The Pacesetter Pod - podcast cover

The Pacesetter Pod

Joe Mosherwww.moshercg.com
As an agribusiness executive, you operate at the intersection of value creation and preservation. You are challenged every day to take risks and grow the business while protecting the organization, people, and customers with superior execution. From highly fragmented supply chains and capital intensive business models to exceptionally narrow margins and hyper-competitive markets, you need an edge to outperform the competition. Welcome to The Pacesetter Pod, where we explore and reveal the perspectives, insights, and approaches to deliver great results and growth in your agribusiness, through better execution.
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Episodes

Ep121: Rethinking Customer Retention Risk Post-M&A

Show Highlights: Understand the centrality of customer retention in M&A success. [00:47] The importance of defining retention goals as explicit data-driven targets. [02:43] How to identify the customers to prioritize in retention strategies. [04:18] Why first-year post-deal retention is not predictive. [05:57] Growth and retention as “both/and” objectives explained with M&A math. [11:49] The value of anchoring retention and growth plans in existing customer realities. [15:21] Three core ...

Jul 02, 202521 min

Ep120: Crop Fertility and Humics M&A with Nick Bancroft of AgroLiquid

Show Highlights: Learn about Michigan-based AgroLiquid 40+ years strong in crop fertility. [03:15] Why AgroLiquid chose M&A for growth after decades of organic expansion. [05:55] The five-key disciplined framework that led to acquiring Monty’s Plant Food. [06:47] Understand the post-deal realities of integration. [15:28] Is your agribusiness sellable, though you may never sell? [21:07] Explore the seller’s vision and legacy concerns in M&A. [25:15] Advice for M&A target sourcing and ...

Jun 25, 202544 min

Ep119: Investing in Rural America with Jase Wagner of Compeer Financial

Show Highlights: How Compeer Financial positions its identity and impact in agribusiness. [03:40] Multilateral collaboration as an ag innovation accelerator. [07:29] How an abundance mindset, not zero-sum thinking, benefits ag. [12:20] Why long-term rural community development matters for true sustainability in ag. [16:36] Defining a strong organizational culture and articulating its essence as a leader. [27:46] The risks of prioritizing client outcomes over values. [36:44] Upside lessons from a...

Jun 18, 202553 min

Ep118: Demand Signals and Supply Equilibrium with Ryan Locke of National Oilseed Processors Association

Show Highlights: Discover the origins and key role of NOPA in oilseeds. [05:04] The latest science vs. sentiment conversation on seed oils in food. [09:01] Are seed oils ultra-processed as the MAHA Commission asserts? [11:12] Why clear policy signals from RVOs and 45Z tax credits are critical. [18:54] How 45Z policy changes will directly benefit domestic farmers and producers. [21:38] Will the 45Z extension revive soybean crush capacity? [25:47] Sunsets, uncertainties and policy shocks behind pl...

Jun 11, 202556 min

Ep117: Building Consolidation Proof Agtech with Kyle McMahon of Tractor Zoom

Show Highlights: How Tractor Zoom transforms sales and inventory workflow for ag equipment dealers. [04:32] Real-time marketplace visibility and price discovery using AI. [08:07] Tractor Zoom’s origin story and the power of leveraging genuine pain points. [14:26] Why true value comes from workflow integration, not data for data’s sake. [19:49] The importance of dealer–farmer relationships in the equipment value chain. [23:20] Is Tractor Zoom poised to adapt to farm and dealer consolidation? [28:...

Jun 04, 202546 min

Ep116: Solving Agribusiness Customer Retention Risk with Andrew Levenson of Root+Beta

Show Highlights: Root + Beta’s niche marketing for John Deere dealer groups and scope of services. [03:35] Emerging trend of cross-border M&As in ag equipment. [07:38] Potential risks to customer retention during M&A branding. [15:43] Why failure to engage staff in the M&A process is a critical PR misstep. [19:57] How to plan and execute external and internal M&A communications. [23:39] Storytelling to create concurrent legacy and prospective customer buy-in. [27:32] Importance o...

May 28, 202542 min

Ep115: BRICS is a Symptom, Not a Threat, with Rob Fox and Tanner Ehmke of CoBank

Show Highlights: Grain’s global oversupply and the myth of 10 billion mouths to feed. [05:53] Prospects for biofuels amid surplus grain production. [08:08] Post-China grain export market - can we replace lost demand in the aggregate? [10:07] The free trade “hard reboot” and shift from multilateral to bilateral agreements [17:49] Ag market access and protectionism in Japanese rice and Canadian dairy. [27:26] BRICS and de-dollarization is not the competitive threat we need to worry about. [32:15] ...

