9 episodes

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.

What’s Next? Optimizing Personal Wealth Through a Business Sale and Beyond Terry Cook, CFP®, CIMA®, Parcion Private Wealth

    • Business
    • 5.0 • 9 Ratings

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.

    Private Aviation 101 with Craig Ross

    Private Aviation 101 with Craig Ross

    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

    360-Degree Insurance Planning for Wealth Events with Lorrie Baldevia

    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

    Engaging M&A Attorneys for Business Transactions with Tana Materi

    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

    Engaging Investment Bankers for a Business Sale with Brian Murphy

    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

    Keys to Estate Planning with Eric Fahlman

    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

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

    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.

Customer Reviews

5.0 out of 5
9 Ratings

9 Ratings

CLarity659 ,

Well done

Informative and easy to listen to. Thanks Terry and Greg.

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