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Land Advisory Needs Assessment

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Land

Guidance for USDA Land Programs: Unlock Your Growth Potential

Pinion’s specialized advisory teams – in land and USDA program advisory – connect and guide farming operations with USDA programs to maximize their potential. Our experts provide a comprehensive evaluation of programs that can strengthen your eligibility factors, reduce risks, and position your operation for longterm success.

Through a phased, practical approach, we’ll assess and align your operation’s goals, structure, strategy, and compliance across FSA and NRCS programs so you can maximize benefits with confidence.

Operations that are well positioned to benefit include:

» Farmers and producers navigating USDA programs

» Multi-entity operations managing complex ownership or leases

» Operations planning structural changes or growth

» Producers preparing for audits, reviews, or expansion

Our Phased Approach

Phase 1: Farm Foundation –Your opportunity assessment

Clarify goals, establish your USDA baseline, and identify where your operation stands today.

Pinion advisors will provide a focused benchmarking assessment to identify opportunities, eligibility considerations, and operational priorities.

Phase 1 Opportunity Assessment includes:

» Alignment of goals, priorities, and operational challenges

» Review of entity structure, current eligibility, and USDA participation

» Identification of relevant FSA/NRCS opportunities

» Practical recommendations to improve productivity, conservation, and benefits

» A detailed summary report with findings and next step guidance

Phase 2: Farm Outlook – Your options and growth assessment

Evaluate options, strengthen structure, and prepare for decisions on what’s ahead.

Our team strategically analyzes your operation and provides tailored recommendations that align your operation with USDA rules and your long-term business goals.

Phase 2 Options Assessment includes:

» Operational structure analysis

» Financial and legal eligibility review

» Customized structural proposals (one to three) to enhance eligibility and efficiency

» Comprehensive findings report outlining status, strengths, gaps, and recommendations

» Strategy consultation with Pinion advisors

Gain Clarity and Assurance With USDA Programs

Producers are faced with enough complexity across ownership, leasing, conservation requirements, and eligibility rules. Pinion has created a program that alleviates the uncertainty and complexity around determining whether the opportunity is beneficial for your operation – for both the short- and long-term. With guidance, you’ll gain clarity to help you make informed decisions, avoid costly missteps, and prepare for what’s ahead.

What you stand to gain:

» Improve USDA eligibility and optimize program benefits

» Reduce compliance risk

» Strengthen operational structure

» Align conservation goals and program requirements

» Build long-term resilience

Phase 3: Farm Implementation – Your preparation and deployment rollout

Implement with confidence through coordinated work and advisor alignment.

Pinion advisors coordinate the execution to prepare, align, and submit required documentation while working alongside your lender, attorney, accountant, and advisory team

Phase 3 Implementation Rollout includes:

» Preparation and submission of CCC 900 series eligibility forms

» Review of related party leases, agreements, and supporting documentation

» Coordination with lenders, attorneys, accountants, and advisors for a smooth execution

» Executive transmittal letter to FSA

» Critical elements letter outlining long-term compliance needs

» Secure digital delivery and e-signatures

Phase 4: Farm Maintenance – Your annual review and check-up

Stay compliant, informed, and ready.

You’ll receive ongoing annual review and support to maintain compliance, reduce risk, and strengthen audit readiness year after year.

Phase 4 Check-up includes:

» USDA Annual Review and Access

» FSA Operating Plan review for actively engaged and cash-rent tenant compliance

» NRCS conservation documentation review

» Monitoring of emerging program opportunities

» Year-round back-office and documentation support

Explore Untapped Land Opportunities Without Hesitation

Ready to strengthen your operation and maximize the benefits of USDA programs?

Contact a Pinion advisor to schedule an assessment and begin building a stronger, more resilient operation.

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