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.
Final Luncheon of 2025
There’s somebody for everybody! 3 Founders stories of selling to different types of buyers: private equity, individual and ESOP. See you in 2026!
Collaboration Stories
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The Latest News – XPX Nashville
Latest – XPX Nashville
The second installment of their Angel Investing Series is this Thursday, January 22nd with a focus on founders! This is a unique opportunity to
Jan 20, 2026 1 min read
Nashville
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
When business owners consider selling their company, they often fall into one of two distinct categories. There are those who seek to maximize the
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Nashville
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
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
One of the most common questions we hear at Executive Financial Services is: How do I know if my company is a good candidate
Jun 5, 2025 1 min read
Nashville
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Upcoming Chapter Events
Wed ⋅ 8:30am - 9:30am (CST)
Old National Bank | 1201 Demonbreun St., Suite 700 | Nashville, TN 37203.
Wed ⋅ 10:50am - 11:30am (EST)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
Wed ⋅ 10:50am - 11:30am (EST)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering