))
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.
…
continue reading
1
AI Implementation for Business Owners with Natalie Pierce
46:46
46:46
Play later
Play later
Lists
Like
Liked
46:46
Join Terry Cook as he speaks with Natalie Pierce, a leading expert in AI and partner at Gunderson Detmer. Discover how business owners and leaders can harness the power of AI to transform their operations, enhance efficiency, and stay competitive. Natalie shares insights on generative AI, the importance of prompt engineering, and best practices for…
…
continue reading
1
Unlocking Generational Wealth Conversations with Mike McGrann
49:24
49:24
Play later
Play later
Lists
Like
Liked
49:24
In this episode of What's Next? from Parcion Private Wealth, host Terry Cook and guest Mike McGrann, from the Fidelity Center for Family Engagement, discuss legacy preservation and wealth communication. They tackle fears surrounding wealth's impact on future generations and strategies for constructive family dialogue. As a subject matter expert on …
…
continue reading
1
How to Use Employee Stock Ownership Plans (ESOPs) to Optimize Your Business with Ted Lape
36:20
36:20
Play later
Play later
Lists
Like
Liked
36:20
In this episode of What’s Next?, host Terry Cook is joined by Ted Lape of Lazear Capital Partners to discuss ESOPs, a tool commonly used to facilitate succession planning, allowing a company owner to sell their shares to support their goals and transition flexibly out of the business. Ted has an impressive 30-year history in the banking industry an…
…
continue reading
1
An Intro to the Stanford Seed Program with JoAnna Halk and Mark Phelps
41:16
41:16
Play later
Play later
Lists
Like
Liked
41:16
In this episode of What’s Next?, JoAnna Halk, an associate director for the Stanford SEED Program, and Mark Phelps, a retired serial entrepreneur and Stanford SEED coach, join host Terry Cook to discuss the benefits of the SEED program, the unique opportunities it presents to business owners, and effect that it’s had on participating companies acro…
…
continue reading
1
Managing the Transition of Selling Your Business and Other Lifequakes with Bruce Feiler
40:15
40:15
Play later
Play later
Lists
Like
Liked
40:15
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 discu…
…
continue reading
1
Venture Capital Explained with Brendan Wales
36:33
36:33
Play later
Play later
Lists
Like
Liked
36:33
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. Hosted on Acast. See acast.com/privacy for more information.…
…
continue reading
1
Donor-Advised Funds - A Primer with Colby Bircher
34:31
34:31
Play later
Play later
Lists
Like
Liked
34:31
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. Hosted on Acast. See acast.co…
…
continue reading
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. Hosted on Acast. See acast.com/privacy for more information.…
…
continue reading
1
360-Degree Insurance Planning for Wealth Events with Lorrie Baldevia
30:15
30:15
Play later
Play later
Lists
Like
Liked
30:15
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. Hosted on…
…
continue reading
1
Engaging M&A Attorneys for Business Transactions with Tana Materi
41:20
41:20
Play later
Play later
Lists
Like
Liked
41:20
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. Hosted on Acast. See acast.com/privacy for more infor…
…
continue reading
1
Engaging Investment Bankers for a Business Sale with Brian Murphy
32:53
32:53
Play later
Play later
Lists
Like
Liked
32:53
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. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
1
Keys to Estate Planning with Eric Fahlman
39:14
39:14
Play later
Play later
Lists
Like
Liked
39:14
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…
…
continue reading
1
Overcoming Gender Bias to Amplify Women’s Voices with Kendall Anderegg
36:11
36:11
Play later
Play later
Lists
Like
Liked
36:11
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. Hosted on Acast. See acast.com/privac…
…
continue reading
1
Introduction to M&A for Business Owners with Michael Butler
33:04
33:04
Play later
Play later
Lists
Like
Liked
33:04
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 de…
…
continue reading
1
Exploring Opportunity Zones Part 2 with Peter Ciganik
41:31
41:31
Play later
Play later
Lists
Like
Liked
41:31
In the second episode of our two-part series on Opportunity Zones, we dive into the “nuts and bolts” of this investment structure through the eyes of a developer. Host Terry Cook welcomes Peter Ciganik, managing director of strategy, research and investor relations at GTIS Partners, to share his insights on what factors to consider when evaluating …
…
continue reading
1
Exploring Opportunity Zones Part 1 with Greg Porter
34:42
34:42
Play later
Play later
Lists
Like
Liked
34:42
In the inaugural episode of What’s Next?, CBIZ Berntson Porter Managing Director and co-founder of newly acquired Berntson Porter & Company, Greg Porter, joins Parcion Private Wealth’s Terry Cook to discuss the benefits of Qualified Opportunity Zone investments, a powerful tool that can significantly help mitigate the tax implications of wealth eve…
…
continue reading
