XPX Charlotte – Past Events – Exit Planning Exchange

Nov

XPX Charlotte: Follow up on membership retreat; XPX Charlotte Summit Workshop (Members Only + Invited Guests)

Wed, Nov 20^th, 2024 ⋅ 3:30pm - 5:00pm (EDT)

Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Nov

XPX Charlotte: 5th ANNUAL S’MORES AND BOURBON (AND FOOD) SOCIAL FOR MEMBERS & SPOUSES/SIGNIFICANT OTHERS

Thu, Nov 14^th, 2024 ⋅ 6:00pm - 8:00pm (EDT)

2917 Providence Trail Lane Charlotte, NC 28270

Oct

XPX Charlotte: Why Deals Fail (Members Only + Invited Guests)

Wed, Oct 16^th, 2024 ⋅ 3:30pm - 5:00pm (EDT)

Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Oct

XPX Charlotte: Membership Social and Membership Recruitment Event

Wed, Oct 9^th, 2024 ⋅ 4:00pm - 7:00pm (EDT)

Rusty Bucket, 4810 Ashley Park Ln, Charlotte, NC 28210

Sep

XPX Charlotte - Fall Kickoff Social & Business Exit: From a Business Owner’s Perspective; How to Best Leverage Your Team of Advisors

Wed, Sep 18^th, 2024 ⋅ 3:00pm - 5:00pm (EDT)

Capital Towers Amenity Space 4350 Congress Street Sutie 150 Charlotte, NC 28209

Aug

XPX Charlotte Coffee Social

Tue, Aug 27^th, 2024 ⋅ 9:00am - 10:30am (EDT)

Water Bean Coffee - Cornelius 19420 Jetton Rd #105 Cornelius, NC 28031

Jul

Virtual access

XPX Next 2024

Tue, Jul 23^rd, 2024 ⋅ 12:00pm - 5:00pm (EDT)

Virtual, Swapcard login info sent prior to the event

Jul

XPX Charlotte Member Coffee Social

Tue, Jul 16^th, 2024 ⋅ 9:00am - 10:30am (EDT)

Reid’s SouthPark 4331 Barclay Downs Drive Charlotte, NC 28209

Jun

XPX Charlotte Night Out with the Charlotte Knights Baseball Team (Members & Spouses/ Significant Others)

Sun, Jun 23^rd, 2024 ⋅ 5:00pm (EDT)

Truist Field 324 S. Mint Street Charlotte, NC 28202

May

XPX Charlotte - Preparing for Sale; How to Make the Owner Irrelevant for Transferability (Members Only + Invited Guests)

Thu, May 16^th, 2024 ⋅ 3:30pm - 5:00pm (EDT)

Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Apr

XPX Charlotte - The Due Diligence Process: Pitfalls and Best Practices (Members Only + Invited Guests)

Wed, Apr 17^th, 2024 ⋅ 3:30pm - 5:00pm (EDT)

Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Apr

XPX Charlotte: Membership Social & Membership Recruitment Event

Thu, Apr 11^th, 2024 ⋅ 4:30pm - 6:30pm (EDT)

Rusty Bucket Restaurant and Tavern 4810 Ashley Park Lane Charlotte, NC 28210

Mar

XPX Charlotte: Data and Technology used to Support Business and Enhance Business Valuation (Members Only + Invited Guests)

Tue, Mar 19^th, 2024 ⋅ 3:30pm - 5:00pm (EDT)

Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Feb

XPX Charlotte: Is Your Business Bankable? (Members Only + Invited Guests)

Wed, Feb 21^st, 2024 ⋅ 3:30pm - 5:00pm (EDT)

Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Jan

XPX Charlotte: Market Update (Members Only + Invited Guests)

Wed, Jan 17^th, 2024 ⋅ 3:30pm - 5:00pm (EDT)

Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Jan

XPX Charlotte: Membership Social & Membership Recruitment Event

Wed, Jan 10^th, 2024 ⋅ 5:00pm - 7:00pm (EDT)

Gilde Brwery, 3530 Dewitt Lane, Charlotte, NC 28217

Nov

XPX Charlotte: Estate Planning for Different Size Estates (Members Only + Invited Guests)

