Put The Power of XPX Membership to Work For You - and Your Clients

The Exit Planning Exchange –  XPX Charlotte 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.

XPX Chapters

Welcome to XPX Charlotte

XPX Charlotte is a multi-disciplinary community of professional advisors who work collaboratively to help owners of lower/middle-market companies build valuable businesses and assist them in preparing and executing a successful transition.

XPX Charlotte members:

  • Embrace a shared responsibility for educating each other on the many disciplines of exit planning,
  • Work to develop trusted relationships enabling client collaboration, and,
  • Take ownership for sharing the importance and urgency of effective exit planning with business owners in our community.

XPX Charlotte’s success is continually measured by optimal outcomes of business value growth, business value transfer and owner life and legacy.

XPX Charlotte Events

Our mission is to achieve optimal exit outcomes for business owners in our community. To that end, XPX Charlotte organizes events largely focused around knowledge sharing and inspiring collaboration among members. Most months, we hold educational events for our professional members on the 3rd Wednesday of the month from 11:30am-1:00pm. On occasion, we will substitute a purely social event to get acquainted on a more casual level.

Like many other XPX chapters, XPX Charlotte holds a Power Networking program, a members-only virtual event where participants are grouped into diverse teams of professionals to “connect, collaborate & create results for your Clients!”. XPX Charlotte members are also encouraged to participate in Cross-Chapter Power Networking events organized by XPX Global. These are published each month on our Events page.

If you are simply interested in learning more about XPX Charlotte, visit our Events page and register to attend our monthly Meet XPX Charlotte sessions. There you’ll meet some of our chapter leaders who will share what XPX Charlotte is all about and why they chose to get involved. These open orientation meetings are on the 2nd Wednesday of each month at 11:30am.

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The Latest News – XPX Charlotte

Latest – XPX Charlotte

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Upcoming Chapter Events

Wed, Feb 15th, 2023 ⋅ 3:30pm - 5:00pm (EST)
Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209
Wed, Mar 15th, 2023 ⋅ 3:30pm - 5:00pm (EST)
Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Our Members

Founding Partner, Owner
Ascension Law
Senior Vice President
UBS Financial Services
Managing Partner
VR Mergers & Acquisitions
EvaluSys LLC

Why I'm an XPX Member