We heard Reg speak at a conference in Regina. We were overwhelmed and didn’t realize that the process of succession planning was so complex. Reg made it all seem easy though, each part of the puzzle came together. He has a story for everything, explaining experiences that he has handled in the past that made us feel at ease, like we were going in the right direction.

And the most important thing that Reg did was highlight how important family was!

Our family’s raised hogs for over 70 years. We’ve known Reg for over 10. We already referred three families to him after calling him in for numerous jobs.

First we did a farm analysis. Then we wrote up our will and did an estate analysis and succession work. We looked at joining our farm with our son’s to see how viable that would be. Two years ago we amalgamated our operations and so far, so good. Through it all Reg had the tools we needed.

Reg’s background in banking is a real asset. The previous consultant did not have near the same depth of experience.

We signed up for a couple of Reg’s seminars. His workshop on Understanding Your Financials was very educational. He told us “Don’t just drop your books off at the accountants, take the time to understand your information.”We also went to Reg’s Succession planning where he laid out all the different things to consider.

People think they can wing it. A facilitator like Reg makes things simple. There are always two sides—two generations, two families, different ideas. Reg is respectful of the older generation, he gets everyone involved.

We have very high standards for our consultants and Reg is the only consultant that has stood the test of time. He gets what it’s like to be a real farmer, he gets that it snows and that the auger won’t start. We let Reg loose to talk to our banker and our accountant and that was one of the best things we ever did on our farm. He speaks many languages-lawyerease, bankerease, accountantease, and farmerease – and has a story to fit every situation on the farm.

I have been attending conferences for 16 years and haven’t heard much new in the last 10 years or so… I have learnt more new concepts from Reg in two days than I have in the past 10 years!

I give Reg complete credit for our family being able to remain a family unit. Without his assistance I really imagine that Craigmillar Farms Ltd and the Penman family would have become another farm family torn apart forever!

After a family member passed away our family (and our farm corporation) was overwhelmed. Like almost all families, we have an assortment of personalities and when emotions are involved we tend to be a little strong-willed. A few years prior, we had heard Reg speak at a seminar in Consort.

We contacted him and I was so impressed. He knows farming and is amazing at reading people’s personalities and frustrations. He offered us a number of options of how we could divide our corporation FAIRLY and connected us with folks to sort out all of the financial and tax requirements and implications. He taught us that working with a family is totally different than working with an estate.

There are no quick fixes but Reg delivered what I believe every family desires—fairness and solutions.

If you don’t know how to proceed, Reg gets the ball rolling. His experience appeals to the older generation, and he also helps the young farm communicate goals and ideas so everyone understands each other. He’s extremely personable and his energy is catching. I aspire to be like Reg, helping farmers help themselves. He’s damn good at it.

Reg’s expertise and due diligence in getting to a resolution for all of us was exceeded only by his true kindness and insight into the “human” side and his compassion was appreciated.

I have worked with Reg on numerous files across western Canada. He takes the most difficult transaction and mediates it with great skill, even with bankers and accountants in the room. Everyone’s opinion is heard and respected, and everyone feels like they won—Reg has taught me a lot about the importance of a skilled mediator.

Reg’s process is also very effective. He asks his clients if he can discuss their files with me, then we sit down and iron out the details before meeting with the client.

I love Reg’s drive and his passion for servicing his clients. I consider him a friend, and hope I get to continue working with him.

Reg has a special gift - where he can connect with the younger and older generation at the same time. He is very open, honest, and I have never met anyone with the skills that he has. A lot of people claim to do succession planning, Reg is the only one that I have met that can actually put a complete Succession planning document together!