Tue, Nov 14^th, 2023 ⋅ 3:30pm - 5:00pm (EDT)

Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Nov

XPX Charlotte: 4th ANNUAL S’MORES AND BOURBON (AND FOOD) MEMBERS & SPOUSES SOCIAL

Thu, Nov 2^nd, 2023 ⋅ 6:00pm - 8:00pm (EDT)

2917 Providence Trail Lane Charlotte, NC 28270

Oct

XPX Charlotte: What is Your Business Worth? Value divers and dingers. (Members Only + Invited Guests)

Wed, Oct 18^th, 2023 ⋅ 3:30pm - 5:00pm (EDT)

Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Sep

XPX Charlotte - Business Valuation: A deeper dive in the methods used to value a company for exit planning – (MEMBERS ONLY)

Wed, Sep 20^th, 2023 ⋅ 4:00pm - 5:00pm (EDT)

Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Sep

XPX Charlotte: Fall Kickoff Social – Pre September Monthy Event

Wed, Sep 20^th, 2023 ⋅ 3:00pm - 4:00pm (EDT)

Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Sep

XPX Charlotte Membership Social and Membership Recruitment Event

Thu, Sep 14^th, 2023 ⋅ 4:30pm - 6:30pm (EDT)

Rusty Bucket Restaurant and Tavern, 4810 Ashley Park Lane, Charlotte, NC 28210

Jul

Virtual access

XPX Next 2023 Virtual Conference

Tue, Jul 18^th, 2023 ⋅ 2:00pm - 6:00pm (EDT)

Virtual, login info sent prior to the event

May

XPX Charlotte: De-Risking to Protect Business Valuation (MEMBERS ONLY)

Wed, May 17^th, 2023 ⋅ 3:30pm - 5:00pm (EDT)

Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Apr

XPX Charlotte: Tales of Two Businesses: From Unhealthy to Healthy and Saleable (MEMBERS ONLY)

Wed, Apr 19^th, 2023 ⋅ 3:30pm - 5:00pm (EDT)

Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Mar

XPX Charlotte: Tackling the 75% Problem – Sellers are Human (MEMBERS ONLY)

Wed, Mar 15^th, 2023 ⋅ 3:30pm - 5:00pm (EDT)

Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Feb

XPX Charlotte: The 10 Cs of Leadership and Communication, and Their Role in Better Outcomes (MEMBERS ONLY)

Wed, Feb 15^th, 2023 ⋅ 3:30pm - 5:00pm (EDT)

Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Jan

XPX Charlotte: The value-add of valuation services in exit planning (MEMBERS ONLY)

Wed, Jan 18^th, 2023 ⋅ 3:30pm - 5:00pm (EDT)

Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Dec

Virtual access

XPX Charlotte Chapter Annual Meeting (Members Only)

Wed, Dec 14^th, 2022 ⋅ 8:30am - 9:00am (EDT)

Zoom link to be sent upon registration

Nov

XPX Charlotte: Creating our chapter’s “Community Membership Map” (MEMBERS ONLY)

Tue, Nov 15^th, 2022 ⋅ 3:30pm - 5:00pm (EDT)

Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Nov

XPX Charlotte: 3rd ANNUAL S’MORES AND BOURBON ( AND FOOD) MEMBERS & SPOUSES SOCIAL

Wed, Nov 2^nd, 2022 ⋅ 5:30pm - 8:00pm (EDT)

2917 Providence Trail Lane Charlotte, NC 28270

Oct

XPX Charlotte: Overview of Exit Options and evaluating the ‘Right Fit’ for an owner (MEMBERS ONLY)

Wed, Oct 19^th, 2022 ⋅ 3:30pm - 5:00pm (EDT)

Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Sep

XPX Charlotte: Member small group networking & discussions. Recap of year 1.

