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 | Review strategic plan | 3 years farm financials |
Southern AG | Review business and personal goals of client | Paddock plan |
Review whole of farm financial performance | 5 year future rotation | |
Key Business | 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 | ||
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 | Outline areas of potential risk to plan | Overview of current farm seasonal situation |
Key Business | 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
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