XPX Nashville: Maximizing Value Through Tax Planning and Transaction Structuring

Join XPX Nashville for an insightful discussion designed to help business owners and advisors prepare for successful liquidity events.

Our expert speakers – John Bunge of Holland & Knight, Morgan Ivey of Holland & Knight, and Michael Johnson of Hyde Park Capital will share practical strategies on how to tax plan and structure transactions for success.

This dynamic session will provide actionable steps and real-world insights for maximizing value ahead of a sale or transition. Don’t miss this opportunity to strengthen your toolkit and develop relationships with fellow XPX members.

Our Speakers:

John Bunge
Holland & Knight

John is a tax and private wealth services attorney in Holland & Knight's Nashville office.

Morgan Ivey
Holland & Knight

Morgan is a healthcare transactions attorney in Holland & Knight's Nashville office.

Michael Johnson
Hyde Park Capital

Michael serves as Managing Director at Hyde Park Capital, a middle market investment bank.

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:  

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 down 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/ meeting.

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.