As we prepare for XPX Next 2026: AI in Action – Advisor and Client Perspectives on July 14, many advisors are asking the same question their clients are asking: How do we move beyond AI experimentation and generate measurable business results? XPX Next will feature practical discussions on AI in M&A, valuation, client pattern recognition, human capital, and advisor workflows, with insights from experienced members across the XPX community.
In the new white paper, From AI Investment to Real ROI: How EvaluSys Turns Business Problems into Measurable AI Value, Tom Bixby explores why many organizations achieve productivity gains from AI yet struggle to convert those gains into financial returns. The paper argues that successful AI initiatives begin with a clear understanding of business problems, process gaps, and organizational readiness—not just new technology.
For exit planning, value growth, and M&A advisors, the paper offers a practical framework for helping clients identify where AI can create the greatest impact, prioritize the right use cases, and measure outcomes that matter. It is especially relevant to the XPX Next conversation around using AI to enhance advisor effectiveness while building stronger, more valuable companies.
