Firm Management
Pinion and Anderson ZurMuehlen to Merge Firms
The two companies will expand their footprint under the Pinion name and provide enhanced business advisory and accounting services for clients.
Sep. 01, 2022
Pinion, formerly KCoe Isom, and Anderson ZurMuehlen, two U.S. accounting and business advisory firms, have announced their intent to combine, 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.
Jeff Wald, Pinion CEO states, “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.”
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.
Commenting on the business combination, Rick Reisig, Anderson ZurMuehlen CEO states, “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 results across an expanded footprint.”
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.
Allan D. Koltin, CEO of Koltin Consulting Group who advised both firms on the combination commented, “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.”