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  • Exit Planning Exchange
Exit Planning Exchange
Feb
07

XPX Nashville - The Seller Speaks: Navigating Business Exits with Insightful Seller Stories

Details

Date & Time

Wed, Feb 7th, 2024 â‹… 11:00am - 1:00pm (CDT)

Location

Alliance Bernstein 501 Commerce Street Nashville TN 37203

Tickets

Nashville Members
$0.00
Non-Members
$45.00
Non-Members Same Day Fee
$55.00
Guests

Registrants

60 people attended
Tinsley Dempsey of Sofer Advisors is a member of XPX Nashville
AW
Dave Toeben of Insight Insurance Services is a member of XPX Nashville
Lane Rhodes of FirstBank is a member of XPX Nashville
JA
+55

Join us for an exclusive luncheon, the "Sellers Speak," where seasoned business owners share their firsthand experiences in successfully selling their ventures. Immerse yourself in insightful narratives that unveil the intricacies of the exit journey. Our distinguished panel of sellers will delve into the challenges they faced, the lessons learned, and the triumphs achieved.

Engage in meaningful discussions, network with fellow exit professionals, and leave with a wealth of knowledge. Don't miss this unique opportunity to gather expertise, share stories, and take the next step in your exit planning journey.


Our Panel:


Lisa Piercey

MD, MBA
Tristela Capital Partners

Lisa Piercey, MD, MBA is a nationally recognized physician executive with extensive private and public sector experience, including a decade in executive leadership at a $1B+ health system and serving a term on Governor Lee's Cabinet as Tennessee's Commissioner of Health. Following her tenure in state government, Dr. Piercey launched Tristela Capital Partners, which specializes in acquiring small and medium-sized businesses in the health and wellness space.


Joe Campbell

Highland Service Group

Joe Campbell, 25+ year career in energy, distribution, transportation and logistics. Has Divested 3 companies since 2006.


David Weinstein

EOS Implementer

David Weinstein, was owner of New Horizons Computer Learning Centers and sold the business in 2022.


Event will be capped at 60 people

Agenda:

Start 11am-1pm
11-11:30 Registration and grab lunch
11:30 Program and Announcements
11:45 Panel Discussion
12:30 Table Discussion
1:00 End Time


Registration Fees:

Pre-registration online is a must for catering planning.

XPX Nashville Members:

Registration Fees: No Charge to XPX Nashville Members in good standing.

Non-Members: $45.00
Non-Members Same Day Fee: $55.00

Registration fee covers lunch and drinks.

Cancellation Policy: Our event registrations are not transferable/no substitutes from a member to non-member. 
Our memberships are not sharable.  Membership benefits only apply to the Approved Individual Member, not to other employees of the same firm or company.


Thank you to our February event sponsor:



