Pinion

What Pinion does

Pinion is a Top 70/100 U.S. accounting and business advisory firm dedicated principally to the food and agriculture industry. Founded in 1932 and formerly operated as K·Coe Isom, the firm rebranded to Pinion in 2023 and now operates 26 offices across 15 U.S. states plus an international member network (Pinion Global Network) spanning Australia, South Africa, and Ireland (ifac joined June 2026). The firm is structured under an AICPA-compliant alternative practice structure: KCoe Isom, LLP delivers licensed CPA attest and audit services, while Pinion, LLC and its subsidiaries deliver advisory, tax, and consulting services. Headcount is 501–1,000 employees; headquarters are listed at Salina, KS with operational leadership in Loveland, CO.

The service portfolio spans four professional-services revenue streams: (1) Advisory Services — strategic finance, succession planning, transactional advisory (the firm holds a registered broker-dealer license), food and ag consulting, sustainability, and operational consulting; (2) Accounting & Tax — bookkeeping, financial statement preparation, federal affairs/government relations, and tax strategy; (3) Audit & Assurance — verification and regulatory attest work via KCoe Isom, LLP; and (4) Wealth and Risk Management — Pinion Wealth, Pinion Risk Management (commodity markets), and Averum (ANAB-accredited sustainability and land advisory). Customer segments are vertical-driven: Food & Agriculture Producers, Food & Beverage Production, Biofuels, Equipment Dealers, Financial Institutions (especially agricultural community banks), Architects & Engineers, Construction, and Broadband/Telecom (post-TCA merger).

The business model is project-based professional services with quote-based, multi-year engagements priced by scope. Client delivery runs through dedicated engagement teams (sectorized by industry) with portal platforms (HubSync, myPortal, Averum and TCA client portals) and an Aiwyn-backed payment portal (QuickFee installment plans available for invoices ≥ $2,000). The go-to-market combines direct enterprise advisory relationships, industry thought leadership (blog, newsletter, LinkedIn/Facebook/Instagram, agriculture conferences), word-of-mouth referrals within the ag/food community, and an active inorganic growth program — the firm has completed at least eight acquisitions or mergers since 2017 (Baer & Co, Paragon, Anderson ZurMuehlen, Atten Babler, DairyVisor, 2020 Consulting, Gifford & Cox, and TCA). Pricing is not publicly disclosed.

Name

Pinion

Legal name

Pinion, LLC

Website

https://pinionglobal.com

Company type

Private

Founded year

1932

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Pinion is a U.S. accounting and business advisory firm specializing in the food and agriculture industry, operating 26 offices across 15 states and the Pinion Global Network internationally. It delivers tax, audit, advisory, risk management, and wealth services to ag producers, food/beverage processors, and adjacent rural-economy sectors.

Ownership category

akta.pro rank

Product category

Accounting & Business Advisory Services

SIC

Finance Services (6199)

akta.pro primary industry

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

akta.pro secondary industries

ESG Reporting, Disclosure & Regulatory Compliance (SFDR, EU Taxonomy, TCFD/ISSB) (FSAAALAK), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Food and agriculture advisory
• Business valuation services
• Succession planning consulting
• Agricultural risk management
• Accounting and tax services

Headquarters

HQ city

Loveland

HQ country

United States

HQ region

North America

Offices26 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Others, Marketing or Sales, Technology or R&D

Revenue model

1. Advisory Services: Revenue generated from strategic consulting services including financial strategy, succession planning, food and ag consulting, operational management, and specialized advisory across various industries including food and agriculture, biofuels, manufacturing, and financial institutions. Services are delivered through relationship-based engagements with businesses of various sizes.
2. Accounting Services: Revenue from accounting services including bookkeeping, financial statement preparation, and accounting solutions for businesses. Includes integrated office solutions and back-office support services.
3. Tax Compliance and Strategy: Revenue from tax compliance, planning, and strategy services. Includes federal affairs and government relations related to tax policy for agricultural and food businesses.
4. Audit and Assurance: Revenue from audit and assurance services, including verification, detection, and regulatory requirements. Provided through KCoe Isom, LLP, the licensed independent CPA firm of the alternative practice structure.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

Pinion is a Top 100 US accounting and business advisory firm that delivers advisory, accounting, tax, audit and assurance, business valuation, succession planning, transactional advisory, risk management, sustainability consulting, and wealth management services to food, agriculture, biofuels, manufacturing, financial institutions, construction, and broadband/telecom clients. The firm operates under an alternative practice structure with KCoe Isom, LLP handling CPA/attest work and Pinion, LLC providing consulting and tax services.

