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What’s Next?

by Parcion Private Wealth

What's Next? explores how business owners and their families can optimize a business sale or other wealth event to strategically plan for their futures. Join Terry Cook, CFP®, CIMA®, founder of Parcion Private Wealth in Bellevue, Washington, as he interviews experts from across the financial services industry to help listeners determine what's next.

Hosted on Acast. See acast.com/privacy for more information.

Copyright: Parcion Private Wealth

Episodes

Managing the Transition of Selling Your Business and Other Lifequakes with Bruce Feiler

40m · Published 06 Feb 13:00
For this episode, Terry Cook is joined by Bruce Feiler. Bruce is the author of seven New York Times bestsellers, including Life Is in the Transitions and Secrets of Happy Families. His three TED Talks have been viewed more than 4 million times. In their conversation, Bruce and Terry dive into navigating challenging life and family moments and discuss Bruce's new book, The Search, about finding meaningful work. More resources at www.parcionpw.com and www.brucefeiler.com.

Venture Capital Explained with Brendan Wales

36m · Published 23 Jan 21:30
Join Terry Cook and Brendan Wales, general partner of Fuse, an early-stage venture capital firm, as they discuss all things venture capital, including how firms like Fuse operate and the opportunities available to interested investors. More resources at www.parcionpw.com and www.fuse.vc.

Donor-Advised Funds - A Primer with Colby Bircher

34m · Published 18 Aug 12:00
Join Terry Cook and Colby Bircher, vice president of charitable planning at Fidelity Charitable, as they discuss how donor-advised funds can be used as a tool for impactful philanthropic planning and the advantages of this form of charitable investing. More resources at www.parcionpw.com and www.fidelitycharitable.org.

Private Aviation 101 with Craig Ross

32m · Published 05 Apr 12:00
Join Terry Cook and Craig Ross, CEO and Founder of Aviation Portfolio LLC as they discuss all things private aviation – from the various models currently in vogue to trends in private jet travel. More resources at www.parcionpw.com and www.aviationportfolio.com.

360-Degree Insurance Planning for Wealth Events with Lorrie Baldevia

30m · Published 31 Dec 13:00
Join Terry Cook and Assured Partners Agency COO Lorrie Baldevia as they discuss what business owners should consider – both from a business and a personal perspective – when navigating insurance planning and potential consulting services for a successful business transaction. More resources at www.parcionpw.com and www.assuredpartners.com.

Engaging M&A Attorneys for Business Transactions with Tana Materi

41m · Published 24 Nov 20:00
Join Terry Cook and Carney Badley Spellman Mergers and Acquisition Attorney Tana Materi as they discuss what business owners should consider when choosing a mergers and acquisitions lawyer and share some tips for a successful transaction. More resources at www.parcionpw.com and www.carneylaw.com.

Engaging Investment Bankers for a Business Sale with Brian Murphy

32m · Published 29 Oct 12:00
Join Terry Cook and Meridian Capital Investment Bank President Brian Murphy as they discuss what business owners should consider when choosing an investment bank and how to go about the search for an investment banker.

Keys to Estate Planning with Eric Fahlman

39m · Published 20 Sep 12:00
Join Terry Cook and Fahlman Olson & Little, PLLC Co-Founder Eric Fahlman as they discuss estate planning basics and tools, such as Spousal Lifetime Access Trusts (SLATs) and Intentionally Defective Grantor Trusts (IDGTs) and walk through a client case study, highlighting aspects that might apply to others going through a wealth event. More resources at www.parcionpw.com and www.faolaw.com.

Overcoming Gender Bias to Amplify Women’s Voices with Kendall Anderegg

36m · Published 20 Aug 09:00
Join Terry Cook and Mutual Materials President Kendall Anderegg as they discuss unconscious gender bias in the workplace, what it means to be a strong female leader in a male-dominated industry and how colleagues can demonstrate effective allyship. More resources at www.parcionpw.com and www.mutualmaterials.com.

Introduction to M&A for Business Owners with Michael Butler

33m · Published 22 Jul 13:27
Join host Terry Cook and Michael Butler, co-founder and CEO of Cascadia Capital, as they discuss what every business owner needs to know before selling a business. From selecting an investment banking partner to deciding whether moving forward with a sale is the best decision for you, Michael and Terry share what they’ve learned from their joint decades of experience overseeing mergers and acquisitions. Learn how business owners and entrepreneurs can optimize a sale in Parcion’s whitepaper at parcionpw.com/whitepapers and visit www.cascadiacapital.com for more information on Cascadia Capital.

What’s Next? has 12 episodes in total of non- explicit content. Total playtime is 7:12:39. The language of the podcast is English. This podcast has been added on November 21st 2022. It might contain more episodes than the ones shown here. It was last updated on July 17th, 2023 20:37.

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