March 15th - 1:00 pm Eastern
Continuity Planning for Agritourism
The comeback will be greater than the set back!
In this session, we will discuss:
- Historical transition success rates
- State of Owner Readiness data review
- Tool: “Are You Ready? 10 Ways to Determine if You Are”
- Common readiness issues
- Assessing the range of value
- Systematic Value Extraction: converting ownership into personal financial freedom
You can expect to receive:
- Clear metrics for readiness
- A plan and path for next steps
- A self-evaluation tool for your direct use and your team
Scott Eckart, MBA
Financial Planner/Certified Family Business Specialist
“Everyone has a story,”says Scott Eckart, “and my work begins with discovering it.” He emphasizes the value of knowing clients well in order to provide them with sound financial advice. “I firmly believe that a story leads to clarity, and clarity leads to accomplishment,” adds Scott as he explains his approach.
Scott’s passion for connecting with people is what makes him such a natural at helping people design the life they aspire to live. His thorough process helps to provide a path for his clients to take their vision of the future and translate it into a blueprint that can be implemented in an organized and systematic fashion.
“I love seeing people make progress toward their goals,” says Scott. Scott draws on years of experience as a business consultant to help people better articulate their goals and take the necessary steps to accomplish them. His practice focuses on the needs of closely held business owners and pre-retirees, helping those clients to proactively take control of their personal, legacy, tax and gift resources.
In addition, Scott volunteers his knowledge of personal finance to provide financial literacy education to children and young adults. Having benefited from strong mentors and role models in his formative years, Scott works to pay their gift forward by acting as an advisor and instructor to others.
Scott holds an undergraduate degree from the University of Missouri, Columbia and an MBA from the University of Redlands in Southern California. Outside of work he is an avid reader and outdoor enthusiast. On many weekends Scott can be found tending to his garden. He and his wife, Elsa, reside in Zionsville, Indiana and enjoy spending time with their children and grandchildren.