The Grower January 2013

Page 1

JANUARY 2013

CELEBRATING 133 YEARS AS CANADA’S PREMIER HORTICULTURAL PUBLICATION

VOLUME 63 NUMBER 01

FAMILY MATTERS

How to find success in succession planning KAREN DAVIDSON Like a plant, you’re either growing or dying. That philosophy has served Charles and Judi Stevens well as they have invested 35 years building and expanding an apple and blueberry business at Newcastle, Ontario. They are just as vitally involved in passing the success story to the next generation. “At 50 years of age and beyond, it’s natural to be more risk averse,” says Charles Stevens. “But that stage of life is not conducive to the risk-taking that’s necessary for a business to grow.” After several years of tapping the expertise of bankers, accountants, lawyers and government specialists on the topic of succession, Stevens is now exploring an innovative plan for the farm. Two corporations will be formed – one to hold the land, one to hold the business. By keeping possession of the land, Stevens is eligible to continue his industry organizational work. By incorporating the business of Wilmott Orchards, he can sell it at a reasonable price without compromising its viability for the next generation. What’s novel about the plan is that the younger generation consists of his 24-year-old daughter, Courtney, and 22-year-old University of Guelph science grad, Ian Parker. Bringing someone into the operation without a deep agricultural pedigree is

INSIDE Invasive pest challenges wild blueberries Page 4 Retired berry researcher leaves gap Page 7 Focus: food safety and traceability

Page 12

www.thegrower.org P.M. 40012319

Succession planning is a process that can take years as both financial and emotional aspects are considered. Charles Stevens, 60, and his wife Judi are well on their way to a novel arrangement where their daughter Courtney takes over the marketing aspects and a recent University of Guelph graduate, Ian Parker, learns apple and blueberry management from the ground up. Photo by Courtney Stevens.

becoming more common, but still requires commitment on both sides. “Horticulture is made up of people,” says Stevens, “so human resources skills are imperative along with education and passion. Everything else can be taught.” Parker wasn’t completely unknown to the farm, having worked there as a summer student. It was his volunteer work at the University of Guelph’s organic farm that tweaked his interest. Last April, Parker joined the farm to start his apprenticeship learning every manual job on the farm. From winter pruning to installing a new trellising system for apples, he’s had to show his mettle. Other skills are learning to interact with the Barbadian workers. But one of the hardest is learning how to protect the crop. “I’m trying to learn crop chemistries,” says Parker, who has just returned from the Great Lakes Expo in Michigan. “I think it will take two or three years to

understand the complexities of harvest intervals and tank mixing.” So far, Parker says that the learning process is overwhelming

clearer idea of what to expect, having been raised on the farm. For the last six months, Courtney has been involved in the blueberry business, hiring

Horticulture is made up of people so human resources skills are imperative along with education and passion. Everything else can be taught.” ~ Charles Stevens

but he’s invigorated for the upcoming growing season and renewing his one-year contract. “I think agriculture is overlooked as a profession,” he says. “I feel healthy and mentally stimulated.” Daughter Courtney has a

summer staff, taking inventory and running the on-farm café. “I don’t have a desire to manage the farm, but I want to be involved,” she says. “I would feel comfortable if Ian potentially takes over the management.” The emotions of farm

succession can be the most thorny aspect. Communication on all sides is important in managing expectations. “So far, so good,” reports all parties. “It does no good for me to have six figures in the bank at the age of 100,” says Stevens, who speaks to the legacy of the farm. “We have a brand in Wilmott Orchards with thousands of people coming to the pick-yourown operation. Always have a plan B.” Bryan Boyle appreciates what the Stevens’ family is trying to achieve. After a 35-year career as an OMAFRA ag representative in southwestern Ontario, he’s now coaching farmers on organizational issues and farm succession plans. “The technical aspects are not the biggest risks of farm transfers,” says Boyle, “if you have hired qualified lawyers and accountants. The biggest risk, in my experience, is the people side of the equation.” CONTINUED ON PAGE 3


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.