XPX Nashville

Sponsors

you need to make more money or pay lesstax.

Opportunities to help advise business owners on preparing for the transition

You have questions about ESOPs or clients who may be interested in learning whether an ESOP may be an appropriate strategy to address their planning needs.

You are considering estate planning and/or transfer tax planning.

Your client needs tax planning, estate planning, or charitable giving advice in connection with a transaction

have question on SBA funding to purchase a business, buyout a partner or expand.

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.