What’s Next? Optimizing Personal Wealth Through a Business Sale and Beyond

What’s Next? Optimizing Personal Wealth Through a Business Sale and Beyond

by

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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Recent Episodes

  • Managing the Transition of Selling Your Business and Other Lifequakes with Bruce Feiler

    9 months ago
  • Venture Capital Explained with Brendan Wales

    9 months ago
  • Donor-Advised Funds - A Primer with Colby Bircher

    1 year ago
  • Private Aviation 101 with Craig Ross

    2 years ago
  • 360-Degree Insurance Planning for Wealth Events with Lorrie Baldevia

    2 years ago
  • Engaging M&A Attorneys for Business Transactions with Tana Materi

    2 years ago
  • Engaging Investment Bankers for a Business Sale with Brian Murphy

    2 years ago
  • Keys to Estate Planning with Eric Fahlman

    2 years ago
  • Overcoming Gender Bias to Amplify Women’s Voices with Kendall Anderegg

    2 years ago
  • Introduction to M&A for Business Owners with Michael Butler

    2 years ago