Pinion Insights: Posts from category

Construction and Real Estate

Best Practices for Business Owners in 2025 and Beyond

By Pinion Editorial | December 11, 2024
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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 …

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Is Your Business Ready for Leadership Transition?

By Pinion Editorial | December 10, 2024
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Reading Time: 3 minutes
Whether your leadership transition is months or years away, there are crucial steps you can take now to prepare for a successful outcome. But successful transitions don’t just happen overnight. They take planning, preparation and foresight. In this blog, Pinion advisors share common succession pitfalls and strategies to help you …

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Navigating HUD Lending: A Guide for Banks

By Pinion Editorial | September 6, 2024
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Reading Time: 3 minutes
The U.S. Department of Housing and Urban Development (HUD) plays a crucial role in expanding access to affordable housing. By providing federal support and insurance for home loans, HUD helps lower the risk that lenders face when borrowers default on their mortgages. Banks that get involved with HUD lending can …

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Ryan Vestal Earns Certified Construction Industry Financial Professional Designation

By Pinion Editorial | March 5, 2024
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Reading Time: < 1 minute
Ryan Vestal of Pinion was recently recognized as Certified Construction Industry Financial Professionals (CCIFP) by the Institute of Certified Construction Industry Financial Professionals (“ICCIFP”). Vestal joins an exclusive group of over 1,150 professionals nationwide who have met the rigorous standards of the CCIFP designation in construction financial management. This sought-after accreditation …

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Newly Proposed 2023 Tax Deductions: Money in your Pocket… If Passed

By Pinion Editorial | January 18, 2024
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Reading Time: 3 minutes
Congress has drafted new tax legislation that is shaping up well amongst both the House and Senate Committee leaders.  The $78 billion tax agreement, introduced as The Tax Relief for American Families and Workers Act of 2024, includes pending rule changes that result in business owners seeing an increase in …

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Baalman and Bauer Earn Certified Construction Industry Financial Professional Designation

By Pinion Editorial | January 4, 2024
Reading Time: 2 minutes
January 4, 2024 – Lisa Baalman and Brea Bauer of Pinion, were recently recognized as Certified Construction Industry Financial Professionals (CCIFP) by the Institute of Certified Construction Industry Financial Professionals (“ICCIFP”). They join an exclusive group of over 1,150 professionals nationwide who have met the rigorous standards of the CCIFP …

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How the Holidays Can Shape Your Family Legacy

The Risks of Letting Your Legacy Ride: How Estate Planning Protects the Family

By Pinion Editorial | March 3, 2023
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Reading Time: 3 minutes
Ask any successful family business leader “What is your most important accomplishment?”  The overwhelming response is: ‘my legacy’.  And yet, only one in six have an estate plan.  Why work so hard to build a legacy, but do nothing to protect it?     “One of the most important things you …

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Cyber Attack

How Vulnerable Is Your Business to a Cyber Attack?

By Melissa DeDonder | March 1, 2023
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Reading Time: 2 minutes
In light of the recent cyberattack that shut down Dole’s North American production, businesses are reminded once again of the importance of cybersecurity and keeping operations secure. “While we typically only see large operations make the headlines after a cyberattack, it’s really important to understand that hackers will penetrate and …

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