Pinion Insights: Posts from category

Next Gen

Best Practices for Business Owners in 2025 and Beyond

By Pinion Editorial | December 11, 2024

Agriculture, Animal Ag, Biofuels, Business Valuation, Commodity Crops, Construction and Real Estate, Equipment Dealerships, Financial Institutions, Food And Beverage, Manufacturing, Next Gen, Permanent Specialty Crops

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 …

Is Your Business Ready for Leadership Transition?

By Pinion Editorial | December 10, 2024

Agriculture, Animal Ag, Biofuels, Business Valuation, Commodity Crops, Construction and Real Estate, Equipment Dealerships, Farm Business Management, Financial Institutions, Food And Beverage, Manufacturing, Next Gen, Permanent Specialty Crops

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 …

How the Holidays Can Shape Your Family Legacy

By Jeanne Bernick | November 24, 2024

Agriculture, Next Gen, Sustainability, Tax & Accounting

Reading Time: 2 minutes

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 mention additional relatives who may be …

Use It or Lose It: Lock in Estate Tax Advantages Now

By Pinion Editorial | May 7, 2024

Agriculture, Animal Ag, Commodity Crops, Family Business Advising, Food And Beverage, Next Gen, Permanent Specialty Crops, Tax & Accounting

Reading Time: 3 minutes

The estate tax exemption doesn’t sunset until the end of 2025. So why worry about it now? Unfortunately, this historically high estate and gift tax exemption offers a short window of opportunity, and it may be closing soon. If you want to preserve more of your wealth, it’s important to …

3 Ways to Unlock Wealth in Your Privately Held Business

By Pinion Editorial | November 30, 2023

Business Valuation, Consulting, Next Gen, Strategic Advisory

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, …

How to Enjoy the Holidays as a Family Business

By Pinion Editorial | November 22, 2023

Agriculture, Commodity Crops, Family Business Advising, Next Gen

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 …

The Flip Side of Estate Planning: Why Many Don’t Bother

By Pinion Editorial | September 26, 2023

Agriculture, Animal Ag, Commodity Crops, Family Business Advising, Food And Beverage, Next Gen, Permanent Specialty Crops, Tax & Accounting

Reading Time: 3 minutes

6 in 10 Americans have a retirement account, while only 1 in 3 have an estate plan. While the majority of Americans see the importance of retirement planning, most neglect estate planning. The most common reason for avoiding a will, trust or estate plan? Procrastination. Todd Stanley, a wheat and …

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

By Pinion Editorial | March 3, 2023

Agriculture, Animal Ag, Biofuels, Commodity Crops, Construction and Real Estate, Equipment Dealerships, Financial Institutions, Food And Beverage, Manufacturing, News Room, Next Gen, Permanent Specialty Crops, Specialty Transportation

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 …

Pinion Insights: Posts from category

Next Gen

Best Practices for Business Owners in 2025 and Beyond

Is Your Business Ready for Leadership Transition?

How the Holidays Can Shape Your Family Legacy

Use It or Lose It: Lock in Estate Tax Advantages Now

3 Ways to Unlock Wealth in Your Privately Held Business

How to Enjoy the Holidays as a Family Business

The Flip Side of Estate Planning: Why Many Don’t Bother

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

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