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News & Resources
Learn the differences and motives of financial and strategic buyers in order to align your business sale with your values and objectives.
Learn how thoughtful decision-making offers a roadmap for navigating the intricacies of family businesses, ensuring that family values and financial viability coexist harmoniously.
News & Insights
Parcion Private Wealth CEO Terry Cook Recognized as 2024 Five Star Investment Professional Award Winner
Kathleen Carbone Ranked #4 in the Forbes | SHOOK Research Top Women Wealth Advisors Best-In-State for 2024
We are proud to announce that Principal and Director of Advisory Kathleen Carbone, CFP® has made the Forbes | SHOOK Research Top Women Wealth Advisors Best-In-State list, ranking #4 in Washington state! We are honored for this recognition of Kathleen’s dedication to providing legendary service to the families we serve.