Maximizing Value Through Tax Planning & Transaction Structuring

Tax and Private Wealth Services attorney John Bunge along with Healthcare Transactions attorney Morgan Ivey will be speaking at an upcoming XPX Nashville seminar. They will share practical strategies to help business owners and advisors prepare for successful liquidity events by focusing on effective tax planning and transaction structuring. This session will offer actionable steps and real-world insights aimed at maximizing value ahead of a sale or transition.