XPX Nashville - Personal Goodwill: Tax and Valuation Perspectives for Dealmakers

Join XPX Nashville for an engaging luncheon focused on one of the most overlooked drivers of exit value: personal goodwill. As trusted advisors to business owners, understanding how personal goodwill differs from enterprise goodwill can have a meaningful impact on deal structure, tax efficiency, and net proceeds at exit.

This session will explore how personal goodwill is identified, separated, and thoughtfully incorporated into transaction planning. You’ll gain practical insights to enhance cross advisor collaboration and help business owners optimize outcomes while minimizing disruption in a contemplated sale. Ideal for XPX members looking to deepen technical knowledge and elevate the value they deliver to clients.

Bonus: All attendees will be entered into a raffle for two suite‑level tickets at State Farm Arena, courtesy of Aprio. Choose between a Hawks game or a Lionel Richie concert.

Our Speakers:

Carrie Zhou, ASA, is a Partner and Business Valuation Leader at Aprio with over 20 years of experience providing valuation services across a wide range of industries. She advises clients on valuations for M&A, estate and gift planning, financial reporting, litigation, and complex business planning matters.

Cardell McKinstry, CPA, is a Tax Partner in Aprio’s Transaction Advisory Services group with 20 years of experience advising buyers and sellers on the tax structuring of complex M&A transactions.

Registration Fees:

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

XPX Network Chapter Members: $50.00
XPX Network Chapter Members Same Day Fee: $60.00

Non-Members: $75.00
Non-Members Same Day Fee: $85.00

Registration fee covers lunch.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.