If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options.

XPX Chapters

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:

  • Embrace a shared responsibility for educating each other on the many disciplines of exit planning,
  • Work to develop trusted relationships enabling client collaboration, and,
  • Take ownership for sharing the importance and urgency of effective exit planning with business owners in our community.

XPX Charlotte’s success is continually measured by optimal outcomes of business value growth, business value transfer and owner life and legacy.

Atlanta

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.

XPX Charlotte: Who We Are

Vision

XPX Atlanta is fundamentally changing the trajectory of exit planning services in the Southeast United States.

Mission

XPX Atlanta delivers a collaborative-based networking exchange, broad representation of exit planning competencies, and a bridge spanning value-building, value transfer, and life-legacy for business owners.

Values

Work Collaboratively, Put the Client First, Think Long Term, Consider the Human Angle, & Always be Learning

Advisor Professions

Accountants

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners

Advisor Principles

Work Collaboratively

Put The Client First

Think Long Term

Consider The Human Angle

Always Be Learning

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The Latest News – XPX Charlotte

Latest – XPX Charlotte

Chapter Events

Gold Sponsors

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Silver Sponsors

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Bronze Members

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Community

Upcoming Chapter Events

Our Members

Attorney
Day Pitney
Personal & Commercial Risk Advisor
Levitt-Fuirst Associates, Ltd.
Financial Advisor
RBC Wealth Management
Partner
Coastal Bridge Advisors
President
Presbury & Associates
Testimonials

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