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Pinion Insights

Next Gen

Ethan Smith Recognized for Excellent Achievement

By Pinion Editorial | January 11, 2023
Reading Time: 2 minutes
January 11, 2023 – Ethan Smith of KCoe Isom, doing business as Pinion*, has been awarded the Family Firm Institute (FFI) Global Educational Network (GEN) Certificate in Family Business Advising. The distinguished certificate is presented to individuals who have achieved comprehensive professional knowledge and gained significant expertise that can be …

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Test Your Succession Plan

By Pinion Editorial | January 8, 2023
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Reading Time: 3 minutes
Proactive planning for the long-term future of your business gives it staying power. The surest way to secure the legacy of a business is to have a strong succession plan in place for ownership and management.  But what makes up a ‘strong’ succession plan vs. an ineffective one? Pinion succession …

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Two Accounting Firms Join Forces Under Pinion

By Pinion Editorial | January 3, 2023
Reading Time: 2 minutes
January 3, 2023 –KCoe Isom, doing business as Pinion*, and Anderson ZurMuehlen, two leading U.S. accounting and business advisory firms, announced they have combined businesses, effective January 1, 2023. Pinion will provide expanded advisory services, resources, and outstanding career opportunities, building the foundation required for long-term growth and a stronger …

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Strategic Planning for 2023: Flexibility and Purpose are Key

By Pinion Editorial | December 21, 2022
Reading Time: 2 minutes
Foreseeable business trends for 2023 are set to center around accelerated digital transformation, inflation, supply chain security, continued talent challenges, and sustainability – to name a few. “As we’ve learned in the recent past, the future is anything but predictable. This makes it extremely important to stop ‘guessing’ and instead, …

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5 Tips to Improve Your Loan Renewal Process

By Pinion Editorial | December 20, 2022
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Reading Time: 3 minutes
This year has been anything but conventional, and the lending environment is trending the same. We are seeing decades-high inflation and interest rates as high as 5-7%. With smaller margins this 2022 crop year, there will likely be more ag operations planning to work with lenders and other business partners …

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succession

Answering ‘Who Comes Next?’: Key Ways to Avoid Succession Failure

By Pinion Editorial | December 19, 2022
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Reading Time: < 1 minute
Ten thousand Baby Boomers retire daily. Yet only 21% of organizations report having a formal plan for succession in place. Time and time again, not having a succession plan in place has proven itself the biggest detriment for business survival in uncertain times. Pinion Next Gen Advisors share succession planning …

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