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
In many midsize, family-owned succession deals, the biggest threat isn’t market conditions — it’s silence. Unspoken expectations, family politics, and unaddressed conflicts routinely shave
Dec 5, 2025 1 min read
Charlotte
Will yours be a Truly Rich Life without Lasting Health? These questions and stories are for you to share with your owner clients. What
Nov 4, 2025 1 min read
Charlotte
Advisor Resource
In my September article, I introduced the “Early Exit Planning Project”, a nationwide collaboration among XPX chapter members focused on improving exit outcomes for
Oct 30, 2025 1 min read
Charlotte
Advisor Resource
This article summarizes the key takeaways from the October 2025 Cross-Chapter Networking event, where breakout groups discussed two main questions related to Early Exit
Oct 30, 2025 4 min read
Charlotte
Advisor Resource
Preparing to Exit? We need YOU! You are uniquely able to make a real difference. Consider your skills. In your career, how often
Oct 3, 2025 1 min read
Charlotte
Advisor Resource
The Imperative of Change Communication in Business Exits and Transitions Dianne Chase Founder/CEO Chase Media and Communication In the world of exit planning,
Sep 26, 2025 2 min read
Charlotte
Steven started his manufacturing business 35 years ago. He began making a few items using injection molding techniques and enjoyed enough success that he
Sep 2, 2025 4 min read
Charlotte
Advisor Resource
In September 2025, a new project is kicking off called “Early Exit Planning”, working to implement the ideas introduced in the XPX Next 2025
Aug 29, 2025 2 min read
Charlotte
Advisor Resource
Protect owners from the 5 D’s in a proactive way! When personal planning aligns with business planning, the 5 D’s can be minimized. Dysfunction
Aug 27, 2025 2 min read
Charlotte
Advisor Resource
When the time comes to transition out of your business—whether through a sale, merger, or succession—one factor can significantly impact your outcome: how well-prepared
Aug 7, 2025 4 min read
Charlotte
At WhiteWater Consulting, we’ve had the pleasure of working with businesses of all shapes and sizes. And though we delight in each of these
Jul 14, 2025 2 min read
Charlotte
Leadership transitions are among the most significant—and often most stressful—periods in an organization’s life. Whether planned well in advance or triggered by unexpected events,
Jul 14, 2025 3 min read
Charlotte
Many advisory client relationships face severe headwinds due to factors such as the client’s previous experience with advisors, attitude toward change, and openness to
Jun 6, 2025 1 min read
Charlotte
Advisor Resource
Succession planning is one of the most critical elements for a company’s long-term stability. It ensures that leadership transitions smoothly, helping businesses continue to
Mar 26, 2025 2 min read
Charlotte
Family businesses are unique entities—and tend to come with many challenges. For instance, how do you balance the desire to preserve long-standing traditions with
Mar 26, 2025 3 min read
Charlotte
This is a short video speaking to the importance of business exit planning for business owners, and about my journey to develop the Exit
Feb 27, 2025 1 min read
Charlotte
Advisor Resource