Wed, Sep 14^th, 2022 ⋅ 3:30pm - 5:00pm (EDT)

Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Aug

XPX Charlotte: Members Only Social (In-Person)

Wed, Aug 24^th, 2022 ⋅ 5:30pm - 7:00pm (EDT)

Rusty Bucket 49810 Ashley Park Lane, Charlotte, NC 28210

Jun

XPX Charlotte: Business Value Growth - Strategic Acquisitions

Wed, Jun 15^th, 2022 ⋅ 3:30pm - 5:00pm (EDT)

Capital Towers - Training Ctr; 4250 Congress Street, Suite 150; Charlotte, NC 28209

May

XPX Charlotte: Business Value Growth - Developing Predictable Revenue

Wed, May 18^th, 2022 ⋅ 3:30pm - 5:00pm (EDT)

Capital Towers (South Building)- JP Morgan Client Service Center, 4350 Congress Street, Suite 100, Charlotte, NC 28209

Apr

XPX Charlotte: Business Value Growth - Human Capital Investment

Wed, Apr 20^th, 2022 ⋅ 3:30pm - 5:00pm (EDT)

Capital Towers - Training Ctr; 4250 Congress Street, Suite 150; Charlotte, NC 28209

Mar

Virtual access

XPX Charlotte: Business Value Growth - Effective Expense Management (Hybrid)

Wed, Mar 16^th, 2022 ⋅ 3:30pm - 5:00pm (EDT)

Capital Towers - Training Ctr; 4250 Congress Street, Suite 150; Charlotte, NC 28209

Feb

XPX Charlotte: Current Deal Environment & Market Update – In-Person Member & Client Event with Subsequent Social

Wed, Feb 16^th, 2022 ⋅ 3:30pm - 7:00pm (EDT)

Capital Towers - Training Ctr; 4250 Congress Street, Suite 150; Charlotte, NC 28209

Nov

Virtual access

XPX Charlotte: Business Value Growth – De-Risking a Business

Wed, Nov 17^th, 2021 ⋅ 11:30am - 1:00pm (EDT)

Virtual - Connection details sent upon registration.

Nov

XPX Charlotte Member Holiday Social

Wed, Nov 10^th, 2021 ⋅ 5:30pm - 8:00pm (EDT)

Location details to be provided after registration.

Nov

Cross-Chapter (All XPX Members) Signup deadline for member power networking - November

Mon, Nov 1^st, 2021 ⋅ 12:00am - 9:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time

Oct

Virtual access

XPX - Making the Most of Your Membership

Wed, Oct 27^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Oct

Virtual access

Informed Inclusion Book Club: An Indigenous Peoples' History of the United States

Tue, Oct 26^th, 2021 ⋅ 5:00pm - 6:30pm (EDT)

Virtual at 4:00PM CT/5:00PM ET - connection details sent upon registration

Oct

Virtual access

XPX Charlotte Case Study Con’t: Retirement & Estate Planning / Personal Wealth Risk Mitigation

Wed, Oct 20^th, 2021 ⋅ 11:30am - 1:00pm (EDT)

Virtual - Connection details sent upon registration.

Oct

XPX Charlotte Members Only Social

Tue, Oct 12^th, 2021 ⋅ 5:30pm - 7:00pm (EDT)

South Park location (details to be provided after registration)

Oct

All XPX - Member Cross-Chapter Signup deadline for member power networking - October

Sat, Oct 2^nd, 2021 ⋅ 12:00am - 9:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time

Sep

Virtual access

XPX - Making the Most of Your Membership

Wed, Sep 22^nd, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Sep

Virtual access

XPX Charlotte Case Study Con’t: Early Personal Planning – Goal Setting & Valuations

Wed, Sep 15^th, 2021 ⋅ 11:30am - 1:00pm (EDT)

Virtual - Connection details sent upon registration.

Sep

XPX Charlotte Members Only Social

Tue, Sep 14^th, 2021 ⋅ 5:30pm - 7:00pm (EDT)

South Park location (details to be provided after registration)

Sep

All XPX - Member Cross-Chapter Signup deadline for member power networking - September

Thu, Sep 2^nd, 2021 ⋅ 12:00am - 9:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time

Aug

Virtual access

XPX Orientation

Wed, Aug 25^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Aug

Website Visibility - Training and Troubleshooting

Tue, Aug 24^th, 2021 ⋅ 10:00am - 10:45am (EDT)

Virtual--register to receive the URL

Aug

Virtual access

XPX Charlotte: Meet XPX Charlotte

Wed, Aug 11^th, 2021 ⋅ 11:30am - 12:00pm (EDT)

