Giving Back To Our Community
Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.
Leader Directory
![Michael Johnson of Hyde Park Capital is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2022/11/CAVU_Captial_2021_JAA-17.jpg)
Call Me When... Investment banking, mergers and acquisition advisory, capital raising
![Lisa Kaufman of Dinan Capital Advisors is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2023/10/LBK.Head-Shot.png)
Call Me When... you have a question regarding the way to maximize the outcome of a founder's exit, including how to value the company, family/exit considerations, how to prepare a company for sale and the best process to meet clients' objectives.
![Brian Adams of Polsinelli PC is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/Firm-Headshot-Profile.jpg)
Call Me When... In need of corporate and transactional advisory services
![Blake Patterson of AB is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2022/08/Headshot-dark-background-no-smile.jpg)
Call Me When... You are working with business owners/entrepreneurs that need help with pre-transaction planning.
![Evan Bangert of First Horizon Bank is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2022/11/IMG_1475-c.jpg)
Call Me When... Your business clients/prospects need to finance anything (Real Estate, Buyouts, Acquisitions, Working Capital, Equipment, etc.).
![Lane Rhodes of Live Oak Bank is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/Head-Shot-1-300x300.jpg)
Call Me When... have question on SBA funding to purchase a business, buyout a partner or expand.
![Heidi Phillips of Fourth Capital Bank is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2022/10/Headshot-scaled.jpg)
Call Me When... clients would like an advisor and partner in their banking. I am able to help with their lending needs; everything from office space, equipment, partner buy in/buy outs, and everything in between. I also specialize in cash mngmt. Value add so impt
![Meagan Chaffin of LUCA Solutions is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2023/10/Kathy_Thomas_Photography-pdf.jpg)
Call Me When... Business owner is ready to sell their business (M&A Intermediary)
![Tinsley Dempsey of Sofer Advisors is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2022/08/2021-headshot.jpg)
Call Me When... you are preparing for a sale, ownership transition, shareholder buyouts, or disputes
Contact & Connect
Chapter Events
Annual Sponsors
![Dickinson Wright PLLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/05/Dickinson-Wright-Logo.jpg)
I am a corporate, securities, private equity and M&A attorney at Dickinson Wright, PLLC
a business owner is looking for a liquidity event, but a strategic or PE sale isn't an option.
![4focusLLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/10/4-Foucs-Logo.jpg)
![4focusLLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/10/4-Foucs-Logo.jpg)
![4focusLLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/10/4-Foucs-Logo.jpg)
you are looking for someone to build a collaborative team to assist an owner in strategic activities to build and more attractive and valuable business, or to assist in the sell side diligence support for a transaction.
![Live Oak Bank](https://www.exitplanningexchange.com/wp-content/uploads/2023/05/liveoak-secondarylogo-indigo-green-1024x493.jpg)
![Live Oak Bank](https://www.exitplanningexchange.com/wp-content/uploads/2023/05/liveoak-secondarylogo-indigo-green-1024x493.jpg)
![Live Oak Bank](https://www.exitplanningexchange.com/wp-content/uploads/2023/05/liveoak-secondarylogo-indigo-green-1024x493.jpg)
have question on SBA funding to purchase a business, buyout a partner or expand.
![Insight Insurance Services](https://www.exitplanningexchange.com/wp-content/uploads/2023/05/Insight-Business-Continuation-Vector-Logo_newtag-1024x547.png)
![Insight Insurance Services](https://www.exitplanningexchange.com/wp-content/uploads/2023/05/Insight-Business-Continuation-Vector-Logo_newtag-1024x547.png)
![Insight Insurance Services](https://www.exitplanningexchange.com/wp-content/uploads/2023/05/Insight-Business-Continuation-Vector-Logo_newtag-1024x547.png)
You need an expert Specializing in Buy-Sell Agreements, Key Person Insurance, Deferred Compensation, and Estate Tax Planning to Safeguard Business Continuity.
Silver Sponsors
Boutique HR outsourcing for middle market companies including payroll, HR, benefits, COVID policy
an exit is being considered for a business with an enterprise value of $10-80M.
Executive or Professional Search / Recruiting ; Consulting on Talent Acquisition/ Team and Board Build; Executive Coach
Experienced corporate attorney who represents businesses/owners in a variety of industries. Services include entity formation, contract negotiations, M&A, buy-sell, securities offerings, corporate governance matters and commerical real estate.
you're looking for sophisticated, institutional-style investment products & advice, paired with boutique-style service and support.