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

As a small business owner, you face many challenges when running your own company. Financial management is one of the most critical aspects of any business, but hiring a full-time CFO can be a costly and unrealistic expense for many small businesses. This is where Fractional CFOs, like those provided by FocusCFO, come in. What…

B2B businesses, particularly professional services, are some of the most skeptical and risk-averse companies when it comes to embracing marketing. I should know because I service this client base. However, once I explain how marketing can elevate awareness and increase ROI, most B2B companies will adopt today’s proven digital marketing tactics. In today’s blog, we…

I have a highly intelligent and successful ‘left brained’ colleague and friend who ‘gets it’ when it comes to understanding that data and fact sheets do not communicate meaning. This software developer, entrepreneur, certified project management professional, author, award-winning speaker and CIO of a medical practice knows that all the data in the world will…

As we’ve discussed in previous posts, quiet quitting is a phenomenon that’s here to stay. This workplace trend has inspired millions of employees to “act their wage,” which is to say, setting boundaries and choosing not to go above and beyond their basic job description. Evidence shows that quiet quitting is common, and that it’s…

When the COVID-19 pandemic forced companies to close their doors, sending employees home to work remotely, many leaders worried about the long-tail effects on culture, employee engagement, and morale. As it turns out, some of those concerns were unfounded. Recent research has found that, if anything, the companies that offer remote work options have stronger cultures and higher levels…

Effective branding includes everything that influences the opinions of consumers about you, your product, or your service. The ability to be authentic and humanize your brand provides a critical connection to your customers—one that engenders loyalty and increases sales. Your brand is your most important asset. Fact: Everyone has an existing brand, whether intentional or…

Put People and Purpose as your business Priorities and Profits will follow.  Business success, more than ever, is about building and supporting a positive, profitable culture, which is a hard asset; and culture comes down to communication. How companies talk to and with their employees, and all stakeholders for that matter, is the ultimate expression…

At the outset of the COVID-19 pandemic, most companies moved their teams out of the traditional workspace, transitioning to remote work and online collaboration. Ever since, business and HR leaders have wrestled with the tension between work-from-home perks, including greater flexibility and lower overhead, with potential downsides. Foremost among those downsides? The assumption that remote…

Program produced by XPX Charlotte. This is the 5th of 5 programs focusing on strategies to improve the value of business enterprises prior to a planned exit, and the 10th in our case study series. Business value is predicated largely on expectations for future cash flow, and strategic acquisitions may be an important tool to…

Simply put, a predictable revenue model is a framework for consistency that provides business growth data based on a formulaic process. Think, forecasting. Implementing a predictable revenue model provides business owners an understanding of average revenue over time, including leads (MQL and SQL), sales growth, cost of customer acquisition, and more. In this new blog,…

Why does a business need a multichannel marketing approach? Because today’s consumer seeks information through various communication channels regardless of industry or size. Therefore, all businesses need to consider a variety of touchpoints to build greater awareness of their product or service. This blog explores the components and benefits of implementing such a strategy.

Program produced by XPX Charlotte. This is the 2nd of 5 programs focusing on strategies to improve the value of business enterprises prior to a planned exit, and the 7th in our case study series. Business value is predicated largely on expectations for future cash flow, and effective expense management is a major contributor to…

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….

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…

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…

Gold Sponsors

Silver Sponsors

Bronze Members