Estate Planning for the Sale of a Business
Two Tax-Saving Strategies Business Owners Should Consider Now
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.
What’s Next After Selling Your Business? Discovering a Meaningful Next Chapter
Transitioning from business ownership is about more than stepping away, it’s about embracing new opportunities to make an impact while preserving the legacy you’ve built.
A Strategic Approach to Philanthropy: Charitable Remainder Trusts
For business owners navigating significant liquidity events, such as the sale of a business, these transitions offer unique opportunities to expand their philanthropic vision while preserving financial stability.
Preserving Your Legacy: A Guide to Family Business Succession
Succession planning is a critical process for any family business. It’s not just about transferring leadership, but about ensuring the legacy you’ve built continues with clarity and purpose. At Parcion Private Wealth, we work alongside business owners to help them navigate the complexities of succession, focusing on the core values and long-term vision that guide both the family and the business.