XPX Atlanta: Deal Team Six - Live! Advisor Collab, In-Action, on an Actual Deal

We’ve heard from you, our XPX Atlanta members and Guests, wanting to see more deal collaboration within the Chapter and, especially for our new members coming into the M&A space, see how the collaborative approach really works.

Join us for lunch Tuesday May 14th as we return to the Buckhead Club and get yourself a front row seat to see what we will affectionately call Deal Team Six in action! (3 expert advisors with 2X the special talents)

Our first 2025 XPX Collaboration Case Study panel will share insights, advice and best practices on how advisor collaboration works -- the real deal.

Our moderator, John Roughen, will lead a dynamic discussion between 3 trusted advisors united on a single mission: pursuit of the perfect exit. We'll review an actual deal currently in process with a valuation specialist, Will Lee; an estate attorney, Bryan Galat; and a wealth manager, Matt Losanno.

This program will cover the deal-planning work to-date and how it all works together.

• Timeline and scope of work – how does tax strategy, buy-sell coverage, and a financial plan fit into this?
• Estate tax minimization – It’s one thing maximizing and growing the value of the company for sale. It’s another preserving the maximum amount of that value to be passed onto the next generation or generations!
• Valuation of business entities – to allow lifetime gift exemption to lock in the value before moving it outside of the estate. There’s more to the value of business valuation than putting on a price tag for sale. How does this component play with the other two when it comes to buy-sell and estate planning?

This Collab Case Study will be Part 1 of a 2-part program series where next year we will get this deal team and their business owner client back together to show how it's all finalized, and then again the following year or later once they sell and we wrap up.

Our Speakers:

Bryan P. Galat
Founder
Galat Law Group

Bryan P. Galat has devoted his entire career to helping his clients identify and meet their planning goals in the area of “family wealth planning”, which he defines to include tax minimization, asset preservation, and succession planning, since 2001.

While there are a number of “estate planning” attorneys across the country, Bryan’s practice is focused not only upon what happens upon one’s death or disability, but also upon ways to reduce taxes and protect wealth during one’s lifetime.

Will Lee
Valuation, ESOP and M&A advisor
Applied Economics

Mr. Lee is a Managing Director with Applied Economics LLC, providing business valuation, investment banking and ESOP advisory services. Mr. Lee has performed business valuation services for a variety of purposes, including gift and estate tax planning appraisals, purchase price allocations, lost profits/economic damages analyses, fairness and solvency opinions, litigation support services and valuations of intangible assets.

Matt Losanno
Managing Partner
Cinder Wealth Advisors

Matt Losanno is a dynamic leader with diverse experience that spans wealth management, tech entrepreneurship, and philanthropy. Working as a trusted wealth manager for ultra-high net worth clients, Matt has guided businesses and their families through complex financial landscapes, helping them reduce income and estate taxes, working closely with their other trusted advisors.

John Roughen, CWS
Director and Partner | Wealth Advisor
Bison Wealth, LLC

John Roughen is an experienced advisor specializing in helping business owners and families navigate ownership transitions and legacy planning. As a Partner at Bison Wealth, LLC, a boutique firm providing comprehensive investment management, he brings more than 24 years of success in building substantial client relationships and developing self-sourced networks across Georgia and South Carolina. John is skilled in business succession, retirement strategies, risk management, and multigenerational planning.

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