Digital Media Net - Your Gateway To Digital media Creation. News and information on Digital Video, VR, Animation, Visual Effects, Mac Based media. Post Production, CAD, Sound and Music
Categories: News

Parcion Private Wealth Launches Original Podcast for Business Owners and Entrepreneurs Exploring What’s Next

FacebookFacebookTwitterTwitterEmailEmailWhatsAppWhatsAppFlipboardFlipboardGmailGmailRedditRedditLinkedInLinkedInMessengerMessengerShareShare

“What’s Next? Optimizing Personal Wealth Through a Business Sale and Beyond” breaks down the complexities of navigating wealth events

SEATTLE–(BUSINESS WIRE)–Parcion Private Wealth, a Seattle-area wealth management firm focused on helping business owners and entrepreneurs manage wealth events, recently launched an original podcast to explore the many facets of business ownership, including planning for a sale.

In each episode, host Terry Cook, CFP®, CIMA®, Parcion Private Wealth managing principal, interviews an expert from Parcion’s virtual family office network, ranging from accountants and estate planners to investment bankers and tax attorneys – many of whom are entrepreneurs, as well.

“Our approach is to assemble a team of professionals, both within and outside of our firm, who bring specific expertise for each client we serve,” Cook said. “Our new podcast provides listeners with an inside view of our firm’s collaborative structure, while offering resources that support business owners and their families, or anyone else planning for a major wealth event.”

In the first and second episodes, Cook is joined by Greg Porter of Bertnston Porter & Company and Peter Ciganik of GTIS Partners, respectively, to talk about Opportunity Zone investments, a tax mitigation strategy that enables investors to support distressed communities. In episode three, Michael Butler of Cascadia Capital discusses the nuances of planning for a merger or acquisition, followed by Kendall Anderegg of Mutual Materials, who talks about how gender affects the workplace in episode four.

Parcion Private Wealth generally begins working with business owners and entrepreneurs two to three years before a wealth event. As an independent firm with a distinctive entrepreneurial mindset, Parcion’s role is to advocate for clients – not only to optimize a business sale, but also to support individuals and families as they map their next stage of life.

“One of my primary goals when founding Parcion Private Wealth was to establish a model of client service that enables our team to act as a true partner to our clients,” Cook continued. “Part of our responsibility as a partner involves sharing resources and insights, beyond offering financial strategy and guidance. I’m excited to see how the podcast evolves as a useful tool for the community at large, in addition to the clients we serve directly.”

Episodes of “What’s Next?” are published monthly and are available to stream directly on www.parcionpw.com/podcasts or via Apple Podcasts, Stitcher, TuneIn, Spotify or Google Podcasts. Find more resources at www.parcionpw.com.

About Parcion Private Wealth

Parcion Private Wealth is an independent multi-family office that partners with entrepreneurs, business owners and their families to optimize wealth events and beyond through smart planning, strong advocacy and prudent investment management. Parcion’s experienced team helps clients preserve the legacy they’ve built to support their families and communities. Learn more at www.parcionpw.com.

Contacts

Katherine Misel, Firmani + Associates

206.752.7015

katherine@firmani.com

Staff

Recent Posts

Landmark Theatres and HIA Technologies Debut 2-way Interactive Movie Experience Featuring “Landmark Loyalty Concierge Regan”

PASADENA, Calif., May 8, 2025 /PRNewswire/ -- Landmark Theatres, a recognized leader in cinematic innovation,…

1 hour ago

Eyekandy Launches the ‘Sales Ambassador™’ – The World’s First Digital Human Super Salesperson For Every Point of Purchase

LONDON, May 8, 2025 /PRNewswire/ -- Eyekandy, the global leader in immersive commerce, today unveiled…

1 hour ago

Content Partners Capital And Relativity Media Announce Strategic Growth Capital Investment

Investment underscores CPC's rapid momentum in supporting exceptional entertainment ventures and arms Relativity Media with…

1 hour ago

Guidehouse Transforms City of Boulder’s Financial Services

Boosting transparency, automation, and efficiency for city operations with Workday platform MCLEAN, Va., May 8,…

1 hour ago

ITN and Magnite Launch First Programmatic Solution for Local Linear TV in the US Market

NEW YORK, May 8, 2025 /PRNewswire/ -- ITN, the leader in automated activation technology for…

1 hour ago

Cristina Mittermeier, Peter McKinnon and 100+ Speakers to Present at Bild Expo 2025 in New York City

Event Celebrating Image, Storytelling and Content Creation Returns to Javits Center June 17–18 Following Strong…

1 hour ago