How to Optimize Your Business Sale with an Investment Banker
Learn how partnering with an investment banker can optimize your business sale and maximize its value.
News & Resources
Whitepapers
What’s Next: From Business Owner to Consultant
Learn if consulting is the right “what’s next” following your business sale.
A Strategic Approach to Philanthropy: Charitable Remainder Trusts
Learn how a Charitable Remainder Trust can be a powerful tool to maximize benefits for both donors and the causes they care about.
News & Insights
Awards & Recognitions
Feb.18, 2025
Parcion Private Wealth Recognized on Fastest Growing Private Companies in Washington State List for 2024
We are proud to announce that Parcion Private Wealth has been recognized as one of the Fastest Growing Private Companies in Washington State by Puget Sound Business Journal for 2024!
Insights
Feb.18, 2025
Unlocking the Value of Your Business Sale: The Role of an Investment Banker
Selling your business is a once-in-a-lifetime opportunity to transform years of hard work into a lasting legacy.
Awards & Recognitions
Feb.11, 2025
Kathleen Carbone Ranked #4 in the Forbes | SHOOK Research Top Women Wealth Advisors Best-In-State for 2025
We are proud to share that Principal and Director of Advisory Kathleen Carbone, CFP® has been recognized on the 2025 Forbes | SHOOK Research Top Women Wealth Advisors Best-In-State list!
Events
11
September 2025
