What’s Next? Podcast
Join Terry Cook as he explores the question every business owner has about the sale of their business: What’s next? Discover interviews with attorneys, accountants, and other allied professions, and grow insight on how you and your family can plan for, navigate, and enjoy this life-changing event.
Hosted by Terry Cook
Ways to listen
Episodes
Episode 11
Venture Capital Explained with Brendan Wales
Join Terry Cook and Brendan Wales, general partner of Fuse, an early-stage venture capital firm,
as they discuss all things venture capital, including how firms like Fuse operate and the
opportunities available to interested investors.
Episode 10
Donor-Advised Funds — A Primer with Colby Bircher
Join Terry Cook and Colby Bircher, Vice President of Charitable Planning at Fidelity Charitable, as they discuss how donor-advised funds can be used as a tool for impactful philanthropic planning and the advantages of this form of charitable investing.
Episode 9
Private Aviation 101 with Craig Ross
Join Terry Cook and Craig Ross, CEO and Founder of Aviation Portfolio LLC as they discuss all things private aviation – from the various models currently in vogue to trends in private jet travel.
Episode 8
360-Degree Insurance Planning for Wealth Events with Lorrie Baldevia
Lorrie Baldevia, Agency Chief Operating Officer for AssuredPartners‘ Seattle office and Parcion founder Terry Cook discuss what business owners should consider – both from a business and a personal perspective – when doing strategic business planning.
Episode 7
Engaging M&A Attorneys for Business Transactions with Tana Materi
Carney Badley Spellman Mergers and Acquisition Attorney Tana Materi joins Terry Cook to discuss what business owners should consider when choosing a mergers and acquisitions lawyer
Episode 6
Engaging Investment Bankers for a Business Sale with Brian Murphy
Meridian Capital Investment Bank President Brian Murphy joins Terry Cook to discuss what business owners should consider when choosing an investment bank
Episode 5
Keys to Estate Planning with Eric Fahlman
Fahlman Olson & Little, PLLC Co-Founder Eric Fahlman joins Terry Cook to discuss estate planning basics and tools and walk through a client case study on the latest episode of Parcion’s original podcast, “What’s Next? Optimizing Personal Wealth Through a Business Sale and Beyond”
Episode 4
Overcoming Gender Bias to Amplify Women’s Voices with Kendall Anderegg
Terry Cook and Mutual Materials President Kendall Anderegg discuss how women can overcome the barriers of a male-dominated workplace and amplify their voices as leader
Episode 3
Introduction to M&A for Business Owners with Michael Butler
Join host Terry Cook and Michael Butler, co-founder and CEO of Cascadia Capital, as they discuss what every business owner needs to know before selling a business.
Episode 2
Exploring Opportunity Zones Part 2 with Peter Ciganik
In Part 2 of our two-part series on Opportunity Zones, GTIS’ Peter Ciganik shares insights with host Terry Cook on what factors to consider when evaluating a potential Opportunity Zone investment
Episode 1
Exploring Opportunity Zones Part 1 with Greg Porter
In our first episode, Greg Porter, CBIZ Berntson Porter Managing Director and co-founder of newly acquired Berntson Porter & Company, shares his expertise and insight into Opportunity Zone investments.