What’s Next?
By Parcion Private Wealth
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Category: Entrepreneurship
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Episodes: 15
Description
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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| Episode | Date |
|---|---|
|
Unlocking Generational Wealth Conversations with Mike McGrann
|
Apr 22, 2024 |
|
How to Use Employee Stock Ownership Plans (ESOPs) to Optimize Your Business with Ted Lape
|
Sep 06, 2023 |
|
An Intro to the Stanford Seed Program with JoAnna Halk and Mark Phelps
|
Aug 01, 2023 |
|
Managing the Transition of Selling Your Business and Other Lifequakes with Bruce Feiler
|
Feb 06, 2023 |
|
Venture Capital Explained with Brendan Wales
|
Jan 23, 2023 |
|
Donor-Advised Funds - A Primer with Colby Bircher
|
Aug 18, 2022 |
|
Private Aviation 101 with Craig Ross
|
Apr 05, 2022 |
|
360-Degree Insurance Planning for Wealth Events with Lorrie Baldevia
|
Dec 31, 2021 |
|
Engaging M&A Attorneys for Business Transactions with Tana Materi
|
Nov 24, 2021 |
|
Engaging Investment Bankers for a Business Sale with Brian Murphy
|
Oct 29, 2021 |
|
Keys to Estate Planning with Eric Fahlman
|
Sep 20, 2021 |
|
Overcoming Gender Bias to Amplify Women’s Voices with Kendall Anderegg
|
Aug 20, 2021 |
|
Introduction to M&A for Business Owners with Michael Butler
|
Jul 22, 2021 |
|
Exploring Opportunity Zones Part 2 with Peter Ciganik
|
Jun 10, 2021 |
|
Exploring Opportunity Zones Part 1 with Greg Porter
|
May 13, 2021 |