XPX Chapters
Welcome to XPX Triangle
Welcome to the Exit Planning Exchange – XPX Triangle! We are actively developing our Chapter.
The Generational Shift In Business
Lunch & Workshop with Dr. Katherine Jeffery
Prestonwood Country Club - Cary, NC
Thursday, June 6th
10:30 – 2:00pm
About XPX
XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. Private company transitions require a broad view of the entire life cycle of a private company including:
Business Value Growth
Business Value Transfer
Owner Life & Legacy
Our community includes advisors and owners in all stages of this process. Our members have specific areas of expertise as well as a holistic understanding of the breadth of challenges an owner faces throughout the stages of the private company life cycle. This helps XPX members to work in the best interest of their clients.
We have a clear set of shared principles for advisor excellence. Each of the 12 professions involved in XPX has specific ethics and practice guidelines. Our members take this a step further, adhering to a set of principles that guide collaboration and long term thinking (see our five Advisor Principles)
We are unique in that we are the only open advisor network in the private company/business value transfer market. This means that we do not advocate a single approach or vendor. Instead, we endeavor to be a place where all advisors, owners and vendors can interact and collaborate.
Each XPX Chapter is a locally-controlled non-profit organized by national and regional leaders in the private company market. The first XPX chapter was launched in Boston in 2007. Today, we have Chapters across the U.S..
The Chapters are supported by XPX Global, an entity that provides capital, intellectual property and administrative support to Chapter operations. This model takes care of the administrative tasks that are the bane of the boards of most professional organizations. It leaves to the Chapters the key tasks of events, membership and sponsorship—the most visible and high value activities for volunteers interested in an increased profile in the private company market.
Want to learn more? Please contact XPX Triangle President, Scott Medeiros at smedeiros@rosewoodcompanies.com.
Advisor Professions
Accountants
Attorneys
Bankers
Coaches
Consultants
Insurance Providers
Investors
M&A Intermediaries
Non-Profits
Valuators
Virtual managers
Wealth Planners
The Latest News – XPX Triangle
Latest – XPX Triangle
Alternative or creative financing can take several forms. Today I would like to briefly address Revenue Based Capital. As this type of funding is based on the business’ revenue primarily, and not the credit score, it is well suited to address short term capital needs. Typically a business owner facing a temporary working capital shortage, will reach out and utilize this method. Unlike traditional bank funding, the FICO requirements are much more lenient, and since the decision is primarily based on recent revenue, the business owner is assured of an amount that their current cashflow can support. It also boasts the benefit of being collateral free, so there is no need to tie up real estate. Additionally most funding’s can be completed and deposited into your business account within 24-48 hours. Industries that benefit from, and are frequent clients: Construction, Food & Beverage, Retail, Trades, ie: HVAC, Electricians, Plumbers, Landscapers. In closing, Revenue Based Capital shines due to it’s relaxed FICO requirements, collateral free features, and fast turn around.
Emerald Publishing released the 22nd volume of
It’s been called the Silver Tsunami. That’s the number of Baby Boomers who are ready to sell their businesses and move to the next stage of their lives. According to the North Carolina Employee Ownership Center
Chapter Events
Annual Sponsors

you want to grow or assess your intellectual property portfolio


Considering buying or selling a business, franchise, or commercial property.
Community
Upcoming Chapter Events
Our Members