Differentiator

Problem solved

Functional benefit

Brands

• Pinion Global Network: A dedicated collaboration of food and agricultural advisory firms from around the world, providing international thought leadership, growth and benchmarking resources, and credibility for serving progressive clients internationally.
• Pinion Risk Management
• Pinion Wealth

Products and services

• Advisory Services Comprehensive advisory services including strategic finance consulting, business valuation, transactional advisory, succession planning, food & ag consulting, and operational management consulting.
• Accounting & Tax Services Professional accounting services, tax compliance and strategy, and forensic accounting and litigation support for businesses across various industries.
• Audit & Assurance Verification, detection, and regulatory compliance services for businesses requiring independent audit and assurance, provided through KCoe Isom, LLP.
• Transactional Advisory Services Buy-side and sell-side advisory services for business transactions, including pre-deal analysis, due diligence, financial modeling, and post-close consulting. Pinion holds a registered broker dealer license.
• Strategic Finance Consulting Financial operations strategy including cash flow modeling, annual budgets, multi-year projections, business intelligence, and financial planning and data analysis.
• Business Valuation & Consulting Expert-level business valuation services for accounting, tax, or litigation purposes, including gift and estate tax planning, internal planning, litigation support, matrimonial dissolution, mergers and acquisitions, shareholder transactions, and ESOPs valuation amendments.
• Food & Ag Consulting Specialized advisory services for food and agriculture businesses including ag conservation, farm business management, government affairs, farm program services, land advisory, peer group programs, risk management, and sustainability consulting.
• Succession Planning Family business advising and next generation/estate planning services to help businesses navigate transitions and build legacies, supported by Family Firm Institute (FFI) Fellowship and Certificate in Family Business Advising credentials held by firm advisors.
• Pinion Wealth Management Wealth management, insurance strategies, and qualified retirement plan solutions offered through the Pinion Wealth subsidiary.
• Pinion Global Network A global network of independent food and agricultural advisory firms providing international thought leadership, growth and benchmarking resources, and global connectivity for member firms and their clients. Members in the US, Australia, South Africa, and (as of June 2026) Ireland.
• Pinion Risk Management Agricultural risk management and financial strategy services for agricultural commodity markets, including dairy and grain market consulting.
• Averum (Sustainability & Land Advisory) Sustainability and land advisory subsidiary of Pinion, with ANAB accreditation to ISO/IEC 17021-1 for sustainability certification services.
• Audit & Assurance (KCoe Isom, LLP) Independent audit and assurance services delivered through KCoe Isom, LLP, the licensed CPA firm in Pinion's alternative practice structure.

Named customers2 records

Segments8 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Partnerships

16 partnerships are on record, tiered core, major and minor.

