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
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
Interests + skills + perspective + heartbreaks = purpose ===> health I left academic leadership and clinical practice to get in front of the
Feb 20, 2025
1 min read
Charlotte
We know that a way higher-than-acceptable percent of those who sell their company have many regrets a year later. A piece of that is
Feb 4, 2025
1 min read
Charlotte
Many consultants/advisors/coaches are serving business owners who resist the notion there might be significant, unrecognized issues in their company, or who believe they needn’t
Oct 31, 2024
1 min read
Charlotte
Posted on October 28, 2024 By White Water Consulting A family business constitution is a foundational document that outlines the principles, values, and operating
Oct 29, 2024
3 min read
Charlotte
What is your goal for your business? As fractional CFOs, when we first meet with our clients, this is among the first questions we
Oct 7, 2024
1 min read
Charlotte
You have been working on the transaction for months. The business has gotten healthy with great valuation increase. Now is the time to get
Sep 10, 2024
1 min read
Charlotte
When you sit down for an intergenerational conversation about the future of the family business, it’s essential to have multiple goals before you. For
Jun 9, 2024
3 min read
Charlotte
In order for your family business to outlive its founder, careful succession planning is a must. That means finding the most frictionless way to
Apr 15, 2024
2 min read
Charlotte
In the competitive world of business, marketing plays a pivotal role to drive revenue generation, brand equity, and overall business valuation. Companies that view
Mar 22, 2024
3 min read
Charlotte
Over the last couple of years, we’ve seen a worrisome trend of employees disengaging from their work. Sometimes dubbed “quiet quitting,” this trend has
Feb 7, 2024
3 min read
Charlotte
In the fast-paced landscape of today’s organizations, the missing link that often separates successful ventures from mediocre ones is trust. Trust is the glue
Feb 7, 2024
2 min read
Charlotte
As a long-time business consultant and value growth advisor to middle-market companies, I frequently met business owners who didn’t recognize the urgency to plan
Jan 30, 2024
1 min read
Charlotte
FocusCFO Area Presidents Michael Stier and Darren Cherry join Scott Snider of the Exit Planning Institute for this special episode of the Exit Is Now podcast. You already know that a
Dec 10, 2023
1 min read
Charlotte
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