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Pinion Insights

How the Holidays Can Shape Your Family Legacy

How to Enjoy the Holidays as a Family Business

By Pinion Editorial | November 22, 2023
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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 …

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Using a Buy-Sell Agreement to Safeguard Your Manufacturing Business

By Pinion Editorial | November 7, 2023
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Reading Time: 3 minutes
If you’re concerned about preserving your company’s culture during unforeseen changes or emergencies, a buy-sell agreement could be your solution. Owners who have invested years into building a cohesive company culture and shared operational philosophy understand the importance of safeguarding this unity. This is where a buy-sell agreement comes into …

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Davon Cook Named a 2023 Fellow of the Family Firm Institute (FFI)

By Pinion Editorial | November 6, 2023
Reading Time: < 1 minute
On November 6, 2023 – Family business advisor, Davon Cook of Pinion, was announced and honored recently as a Fellow of the Family Firm Institute (FFI) at the FFI Global Conference in New York, New York. The prestigious FFI Fellow status signifies that Davon has completed an advanced program of …

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Approaching Deadline for Employers: Workforce Data is Due December 5

By Pinion Editorial | November 1, 2023
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Reading Time: 2 minutes
On October 31, 2023, the Equal Employment Opportunity Commission (EEOC) announced that the portal for submitting 2022 EEO-1 data is now open. This annual requirement ensures that employers with 100 or more employees, or federal contractors with 50 or more employees, report their workforce demographics. The deadline to submit EEO-1 …

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Forecasting 2024: Ag Market’s Influence on Manufacturing and Distribution

By Pinion Editorial | October 31, 2023
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Reading Time: 3 minutes
Is the sky really falling? In periods of uncertainty with inflation, market ups and downs, a Farm Bill on the table and talks of recession, it can certainly feel like it is. To provide some insight for the year ahead, Pinion advisors share their perspective on the ag market and …

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craft brewer pouring beer

3 Ways Craft Brewers Can Navigate Industry Instability

By Pinion Editorial | October 19, 2023
Reading Time: 3 minutes
This past July, the oldest craft brewery in the U.S. announced it will be closing its doors as a result of continually declining sales. This stirs several contemplations for surviving breweries: How can craft brewers navigate this rocky landscape amongst shifting consumer preferences? How can they stay competitive in a …

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How to Safeguard Your Institution Through Internal Controls

By Heather Campbell | October 17, 2023
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Reading Time: 2 minutes
The primary purpose of internal controls is to safeguard an organization and further its objectives. Internal controls function to minimize risks and protect assets, ensure accuracy of records, promote operational efficiency, and encourage adherence to policies, rules, regulations, and laws. All institutions large or small, private, or public, should have some …

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