12 episodes
What’s Next? Optimizing Personal Wealth Through a Business Sale and Beyond Terry Cook, CFP®, CIMA®, Parcion Private Wealth
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- Business
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5.0 • 10 Ratings
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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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Managing the Transition of Selling Your Business and Other Lifequakes with Bruce Feiler
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
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
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
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
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
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.
Customer Reviews
Well done
Informative and easy to listen to. Thanks Terry and Greg.