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GROWTH. TRANSFER. LEGACY.

EVENTS

The Exit Planning Exchange - XPX Triangle Chapter 

Our association events promote peer learning, networking and visibility for our members in the local private company advisor community.  Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy. 

Upcoming events

    • August 02, 2021
    • ? - 9:00 AM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    AUGUST POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS AUGUST 01, 2021


    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question please email us

    • August 05, 2021
    • 6:30 PM - 9:30 PM (EDT)
    • Prime BBQ 403 Knightdale Station Run, Knightdale, NC


    Join us at the First Annual XPX Triangle Summer BBQ Party! Bring you favorite date and enjoy a chill night in Knightdale at NC’s hottest BBQ spot. Get a tour where the magic happens, enjoy friends and colleagues, introduce your better half, and don’t miss the Poppers or the Brisket! This event will be a blast. Great folks, tunes, CUE and much more.

    Attire: Smart summer casual 

    This is a great opportunity to showcase your business and sponsorships are available. Jerry Sledge has already covered the happy hour wine and beer!

    Please click HERE for additional information about Prime BBQ.

    Triangle Members Registration Fees:

    $75 per person, please invite your significant other!

    Members must register and pay first in order to register their guest. 
    A guest will NOT be able to register directly without a member.

    Tickets must be purchased by Saturday 7/24/2021 at 5PM to secure the date!







    FOUNDING SPONSORS

     

     


         



        




    SILVER SPONSOR





    INAUGURAL SPONSORS















    The Sledge Organization, LLC











    • August 25, 2021
    • 10:50 AM - 11:30 AM (EDT)
    • Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
    Register

    Virtual meeting at 11 AM ET


    Welcome to XPX!

    Please join us at this quick monthly web meeting with members from across the country and learn how to get the most out of your membership.

    You’ll learn:

    • Where to find the resources and information you need to be the best advisor
    • How to share content to increase your visibility in our community
    • How to maximize the effectiveness and visibility of your profile on our site
    • How to manage your profile, registrations and payments through the website

    Your guides will be Mary Adams, XPX Executive Director, and Angie Ellis, XPX Chapter Administrator.

    (We hold these meetings the fourth Wednesday of every month at 11 AM ET. If you can’t make this meeting, please let us know in the registration form and we’ll add you to next month’s meeting). Non-members welcome to listen in too!


    • August 25, 2021
    • 12:00 PM - 1:30 PM (EDT)
    • Vesta Wealth Advisors - 4141 Parklake Ave., Suite #450, Raleigh, NC 27612
    Register


    At this important all-member business meeting, we will be finalizing the steps we need to take to establish our 501(c)6 status. The meeting will include the following things.

    1. Review, vote on and adopt our Bylaws by majority vote.
    2. Nominate and select our nine (9) Board of Directors.
    3. Have lunch (food provided) while the new board sorts out some logistical details.
    4. Network and continue getting to know your XPX Triangle colleagues.

    If you have any questions about this process or the Bylaws, please contact Laird Hepburn at lwhepburn@bsgadvisers.com.




    FOUNDING SPONSORS

     

     


         



        




    SILVER SPONSOR





    INAUGURAL SPONSORS















    The Sledge Organization, LLC











    • September 02, 2021
    • ? - 9:00 AM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    SEPTEMBER POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS SEPTEMBER 01, 2021


    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question please email us

Chapter Events

FOUNDING SPONSORS

silver sponsor

inaugural sponsors

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