XPX Next 2025

Registration will close the day before the event on Monday, July 14 at 6pm EST. 

Join Us for XPX Next 2025 on Tuesday, July 15th!

XPX Global is excited to invite members and guests to our annual national (virtual) conference for the 3rd year in a row. Get ready for a half-day gathering of top minds and trusted collaborators from across the XPX network.

This dynamic half-day event will feature: 

1:00 - 1:30 pm State of the Middle Market with Kim Roseler, National Center for the Middle Market. Kim will highlight data and resources from NCMM including their report on the current state of the U.S. middle market and their recent exit survey.

1:30 - 2:00 pm  What Time is It? How to position your business and your portfolio for the current economic and market environment, Jeffrey Mortimer, Chief Investment Officer at ELYXIUM (Introduction by Eric Togneri, Founder/CEO of What Is My Biz Worth?). Jeff will share the market clock that he constantly updates that compares the middle market deal cycle with the overall economic cycle. 

2:00 - 2:20 pm Power Networking Small Breakout Sessions: What's in the Future for your Practice?  Meet 4-5 advisors from across the country and hear what they are seeing in today's dynamic market.

2:20 - 2:30 pm  Where is XPX headed next? Quick update on the growth of our national network, our Advisor Resource Center, cross-chapter networking and data on collaboration among XPX members.

2:30 - 2:45 pm  XPX Member Collaboration Stories: Aligning Sales Strategy to Company Vision, Chris Cocca, President of Strategic Sales Solutions and Stuart Welsh, President of EGT Advisors. Real-world success stories among the diverse advisors in our chapters. 

2:45 - 3:15 pm  State & Outlook of Private Capital in 2025 with Brent Blankenship, Director, Trivest Growth Investment Fund, Trivest Partners

3:15 - 3:35 pm   XPX Member Collaboration Stories: Advancing the Conversation: Engaging the Owner in the Exit Topic Before it Becomes Urgent, moderated by Tom Bixby, CEO of EvaluSys and XPX Charlotte Founder/Past President featuring panelists: Michelle Fritsch, Founder & CEO of Retirement Wellness Strategies and XPX Charlotte Events Chair, Larry Gard, Ph.D., Consulting Psychologist and XPX Chicago member, Greg Romero, Management Consultant / SMB and XPX Greater Boston Vice President, David Shavzin, M&A Advisor and XPX Atlanta Founder/Past President, Michael Stier, Area President at FocusCFO and XPX Charlotte Vice President & Marketing Chair, and Ann Marie Williams, Executive Director for JP Morgan Private Bank and XPX Charlotte President. More real-world success stories among the diverse advisors in our chapters. 

3:35 - 3:50 pm  Power Networking Breakout Sessions: Jumpstarting New Collaborations  Meet 4-5 more advisors from across the country and hear about their inter-disciplinary collaboration experiences. 

3:55 - 4:00 pm Closing Remarks from XPX Global Executive Director, Mike Oleksak

PLEASE NOTE: ALL PROGRAM TIMES LISTED ARE IN EASTERN TIME  

Whether you’re an XPX member or looking to join our community, this conference is your opportunity to connect and learn with other peers committed to helping private companies build and transition value. So, mark your calendar for July 15. We look forward to seeing you online!

Sponsorship opportunities are available for XPX Next 2025. Please contact Executive Director, Mike Oleksak at mike@exitplanningexchange.com for more info. 

Registration will close the day before the event on Monday, July 14 at 6pm EST.