Collaborative Consulting for Families and Ownership Groups

Empowering families with effective communication and strategic planning.

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Move Your Family Business Forward With Peace of Mind

Many circumstances are beyond your control. But you can increase certainty by being proactive. Develop succession, estate, or strategic plans. Clarify family intentions and expectations and improve your communication.

Pinion’s family business advisors guide ownership groups and families in this process. Engage in effective management today and attain clear transition plans for tomorrow.

Whether you need an expert to navigate the planning process or a shepherd through difficult conversations — we are here to help.

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Clarify communication issues, resolving conflicts and defining roles

Plan for transitions and leadership succession

Simplify estate planning, family wealth distribution, and philanthropic goals

Establish governance and decision-making processes

Address financial profitability, entity organization, planning, and tax issues

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“Having the plan is not enough. You’ve got to make sure everyone understands it.

Once you’ve done that there’s a lot of peace of mind…this is one thing that you’ve been really proactive and strategic at taking care of for the future, and you should be proud of that.”

-Davon Cook, Pinion Family Business Advisor

How Do We Work Together?

Family business can be complex.

Create a clear path forward

Initial phone consultation

Start with a phone consultation to clarify your goals and determine how our services can best support you.

Engage team members

Begin a collaborative project that brings together key team members from your side to incorporate diverse perspectives.

Conduct workshops

Participate in customized workshops that utilize tools such as skills assessments, behavioral profiles, or financial reviews, focusing on your priority areas.

Evaluate and plan

Review the progress and map out specific steps to maintain and build on this momentum.

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Family Business Advising Insights

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Best Practices for Business Owners in 2025 and Beyond

As a business owner, you likely spend most of your days – and many of your nights – thinking about the daily operations of your

  • Architects & Engineers, Beverage Distribution, Biofuels, Business Valuation, Construction, Equipment Dealers, Family Business Advising, Food And Beverage, Manufacturing, Next Gen Strategy, Not-for-Profits
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Is Your Business Ready for Leadership Transition?

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

  • Animal Protein, Architects & Engineers, Biofuels, Business Valuation, Commodity Crops, Construction, Equipment Dealers, Family Business Advising, Financial Institutions, Food And Beverage, Manufacturing, Next Gen Strategy, Permanent & Specialty Crops
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How the Holidays Can Shape Your Family Legacy

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

  • Accounting, Family Business Advising, Food & Agriculture, Next Gen Strategy, Tax Compliance & Strategy
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Use It or Lose It: Lock in Estate Tax Advantages Now

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

  • Accounting, Animal Protein, Commodity Crops, Family Business Advising, Food & Agriculture, Food And Beverage, Next Gen Strategy, Permanent & Specialty Crops

We help families and ownership groups overcome challenges every day.

Reach out to connect

Discover what Pinion can do for you:

Expertise Wherever You Need It

A holistic approach to optimal results.

Pinion is dedicated to your business and your success. We navigate the barriers, complexities, and business challenges that stand in your way, cultivating your long-term growth and helping you achieve new opportunities.

Accounting & Back Office Solutions

Capture accurate accounting data and advisory and alleviate compliance and back office challenges so that you can tend to what matters most.

Tax Compliance & Strategy

Specialists in understanding market challenges, tax law, and tax compliance needs. 

Food & Ag Consulting

Our ag-focused advisors take a holistic view of your business to forecast and capture opportunities, mitigate challenges, & drive your food & ag business forward.

Succession Planning

Navigate tough business decisions, family discussions, and entity transitions. Expert estate and gift tax knowledge, trust guidance, long-term goal setting and risk management.

Financial Strategy

Strategic analysis and guidance to navigate transaction deals, satisfy stakeholder needs, and make long-term decisions.

Sustainability

Sustainability tools, solutions, and expert consulting for the food value chain. Customized to meet your sustainability goals.

  • Develop a program and data plan
  • Measure performance
  • Program targets and execution
  • GHG accounting
  • Scope 1, 2, 3 reporting
  • Risk assessments

View our sustainability consulting overview

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Connect With a Family Business Advising Expert

Work with advisors who have firsthand business experience within your industry.

Speak with Lance

Lance Woodbury, Lead Advisor – Family Business Advising