GrainStrategy

Sweetwater Grain Co

Dana Pruitt · Mitchell County, KS · Katie Rennick · client since 2016

71k bu at 78% priced
$249.8K under management
Call before pricingCosts are estimatesLast spoke in 37 days5 other findings(785) 555-1075
The figures below are computed from the desk's records and are the same figures the drafter is handed. The model writes the prose around them and does no arithmetic at all, because a wrong number in a recap is a misrepresentation to a family rather than a bug. If the drafter is unavailable the facts are still here, and the facts are the part that has to be right.

The position, as the family will read it

Expected production
71k bu
Priced
78%
55k bu · plan wants 80% by now
Revenue locked
$194,269
-$4,281 over cost
Still unpriced
16k bu
Worth $55,566 at today's bids and markets
CropPricedAverage receivedCost of productionMade over cost
Milo (new crop)55k bu$3.53$3.61-$0.08
-$4,281

The note to send

Nothing drafted yet. The drafter is handed the figures above and asked to explain them, and it is told not to calculate, forecast, or tell the family what to do.

The drafter is given computed figures and forbidden from doing arithmetic, deriving anything, or implying a market forecast. Nobody on this desk knows where the board is going, and a recap that hints otherwise is the one document that could make a family's loss the desk's fault.

A recap is not a recommendation to the family. The advisor recommends, the family decides, and the language is written that way on purpose.