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

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…

As we’ve discussed in previous posts, quiet quitting is a phenomenon that’s here to stay. This workplace trend has inspired millions of employees to “act their wage,” which is to say, setting boundaries and choosing not to go above and beyond their basic job description. Evidence shows that quiet quitting is common, and that it’s…

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Upcoming Chapter Events

20
Sep
Wed, Sep 20th, 2023 ⋅ 3:30pm - 5:00pm (EDT)
Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209
18
Oct
Wed, Oct 18th, 2023 ⋅ 3:30pm - 5:00pm (EDT)
Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209
15
Nov
Wed, Nov 15th, 2023 ⋅ 3:30pm - 5:00pm (EDT)
Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Our Members

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

Why I'm an XPX Member