Created with Sketch.
What’s Next? Optimizing Personal Wealth Through a Business Sale and Beyond
33 minutes | Jul 22, 2021
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. From selecting an investment banking partner to deciding whether moving forward with a sale is the best decision for you, Michael and Terry share what they’ve learned from their joint decades of experience overseeing mergers and acquisitions. Learn how business owners and entrepreneurs can optimize a sale in Parcion’s whitepaper at parcionpw.com/whitepapers and visit www.cascadiacapital.com for more information on Cascadia Capital.
42 minutes | Jun 10, 2021
Exploring Opportunity Zones Part 2: Peter Ciganik
In the second episode of our two-part series on Opportunity Zones, we dive into the “nuts and bolts” of this investment structure through the eyes of a developer. Host Terry Cook welcomes Peter Ciganik, managing director of strategy, research and investor relations at GTIS Partners, to share his insights on what factors to consider when evaluating a potential Opportunity Zone investment. Learn more about opportunity zones in Parcion’s whitepaper at https://parcionpw.com/whitepapers and visit https://www.gtispartners.com for more information on GTIS Partners.
35 minutes | May 13, 2021
Exploring Opportunity Zones with Greg Porter
In the inaugural episode of What’s Next?, CBIZ Berntson Porter Managing Director and co-founder of newly acquired Berntson Porter & Company, Greg Porter, joins Parcion Private Wealth’s Terry Cook to discuss the benefits of Qualified Opportunity Zone investments, a powerful tool that can significantly help mitigate the tax implications of wealth events such as the sale of a business. Learn more about opportunity zones in Parcion’s whitepaper at https://parcionpw.com/whitepapers and visit https://www.bpcpa.com/ for more information on Berntson Porter, now CBIZ Berntson Porter.
Terms of Service
Do Not Sell My Personal Information
© Stitcher 2021