Put The Power of XPX Membership to Work For You - and Your Clients

The Exit Planning Exchange –  XPX Nashville Chapter is a community of trusted advisors that collaborate to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

Welcome to XPX Nashville

Welcome to the XPX Nashville! The Exit Planning Exchange is a community of trusted advisors that collaborate to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

We are actively recruiting launch committee members and sponsors. Feel free to contact Blake Patterson if you have any questions or want to learn more. Click here to apply as a Member.

Community

Launch Committee

Showing 20 members
Beau Longino
Principal
Markham Capital Partners
Michael Johnson of Hyde Park Capital is a member of XPX Nashville
Michael Johnson
Managing Director
Hyde Park Capital
Mark Wyzgowski of CLA is a member of XPX Nashville
Mark Wyzgowski
Principal
CLA
Evan Bangert of First Horizon Bank is a member of XPX Nashville
Evan Bangert
Vice President
First Horizon Bank
Shelby Allmon of NOW CFO is a member of XPX Nashville
Shelby Allmon
Market President
NOW CFO
Douglas Song
Managing Partner
Prodos Capital LLC
Chris Turley
Executive Director
Triton Leadership Group
Matt Craine of MSouth Equity Partners is a member of XPX Nashville
Matt Craine
Senior Associate
MSouth Equity Partners
Bo Cook
Associate
Bass, Berry & Sims PLC
Frank Pellegrino
Member
Bass Berry Sims PLC
John Bunge
Partner, Tax Group
Waller Lansden Dortch & Davis, LLP
David Zickler of Brown Brothers Harriman is a member of XPX Nashville
David Zickler
VP - Corporate Advisory
Brown Brothers Harriman
Heidi Phillips of Fourth Capital Bank is a member of XPX Nashville
Heidi Phillips
VP Relationship Banker
Fourth Capital Bank
Tyson Bickley
Mr.
Waller
Tom Barrett
Pinnacle Business Guide
Navigate the Journey
Brian Marynowitz of LBMC is a member of XPX Nashville
Brian Marynowitz
Shareholder, Transaction Advisory Services
LBMC
Jack Eakin
Director, Investment Banking
Pinnacle Capital Markets
Brian Adams of Polsinelli PC is a member of XPX Nashville
Brian Adams
Corporate & Transactional Attorney
Polsinelli PC
Tinsley Dempsey of Sofer Advisors is a member of XPX Nashville
Tinsley A. Dempsey
Director Valuation Services
Sofer Advisors
Blake Patterson of AB is a member of XPX Nashville
Blake Patterson
Vice President- Private Wealth Management
AB

Upcoming Events

Virtual access
Wed, Nov 23rd, 2022 ⋅ 10:50am - 11:30am (EST)
Wed, Dec 14th, 2022 ⋅ 11:00am - 12:00pm (EST)
Join The Community

Want to Learn More?

Contact one of our Chapter Leaders or download our XPX Nashville One Sheet.

About XPX

XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. Private company transitions require a broad view of the entire life cycle of a private company including:

Business Value Growth

Business Value Transfer

Owner Life & Legacy

Our community includes advisors and owners in all stages of this process. Our members have specific areas of expertise as well as a holistic understanding of the breadth of challenges an owner faces throughout the stages of the private company life cycle. This helps XPX members to work in the best interest of their clients.

We have a clear set of shared principles for advisor excellence. Each of the 12 professions involved in XPX has specific ethics and practice guidelines. Our members take this a step further, adhering to a set of principles that guide collaboration and long term thinking (see our five Advisor Principles).

We are unique in that we are the only open advisor network in the private company/business value transfer market. This means that we do not advocate a single approach or vendor. Instead, we endeavor to be a place where all advisors, owners and vendors can interact and collaborate.

Each XPX Chapter is a locally-controlled non-profit organized by national and regional leaders in the private company market. The first XPX chapter was launched in Boston in 2007. Today, we have Chapters across the U.S..

The Chapters are supported by XPX Global, an entity that provides capital, intellectual property and administrative support to Chapter operations. This model takes care of the administrative tasks that are the bane of the boards of most professional organizations. It leaves to the Chapters the key tasks of events, membership and sponsorship—the most visible and high value activities for volunteers interested in an increased profile in the private company market.

Advisor Professions

Accountants

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners