A Wealth of Learning Opportunities – and Resources – at Your Fingertips
Knowledge is power. Imagine what you could do with 24-hour access to a powerful learning community to help you stay up to date with the latest trends, insights, news, and best practices to share with your valued clients. XPX’s exclusive Knowledge Exchange is the one place where you can exchange knowledge with some of the industry’s most successful professionals with expertise in a wide variety of areas. Here are recent posts from our chapter activities and members:
News & Posts
The commercial real estate market has never been this hot. Consider a sale leaseback instead of hoping that the business buyer wants to own a building too. I can’t count the number of times I have been called in with 24-72 hours left to close to “clean up” the real estate aspects of a transaction….
Successful businesses understand that they can’t always control the consumer narrative. Therefore, having an online review strategy will enhance customer satisfaction, build brand awareness and trust, and set your business apart from the competition. Learn more on how to create and manage an online review strategy.
Program produced by XPX Charlotte. All businesses have strengths and weaknesses, however certain weaknesses ding a company’s value more than others. In this session: You’ll learn how buyers weight strengths and weaknesses to better assess how they will value a business. You’ll better understand how to prioritize strategic initiatives based on how each impact perception…
Are you struggling to keep up with the latest marketing trends and whether you should embrace the latest technologies? Does it really matter if your website is mobile-friendly? How does AI impact your company’s ability to identify new customers and increase brand loyalty? Find out answers to these questions and other insights in my recent…
All businesses want to be visible, relevant, and profitable. However, it is far too common for professional services organizations to take an outdated and passé approach to marketing. Don’t fall victim to these common marketing mistakes.
This is the 4th in the case study series, built around the individuals found in the Charlotte case study. This event will focus on Retirement & Estate Planning / Personal Wealth Risk Mitigation for the principal owners. CLICK HERE TO DOWNLOAD THE CASE STUDY FOR THE EVENT. Meet our Speakers: Jim Benedict, CPA, CFP®, CEPA®SVP…
This event will focus on Early Personal Wealth Planning for the principal owners. Specifically focusing on Goal Setting & identification of any Wealth/ Valuation Gap. Process steps covered: Discovery Wealth Planning Business Information Business Valuation CLICK HERE TO DOWNLOAD THE CASE STUDY FOR THE EVENT. Meet our Speakers: Jim Benedict, CPA, CFP®, CEPA®SVP – Senior…
We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site is designed to give you and your company greater visibility. Here are three things you should know: Emails from XPX will now come from my.exitplanningexchange.com—please adjust your email settings! Your new profile can have a…
Aug. 20, 2021
Charlotte case study Intro & Discussion on pending capital gains policy changes Please join this virtual educational event. Building on the May event: We will introduce a business / owner case study scenario. This case study scenario will provide the context for the subsequent series of educational events, throughout the 2nd half of 2021 and…
Meet XPX Charlotte Join on a Zoom call with leaders of XPX Charlotte to: Understand our mission / purpose; Learn how XPX is different from other organizations; Hear from current members why XPX is important to them; See our full collection of educational events, socials and other networking programs. Program produced by XPX Charlotte.
Welcome & Intro To The Why & What of Exit Planning Join us for this virtual educational event. We will cover: An overview of the stages and tracks that comprise effective exit planning. Why is comprehensive exit planning important to achieving optimal outcomes for owners and their business? Introduction to the ‘XPX Way’ of collaboration…
Chapter Events
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
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 Members
You have a client looking to sell, execute a management buy-out, recapitalize their business or buy other companies
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.
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.
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