2025 ACG SEA I Beyond the Liquidity Event: Real Stories, Real Strategies

Join ACG Seattle for a candid conversation on what it really takes to help business owners thrive after a liquidity event. Our panel will go beyond the transaction itself to explore how advisors can help clients gain clarity and confidence around sustaining their lifestyle, uncover meaningful tax-mitigation opportunities, and navigate the profound personal shifts that come with selling — from loss of identity and purpose to changes in family dynamics and community. Cocktail reception begins at 4:30 p.m. and the panel discussion begins at 5:00 p.m. and concludes at 6:00 p.m. followed by networking until 6:30 p.m. at the Washington Athletic Club in Seattle.

Panel features: 

Kathleen Carbone, Principal and Chief Advisory Officer of Parcion Private Wealth

Kathleen Carbone serves as Chief Advisory Officer, and a Senior Family Advisor at Parcion Private Wealth. As Principal and Director, Kathleen supports the strategic growth of Parcion, and leads Parcion’s team of advisors. As Senior Family Advisor, she leverages her extensive wealth management experience and CERTIFIED FINANCIAL PLANNER™ credential to help business owners and their families unlock the true potential of their wealth. Kathleen supports business owners leading up to, through, and after life-changing liquidity events, providing advice on tax mitigation strategies, investment solutions and portfolio optimization, wealth transfer and legacy planning, asset protection and risk mitigation, and philanthropic planning. She understands that her clients’ businesses are more than a job, they are often part of their identity and life’s mission; Kathleen’s goal is to support them through every transition, simplifying their lives along the way, and giving them the confidence and clarity to think bigger about what’s next. In the end, her clients preserve the legacy they’ve built by keeping more of what they’ve earned to support themselves, their families, and their community.

Aviel Ginzburg, co-founded Simply Measured

Aviel Ginzburg is a General Partner at Founders' Co-op and the founder of Foundations, an invite-only community of technical entrepreneurs on a mission to make Seattle a better place to be a founder. In 2010 Aviel co-founded Simply Measured, one of Founders' Co-op's first investments and was later backed by Bessemer Venture Partners, Trinity Ventures, and MHS capital. When Simply Measured sold to Sprout Social at the end of 2017, Aviel transitioned from his role as Venture Partner into a full time General Partner as well as took on the role of Managing Director of the Alexa Accelerator, powered by Techstars, which was backed by Amazon's Alexa Fund. Aviel got his start as one of the first software engineers at Appature (acquired by IMS Health).  

Mark Phelps, co-founded InnovAsian Cuisine

Mark Phelps is a seasoned executive and entrepreneur with more than three decades of experience driving growth and innovation in the consumer products industry. As co-founder and former President/COO of InnovAsian Cuisine, Mark led the transformation of a struggling business into a market leader, scaling revenues from $2 million to $150 million and pioneering new product categories in the U.S. retail sector. His strategic vision and ability to build high-performing teams have made him a trusted partner for investors and corporate leaders seeking sustainable expansion and operational excellence. After successfully exiting InnovAsian, Mark has dedicated his expertise to mentoring and advising growth-stage companies through the Stanford Seed Transformation Program. His work is now focused in Africa, and he will be working in Nairobi in 2026 to work directly with founders and CEOs to accelerate business performance. This will be Mark’s third Seed tour - having completed two in West Africa in 2022 and 2024 - and his first in East Africa. Mark’s career is marked by a commitment to innovation, strategic partnerships, and a passion for helping organizations unlock their full potential.

Terry Cook, Managing Principal and CEO of Parcion Private Wealth

Terry Cook is the managing principal of Parcion Private Wealth; an independent multi-family office that partners with business owners, entrepreneurs, and their families to optimize wealth events and beyond through smart planning, strong advocacy, and prudent investment management. With nearly 30 years of experience, Terry has designed Parcion Private Wealth as the next step in helping clients preserve the legacy they’ve built to support their families and communities. Prior to founding Parcion, Terry was a managing director and founder of the Cascade Group of UBS Private Wealth Management. Throughout his career, Terry has focused on providing advanced planning around cash flow modeling, wealth transfer goals, customized investment policies, and guidance through major liquidity events.