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Farm Business Management Client Service Proposal

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Farm Business Management Client Service Proposal

This document outlines a proposed service offering for your business engaging Southern AG Management for Farm Business Management consultancy services. This proposal is for clients who already have, or are considering developing a detailed business plan with Southern AG Management.

Annual Meeting

Duration/Person

Objectives

Requirements

1⁄2 - 1 day on farm
meeting

Review strategic plan

3 years farm financials

Southern AG
Consultant

Review business and personal goals of client

Paddock plan

Review whole of farm financial performance
& efficiency, both historical and projected

5 year future rotation

Key Business
Stakeholders

Relate performance against relevant industry benchmarks

Enterprise Gross margins including estimates for yield, price, input costs for each enterprise

Review enterprise performance and options

Asset values for land, livestock, machinery

Challenge areas for improvement

Debt information

Conduct scenario analysis, financially model
options to improve financial performance

Review debt structures and funding options

Outline grants/subsidies which may be available to assist business

Annual Meeting

Duration/Person

Objectives

Requirements

1 Hour online

Review budget to actual performance

Completed budget to actual reports

Southern AG
Consultant

Outline areas of potential risk to plan

Overview of current farm seasonal situation

Key Business
Stakeholders

Formulate strategies to mitigate risks

Delivery of this service will require and includes:

  • Regular client contact either by phone or email, particularly between visits to develop accurate financial modelling.
  • Communication between Southern AG consultant and client to ensure validity of data wherever clarification is required

Work conducted outside what has been stipulated above will be charged on a project
basis and agreed to prior to commencement. This may include but not limited to:

  • Ad hoc engagement to review and re-cast scenario analysis as options become
          evident to client (eg property purchase, machinery upgrade, enterprise changes).
  • Finance proposal (including refinance) and bank negotiation to improve finance costs and flexibility.
  • Family succession planning.
  • Application for government loans and support schemes

For more information download PDF here :