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Parcion Private Wealth Celebrates Second Anniversary Surpassing $2 Billion in Assets Under Management
Parcion Private Wealth, a Seattle-area wealth management firm focused on helping business owners and entrepreneurs optimize wealth events, celebrated its second anniversary by announcing that it has expanded its ranks…
How to Successfully Exit Your Business with an Employee Stock Ownership Plan (ESOP)
Parcion Private Wealth is committed to supporting business owners and providing the resources necessary to optimize their legacy. As you approach the decision to sell your company, it is crucial to explore alternative strategies that align with your and your family's long-term objectives. One such strategy gaining prominence is the implementation of an Employee Stock Ownership Plan (ESOP). ESOPs provide an opportunity to sell the company to its employees in a tax-efficient manner, ensuring a smooth transition, preserving the company's legacy, and fostering employee engagement.
Considering Earn-Outs to Optimize Your Business Sale
The sale of a business is a significant wealth event that involves partnering with experienced professionals. At Parcion Private Wealth, we are dedicated to providing world-class service and resources to the families we serve as they plan for, during, and after these types of wealth events. Through our family office approach, we provide thoughtful planning, strong advocacy, and prudent investment management.