GROWTH. TRANSFER. LEGACY.
The Exit Planning Exchange Charlotte Chapter is a local nonprofit association of advisors who provide professionalism, collaboration and principles to the heart of the middle market. Our members work with business owners in all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy.
XPX provides a unique combination of:
WELCOME TO XPX CHARLOTTE!
XPX Charlotte is a multi-disciplinary community of professional advisors who work collaboratively to help owners of lower/middle-market companies build valuable businesses and assist them in preparing and executing a successful transition.
XPX Charlotte members:
XPX Charlotte's success is continually measured by optimal outcomes of business value growth, business value transfer and owner life and legacy.
For more information, please contact Tom Bixby
XPX Charlotte Events
Our mission is to achieve optimal exit outcomes for business owners in our community. To that end, XPX Charlotte organizes events largely focused around knowledge sharing and inspiring collaboration among members. Most months, we hold educational events for our professional members on the 3rd Wednesday of the month from 11:30am-1:00pm. On occasion, we will substitute a purely social event to get acquainted on a more casual level.
Like many other XPX chapters, XPX Charlotte holds a Power Networking program, a members-only virtual event where participants are grouped into diverse teams of professionals to "connect, collaborate & create results for your Clients!". XPX Charlotte members are also encouraged to participate in Cross-Chapter Power Networking events organized by XPX Global. These are published each month on our Events page.
If you are simply interested in learning more about XPX Charlotte, visit our Events page and register to attend our monthly Meet XPX Charlotte sessions. There you'll meet some of our chapter leaders who will share what XPX Charlotte is all about and why they chose to get involved. These open orientation meetings are on the 2nd Wednesday of each month at 11:30am.
Visit our Events page and sign up today!
Next Chapter Events
We could not have quality programming without our sponsors!