How to Successfully Exit Your Business with an Employee Stock Ownership Plan (ESOP)
Learn how an Employee Stock Ownership Plan (ESOP) could potentially help fuel a bright future for your company, your employees, and your own personal wealth.
Learn how an Employee Stock Ownership Plan (ESOP) could potentially help fuel a bright future for your company, your employees, and your own personal wealth.
Learn how to prioritize philanthropy after a wealth event to create a plan that supports your goals and allows for a greater impact on the issues that are important to you.
For Industry Partners: Learn what’s needed to successfully help business owners manage wealth events.
We are proud to share that, once again, Parcion has made the Puget Sound Business Journal’s Corporate Citizenship Top Philanthropists list for 2023!
Once again, we’ve been recognized by Forbes | SHOOK on the Best-In-State Wealth Advisors List!
We are honored to announce that our CEO + Managing Principal Terry Cook, CFP®, CIMA® has once again made the Forbes | SHOOK Research Top 250 Wealth Advisors in America!