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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Dec
10

XPX Nashville - Smart Capital Decisions: When SBA Loans Make More Sense than Equity

Details

Date & Time

Tue, Dec 10th, 2024 ⋅ 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
XPX Network Chapter Members
$35.00
XPX Network Chapter Members Same Day Fee
$45.00
Guests

Registrants

76 people attended
Lane Rhodes of FirstBank is a member of XPX Nashville
Tinsley Dempsey of Sofer Advisors is a member of XPX Nashville
NB
Gregory Zak of Zak Human Solutions is a member of XPX Nashville
PS
+71

Join us for an insightful lunch-and-learn event, where industry leaders dive into the strategic choice between SBA financing and private equity in the acquisition process. Our featured speaker, Mark Pompeo of Live Oak Bank, brings a wealth of experience as a former business broker with a unique perspective on financing strategies that support business acquisitions.

In addition, panelists John Mahony and Larry Felts will share their journey in choosing SBA financing for their roll-up strategy, explaining why it became the ideal fit for their growth goals.

Moderator:

Lane Rhodes
Live Oak Bank

Speakers:

Mark Pompeo
Live Oak Bank

Larry Felts
Managing Member
4Focus LLC

John Mahony
Founder Change of Command

Agenda: 

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:

XPX Nashville Members: There is no Charge to XPX Nashville Members in good standing, but pre-registration is required so we have an accurate headcount for catering planning.

XPX Network Chapter Members: $35.00
XPX Network Chapter Members Same Day Fee: $45.00

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

Registration fee covers lunch.

Parking Instructions:  We look forward to hosting you in our office!  When you arrive, please use the Retail garage entrances for parking, which can be accessed via the 5th Avenue entrance, (using the down ramp only), or the Broadway entrance, (at 6th Avenue), by proceeding down the ramp. Please do not park in any numbered/ assigned parking spaces, as those belong to other occupants, and your vehicle will be towed.

When leaving your car, please also make sure to note your license plate number for parking validation purposes. Take the garage elevators to the “L” level, where a member of our team will greet you in the lobby and direct you to the 24th floor for the event.

