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.

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.
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.
Difficult Situations
Work with seasoned experts who can help you handle sensitive matters and difficult family decisions, explore options, and facilitate discussions.
Leadership Transition
Get help developing the timelines, resources, future leaders, and processes you will need to meet your goals and successfully transition your business.
Transition Navigation
Big changes lead to many difficult emotional, financial, and operational challenges. We’ll help you, your family, and your business adequately prepare.
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.
Succession and Timing
Expert guidance and assistance in planning and implementing your succession plan, smoothly transitioning your business to the next generation.
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
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.
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.
Succession Planning Tools
Recent Next Gen Insights
Succession planning best practices and resources from Pinion experts.
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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
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
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
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.
Valuation and Transactional Advisory
Operations and Management
Tax and 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
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