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
We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site…
Aug. 20, 2021
Program produced by XPX Charlotte. Charlotte case study Intro & Discussion on pending capital gains policy changes Please join this…
Jun. 22, 2021
Program produced by XPX Charlotte. Meet XPX Charlotte Join on a Zoom call with leaders of XPX Charlotte to: Understand…
Jun. 17, 2021
Program produced by XPX Charlotte. Welcome and intro to the why and what of exit planning Join us for this…
Jun. 10, 2021
Chapter Events
Gold Sponsors
You are trying to grow your business and planning for the eventual exit.
Silver Sponsors
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.
Business Valuation Specialist | Buy-Side & Sell-Side ESOP Advisory | Exit Planning | Transaction Advisory | Estate & Gift Tax | Financial Reporting | Corporate Litigation
Bronze Members
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.
A small or mid-sized business would benefit from the strategic guidance of an experienced CFO, but not full time. We focus on improvements to operations and financial performance, working with your accountant.
You have a client looking to sell, execute a management buy-out, recapitalize their business or buy other companies