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

Name: XPX Nashville - There’s Somebody for Everybody: 3 Founders Stories of Selling to Different Types of Buyers
Start: 2025-11-19T11:00:00-06:00
End: 2025-11-19T13:00:00-06:00
Location: Alliance Bernstein 501 Commerce St, Nashville, TN 37203

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.

Exits and Legacy in the OBBB Era

Thanks to Marcus Bowman, CPA, CEPA for curating such a powerful panel — “From Sale to Security: Tax and Wealth Planning in One Big, Beautiful Bill Era.”
We’re grateful to our speakers Michael Britten at CLA, Tom Pauloski at AB and Ryan Wautlet with Husch Blackwell for sharing their expertise. The discussion sparked so many valuable insights on pre-LOI planning, tax strategy, and long-term wealth preservation.

Summer Social hosted by Bass, Berry & Sims

We had over 100 registrations, including 64 visitors register for the XPX Nashville Summer Social. We hope you enjoyed the opportunity to connect with the collaborative. Big thank you to Bass, Berry & Sims and XPX member Tatjana Paterno for hosting us in their brand-new space.

Collaboration Stories

XPX Member Stu Welsh and The Power of 5

Dick Albu on learning and collaborating at XPX

ESOP 101: What It Is & How It Works

Drew Bringhurst

Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants)

2 months ago

When owners are weighing exit options, an Employee Stock Ownership Plan (ESOP) can deliver an owner liquidity, preserve culture, and build employee wealth, all

Aug 26, 2025 3 min read Nashville

Owner Life & Legacy

Compassionate Capitalism and a Case for an ESOP Revolution

Drew Bringhurst

Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants)

3 months ago

When business owners consider selling their company, they often fall into one of two distinct categories. There are those who seek to maximize the

Jul 31, 2025 4 min read Nashville

Business Value Transfer

The Tax-Smart Exit Strategy Business Owners Shouldn’t Overlook

Drew Bringhurst

Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants)

5 months ago

When it comes time to sell a business, many owners are shocked to realize how much of their hard-earned value will go to taxes.

Jun 5, 2025 1 min read Nashville

Owner Life & Legacy

Inspired by the Competition: How One Company Chose an ESOP

Drew Bringhurst

Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants)

5 months ago

At Executive Financial Services, we often talk about the strategic power of Employee Stock Ownership Plans (ESOPs), but one client story stands out as

Jun 5, 2025 1 min read Nashville