Business Transition, ESTATE & Succession Planning

Plan, Sustain, and Build Upon Your Legacy

You’ve spent years investing in your business. Protect all that you’ve worked for — whether you are hoping to transition or retire soon, or years down the road.

Pinion advisors have decades of experience navigating successful transitions for privately-held and family-owned businesses. Together, we’ll assure and enrich your legacy.

Connect with an expert

A group of people, including adults and next-gen children, stand in front of a large green combine harvester in a field.

Protecting What Matters Most for the Long Term

Next Generation planning is less about the transition, and more about anticipating its aftereffects, to assure and enrich your legacy. In the field and in the office, we’re by your side.

Pinion is here to guide you through the steps to create a plan that will sustain you, your business, your heirs, and your legacy, on both a financial and emotional level.

A straight, empty road stretches into the distance through a vast grassy landscape with distant mountains under a clear blue sky, offering a next-gen glimpse of untouched beauty and endless possibilities.

Discovery

We’ll help you define the change you’d like to see, identify your vision for the future, and perform a business valuation to assess your transition options and align long-term goals.

Two people sit on a couch in deep conversation. One gestures animatedly, embodying the spirit of next-gen communication, while the other gently rests a hand on the speaker's arm. Their faces remain unseen, adding an air of mystery to their discussion.

Difficult Situations

Work with seasoned experts who can help you handle sensitive matters and difficult family decisions, explore options, and facilitate discussions.

A next-gen family of six, including two children, stands together on a grassy field with a blue sky and trees in the background.

Leadership Transition

Get help developing the timelines, resources, future leaders, and processes you will need to meet your goals and successfully transition your business.

A woman is discussing Next Gen documents with an older couple at a wooden table. A laptop and coffee cups are also on the table in a bright room.

Transition Navigation

Big changes lead to many difficult emotional, financial, and operational challenges. We’ll help you, your family, and your business adequately prepare.

A large solitary tree stands in a green field under a blue sky with scattered clouds, embodying the serenity and sustainability of our next-gen landscapes.

Estate Planning

Proactively preserve your wealth, manage and structure multiple entities, and plan for
the distribution of assets and administrative duties related to tax minimization surrounding estates, trusts, and gifts.

An hourglass with sand flows beside an open book on a dimly lit wooden surface, capturing a timeless moment that bridges the past with the Next Gen.

Succession and Timing

Expert guidance and assistance in planning and implementing your succession plan, smoothly transitioning your business to the next generation.

Upward view of a large, next-gen tree with numerous branches and vibrant green leaves reaching against the sky.

Legacy Building

Mitigate business and personal risks, preserve family wealth and growth, and secure a future for your business.

“The livelihood of your business is the result of both smart and long-term decisions.

It stands to reason then that the legacy of your business is dependent upon the same.”

-Jim Rein, Next Gen Lead Advisor

Connect with Jim

Where Do You Sit? Listen to the Narratives of Succession

It’s never too early to start thinking about the future of your family farm.

With only 30% of family farms ever making it past the second generation, planning for succession is critical to long-term success.  At Pinion, we know that every voice at the table matters. That’s why our Ag-specialized advisors address the unique realities, fears, and misconceptions from three distinct perspectives. Watch the videos below for insight into each perspective. 

Episode 1

Patriarchs and Matriarchs

Dive into the hearts and minds of the patriarch, matriarch, and heads of the table on hesitations with succession planning.

Episode 2

On-Farm Heirs

Explore the steps that farm heirs can take to express their interest and future intentions for the farm and engage with family members to understand what’s involved in creating a succession plan. 

Episode 3

Off-Farm Heirs

Discover how off-farm heirs can remain engaged in farm ownership while maintaining harmony with those handling the day-to-day operations.

Business Transition Planning

Your Legacy Deserves a Personalized Strategy

There are many challenges and questions surrounding business transitions and next gen succession planning. It’s overwhelming trying to identify where to begin, or what you need help with.

When you work with Pinion, you partner with seasoned experts who guide you through the unknowns, navigate complex family dynamics, help you make meaningful personal and business decisions, to help you achieve your goals and sustain your legacy.

Let’s get started

Identify your ideal transition timeline

Assess the current value of your business

Calculate what you’ll need for a comfortable retirement

Explore the possibilities for your next chapter

Select the right successor to carry on your legacy

Your Business. Your Legacy. Planned Right.

Navigate succession planning, develop next-gen leadership, and secure your legacy for generations to come.

Wondering where to begin? View our brochure

Succession Planning Tools

Recent Next Gen Insights

Succession planning best practices and resources from Pinion experts.

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

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

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

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

Together, We Will Assure and Enrich Your Plans

Planning for the next generation is less about transitioning your business to a younger generation, and more about appropriately anticipating and reacting to the aftereffects.

Our advisors are equipped with the experience, insight, and resources you need to make smart decisions for the future.

Speak to a Next Gen strategy expert

Valuation and Transactional Advisory

  • Appraisals
  • Selling and purchasing
  • Navigating shareholders

  • Operations and Management

  • Estate planning
  • Leadership succession planning
  • Retirement
  • Development opportunities
  • Timeline development
  • Employee retention

  • Tax and Financial Strategy

  • Wealth management
  • Estate tax implications
  • Financial strategy

  • Advisory Services 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 Strategy & Assurance Services

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

    Our experienced advisors take a risk-based approach to every engagement — zeroing in on your unique challenges, complexities, and concerns.

    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

    Business Transition Strategy

    Secure the Future of Your Business

    We’ll navigate you through every step of succession management and ensure that your family business — be it a farm, ranch, non-profit, or corporation — continues to uphold your values and vision well into the future.

    Speak to Jim today

    Jim Rein, Lead Advisor – Next Gen and Estate Planning