What’s Next?

What’s Next?

Por: 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.
16 episodios disponibles

Latest episodes of the podcast What’s Next?

AI Implementation for Business Owners with Natalie Pierce 08/06/2024
Unlocking Generational Wealth Conversations with Mike McGrann 22/04/2024
How to Use Employee Stock Ownership Plans (ESOPs) to Optimize Your Business with Ted Lape 06/09/2023
An Intro to the Stanford Seed Program with JoAnna Halk and Mark Phelps 01/08/2023
Managing the Transition of Selling Your Business and Other Lifequakes with Bruce Feiler 06/02/2023
Venture Capital Explained with Brendan Wales 23/01/2023
Donor-Advised Funds - A Primer with Colby Bircher 18/08/2022
Private Aviation 101 with Craig Ross 05/04/2022
360-Degree Insurance Planning for Wealth Events with Lorrie Baldevia 31/12/2021
Engaging M&A Attorneys for Business Transactions with Tana Materi 24/11/2021
Engaging Investment Bankers for a Business Sale with Brian Murphy 29/10/2021
Keys to Estate Planning with Eric Fahlman 20/09/2021
Overcoming Gender Bias to Amplify Women’s Voices with Kendall Anderegg 20/08/2021
Introduction to M&A for Business Owners with Michael Butler 22/07/2021
Exploring Opportunity Zones Part 2 with Peter Ciganik 10/06/2021
Exploring Opportunity Zones Part 1 with Greg Porter 13/05/2021
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