At XPX, learning and networking go hand in hand
XPX Charlotte promotes peer learning, networking and visibility for our members, while creating an environment that fosters collaboration on behalf of our clients. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.
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Gold Sponsors
You are trying to grow your business and planning for the eventual exit.
Silver Sponsors
Business Valuation Specialist | Buy-Side & Sell-Side ESOP Advisory | Exit Planning | Transaction Advisory | Estate & Gift Tax | Financial Reporting | Corporate Litigation
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.
Bronze Members
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 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.
You have a client looking to sell, execute a management buy-out, recapitalize their business or buy other companies
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