Dan Peterson has worked closely with hundreds of family farms and closely held businesses, helping them develop their succession and estate plans. He has cultivated a network of advisors, accountants, and estate planning attorneys who specialize in this area. In 2014, Dan was recognized for his expertise in farm succession planning when he became the first independent advisor to be certified in Nationwide’s “Land As Your Legacy” program. He is an expert on the tax and legal strategies available for farms and businesses, and risk management tools that insure against the risks that can impact a plan. He understands very well the unique challenges today’s family farm has in transferring to the next generation with high land prices, low cost basis, lack of liquidity, and children who are often both on and off the farm.
Nearly 97% of farms and ranches in the Unites States are owned or operated by families, but the majority of those families do not have a transition plan in place for when the times comes to pass the business onto their children. This program is designed to help eliminate chance and risk by going through five elements of transition planning: succession planning, business planning, risk management, financial independence planning, and estate planning. Use the links to see detailed information and printable documents.
e4 Brokerage, LLC is not affiliated with Nationwide or any of its subsidiaries.
Nationwide, The Nationwide N and Eagle, Nationwide is on your side and Land As Your Legacy are service marks of Nationwide Mutual Insurance Company. © 2015
I wanted to share with you what a wonderful experience my family has had working with Dan Peterson and e4 Brokerage and the Land as Your Legacy program. We feel so blessed to have been introduced to the program and thankful to have had the experience to work with Dan. We brought to them a very unfortunate, complicated situation and not only were they thorough and knowledgeable but also compassionate and kind. With their guidance we feel like we are finally on the path to understanding the financial situation of the farm and are able to make informed decisions on what next steps need to be taken. Thank you, thank you!! I hope that this is just the beginning of a long term relationship that our family will have with Dan and e4 Brokerage —they were the consummate professionals. We are forever thankful!
Our family farm business is moving through a transition phase that actually started over two years ago. We have worked with many different people to put together a plan that will maintain continuity of the farming entities, motivate the next generation owners and protect the assets of the existing owners as this scenario plays out in real time.
As we considered life insurance for the business partners, we contacted Dan Peterson & e4 Brokerage, LLC. During our initial conversations with Dan, he listened to our story, asked pertinent questions regarding the business structure and our goals. Later, as he presented some ideas for implementing this plan, we became aware of his valuable knowledge regarding current federal and state estate tax law, his multi-company portfolio options, and his extensive life insurance work experience. He shared examples of previous client solutions, while mindful of the uniqueness of our farm situation.
In our business, we understand the need for a network of companies or individuals that can provide products and services now and into the future. E4 Brokerage, LLC is now on our network list. With persistence and attention to detail accuracy, they have completed this part of our business plan, and we know they will be ready to help us, with personal and business insurance needs as they happen.
As partners in Skaurud Grain Farms, we highly recommend Dan Peterson & e4 Brokerage, LLC.
Kelly and Vicki
This past year we have worked with Dan Peterson of E4 Brokerage LLC. Dan provided leadership and ideas working with us on both our farm business transition planning and our personal estate planning. Dan and his team are well versed in estate planning and farm transition planning. These are difficult and complex issues that require help from legal, financial (taxes}, estate and insurance advisors. Dan provided a good knowledge base on these subjects. He was also helpful in making sure our legal documents corresponded to the insurance plan, for both personal and business. Dan is a good representative for the industry and knows the issues. The complexity of every farm operation is different and every farm needs to be customized for their operation. I would highly recommend Dan as an agent or a representative of the industry.