Our People

We are industry experts, professional advisors, and  partners in navigating challenges and finding opportunities. 

At Pinion, we offer the personalized attention you expect from a smaller firm, combined with the resources and guidance typically found in a larger firm. Our employees bring a passion for helping your business succeed that goes far beyond the norm. 

Recent Insights

Are you getting inconsistent information on what’s needed regarding ownership structure, pass-through entity reporting, and FSA’s September 15, 2026 deadline? You’re not alone. Straight Talk

For many business owners, valuation only becomes urgent when something major happens: a sale opportunity, shareholder dispute, death, divorce, ownership transition, or unexpected tax concern.

What’s the difference between companies with strong succession plans versus those without? This may sound like the set up for a joke. But the punchline