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.

About Our XPX Charlotte Memberships

We invite you to consider membership in XPX Charlotte! The Exit Planning Exchange – XPX Charlotte is a unique multi-disciplinary association of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. We welcome qualified individuals and firms as members.

We are actively recruiting both members and sponsors. If you want to learn more about our Membership Opportunities, please contact Maria Forbes or Jeff Leonard. If you would like to learn more about our Sponsorship Opportunities please contact Bob Tankesley

Are You a Good Fit for XPX Charlotte?

Membership is subject to approval to ensure that you are a good fit with our community in terms of the focus of your business and your fit with our values. Our membership application requires two references, with at least one of them being an active XPX member from an organization other than the applicant’s organization. 

You’ll be a good fit for our association if you:

  • Work Directly With Owners and/or senior managers of companies in the lower middle market (roughly $5-100 million in revenues).

  • Share the Core XPX Principles (Work collaboratively, Put the client first, Think long term, Consider the human angle, and Always be learning).

  • Are an experienced advisor in one of our 12 member professions (Accountants, Attorneys, Bankers, Coaches, Consultants, Insurance Providers, Investors, M&A Intermediaries, Non-profits, Valuators, Virtual Managers, Wealth Planners).


$ 350
00 Yearly
  • Complimentary Events
  • Members-only Networking
  • XPX Profile
  • Connect with other Members

Why Join?

We hope that you will become an active member of our chapter and take advantage of the valuable benefits we offer as an organization:


You’ll learn from great content and programming. “What I know, What I don’t know, What I don’t know that I don’t know. XPX helps me get this right.”


You’ll expand your network with people who are genuine, inviting, and welcome collaboration. “We’re givers, not takers (and givers get more in the long run)”.


You’ll raise your profile by sharing your knowledge in meetings, networking, and contributing to our on-line Owners’ Academy knowledge base. “I know the guy/gal! who can help”.


You’ll find a group of like-minded advisors who share our values of collaboration, client first, long-term thinking, focus on the human factor, and continuous learning. “It’s about the quality of the people in the room.” 

Chapter Events

Gold Sponsors

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Silver Sponsors

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Bronze Members

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