Episodes

  • Managing the Transition of Selling Your Business and Other Lifequakes with Bruce Feiler

    Managing the Transition of Selling Your Business and Other Lifequakes with Bruce Feiler
    Feb 6 2023
    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.More resources at www.parcionpw.com and www.brucefeiler.com.

    Hosted on Acast. See acast.com/privacy for more information.
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    40 mins
  • Venture Capital Explained with Brendan Wales

    Venture Capital Explained with Brendan Wales
    Jan 23 2023
    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. More resources at www.parcionpw.com and www.fuse.vc.

    Hosted on Acast. See acast.com/privacy for more information.
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    37 mins
  • Donor-Advised Funds - A Primer with Colby Bircher

    Donor-Advised Funds - A Primer with Colby Bircher
    Aug 18 2022
    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. More resources at www.parcionpw.com and www.fidelitycharitable.org.

    Hosted on Acast. See acast.com/privacy for more information.
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    35 mins
  • Private Aviation 101 with Craig Ross

    Private Aviation 101 with Craig Ross
    Apr 5 2022
    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. More resources at www.parcionpw.com and www.aviationportfolio.com.

    Hosted on Acast. See acast.com/privacy for more information.
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    33 mins
  • 360-Degree Insurance Planning for Wealth Events with Lorrie Baldevia

    360-Degree Insurance Planning for Wealth Events with Lorrie Baldevia
    Dec 31 2021
    Join Terry Cook and Assured Partners Agency COO Lorrie Baldevia as they discuss what business owners should consider – both from a business and a personal perspective – when navigating insurance planning and potential consulting services for a successful business transaction.More resources at www.parcionpw.com and www.assuredpartners.com.

    Hosted on Acast. See acast.com/privacy for more information.
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    30 mins
  • Engaging M&A Attorneys for Business Transactions with Tana Materi

    Engaging M&A Attorneys for Business Transactions with Tana Materi
    Nov 24 2021
    Join Terry Cook and Carney Badley Spellman Mergers and Acquisition Attorney Tana Materi as they discuss what business owners should consider when choosing a mergers and acquisitions lawyer and share some tips for a successful transaction.More resources at www.parcionpw.com and www.carneylaw.com.

    Hosted on Acast. See acast.com/privacy for more information.
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    41 mins
  • Engaging Investment Bankers for a Business Sale with Brian Murphy

    Engaging Investment Bankers for a Business Sale with Brian Murphy
    Oct 29 2021
    Join Terry Cook and Meridian Capital Investment Bank President Brian Murphy as they discuss what business owners should consider when choosing an investment bank and how to go about the search for an investment banker.

    Hosted on Acast. See acast.com/privacy for more information.
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    33 mins
  • Keys to Estate Planning with Eric Fahlman

    Keys to Estate Planning with Eric Fahlman
    Sep 20 2021
    Join Terry Cook and Fahlman Olson & Little, PLLC Co-Founder Eric Fahlman as they discuss estate planning basics and tools, such as Spousal Lifetime Access Trusts (SLATs) and Intentionally Defective Grantor Trusts (IDGTs) and walk through a client case study, highlighting aspects that might apply to others going through a wealth event.More resources at www.parcionpw.com and www.faolaw.com.

    Hosted on Acast. See acast.com/privacy for more information.
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    39 mins