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“What’s Next? Optimizing Personal Wealth Through a Business Sale and Beyond” and similar random podcasts
What’s Next? Optimizing Personal Wealth Through a Business Sale and Beyond
by Parcion Private Wealth
Since May 13, 2021 09:00 UTCWhat’s Next? explores how business owners and their families can optimize a business sale or other wealth event to strategically plan for their futures. Join Terry Cook, CFP®, CIMA®, founder of Parcion Private Wealth in Bellevue, Washington, as he interviews experts from across the financial services industry to help listeners determine what’s next.
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Categories: Business
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