Join Terry Cook as he speaks with Natalie Pierce, a leading expert in AI and partner at Gunderson Dettmer. Discover how business owners and leaders can harness the power of AI to transform their operations, enhance efficiency, and stay competit

Unlocking Generational Wealth Conversations with Mike McGrann

Apr 22nd, 2024 49m 24s

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 im

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

Sep 6th, 2023 36m 20s

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

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

Aug 1st, 2023 41m 16s

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 uni

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

Feb 6th, 2023 40m 15s

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.

Venture Capital Explained with Brendan Wales

Jan 23rd, 2023 36m 33s

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 res

Donor-Advised Funds - A Primer with Colby Bircher

Aug 18th, 2022 34m 31s

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 in

Private Aviation 101 with Craig Ross

Apr 5th, 2022 32m 33s

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.avi

360-Degree Insurance Planning for Wealth Events with Lorrie Baldevia

Dec 31st, 2021 30m 15s

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

Engaging M&A Attorneys for Business Transactions with Tana Materi

Nov 24th, 2021 41m 20s

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 r

Engaging Investment Bankers for a Business Sale with Brian Murphy

Oct 29th, 2021 32m 53s

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 acas

Keys to Estate Planning with Eric Fahlman

Sep 20th, 2021 39m 14s

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 clie

Overcoming Gender Bias to Amplify Women’s Voices with Kendall Anderegg

Aug 20th, 2021 36m 11s

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 allys

Introduction to M&A for Business Owners with Michael Butler

Jul 22nd, 2021 33m 4s

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

Exploring Opportunity Zones Part 2 with Peter Ciganik

Jun 10th, 2021 41m 31s

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 a

Exploring Opportunity Zones Part 1 with Greg Porter

May 13th, 2021 34m 42s

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

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