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Today‘s agriculture industry requires a wide variety of skills and services that periodically stretch the time and resources of property owners and operators. Legacy offers its clients a comprehensive portfolio of management services to choose from in such instances – enabling them to receive highly specialized support tailored to meet very specific needs. We invite you to consider using Legacy as a resource for your specialized management support needs.


Legacy Ag Group offers a wide portfolio of management and management support services – available stand-alone or in combination. Described below, each of these services follows Legacy’s engagement process which involves (1) Defining the Engagement Scope, (2) Assembling an Engagement Team, (3) Developing a Customer-Specific Engagement Plan, and (4) Establishing a Monitoring and Communication Plan.


  • Information Assembly Plan (Develop & Implement)
  • Key Contacts Listing
  • Ownership Records Review
  • Production Records Review
  • Financial Performance Review
  • Maps
  • Photos
  • Opinion of Value

FINANCIAL FORECAST (Includes Budget for variance reporting) more »

  • Historical Production Review
  • Establish Crop Plan
  • Commodities Production Projection (Includes anticipated revenues)
  • Inputs Projection (Includes anticipated costs)
  • Operating Budget (To support periodic variance reporting & budget updates)

MANAGEMENT / OPERATING PLAN(S) – (Develop & Implement) more »

    (Plans contain one or more of the following activities in appropriate combination)

  • Establish Objectives – Owner / Operator / Other Interested Parties
  • Crop / Livestock Production / Wildlife Plan(s)
  • Negotiate & Document Agreements
  • Implement and administer operation activities
  • On-site Operator and Field Personnel Selection Assistance
  • Government Program Participation and Funding
  • Capital Improvement Program / Construction Management
  • Monitor Property Activity Performance
  • Periodic Meetings with Owner & Operator
  • Administrative Services
  • Forecast / Operating Budget
  • Cost Accounting / Budget Variance Reporting
  • Financial Reports

The Legacy team applies its seasoned experience in the operation of farms and ranches to every engagement, no matter how small or large. Team members, driven by diligent homework and timely communication, perform service activities wisely and tirelessly to make sure client expectations are fully met. And, clients can always trust that Legacy will deliver each service with integrity and wisdom.


Farm and ranch operators deal with a complex environment every day, and sometimes knowledge and skills beyond their areas of expertise are required to address a unique need. The Legacy team, with its extensive agriculture and business experience, and its comprehensive portfolio of proven processes, can often address such needs with a high quality, cost efficient solution. Legacy’s consulting expertise includes the following areas:


  • 1031 Tax Deferred Exchange
  • Acquisition Analysis
  • Business / Estates Planning
  • Conservation / Senic Programs
  • Easements / Development Rights
  • Feasibility / Impact Studies
  • Financing (Land & Operation)
  • Government Programs (Applications/Administer)
  • Horse Farms

  • Hunting Clubs
  • Insurance
  • Irrigation Development (Wells / Equipment / Systems)
  • Land Use Planning
  • Natural Resources
  • Recreation
  • Water Rights / Water Supply
  • Wildlife

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