May 21, 202554 min

Ep114: AI is an Ag Labor Multiplier with Jake Joraanstad of Bushel

Show Highlights: Transforming the way farmers use digital solutions. [03:16] Addition through subtraction: how killing the paper scale ticket creates new value. [06:24] The myth of tech-resistant farmers and barriers to adoption. [12:07] Bushel’s strategy of selling to agribusinesses, not growers. [19:05] Why white-label solutions are the efficiency optimizer in ag. [26:41] Additive agtech focuses on enhancement, not disruption. [31:07] Use cases, flaws and forecasts for LLMs ag. [34:49] The imp...

May 14, 202553 min

Ep113: Stewarding Value Amid Uncertainty with Dusty Clevenger of Ascendant Partners

Show Highlights: Dusty’s “Formula for Growth Success” framework. [03:59] How to keep strategy alive, not static, to seize real market opportunities. [09:36] Clear strategies and simplifying strategic-fit decision-making in agribusiness. [15:30] The power of decisions deferred in M&A. [18:19] The key to securing shareholder buy-in. [24:34] How the market rewards you for growth and execution. [31:58] The reputational influence of stewardship in agribusiness. [35:49] Ascendant Partners’ full-su...

May 07, 202553 min

Ep112: Sell Solutions, Not Technology with Damien Lepoutre

Show Highlights: Discover Damien Lepoutre's story of Geosys and AgTech evolution. [03:50] How early weather-data-sharing evolved from static maps to dynamic updates. [08:32] Challenges of providing unique value to the customers of a proprietary solution. [12:20] What made acquisition by Land O'Lakes a strategic fit as an exit strategy for Geosys? [20:37] Excess capital and overvaluation mistakes to avoid for post-acquisition investor confidence. [26:47] Why did Geosys prioritize people over gove...

Apr 30, 202547 min

Ep111: Ag's Asset Problem and Rural Blight

Show Highlights: The crisis of the overconcentration of underperforming grain assets explained. [01:31] How market trends exacerbate the issue of aging grain assets. [04:21] What will happen to country elevators with 45Z regulations? [07:35] The importance of farmer succession to preserve smaller assets. [12:15] Ideas to rethink production demand if you believe grain yields can plateau. [12:41] Who bears the burden of shuttered agricultural assets? [16:19] Explore the ground realities of rural b...

Apr 23, 202529 min

E110: Solving for Utility with Aaron Secrest of Digital Grain Elevator

Show Highlights: How DGE is reshaping AgTech, notably with the FOB Ag Logistics Platform. [03:09] DGE’s unconventional problem-first strategy to create solutions for real industry needs. [06:49] The trust value of utility-centric AgTech vs. theoretical distractions. [16:09] Discover DGE’s impact as a pure-tech play partner for ADM and across tech-enabled ag. [21:07] Scale operator example to discuss streamlining logistical operations to reduce friction. [24:52] How does DGE address the issue of ...

Apr 16, 202550 min

Ep109: Yield is the BMI of Ag

Show Highlights: A reminder to make sure this podcast enriches your agribusiness. [00:24] Why measuring with nuance utilizing quality metrics matters. [00:45] Is BMI an easy but outdated health benchmark? [03:52] How GDP shapes an imperfect understanding of prosperity. [10:18] Uncover true indicators of farm productivity a yield-only metric overlooks. [13:47] How to strengthen metrics with complementary measures in the BMI and GDP examples. [20:11] Discover ideas to revamp agribusiness metrics. ...

Apr 09, 202527 min

Ep108: Growth Eats Cash with Shawn Skaggs of Parallel Ag

Show Highlights: How Parallel Ag benefits from geographic and dealership diversification. [02:33] Explore operational complexities introduced by broad distribution. [06:37] Discover the origin and growth strategy of Parallel Ag. [09:30] What capital and PE partners want from a potential investment in your agribusiness. [16:16] Challenges of greenfield expansion vs. acquisition. [22:25] The importance of cultural fit for successful M&As beyond financial strategy. [28:11] How John Deere and AG...

Apr 02, 202549 min

Ep107: Allocate Focus, Not Time

Show Highlights: Why I made the difficult decision to step back from public service. [01:01] The value of admitting to your own limits. [04:06] How newfound time opens paths to exploration. [05:13] The opportunities available when you allocate focus, not time. [07:53] Doing less to accomplish more. [10:41] How to approach your own time take-back experiment. [12:24] https://www.linkedin.com/in/joemosher/ , or schedule a call at www.moshercg.com ....