=======================


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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Tinsley Dempsey of Sofer Advisors is a member of XPX Nashville
Tinsley Dempsey
Sofer Advisors
AW
Ashley Weber
ServisFirst Bank
Dave Toeben of Insight Insurance Services is a member of XPX Nashville
Dave Toeben
Insight Insurance Services
Lane Rhodes of FirstBank is a member of XPX Nashville
Lane Rhodes
Live Oak Bank
JA
Julie Alley
Pinnacle Financial Partners
Terry Sutherland of Transforming Business Solutions is a member of XPX Nashville
Terry Sutherland
Transforming Business Solutions
Sean Queener of Puryear & Noonan, CPAs is a member of XPX Nashville
Sean Queener
Puryear & Noonan, CPAs
Cotton Clark of Greenwich Capital Group is a member of XPX Nashville
Cotton Clark
Greenwich Capital Group
James Bertram of Baynes Investment Council is a member of XPX Nashville
James Bertram
Baynes Investment Council
Mason Porritt of BIP Wealth is a member of XPX Nashville,
Mason Porritt
BIP Wealth
Sam Scott of Truxton Capital Advisors is a member of XPX Nashville
Sam Scott
Truxton Capital Advisors
Heidi Phillips of Fourth Capital Bank is a member of XPX Nashville
Heidi Phillips
ServisFirst Bank
Matt Matthews of Old National Bank is a member of XPX Nashville
Matt Matthews
Regions Bank
Larry Felts of 4focusLLC is a member of XPX Nashville
Larry Felts
4focusLLC
Shelby Allmon of NOW CFO is a member of XPX Nashville
Shelby Allmon
NOW CFO
Michael Slocum of Bayfield Partners is a member of XPX Nashville
Michael Slocum
Bayfield Partners
JC
Jim Cumbee
Tennessee Valley Group, Inc
Patrick Neuman of Inside Brand Development is a member of XPX Nashville
Patrick Neuman
Inside Brand Development
Michael Johnson of Hyde Park Capital is a member of XPX Nashville
Michael Johnson
Hyde Park Capital
Matt Craine of Upside Growth Partners is a member of XPX Nashville
Matt Craine
MSouth Equity Partners
AA
Ashley Arrington
BIP WEALTH
Joseph Campbell of Highland Services Group is a member of XPX Nashville,
Joseph Campbell
Highland Services Group
Mike Prokop of Strategic Financial Partners is a member of XPX Nashville
Mike Prokop
Strategic Financial Partners
TM
Tucker Moore
Concierge Capital Advisory
Traci Barrett of Navigate the Journey is a member of XPX Nashville
Traci Barrett
Navigate the Journey
LB
Lisa Bashinsky
GSRM Law
Chase Pearson of Cherry Bekaert is a member of XPX Nashville
Chase Pearson
Cherry Bekaert
Matt Randall of 20/20 Capital Advisory Group is a member of XPX Nashville
Matt Randall
Transworld of Nashville
JB
John Bunge
Holland & Knight LLP
Rob Breunig of Adams and Reese LLP is a member of XPX Nashville
Rob Breunig
Adams and Reese LLP
Christopher Hammond of Alliant Capital Advisors is a member of XPX Nashville
Chris Hammond
Alliant Capital Advisors
Megan Ganschow of Smart Bank is a member of XPX Nashville
Megan Ganschow
Regions Bank
Dave Patterson of ClinchView Enterprises LLC is a member of XPX Nashville
Dave Patterson
A. Neumann & Associates
Drew Digby of CAPTRUST is a member of XPX Nashville
Drew Digby
CAPTRUST
Daniel Meek of Gestalt Business Solutions, LLC is a member of XPX Nashville
Daniel Meek
Gestalt Business Solutions, LLC
Lisa Kaufman of Dinan Capital Advisors is a member of XPX Nashville
Lisa Kaufman
Dinan Capital Advisors
KM
Kerry Meacham
Above The Line Strategies LLC
Todd Colburn of Northwestern Mutual is a member of XPX Nashville
Todd Colburn
Northwestern Mutual
LA
Laurie Atkins
AllianceBernstein
RV
Ryan Vaughan
Mazars USA LLP
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
David Weinstein of EOS Worldwide is a member of XPX Nashville
David Weinstein
EOS Worldwide
Wade Privett of Sonata Bank is a member of XPX Nashville
Wade Privett
Sonata Bank
RW
Ricky White
Cherry Bekaert Advisory
Frank Borger Gilligan of Dickinson Wright PLLC is a member of XPX Nashville
Frank Borger Gilligan
Dickinson Wright PLLC
Stacy Deru of 414 Capital is a member of XPX Nashville
Stacy Deru
414 Capital
LP
Lisa Piercey
Tristela Capital Partners
SJ
Shaun Johnson
NOW CFO
Leah Veloce of Outsourced Accounting Solutions is a member of XPX Nashville
Leah Veloce
Outsourced Accounting Solutions
Blake Patterson of AB is a member of XPX Nashville
Blake Patterson
AB
Craig Cook of Equitas Strategic Partners is a member of XPX Nashville
Craig Cook
Equitas Strategic Partners
JG
John Gleason
Truxton Trust
LH
Leah Hayes
Insperity
Craig Cook of Equitas Strategic Partners is a member of XPX Nashville
Craig Cook
Equitas Strategic Partners
BH
Bill Hammer
Hammer Wealth Group
RA
Rachel Askew
Empowered Business Brokers
JM
Janet Meek
JSMAssociates
Garrett Williamson of Peachtree Planning is a member of XPX Nashville
Garrett Williamson
Peachtree Planning
KR
Kyle Robeson
Accel Exit Advisors
JL
John Laham
CLA