• ifac IrelandcoreStrategic or Co-development Partner · 1 June 2026ifac, Ireland's leading farming, food, and agribusiness advisory firm, joined the Pinion Global Network as the newest member. This partnership expands Pinion's global footprint to support agriculture and food businesses, bringing Irish expertise to the network.
• TCAcoreStrategic or Co-development Partner · 1 April 2026TCA, a rural broadband and telecommunications company, merged with Pinion effective April 1, 2026. Pinion and TCA had previously collaborated serving rural communities, and the merger combines broadband and telecom services under the Pinion brand.
• Gifford & Cox, LLCmajorStrategic or Co-development Partner · 1 January 2025Gifford & Cox, a certified public accounting firm serving clients across the Great Plains, joined Pinion. This expansion strengthens the firm's Midwest presence and adds capabilities to serve clients in the region.
• DairyVisor IncorporatedmajorStrategic or Co-development Partner · 11 April 2024Pinion Risk Management, LLC and DairyVisor Incorporated merged advisory resources to mitigate dairy and grain market challenges. This combination strengthens risk management offerings for agricultural clients.
• 2020 Consulting LLCmajorStrategic or Co-development Partner · 1 January 2024Pinion Risk Management joined forces with 2020 Consulting LLC to enhance agricultural risk management and financial strategy for agricultural commodity markets.
• Anderson ZurMuehlenmajorStrategic or Co-development Partner · 3 January 2023Two leading U.S. accounting and business advisory firms combined under the Pinion brand, creating a larger national presence and expanded service capabilities.
• Atten Babler Risk Management, LLCmajorStrategic or Co-development Partner · 1 January 2023Pinion Risk Management and Atten Babler Risk Management merged advisory resources to strengthen risk management services for the agriculture industry and mitigate market risks.
• Leading HarvestminorStrategic or Co-development Partner · 1 January 2022Pinion joined Leading Harvest as a Program Supporter, demonstrating commitment to sustainable agriculture and land management practices.
• ParagonmajorStrategic or Co-development Partner · 1 September 2019K Coe Isom acquired Paragon, a Kansas-based ag advisory and commodity consulting firm, expanding capabilities in agricultural consulting services.
• HBKS Wealth AdvisorscoreStrategic or Co-development Partner · 1 January 2019K Coe Isom's subsidiary K Coe Wealth entered into a joint venture with HBK CPA's affiliate HBKS Wealth Advisors for wealth management services, creating a mutually-beneficial combination of specialized services.
• AmericanHortminorGTM or Marketing Partner · 1 January 2019K Coe Isom formalized and expanded partnership with AmericanHort and its green industry member businesses, building on years of relationship-building with members.
• AgworldcoreTechnology or Integration · 1 January 2018K Coe Isom and Agworld joined together to provide a farm management system allowing farmers to make better decisions through integrated data and advisory services.
• PrimeGlobalcoreStrategic or Co-development Partner · 1 January 2018K Coe Isom LLP joined PrimeGlobal Association's North America region. PrimeGlobal is among the strongest associations of independent accounting and consulting firms worldwide.
• Pinion Advisory AustraliacoreStrategic or Co-development PartnerInternational member firm of Pinion Global Network providing food and ag advisory services in Australia. CEO Dave Heinjus leads the organization.
• Pinion South AfricacoreStrategic or Co-development PartnerInternational member firm of Pinion Global Network providing food and ag advisory services in South Africa. CEO Llewellyn Collett leads the organization.
• AiwyncoreTechnology or IntegrationAiwyn provides the online payment portal system for Pinion clients, enabling secure payments via ACH, credit/debit cards, and recurring payments. Pinion partners with Aiwyn for client billing and payment processing.

Scale indicators6 records

Recent moves16 records

Expansion highlights7 records

Direct peers

• Moss Adams: Top-15 U.S. accounting and advisory firm with a dedicated food and beverage practice and significant agribusiness presence. Closely comparable to Pinion in vertical specialization in food/ag and in offering advisory, tax, and audit services to producer and processor clients.
• Eide Bailly: Top-25 U.S. accounting firm with a strong food and agribusiness practice serving producers, processors, and rural community businesses. Directly comparable to Pinion in vertical focus, geography (Upper Midwest/Plains), and multi-service advisory model.
• Wipfli: Top-20 U.S. accounting and advisory firm with a recognized food and agribusiness practice. Comparable to Pinion in serving ag producers, food manufacturers, and rural community banks with audit, tax, and consulting services.
• FORVIS: Top-10 U.S. accounting firm (formed from the BKD and Dixon Hughes Goodman merger) with substantial ag and food industry practices. Comparable to Pinion in scale, multi-state reach, and food/ag advisory depth, though significantly larger.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting and advisory firm serving ag producers, food processors, and rural community businesses. Comparable to Pinion in vertical specialization in food/ag, multi-state Midwest/Plains footprint, and integrated advisory+audit delivery.
• Plante Moran: Top-15 U.S. accounting firm with a dedicated food and beverage/agribusiness practice serving producers, processors, and equipment dealers. Comparable to Pinion in vertical focus, breadth of services, and advisory-led positioning.

Broad incumbents

• Baker Tilly US: Top-15 U.S. accounting and advisory firm with a food and beverage practice. Comparable to Pinion in industry specialization and full-service advisory, but operates across many additional industries at greater scale.
• RSM US: Top-5 U.S. accounting and consulting firm serving middle-market companies including agribusiness. Comparable to Pinion in middle-market advisory and tax work, but with much broader industry coverage and significantly larger scale.

Others

• K·Coe Isom (legacy parent entity): The historical CPA firm entity from which Pinion was rebranded. Now operates as the licensed CPA/attest arm within Pinion's alternative practice structure. Not a true peer but a directly related entity for context.

Emerging players

• HBK CPAs & Consultants: Top-50 U.S. accounting firm with food and ag clients and a wealth management affiliate (HBKS Wealth Advisors, which has a JV history with Pinion's predecessor). Comparable to Pinion in scale and ag advisory, though broader in industry focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/pinionglobalusa
• LinkedInlinkedin.com/company/pinionglobal
• Instagraminstagram.com/pinionglobal
• Xx.com/PinionGlobal

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pinion