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
The commercial real estate market has never been this hot. Consider a sale leaseback instead of hoping that the business buyer wants to own a building too. I can’t count the number of times I have been called in with 24-72 hours left to close to “clean up” the real estate aspects of a transaction….
Successful businesses understand that they can’t always control the consumer narrative. Therefore, having an online review strategy will enhance customer satisfaction, build brand awareness and trust, and set your business apart from the competition. Learn more on how to create and manage an online review strategy.
Program produced by XPX Charlotte. All businesses have strengths and weaknesses, however certain weaknesses ding a company’s value more than others. In this session: You’ll learn how buyers weight strengths and weaknesses to better assess how they will value a business. You’ll better understand how to prioritize strategic initiatives based on how each impact perception…
Are you struggling to keep up with the latest marketing trends and whether you should embrace the latest technologies? Does it really matter if your website is mobile-friendly? How does AI impact your company’s ability to identify new customers and increase brand loyalty? Find out answers to these questions and other insights in my recent…
All businesses want to be visible, relevant, and profitable. However, it is far too common for professional services organizations to take an outdated and passé approach to marketing. Don’t fall victim to these common marketing mistakes.
This is the 4th in the case study series, built around the individuals found in the Charlotte case study. This event will focus on Retirement & Estate Planning / Personal Wealth Risk Mitigation for the principal owners. CLICK HERE TO DOWNLOAD THE CASE STUDY FOR THE EVENT. Meet our Speakers: Jim Benedict, CPA, CFP®, CEPA®SVP…
Chapter Events
Gold Sponsors
You are trying to grow your business and planning for the eventual exit.
Silver Sponsors
A business owner is considering selling their privately held business and seeking professional representation
Business Valuation Specialist | Buy-Side & Sell-Side ESOP Advisory | Exit Planning | Transaction Advisory | Estate & Gift Tax | Financial Reporting | Corporate Litigation
To prevent legal issues from becoming an obstacle to your professional and business success.
Bronze Members
I work with owners who lack the right information to run their business, concerned about cash flow, and/or don’t have a trusted partner to help think through growth, value building and strategic/ exit planning
A business owner or investor needs a disciplined value growth strategy and action plan maximizing the enterprise value of a business, together with growth plan execution management.
You have a client looking to sell, execute a management buy-out, recapitalize their business or buy other companies
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.
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