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U.S. Business to Benefit from Expanded Resources and Expertise Under Pinion

September 1, 2022 – Pinion, formerly KCoe Isom, and Anderson ZurMuehlen, two leading U.S. accounting and business advisory firms announce their intent to merge, effective January 1, 2023. The two companies will expand their footprint under the Pinion name and provide enhanced business advisory and accounting services for clients.

With roots dating back to 1932, Pinion is a Top 70 accounting and consulting firm providing solutions for food and agriculture, biofuels, manufacturing, construction, and banking industries. Pinion advisors partner with clients to overcome their challenges, secure their legacies and seize opportunities that allow their businesses to thrive.

“The combination of Pinion and AZ was an outstanding fit as both our storied histories center on community-focused values and a shared mission to drive businesses forward and improve the lives of those we work with. As a combined firm, we look forward to the powerful expansion of resources, locations, and scope of service that will elevate businesses across the U.S.”

Jeff Wald, Pinion CEO

Founded in 1957, Anderson ZurMuehlen (AZ) has become the largest Montana-based CPA and business services firm with a team of 217 personnel in offices across the state. The company has provided tax, audit, accounting, advisory, and technology services in the Northwest for more than half a century, helping clients navigate their changing personal and business circumstances and the dynamics of a global economy for long-term success.

“This opportunity to join with Pinion has exceeded our hopes in finding a partner firm that offers complementary service and industry expertise. With our shared values and vision for serving our clients, we are excited to see how this relationship will evoke greater solutions and more powerful results across an expanded footprint.”

Rick Reisig, Anderson ZurMuehlen CEO

The firms’ shared values and similar cultures make the combination of companies a natural blending. Both are deeply invested in the relationships, success, and legacy of their clients – working to see them thrive for years to come.

“It’s really a wonderful opportunity for both Pinion, formerly KCoe Isom and Anderson ZurMuehlen. I have worked with both firms for years and their cultures, people, and dedication to excellence are perfectly matched. I am very confident they will accomplish great things together.”

Allan D. Koltin, CEO of Koltin Consulting Group

About Pinion

Pinion*, formerly named KCoe Isom, is a ‘U.S. Top 70’ accounting firm and global leader in food and agriculture consulting.  With roots dating back to 1932, the firm has expanded upon traditional accounting services to deliver increased value and growth for clients through comprehensive policy-to-plate strategies, and specialized advisory in the areas of sustainability, government affairs, farm programs, land management, financial management, succession planning, and business strategy – to name a few. Pinion provides insight and solutions for food and agriculture, biofuels, manufacturing, construction, and banking industries. The firm serves domestic and international clientele from locations spanning the United States, and through its Pinion Advisory division serving the U.S. and Australia. Visit www.pinionglobal.com.

*Pinion is a public-facing brand under the legal entity KCoe Isom, LLP. Attest services provided by KCoe Isom, LLP.

About Anderson ZurMuehlen

Founded in 1957 in Helena, Anderson ZurMuehlen has grown to be the largest Montana-based CPA and business services firm with 217 professional and administrative support personnel in offices throughout the state, offering all facets of auditing, tax, accounting, back-office, and technology services. From the beginning, the firm was based on the principle of building relationships and providing excellent client service. Today, the mission remains the same. They are committed to a team-based, client-focused approach to providing services and solutions that help clients succeed today and into the future. Visit, www.azworld.com.

If you have questions regarding the combination of Pinion Global and Anderson ZurMuehlen, please connect with us.

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