November 2023 - Pinion

3 Ways to Unlock Wealth in Your Privately Held Business

December 6, 2023November 30, 2023 by Pinion Editorial

Reading Time: 3 minutes

A quick Google search for “how to increase business wealth” will yield thousands of ideas. Some are worth as much as they cost, some promise quick, overnight results, and yet, some truly hold their weight. Pinion strategic advisors work with business owners every day to help drive profits, manage risk, …

Decision 2024: Business Planning Ahead of an Election Year

December 1, 2023November 30, 2023 by Pinion Editorial

Reading Time: 4 minutes

The direction of future tax policies is intrinsically linked to the shifting dynamics of political power in the White House and Congress. With an election year just on the horizon, it is prudent to look at how 2024 electoral results may result in policy shifts that impact the agriculture sector …

Are You Running Your Business or is it Running You?

November 30, 2023November 29, 2023 by Pinion Editorial

Reading Time: 2 minutes

As a business owner, you likely spend most of your days – and many of your nights – thinking about the daily operations of your business. Retaining customers, analyzing the competition, marketing services and products, tackling human resource issues…the list is endless. “It’s easy to get caught in the weeds …

How the Holidays Can Shape Your Family Legacy

How to Enjoy the Holidays as a Family Business

November 22, 2023 by Pinion Editorial

Reading Time: 2 minutes

By Jeanne Bernick, Certified Family Business Advisor For many of you, the stress of harvest season is over and now you enter a new season in family business: the holidays! As if working with family isn’t challenging enough, now there are mandatory meals and celebrations and traditions to recreate, not to …

Using a Buy-Sell Agreement to Safeguard Your Manufacturing Business

November 9, 2023November 7, 2023 by Pinion Editorial

Reading Time: 3 minutes

If you’re concerned about preserving your company’s culture during unforeseen changes or emergencies, a buy-sell agreement could be your solution. Owners who have invested years into building a cohesive company culture and shared operational philosophy understand the importance of safeguarding this unity. This is where a buy-sell agreement comes into …

Davon Cook Named a 2023 Fellow of the Family Firm Institute (FFI)

November 6, 2023 by Pinion Editorial

Reading Time: < 1 minute

On November 6, 2023 – Family business advisor, Davon Cook of Pinion, was announced and honored recently as a Fellow of the Family Firm Institute (FFI) at the FFI Global Conference in New York, New York. The prestigious FFI Fellow status signifies that Davon has completed an advanced program of …

Approaching Deadline for Employers: Workforce Data is Due December 5

November 1, 2023 by Pinion Editorial

Reading Time: 2 minutes

On October 31, 2023, the Equal Employment Opportunity Commission (EEOC) announced that the portal for submitting 2022 EEO-1 data is now open. This annual requirement ensures that employers with 100 or more employees, or federal contractors with 50 or more employees, report their workforce demographics. The deadline to submit EEO-1 …

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