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, CFP®, CIMA®
Ways to listen
Episodes
Episode 15
Unlocking Generational Wealth Conversations with Mike McGrann
In this episode of What’s Next? from Parcion Private Wealth, host Terry Cook and guest Mike McGrann, from the Fidelity Center for Family Engagement, discuss legacy preservation and wealth communication. They tackle fears surrounding wealth’s impact on future generations and strategies for constructive family dialogue. As a subject matter expert on families of wealth and family-owned firms, Mike shares insights on maintaining healthy relationships around wealth, emphasizing the importance of open communication to prevent misunderstandings and conflicts.
Episode 14
How to Use Employee Stock Ownership Plans (ESOPs) to Optimize Your Business with Ted Lape
In this episode of What’s Next?, host Terry Cook is joined by Ted Lape of Lazear Capital Partners to discuss ESOPs, a tool commonly used to facilitate succession planning, allowing a company owner to sell their shares to support their goals and transition flexibly out of the business. Ted has an impressive 30-year history in the banking industry and has helped many clients with setting up an ESOP at their company.
Episode 13
An Introduction to the Stanford Seed Program with JoAnna Halk and Mark Phelps
In this episode of What’s Next?, JoAnna Halk, an associate director for the Stanford Seed Program, and Mark Phelps, a retired serial entrepreneur and Stanford Seed coach, join host Terry Cook to discuss the benefits of the Seed program, the unique opportunities it presents to business owners, and effect that it’s had on participating companies across Africa and Southeast Asia.
Episode 12
Managing the Transition of Selling Your Business & Other Lifequakes
For this episode, Terry Cook is joined by Bruce Feiler. Bruce is the author of seven New York Times bestsellers, including Life Is in the Transitions and Secrets of Happy Families. His three TED Talks have been viewed more than 4 million times. In their conversation, Bruce and Terry dive into navigating challenging life and family moments and discuss Bruce’s new book, The Search, about finding meaningful work.
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.