Mar 26, 202514 min

Ep106: Ag Coop Culture and Consolidation with Scott Black of Five Star Cooperative

Show Highlights: Learn about Five Star Co-op and Scott Black’s role. [03:29] Can a non-grain expert lead a major grain co-op? [07:53] Why a well-defined culture is the great organizational differentiator. [13:00] Discover Five Star Co-op’s process of defining its caring culture. [18:58] How to overcome resistance to culture building in a company. [26:05] Explore the role of compassionate leadership in successful transformations. [35:10] Early indicators of cultural success in an organization. [3...

Mar 19, 202555 min

Ep105: AgTech Risk and Resiliency-as-a-Feature

Show Highlights: Important AgTech questions from a new Compeer Financial conference. [00:42] Explore evolving AgTech risk profiles. [02:21] Get an overview of AgTech solution types. [04:09] What will you do if your AgTech adoptions fail? [06:22] Impact on Israeli farms due to GPS jamming post-Oct. 7. [07:55] Will John Deere’s fully autonomous farming system be disruption-resilient? [11:56] Are you risk-ready for the tech-dependent future of farming? [15:38] Invitation to connect with The Paceset...

Mar 12, 202519 min

Ep104: Harnessing Ag Diversity with Janna Fritz of DF Seeds

Show Highlights: Learn about Michigan’s DF Seeds and its non-GMO focus. [02:42] Janna Fritz’s journey from suburban roots to agricultural advocacy. [08:20] Explore DF Seeds' strategic soybean innovations with industry bodies. [12:31] Distinct opportunities offered by Michigan’s ag diversity over high-yielding I-states. How to benefit from ag industry collaboration and volunteerism. [27:49] Does partaking in aggregate demand creation harm an agribusiness’ market edge? [33:36] How John Diehl and C...

Mar 05, 202549 min

Ep103: Ag Down Cycles and FOMO M&A

Show Highlights: What exactly is an agribusiness down cycle? [01:35] Examine the drivers of ag down cycles from multiple angles. [02:43] How agribusiness commonly responds to down cycles. [09:22] Offense by improvements vs. defense by M&A as a growth strategy.[15:09] Discover the nine primary types of M&A transactions. [16:40] Understand FOMO-driven reactive M&A risks. [21:32] Is your M&A deal truly aligned with your strategy? [25:45] If you are interested in connecting with Joe,...

Feb 26, 202528 min

Ep102: Breaking Down Decarbonization Constraints with Matt Smorch of CountryMark

Show Highlights: Discover how CountryMark has made a unique mark in energy. [03:09] Understand global energy transitions with historical contexts. [14:17] The shocking statistical reality of 100% renewable energy reliance. [19:12] Is the $3T global solar and wind investment producing a useful EROI? [22:59] Additive benefits of biofuels and their positive impact on American farmers. [27:02] The U.S. agriculture vs. renewable energy dilemma. [29:56] Is decarbonization driven by policy or demand? [...

Feb 19, 202557 min

Ep101: Articulating and Activating Your M&A Integration Strategy

Show Highlights: Learn the two key themes in successful strategy execution. [00:24] Visualize organizational process categories. [03:11] How process taxonomy can benefit an agribusiness. [05:16] What is a heat map? [07:37] Use case of heat maps in guiding post-M&A work. [08:33] Tips to strategically prioritize integration focus with heat maps. [14:37] Discover tools to technically develop process taxonomy and heat map. [19:06] The cost of attempting integration without heat maps. [22:14] If ...

Feb 12, 202527 min

Ep100: Managing Diversification Risk with Elizabeth South of Keystone Cooperative

Show Highlights: Learn about Keystone Cooperative’s history, divisions and evolution. [00:06:50] Strategic vs. opportunistic growth explained with Keystone’s formative mergers. [00:09:19] Best practices for creating an ideal partner profile for M&As. [00:14:56] Joint ventures as a growth strategy for potential M&As. [00:16:24] Uncover signals and team roles for moving from JVs to M&As. [00:20:52] Dissect due diligence processes for pre-deal and PMI phases. [00:28:02] How do risks dif...

Feb 05, 202554 min

Ep99: Think Deliberate, Not Different: Strategy Lessons from 99 Episodes of The Pacesetter Pod

Show Highlights: How ag strategy execution mirrors this podcast’s core objectives. [00:02:37] Is this an ag podcast on business vs. business podcast on ag? [00:04:44] The value of embracing effort over seeking perfection. [00:09:06] Why deliberate thinking matters to succeed as ag leaders. [00:13:11] The importance of learning out loud with vulnerability. [00:18:26] Identifying essential risk-taking vs. reckless thinking [00:21:26] If you are interested in connecting with Joe, go to LinkedIn: ht...

