What’s Next?

Apr 22 2024
What’s Next? Podcast artwork

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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Unlocking Generational Wealth Conversations with Mike McGrann

Apr 22 2024 49 mins  
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 families of wealth and family-owne

How to Use Employee Stock Ownership Plans (ESOPs) to Optimize Your Business with Ted Lape

Sep 06 2023 36 mins  
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 and has helped many clients with s

An Intro to the Stanford Seed Program with JoAnna Halk and Mark Phelps

Aug 01 2023 41 mins  
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 across Africa and Southeast Asia.

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

Feb 06 2023 40 mins  
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, a

Venture Capital Explained with Brendan Wales

Jan 23 2023 36 mins  
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.

Donor-Advised Funds - A Primer with Colby Bircher

Aug 18 2022 34 mins  
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.com/privacy for more information.

Private Aviation 101 with Craig Ross

Apr 05 2022 32 mins  
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.

360-Degree Insurance Planning for Wealth Events with Lorrie Baldevia

Dec 31 2021 30 mins  
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 Acast. See acast.com/privacy

Engaging M&A Attorneys for Business Transactions with Tana Materi

Nov 24 2021 41 mins  
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.

Engaging Investment Bankers for a Business Sale with Brian Murphy

Oct 29 2021 32 mins  
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.