XPX Nashville: Valuation – Triggering Points

Join us this July at the XPX Nashville chapter meeting for an enlightening panel discussion on the pivotal role of valuation in business strategy and exit planning. David Hern, CEO of Sofer Advisors, will kick off the event with a comprehensive 15-minute overview on the essentials of valuation. Discover key statistics that highlight the importance of valuation and learn why enterprise value is the ultimate KPI for any business.

David will delve into the fundamentals of valuation, sharing effective strategies to enhance and amplify business value. The session will seamlessly transition to our esteemed panelists—Dave Mayer (estate attorney), Rob Malin (financial advisor), and Leah Bennion (corporate attorney)—who will bring valuation theory to life with real-world applications. Explore the critical areas where valuation is indispensable through engaging stories from the front lines of business.

Our Panel:

David Hern, CEO of Sofer Advisors, provides business advisory services including litigation assistance, estate and tax planning, and business valuations for public and private companies. As a skilled financial analyst, he effectively communicates analyses to executive and has been recognized for determining enterprise and equity value in various situations. His industry experience spans technology, healthcare, services, manufacturing, distribution and construction, transportation and logistics, and retail and restaurant.




David Hern
CEO
Sofer Advisors

Leah is an experienced corporate lawyer, passionate about advising and sheparding small businesses from start-up phases through pre-IPO. Leah started her legal practice representing bio-tech startups, and has since represented individuals and companies across industries in all areas of commercial transactions ranging from: employment contracts, entity formation and conversion, IP matters, negotiations, M&A, securities, licensing, international law, commercial real estate, development agreements, and corporate taxation. When not practicing law, Leah enjoys running, hiking with her dogs, spending time with her family and traveling. Leah is licensed in Tennessee and Utah.

Leah Bennion
Counsel
Meridian Law

David Mayer specializes in traditional estate planning for high-net-worth families and individuals, with a focus on complex trust drafting around estate and gift tax issues. Deeply involved in the intertwined legal and practical aspects of wealth preservation and transmission. Dave earned his LL.M. in Taxation from New York University and his law degree from the University of Texas School of Law. He received a Master of Accountancy from the Owen Graduate School of Management at Vanderbilt University, where he also obtained his Bachelor of Science in economics, engineering science, & mathematics.

David Mayer
Partner
Thompson Burton

Rob is Senior Vice President, Trust Advisor and Fiduciary Counsel at Pinnacle Trust and Investment Services. Prior to that Rob practiced law in Memphis for 10 years specializing in estate planning, probate, trust, related disputes/litigation and taxation. He is currently one of 26 certified legal specialists in estate planning in the state of Tennessee. Worked in wealth management for five years focusing on the ultra-high net worth. Fiduciary Counsel for 10-billion-dollar bank trust department. Candidate for Master of Laws (LL.M.) in taxation from the University of Florida (expect to graduate in the Fall).

Rob Malin
Senior VP, Trust Advisor and Fiduciary Counsel
Pinnacle Trust and Investment Services

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 food and beverages.

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. This registration is not transferable to another individual - NO SUBSTITUTES ALLOWED.

Thank you to our event sponsor:

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