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.

XPX Charlotte Featured Sponsors

XPX Charlotte Sponsor-Partner Spotlight: Adam Petricoff, Managing Partner at VR Business Sales
XPX Charlotte Sponsor-Partner Spotlight: Michael Stier, Area President - Carolinas at Focus CFO
XPX Charlotte Sponsor-Partner Spotlight: Ann Marie Williams, Banker, Executive Director at J.P. Morgan
XPX Charlotte Sponsor-Partner Spotlight: Carrie Dyckman, Owner at BGW CPA
Get the Latest News

The Latest News – XPX Charlotte

Latest – XPX Charlotte

When you sit down for an intergenerational conversation about the future of the family business, it’s essential to have multiple goals before you. For instance, maintaining healthy family relationships is as vital as ensuring the business’s ongoing success during a period of transition. Family conflicts often arise from differing opinions, visions, values, or unresolved issues….

In order for your family business to outlive its founder, careful succession planning is a must. That means finding the most frictionless way to pass both leadership and ownership from one generation to the next. While some family business dynamics lend themselves to smooth and simple succession, others hit bumps in the road. One of…

In the competitive world of business, marketing plays a pivotal role to drive revenue generation, brand equity, and overall business valuation. Companies that view branding and advertising as a growth strategy are twice as likely to see revenue growth of 5% or more than those that don’t (source: “Put Marketing at the Core of Your…

Over the last couple of years, we’ve seen a worrisome trend of employees disengaging from their work. Sometimes dubbed “quiet quitting,” this trend has sent ripple effects throughout business organizations across the country. To understand this problem, it’s first important to understand what employee engagement means. Generally, this term is used to denote team members…

In the fast-paced landscape of today’s organizations, the missing link that often separates successful ventures from mediocre ones is trust. Trust is the glue that binds leaders with their stakeholders, creating an environment where collaboration thrives, innovation flourishes, and everyone feels valued. To bridge this trust gap, we propose a formula that encapsulates the essence…

As a long-time business consultant and value growth advisor to middle-market companies, I frequently met business owners who didn’t recognize the urgency to plan for an eventual business ownership transition.  Such business owners commonly find themselves catastrophically unprepared when the time comes to sell their business, costing them millions of dollars in lost value.  I…

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Community

Upcoming Chapter Events

23
Jun
Sun, Jun 23rd, 2024 ⋅ 5:00pm (EDT)
Truist Field 324 S. Mint Street Charlotte, NC 28202
23
Jul
Virtual access
Tue, Jul 23rd, 2024 ⋅ 12:00pm - 5:00pm (EDT)
Virtual, Swapcard login info sent prior to the event
18
Sep
Wed, Sep 18th, 2024 ⋅ 3:30pm - 5:00pm (EDT)
Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209
16
Oct
Wed, Oct 16th, 2024 ⋅ 3:30pm - 5:00pm (EDT)
Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209
14
Nov
Thu, Nov 14th, 2024 ⋅ 6:00pm - 8:00pm (EDT)
2917 Providence Trail Lane Charlotte, NC 28270
20
Nov
Wed, Nov 20th, 2024 ⋅ 3:30pm - 5:00pm (EDT)
Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

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Community

Upcoming Chapter Events

23
Jun
Sun, Jun 23rd, 2024 ⋅ 5:00pm (EDT)
Truist Field 324 S. Mint Street Charlotte, NC 28202
23
Jul
Virtual access
Tue, Jul 23rd, 2024 ⋅ 12:00pm - 5:00pm (EDT)
Virtual, Swapcard login info sent prior to the event
18
Sep
Wed, Sep 18th, 2024 ⋅ 3:30pm - 5:00pm (EDT)
Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209
16
Oct
Wed, Oct 16th, 2024 ⋅ 3:30pm - 5:00pm (EDT)
Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209
14
Nov
Thu, Nov 14th, 2024 ⋅ 6:00pm - 8:00pm (EDT)
2917 Providence Trail Lane Charlotte, NC 28270
20
Nov
Wed, Nov 20th, 2024 ⋅ 3:30pm - 5:00pm (EDT)
Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

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