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 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.

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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…


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Upcoming Chapter Events

Wed, Oct 18th, 2023 ⋅ 3:30pm - 5:00pm (EDT)
Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209
Thu, Nov 2nd, 2023 ⋅ 6:00pm - 8:00pm (EDT)
2917 Providence Trail Lane Charlotte, NC 28270
Wed, Nov 15th, 2023 ⋅ 3:30pm - 5:00pm (EDT)
Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Our Members

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

Why I'm an XPX Member