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Pinion Editorial

Next Gen

Ethan Smith Recognized for Excellent Achievement in Family Business Advising

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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Pinion

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

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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succession

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

By Pinion Editorial | December 19, 2022
Reading Time: < 1 minutes
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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