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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.

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XPX Nashville Member Coffee

Thanks to Brian Adams and Polsinelli for hosting us this morning.  Our membership has grown in the last quarter to 87 members and the small group coffees are a perfect way to connect and engage with our fellow members.

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The Latest News – XPX Nashville

Latest – XPX Nashville

Unlock the Potential of Buy-Sell Agreements and Estate Taxes with Premium Financing As a professional in the premium financing life insurance industry, staying informed about the strategies that can benefit your clients the most is crucial. One such strategy is premium financing, a powerful tool for paying estate taxes and fund buy-sell agreements. Join us…

Accurate Asset Assessment for Fair Distribution: When planning an estate, one of the primary concerns is ensuring a fair and equitable distribution of assets among beneficiaries. A professional valuation provides an accurate and unbiased assessment of the true value of all assets, including real estate, investments, businesses, and personal property. This is essential to avoid disputes…

A Guide to the New 2023 SBA SOP Written by Live Oak Bank The U.S. Small Business Administration (SBA) has implemented two Procedural Notices and new Standard Operating Procedures (SOP), which contain significant changes to the 7(a) and 504 lending programs. The 7(a) is the flagship program when financing change of ownership opportunities. We’re breaking…

If you have ever traveled on the subway in London or the train system in England, I am sure you have heard the phrase “Mind the Gap” numerous times. “Mind the Gap” is the British version of the American admonishment “Watch Your Step.” The wording of the English warning was created in the late 1960s…

I am proud to announce that I recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive 5-day program. I join an elite group of business advisors who have received this designation and am a part of the Exit Planning Institute’s international community of CEPAs. The CEPA program is the most widely accepted…

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Upcoming Chapter Events

25
Jun
Tue, Jun 25th, 2024 ⋅ 4:30pm - 6:30pm (CDT)
Servisfirst Bank 1600 West End Ave #200, Nashville, TN 37203
26
Jun
Virtual access
Wed, Jun 26th, 2024 ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
17
Jul
Virtual access
Wed, Jul 17th, 2024 ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
17
Jul
Wed, Jul 17th, 2024 ⋅ 11:00am - 1:00pm (CDT)
Alliance Bernstein 501 Commerce Street Nashville TN 37203
23
Jul
Virtual access
Tue, Jul 23rd, 2024 ⋅ 12:00pm - 5:00pm (EDT)
Virtual, Swapcard login info sent prior to the event

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