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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.
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Copyright: Parcion Private Wealth
Episodes
Managing the Transition of Selling Your Business and Other Lifequakes with Bruce Feiler
40m · PublishedVenture Capital Explained with Brendan Wales
36m · PublishedDonor-Advised Funds - A Primer with Colby Bircher
34m · PublishedPrivate Aviation 101 with Craig Ross
32m · Published360-Degree Insurance Planning for Wealth Events with Lorrie Baldevia
30m · PublishedEngaging M&A Attorneys for Business Transactions with Tana Materi
41m · PublishedEngaging Investment Bankers for a Business Sale with Brian Murphy
32m · PublishedKeys to Estate Planning with Eric Fahlman
39m · PublishedOvercoming Gender Bias to Amplify Women’s Voices with Kendall Anderegg
36m · PublishedIntroduction to M&A for Business Owners with Michael Butler
33m · PublishedWhat’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.