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.
Collaboration Stories
XPX Member Stu Welsh and The Power of 5
Dick Albu on learning and collaborating at XPX
The Latest News – XPX Charlotte
Latest – XPX Charlotte
Chapter Events
Gold Sponsors

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

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

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


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

you need an attorney for business matters like fractional general counsel services, M&A, other contracts, disputes, employment law, franchise issues, and litigation.
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

BOP, E&O, WC, Auto, EPLI, Crime, Cyber, D&O, Product Liability, Umbrella, Inland Marine, Builders Risk, Surety Bonds, Key Man, Tenant, Event

When you are a business owner looking for accountability and advice on strategic and operating issues and problems. We offer advice and assistance from those who had the same or similar experiences including preparing for and planning an exit.

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.