Why Do Family Businesses Fail at Succession Planning?

By K·Coe Editorial | July 27, 2016
Reading Time: 2 minutes A majority of family-owned businesses fail to transition because of lack of communication and trust. This can be avoided with proper succession planning and help from a team of advisors. Family-owned businesses represent more than 90% of all enterprises in the United States. Of those, 30% are second-generation businesses, 12% …

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Loan Origination Fees

Proper Recognition of Loan Origination Fees and Costs

By K·Coe Editorial | July 20, 2016
Reading Time: 2 minutes The practice of many banks is to immediately recognize loan origination fees and costs directly to income and expense at the time of loan origination. This practice runs counter to Generally Accepted Accounting Principles (GAAP) and puts banks at risk of being out of regulatory compliance on call reports. Watch …

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loan renewal

Feeling charitable? Use a charitable remainder trust to gift commodities or equipment

By Doug Mitchell | June 28, 2016
Reading Time: 2 minutes If you are charitably inclined, thinking about selling your crops, livestock, equipment or retiring from farming altogether and interested in deferring the income tax on the sale of those assets you should be considering a charitable remainder trust (CRT). Here’s how it works. First, work with an advisor to create …

Read moreFeeling charitable? Use a charitable remainder trust to gift commodities or equipment

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