Connect with the Industry’s Most Powerful Group of Professional Advisors
Private company clients need access to a trusted team of advisors to marshal them to through the various stages of the business lifecycle. The XPX member directory is where you can find a diverse group of experts – and they can find you.
It’s easy to find an expert by using the search box or these handy directories to choose from 12 professions, 75+ areas of functional expertise and 20 client industry categories. Feel free to reach out to the advisors with the expertise you seek. Contact us for further assistance.
Members of the Exit Planning Exchange – XPX Charlotte Chapter are a select group of expert advisors to privately-held businesses. These diverse experts are chosen by their peers for their expertise and shared values that include: Work collaboratively, Put the client first, Think long term, Consider the human angle and Always be learning.
Filtered by:















Chapter Events
Gold Sponsors

Investments, estate planning, liquidity events, managing cash

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

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


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

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

You have a client looking to sell, execute a management buy-out, recapitalize their business or buy other companies

A business owner wants to make changes that will impact their people: implement strategy, add headcount, improve process, increase productivity.

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.

FocusCFO is a leader in embedded fractional CFO services. Guiding entrepreneurial leaders on their climb to sustainable, transferrable business value.

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.