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 and community building events for our professional members on the 3rd Wednesday of the month. On occasion, we will hold purely social event to further community building.
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.
Get the Latest News
The Latest News – XPX Charlotte
Latest – XPX Charlotte
– Friends since high school or before – Teammates – Golf buddies – Successful businessmen – In mid 60’s thinking about retirement – Planning golf resort retirement together One got really proactive with his health as a client of Retirement Wellness Strategies during the course of preparing to sell his business Offered the same to…
Since the pandemic, many companies have negotiated new rhythms for workplace productivity. While a number of companies are fully “back at the office,” there are many others that remain committed to remote work, or to allowing their employees some flexibility via a hybrid work option. Remote work certainly offers many perks, and studies have shown…
Nobody likes a micromanager. In fact, studies confirm that just the opposite is true: Employees tend to be much happier and more engaged when they are afforded some autonomy to make their own decisions. And leaders benefit, too, when employees are given some leeway to act independently: It tends to result in a higher-quality of…
As a small business owner, you face many challenges when running your own company. Financial management is one of the most critical aspects of any business, but hiring a full-time CFO can be a costly and unrealistic expense for many small businesses. This is where Fractional CFOs, like those provided by FocusCFO, come in. What…
B2B businesses, particularly professional services, are some of the most skeptical and risk-averse companies when it comes to embracing marketing. I should know because I service this client base. However, once I explain how marketing can elevate awareness and increase ROI, most B2B companies will adopt today’s proven digital marketing tactics. In today’s blog, we…
I have a highly intelligent and successful ‘left brained’ colleague and friend who ‘gets it’ when it comes to understanding that data and fact sheets do not communicate meaning. This software developer, entrepreneur, certified project management professional, author, award-winning speaker and CIO of a medical practice knows that all the data in the world will…
Contact & Connect
Chapter Events
Gold Sponsors



Investments, estate planning, liquidity events, managing cash
Silver Sponsors



To prevent legal issues from becoming an obstacle to your professional and business success.



You are trying to grow your business and planning for the eventual exit.



Business Valuation Specialist | Buy-Side & Sell-Side ESOP Advisory | Exit Planning | Transaction Advisory | Estate & Gift Tax | Financial Reporting | Litigation | Family Law



A business owner is considering selling their privately held business and seeking professional representation
Bronze Sponsors



FocusCFO is a leader in embedded fractional CFO services. Guiding entrepreneurial leaders on their climb to sustainable, transferrable business value.



You have a client looking to sell, execute a management buy-out, recapitalize their business or buy other companies



The greatest asset a company has is its people. We stand ready to serve when you have questions or needs regarding a comprehensive HR strategy, employee engagement and company culture.



You are looking for tax planning and consulting, financial statements for lenders, bonding companies, private equity investors; you're 5 - 10 years away from retiring and you'd like to create the best enterprise value possible for the company.