Jan 29, 202525 min

Ep98: Financial Co-Piloting for Better Agribusiness Decisions with Bryan DeRuiter of Caledonia Farmers Elevator

Show Highlights: Discover 106-year-old Caledonia Farmers Elevator. [00:03:32] Gain insights on transitioning from specialty fruits to row crops. [00:08:53] Why financial metrics are core in any ag sector. [00:10:30] Do specialty crops fit the agricultural co-op model? [00:13:35] What has increased consolidation in the fruit sector? [00:14:07] Does your agribusiness lack a CFO co-pilot? [00:16:58] Explore the key benefits of financial leadership in ag. [00:21:55] Take a look at Caledonia Farmers ...

Jan 22, 202534 min

Ep97: What Now? Executing Strategy in the Wake of Layoffs

Show Highlights: What can be learned from the size of announced layoffs? [00:06:10] Why structural challenges spiral into drastic actions. [00:08:23] Clear-eyed, realistic expectations are non-negotiable with workforce reductions. [00:12:22] If decision-friction is the problem, are layoffs the right solution? [00:13:22] How to unlock post-layoff transformation. [00:15:26] If you are interested in connecting with Joe, go to LinkedIn: https://www.linkedin.com/in/joemosher/ , or schedule a call at ...

Jan 15, 202521 min

Ep96: What's Driving Ag Equipment Dealer Consolidation with Chris Rupiper of Prairie State Tractor

Show Highlights: Discover Prairie State Tractor and CEO Chris Rupiper’s careers with John Deere. [00:04:29] Norms of well-organized mergers with KSR Equipment and Holland and Sons. [00:10:37] The key to easing friction for seamless M&A integration. [00:17:50] The power of top-down investment in employees. [00:21:46] Explore this pod resource on connecting employees to strategy. [00:27:28] Why consolidation in the ag equipment field mirrors industry trends. [00:29:33] How to manage varied cus...

Jan 08, 202541 min

Ep95: Better Agribusiness Performance Begins With Better Goal-Setting

Show Highlights: Are you ready to refresh your goals for the New Year? [00:00:22] Discover the two goal-setting traps you must avoid. [00:03:35] Critical challenges in balanced, strategic goal setting. [00:04:49] Gain a clear four-question goal-setting framework. [00:08:22] Example application of Questions 1 and 2 of the recommended framework. [00:09:56] How to execute and measure success within the framework. [00:14:25] The importance of elevating your goal-setting strategy. [00:17:16] If you a...

Jan 01, 202520 min

Ep94: How Seeking Power Produces Underperformance at Scale

Show Highlights: Are you seeking power or seeking to empower? [00:01:52] How distributed ownership of outcomes transforms organizations. [00:02:43] The power of open systems to unlock team-driven creativity. [00:04:54] Why your time-horizon effectiveness should be for enduring growth. [00:07:02] Key questions to consider to adopt an empowering leadership approach. [00:09:26] If you are interested in connecting with Joe, go to LinkedIn: https://www.linkedin.com/in/joemosher/ , or schedule a call ...

Dec 25, 202412 min

Ep93: Diversification and the Decision to Grow with Jeramie Weller of Minnesota Soybean Processors

Show Highlights: Discover MnSP and learn about CEO Jeramie Weller’s industry expertise. [00:03:08] Is teamwork the secret to running lean facilities successfully? [00:14:29] How cultural integration reduces worker turnover and builds cohesion. [00:21:45] Speaking up vs. staying silent as new managers. [00:24:53] Lessons in diversification with MnSP’s path to partnering with CGB. [00:28:52] Consider growth-rationale clarity for agribusinesses. [00:33:34] How to strategically approach capital part...

Dec 18, 202455 min

Ep92: Constraints and Resource-Scarcity are a Competitive Advantage

Show Highlights: Three episodes to revisit to understand constraints. [00:00:25] Explore the constraints in large companies in a dual value mandate. [00:02:37] How the layers in big companies stifle innovation. [00:06:20] Why small companies outpace big ones in innovation. [00:11:39] Shane Thomas’ insights on uncertainty as the power driver of innovation. [00:12:22] Uncover the core constraints small companies face. [00:14:52] Explore the non-replicable nature of uncertainty. [00:17:39] Has huma...

Dec 11, 202424 min
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