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

Episodes

Venture Capital Explained with Brendan Wales

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.

Donor-Advised Funds — A Primer with Colby Bircher

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.

Private Aviation 101 with Craig Ross

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.

360-Degree Insurance Planning for Wealth Events with Lorrie Baldevia

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.

Engaging M&A Attorneys for Business Transactions with Tana Materi

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

Engaging Investment Bankers for a Business Sale with Brian Murphy

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

Keys to Estate Planning with Eric Fahlman

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”

Overcoming Gender Bias to Amplify Women’s Voices with Kendall Anderegg

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

Introduction to M&A for Business Owners with Michael Butler

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.

Exploring Opportunity Zones Part 2 with Peter Ciganik

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

Exploring Opportunity Zones Part 1 with Greg Porter

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.