Loading....
Sign-Up for Individual Coaching Sessions
Southeast New England Agriculture Conference & Trade Show
Bristol County Agricultural High School
February 2, 2025
Individual Coaching Sessions - get your farm business set up for success in 2025!
The Carrot Project will be providing free, individual support through coaching sessions during the Southeast New England Conference & Trade Show taking place at Bristol County Agricultural High School on February 2, 2025.
Topics Available
The Carrot Project staff and advisors are available to provide coaching on:
- Improving your farm's bookkeeping
- Wrapping up 2024 farm finances
- Business plan review
- Assessing crop insurance options
- Financial planning
- Estate and retirement planning
- Accessing loans
If there are other topics you are interested in (for example, land access and transfer, access to capital, etc.), support is available year round.
About The Carrot Project
The Carrot Project offers one-on-one business assistance aimed at helping farmers and food business owners achieve greater financial management expertise and confidence in making business decisions that lead to long-term business success. Our personalized services have a long track record of increasing farm profitability. We want your businesses to be here 5, 10, 25, and even 50 years from now.
Do you want to:
- Increase profitability, overall business health & YOUR peace of mind?
- Plan for an expansion, transition, or explore scenarios?
- Manage risk or recover from a setback?
- Really get your books in order to support operational analysis?
Connect with a business advisor at The Carrot Project to propel your business past challenges you faced in 2024, and answer key strategic questions for 2025.
What should I expect during the coaching session?
During the coaching sessions, meet with an advisor or staff member of The Carrot Project to discuss your farm's financial management questions.
After signing up, the coach will contact you via email to ask if you have any plans, documents, or questions you'd like reviewed ahead of the session. Submitting your questions or items for review in advance can make sessions more effective.
The session can also serve as a gateway to ongoing business assistance.
Cost and Participation
These coaching sessions are free and available on a first-come-first-serve basis. Pre-registration is required.
Coaching sessions will be in English. For services in Spanish, please email Marina Ortega at mortega@thecarrotproject.org or call 617-674-2371 x 10.
Support is available for the following topics. Please register below.
Bookkeeping Troubleshooting, Wrapping up 2024 Finances,
or
Business Plan Review
Cian Dalzell
Carrot Project staff
Cian is available to answer your questions and provide support on your farm's bookkeeping, or support wrapping up your farm's 2024 financial records.
To make the most of your coaching session, please plan to have access to your financial records:
- Access to your bookkeeping software OR
- Hard copy reports of profit & loss and balance sheet OR
- Spreadsheets if you use them for bookkeeping OR
- Your 2024 ledger book
Coaching Session Times
10:45 - 11:45am
1:45 - 2:30pm
2:30 - 3:15pm
Register with the button below
Financial Planning
for
Loans & Grants
Jeff Cole
Carrot Project staff
Jeff is available to answer your questions and provide support for financial planning, or to review The Carrot Project's loan process and loan application.
To make the most of your coaching session please plan to bring:
- A solid estimate of your last three years of gross farm revenue and total expenses
- Goals for your farm business
Coaching Session Times
10:45 - 11:45am
1:45 - 2:30pm
2:30 - 3:15pm
3:30 - 4:30pm
Register with the button below
Financial Planning
for
Investments, Insurance, and Retirement
Sean Reilly
Managing Director at GatherWealth Investment Management
Sean is available to answer your questions and provide support on investments, cash flow, insurance, estate, and retirement planning.
To make the most of your coaching session please plan to bring:
- Your tax return
- Investment statements
- Insurance documents
Coaching Session Times
10:45 - 11:45am
1:45 - 2:30pm
2:30 - 3:15pm
3:30 - 4:30pm
Register with the button below
Don't See the Topic You're Interested in? Unable to make the coaching session times?
Email our staff directly to schedule:
Jeff Cole, Client Services Specialist (jcole@thecarrotproject.org)
Marina Ortega, Relationships & Sector Development Fellow (mortega@thecarrotproject.org)
or call us at 617-674-2371.
Services are available for farm and food enterprises in Connecticut, Massachusetts, Maine, New Hampshire, and Rhode Island. Services are free for most, with a cost-share for those over our asset/income guidelines.
Our services include:
- Professional business advisors to help you apply what you learn to your business
- Access to and managing capital
- Development of financial statements
- Cash-flow budgeting
- Enterprise planning and development of financial projections
- Setting up financial tracking systems such as QuickBooks
- Market channel analysis
- Managing financial risk
- Assessing need for managing inventory
- And more!
Reach us at businessassistance@thecarrotproject.org or by calling 617-674-2371. Learn more about The Carrot Project's services on our webpage.
To register for a coaching session, please complete the form below and press submit.
Thank You!
You have registered for an individual coaching session. We will reach out ahead of the conference with reminders and more details.
Questions?
Email Jcole@thecarrotproject.org, or call 617 - 674 - 2371 with any questions.