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.  Paid Registrations- You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  The sale is final after the 72 hour deadline.  This registration is not transferable to another individual - NO SUBSTITUTES OR REPLACEMENTS ALLOWED.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Lane Rhodes of FirstBank is a member of XPX Nashville
Lane Rhodes
Live Oak Bank
Tinsley Dempsey of Sofer Advisors is a member of XPX Nashville
Tinsley Dempsey
Sofer Advisors
NB
Nathan Buttrey
Altitude Ventures
Gregory Zak of Zak Human Solutions is a member of XPX Nashville
Nicole Beal
Zak Human Solutions
PS
Pratik (patrick) Shah
Pratik Shah, CPA
Dave Toeben of Insight Insurance Services is a member of XPX Nashville
Dave Toeben
Insight Insurance Services
EO
Eric Olson
First Horizon Bank
EH
Ellen Hammer
Old National Bank
Leighton Liles of Baird is a member of XPX Nashville
Leighton Liles
Baird
Sean Queener of Puryear & Noonan, CPAs is a member of XPX Nashville
Sean Queener
Puryear & Noonan, CPAs
GL
Greg Lemon
Blankenship CPA Group
Sam Scott of Truxton Capital Advisors is a member of XPX Nashville
Sam Scott
Truxton Capital Advisors
JC
Jim Cumbee
Tennessee Valley Group, Inc
CC
Casey Cox
Incado Partners
CR
Casey Riggs
Riggs Davie PLC
AP
Adam Philpot
NGP
Matt Matthews of Old National Bank is a member of XPX Nashville
Matt Matthews
44 Business Capital
Stephen Sypek of UBS is a member of XPX Nashville
Stephen Sypek
Hudson Independent Partnerships
Jeremy Bisceglia CFP® of Level Four Financial is a member of XPX Nashville
Jeremy Bisceglia Cfp®
Morgan Stanley
Rob Breunig of Adams and Reese LLP is a member of XPX Nashville
Rob Breunig
Adams and Reese LLP
EG
Erik Ginsberg
Slate Capital Group
Patrick Neuman of Inside Brand Development is a member of XPX Nashville
Patrick Neuman
Inside Brand Development
Garrett Sorensen of Marcum Wealth is a member of XPX Nashville
Garrett Sorensen
Marcum Wealth
Nathaniel Holzmann of Low Code Road is a member of XPX Nashville
Nathaniel Holzmann
Low Code Road
Melissa Nye of Petra Coach is a member of XPX Nashville
Melissa Nye
Petra Coach
TB
Todd Bowman
Insperity
Michael Slocum of Bayfield Partners is a member of XPX Nashville
Michael Slocum
Bayfield Partners
Christopher Hammond of Alliant Capital Advisors is a member of XPX Nashville
Christopher Hammond
Alliant Capital Advisors
LB
Lisa Bashinsky
GSRM Law
Todd Colburn of Northwestern Mutual is a member of XPX Nashville
Todd Colburn
Northwestern Mutual
GH
George Haytko
Haytko & Associates
Michael Anthony of Bayfield Partners is a member of XPX Nashville
Michael Anthony
Bayfield Partners
MP
Mark Patterson
KraftCPAs PLLC
Jason Rappoport of NOW CFO is a member of XPX Nashville
Jason Rappoport
Carr, Riggs & Ingram Advisors
Derek Church of Pendleton Square Trust Company, LLC is a member of XPX Nashville
Derek Church
Pendleton Square Trust Company, Inc.
RG
Ryan Guth
Goldfin Group
RR
Rachel Reed
RSM US LLP
JA
Justin Atchison
RSM US LLP
BP
Brittany Pierson
RSM US LLP
IP
Isabel Potter
J.P. Morgan Private Bank
MP
Mark Pompeo
Live Oak Bank
Larry Felts of 4focusLLC is a member of XPX Nashville
Larry Felts
4focusLLC
JM
John Mahony
Self
BB
Bryan Brinks
Optimum Wealth Group, LLC
Leah Veloce of Outsourced Accounting Solutions is a member of XPX Nashville
Leah Veloce
Outsourced Accounting Solutions
Drew Digby of CAPTRUST is a member of XPX Nashville
Drew Digby
CAPTRUST
JC
Jordan Carr
Alpine Street
Chase Pearson of Cherry Bekaert is a member of XPX Nashville
Chase Pearson
Cherry Bekaert
Eric Togneri of ExitOnTop is a member of XPX
Eric Togneri
Neri Capital Partners
JR
Janelle Raaen
U.S. Bank
Mindy Gayer of Greenwich Capital Group is a member of XPX Nashville
Mindy Gayer
Greenwich Capital Group
Michael Peden of Calvetti Ferguson is a member of XPX Nashville
Michael Peden
Calvetti Ferguson
JS
Jim Shaub
SHAUB M&A Business Advisors and TN Business Brokers Group
Jennifer Moroney of Moroney Law Group, PLLC is a member of XPX Nashville
Jennifer Moroney
Moroney Law Group, PLLC
Craig Cook of Equitas Strategic Partners is a member of XPX Nashville
Craig Cook
Equitas Strategic Partners
Ryan Wautlet of Husch Blackwell, LLP is a member of XPX Nashville
Ryan Wautlet
Husch Blackwell, LLP
Matt Craine of Upside Growth Partners is a member of XPX Nashville
Matt Craine
Upside Growth Partners
AH
Andy Hinch
Concept Technology
CP
Conner Pinson
EOS Worldwide
Cotton Clark of Greenwich Capital Group is a member of XPX Nashville
Cotton Clark
Greenwich Capital Group
AS
Adam Shifrin
BMO Bank
RK
Reed Kelly
Viking Mergers and Acquisitions
JC
Jerry Carleton
Immix Law Group PC
Chris Albert of Clarity Family Office is a member of XPX Nashville
Chris Albert
Clarity Family Office
LS
Lauren Savage
Insperity
Logan Vandergriff of Clarity Family Office is a member of XPX Nashville
Logan Vandergriff
Clarity Family Office
Heidi Phillips of Fourth Capital Bank is a member of XPX Nashville
Heidi Phillips
ServisFirst Bank
JB
John Caleb Ball
Martin & Zerfoss, Inc.
HK
Hannah Kimbrough
Constellation Wealth Advisors
MB
Marcus Bowman
CLA
KG
Kevin Grady
SeatonHill LLP
GN
Gentry Neese
Hub Intenrational
MQ
Michelle Quiñonez
FinancialStories Inc.
IL
Iris Levine
The Porch Company
HB
Hal Brown
Clarity Family Office