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What’s Next?
Parcion Private Wealth
16 episodes
7 months ago
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.

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Entrepreneurship
Business
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All content for What’s Next? is the property of Parcion Private Wealth and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.

Show more...
Entrepreneurship
Business
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Engaging M&A Attorneys for Business Transactions with Tana Materi
What’s Next?
41 minutes 20 seconds
3 years ago
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.

Hosted on Acast. See acast.com/privacy for more information.

What’s Next?
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.