Virtual - Connection details sent upon registration

Aug

XPX Charlotte Members Only Social

Tue, Aug 10^th, 2021 ⋅ 6:00pm - 7:30pm (EDT)

South Park location (details to be provided after registration)

Aug

All XPX - Member Cross-Chapter Signup deadline for member power networking - August

Mon, Aug 2^nd, 2021 ⋅ 12:00am - 9:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time

Jul

Virtual access

XPX Orientation

Wed, Jul 28^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jul

Virtual access

XPX Charlotte: Meet XPX Charlotte

Wed, Jul 14^th, 2021 ⋅ 11:30am - 12:00pm (EDT)

Virtual - Connection details sent upon registration

Jul

XPX Charlotte Members Only Social

Tue, Jul 13^th, 2021 ⋅ 6:00pm - 7:30pm (EDT)

South Park location (details to be provided after registration)

Jul

All XPX - Member Cross-Chapter Signup deadline for member power networking - July

Thu, Jul 1^st, 2021 ⋅ 12:00am - 9:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time

Jun

Virtual access

XPX Orientation

Wed, Jun 30^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jun

Virtual access

2021-22 XPX Charlotte Case Study Intro & Discussion on Pending Capital Gains Policy Changes

Wed, Jun 16^th, 2021 ⋅ 11:20am - 1:00pm (EDT)

Virtual - Connection details sent upon registration.

Jun

Virtual access

Meet XPX Charlotte

Wed, Jun 9^th, 2021 ⋅ 11:20am - 12:00pm (EDT)

Virtual - Connection details sent upon registration.

Jun

XPX Charlotte Members Only Social

Tue, Jun 8^th, 2021 ⋅ 6:00pm - 7:30pm (EDT)

South Park location (details to be provided after registration)

Jun

XPX Global - Member Cross-Chapter Signup deadline for member power networking - June

Wed, Jun 2^nd, 2021 ⋅ 12:00am - 9:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time

May

Virtual access

XPX Orientation

Wed, May 26^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

May

Virtual access

XPX Charlotte: Welcome and Intro to the Why & What of Exit Planning

Wed, May 19^th, 2021 ⋅ 11:20am - 1:00pm (EDT)

Virtual - Connection details sent upon registration.

May

Virtual access

Meet XPX Charlotte

Wed, May 12^th, 2021 ⋅ 11:20am - 12:00pm (EDT)

Virtual - Connection details sent upon registration.

May

XPX Members - Cross-Chapter Signup deadline for member power networking

Sat, May 1^st, 2021 ⋅ 12:00am - 11:00pm (EDT)

Your Group Leader Will Reach Out to Set a Date / Time

Apr

Virtual access

XPX Orientation

Wed, Apr 28^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Apr

Virtual access

Meet XPX Charlotte

Wed, Apr 14^th, 2021 ⋅ 11:20am - 12:00pm (EDT)

Virtual - Connection details sent upon registration.

Mar

Virtual access

XPX Emerging Professionals: When Advisors Collide

Wed, Mar 24^th, 2021 ⋅ 5:00pm - 6:30pm (EDT)

Virtual - connection details sent upon registration

Mar

Virtual access

XPX Orientation

Wed, Mar 17^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Feb

Virtual access

XPX Orientation

Wed, Feb 17^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Contact & Connect

Chapter Events

XPX Charlotte: Membership Social and Membership Recruitment Event

Oct 9, 2024 ⋅ 4:00pm - 7:00pm (EDT)

XPX Charlotte: Why Deals Fail (Members Only + Invited Guests)

Oct 16, 2024 ⋅ 3:30pm - 5:00pm (EDT)

XPX Charlotte: 5th ANNUAL S’MORES AND BOURBON (AND FOOD) SOCIAL FOR MEMBERS & SPOUSES/SIGNIFICANT OTHERS

Nov 14, 2024 ⋅ 6:00pm - 8:00pm (EDT)

XPX Charlotte: Follow up on membership retreat; XPX Charlotte Summit Workshop (Members Only + Invited Guests)

Nov 20, 2024 ⋅ 3:30pm - 5:00pm (EDT)

Gold Sponsors

Silver Sponsors

Bronze Sponsors