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 Leaders

The leaders of the Exit Planning Exchange – XPX Charlotte Chapter include prominent professionals in the local market. The board supports the Chapter’s work to build a focused, strong community of the best advisors to privately-held businesses. The primary activities of the local board are programming, membership and sponsorship. Feel free to contact any of these leaders or our Administrator to get more involved in our Chapter!

Leader Directory

Attorney
Nutter, McClennen & Fish LLP
Bernstein
Business Owner
TAB Boston Northwest
Senior Business Broker
Baltimore Washington Business Brokers, LLC
President
Wehrle Insurance Network
Insperity
Director
NAVIX Consultants
Founder and Managing Member
Brody and Associates, LLC
Wealth Management Advisor
Davies Wayland & Associates
Berger Business Advisors
Owner
i*Financial
Timothy H. Barnes, P.C.
Sr VP
RCM&D
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