Parcion Private Wealth’s Post

Parcion is proud to announce our sponsorship of The Mike Tice Foundation's upcoming Celebrity Golf Event! This incredible fundraiser supports the foundation's dedication to improving the lives of at-risk youth through education, athletics, and mentorship. Through partnerships with various charitable organizations, they are making an impact on the lives of our nation's youth. To learn more about The Mike Tice Foundation and the upcoming event, visit their website: https://lnkd.in/e5rxkjn #ParcionPW #Parcion #MikeTiceFoundation #GolfFundraiser #CommunitySupport #GivingBack #Philanthropy #Community 

At Parcion Private Wealth, we are dedicated to supporting and empowering female entrepreneurs. We partner with business owners and their families to unlock the true potential of their wealth, providing confidence, clarity, and resources to achieve their goals. Our Director of Advisory and Senior Family Advisor, Kathleen Carbone, CFP®, and Director of Marketing, Stacy Hemphill, had the privilege of attending the Puget Sound Business Journal's Women Who Lead Summit! This inspiring event was an opportunity to build relationships with industry professionals and leaders who are making a significant impact in our community. We are grateful to celebrate and champion the incredible women paving the way and thinking bigger about what's next! #ParcionPW #Parcion #WomenWhoLead #FemaleEntrepreneurs #ParcionPrivateWealth #Empowerment #Leadership #Community #PSBJ #BusinessOwners

Parcion team members attended the Bellevue Chamber Eastside Leadership Initiative's Believe Event for an empowering evening engaging with local non-profits. This was an opportunity to learn from and connect with various organizations as part of our commitment to supporting our community. Thank you, Bellevue Chamber, for your partnership and leadership! Together, we can make a difference. #ParcionPW #Parcion #CommunityImpact #BellevueChamber #EastsideLeadership #Community #ELIBelieve #CommunityEmpowerment #NonProfitShowcase

The Parcion team spent a rewarding afternoon at Food Lifeline sorting and packaging food to support their mission to end hunger in Western Washington. Through a network of 350 food banks, shelters, and meal programs, Food Lifeline provides over 282,000 meals every single day to 1.37 million people facing hunger. Philanthropy is a pillar to our team and the families we serve. We are proud to partner with local organizations and dedicate time to improving our community, working together to make a greater impact! To learn more about Food Lifeline, please visit their website: https://foodlifeline.org/ #ParcionPW #Parcion #Community #TeamVolunteering #SupportLocal #EndHunger #WealthManagement #GiveBack #Philanthropy

A new What's Next? Podcast Episode is live! Join Terry Cook, CFP®, CIMA® as he speaks with Natalie Pierce, a leading expert in AI and partner at Gunderson Dettmer. Discover how business owners and leaders can harness the power of AI to transform their operations, enhance efficiency, and stay competitive. Natalie shares insights on generative AI, the importance of prompt engineering, and best practices for AI adoption in the workplace. Tune in to Natalie and Terry's conversation on Parcion's original podcast, "What's Next? AI Implementation for Business Owners with Natalie Pierce". Listen now at www.parcionpw.com/podcasts or wherever you stream your podcasts. If you are interested in learning more about how Parcion can support you, please contact us at info@parcionpw.com or visit www.parcionpw.com. #ParcionPW #Parcion #WhatsNext #Podcast #BusinessOwners #AI #GenerativeAI #AIAdoption 

At Parcion, we believe in the power of community and the importance of inclusivity. We are committed to making a meaningful impact in the lives of those we serve, celebrating the diversity that makes us stronger, and advocating for equality. This #PrideMonth, we're proud to support The Trevor Project, an organization dedicated to ending suicide among LGBTQ+ youth and creating a world where all LGBTQ+ young people see a bright future for themselves. We invite you to visit their website to learn more and consider making a donation as well. You can be the difference in getting someone the help that they need. https://lnkd.in/gSG_Ckx   #HappyPrideMonth2024, together we can create a brighter and more inclusive future! #ParcionPW #Parcion #PrideMonth #Equality #Advocacy #Support #Community #SupportLGBTQYouth #EqualityForAll #CommunityImpact 

We recently partnered with Abran Villegas, CEPA and Lazear ESOP | M&A Advisors to host a session on Employee Stock Ownership Plans (ESOPs) as a valuable business exit strategy. ESOPs not only help preserve your company legacy but also empower employees by transitioning ownership in a tax-efficient manner. Our CEO and managing principal, Terry Cook, CFP®, CIMA®, shared insights on our comprehensive approach and planning process that support a successful transition. Whether you are contemplating selling your business or just starting to think about your exit strategy, preparing and building a team of industry experts invested in your success is essential. At Parcion, we partner exclusively with business owners and their families up to, through, and post-liquidity event, supporting them in unlocking the true potential of their wealth and optimizing their what’s next. To learn more about ESOPs, you can tune into our recent podcast episode – How to Use ESOPs to Optimize Your Business (https://lnkd.in/gw7W5ZtF) – or download our whitepaper – How to Successfully Exit Your Business with an Employee Stock Ownership Plan (https://lnkd.in/g-wEJJ_S). If you would like to discuss how an ESOP might fit into your business strategy, please contact us at info@parcionpw.com or visit www.parcionpw.com. #ParcionPW #Parcion #FamilyBusiness #FamilyLegacy #WealthTransfer #WhatsNext #ESOP #EmployerStockOwnershipPlan #Entrepreneur #BusinessOwners

Parcion is proud to announce that we have been voted Best Financial Adviser in 425 Magazine’s Best of 425 awards! This recognition, voted on by our community, demonstrates our dedication to guiding families through impactful, comprehensive decision making. At Parcion, we focus on supporting those we serve to optimize their wealth and think bigger about what’s next. We foster deep relationships of mutual understanding and trust, showing families how to maximize their impact and take care of generations to come. We thank 425 Magazine and all of our partners; your confidence inspires us to strive for excellence and continue providing best in class service. Here's to more achievements and continued success in unlocking the full potential of what we can accomplish together! Important disclosures about the award are found here: https://lnkd.in/gQb7AsuB #ParcionPW #Parcion #WealthManagement #Community #Partnership #BestFinancialAdviser #BestOf425

Our CEO and Managing Principal, Terry Cook, CFP®, CIMA®, was a featured speaker at Vistage Worldwide, Inc.'s biannual Executive Summit last week. Thank you, Vistage, for the opportunity and partnership!  Terry spoke to an audience of Greater Seattle’s business owners, executives, and CEOs about expanding generational communication to transform the way families talk about wealth. He shared insights and strategies to maintain healthy relationships, emphasizing the importance of using dialogue to prevent conflicts. At Parcion we support business owners and their families through these dynamics, providing the resources to unlock their wealth’s potential. Our recent podcast episode "What's Next? Unlocking Generational Wealth Conversations with Mike McGrann" is an impactful conversation on the topic, addressing legacy preservation and wealth communication. https://lnkd.in/gEJDvcSS If you are interested in learning more about how Parcion can support your generational conversations, please contact us at info@parcionpw.com or visit www.parcionpw.com. #ParcionPW #Parcion #Vistage #GenerationalConversations #LegacyTransfer #BusinessOwners #WealthTransfer #FamilyEngagement #WhatsNext #WealthPotential