XPX Nashville: More Bang for the Biz—Maximizing Value When Selling Your Business

Registration is limited to 70 individuals, first come, first served.

Experts in pre- and post-transaction planning highlight ways to help exiting business owners maximize value—including savvy tax-saving strategies.

Our Panel:

Andrew Bishop, CFA
Director and Senior Investment Strategist 
AllianceBernstein

Andrew Bishop is a Director and Senior Investment Strategist in Bernstein’s Washington, DC, office. As a member of the Wealth Strategies Group, he consults with advisors, their professional partners and clients as an expert in a wide field of complex investment planning topics for high-net-worth individuals and foundations. As a member of Bernstein’s Private Client Investment Policy Group, he provides asset allocation, investment, and risk management advice for high-net-worth clients, endowments and foundations. Andrew graduated from Purdue University in West Lafayette, Indiana, with a BS in accounting and a minor in finance. He is a CFA charterholder since 2012.

Jerry Carleton
Principal/Attorney 
Immix Law Group

Jerry Carleton, founder of Immix Law Group, is a corporate attorney who counsels private emerging and growth-stage companies on corporate, finance, and securities issues. He focuses on M&A, pre-formation planning, entity formation, raising capital, securities compliance, corporate governance, contractual issues, and general day-to-day business advice. He adds value as a strategic business partner to entrepreneurs and is able to provide clients not only counseling on legal issues, but also advice from a business perspective. Jerry and his wife Heather have founded or co-founded fifteen companies in different industries to date, spanning medical equipment, SaaS, cryptocurrency, non-profit, revenue capital, services and commercial real estate.

Blake Patterson
Wealth Advisor 
AllianceBernstein

Blake is a Vice President in AllianceBernstein’s Family Office practice. He focuses on working with business owners/entrepreneurs throughout their company’s lifecycle. He specializes in pre and post transaction planning as owners are considering an exit. He graduated summa cum laude with a double‐major in finance and accounting from the University of Alabama. He is a CFA charter holder.

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:

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