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  • Exit Planning Exchange
Exit Planning Exchange
Jun
23

XPX Phoenix: An Ecosystem of Trust for Business Transition (Virtual)

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Details
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Date & Time

Tue, Jun 23rd, 2026 ⋅ 12:00pm - 1:00pm (MST)

Location

Virtual - Connection details will be sent when you register.

Status

Registration Open

Tickets

Non-Members
$0.00
Phoenix Members
$0.00
Guests

Registrants

21 people are going
RG
Michael DiGrazia of Legacy Wealth Management is a member of XPX Phoenix
Erik Schlesinger of Build Scale Prosper is a member of XPX Chicago
Shelli Hendricks of Blue Horizon Solutions LLC is a member of XPX Phoenix
Juan Ros of Forum Financial Management, LP is a member of XPX
+16

Three quarters of business owners plan to exit within the next decade.

Of those who successfully sell, 75% experience profound regret within a year of closing, not because the deal failed, but because they weren't prepared for what came after.

After five hundred conversations with owners, advisors, and investors, one truth is consistent: that cycle of regret breaks when advisors trust each other enough to show up as a team, not a collection of individual experts.

XPX Phoenix exists to build a community of advisors across disciplines who are committed to doing this differently.

This inaugural session brings us together around the question that makes everything else possible: what does it take to build genuine trust and credibility, with each other, and with the owners who need us most?

If you want to be part of building something special in the Phoenix market, this is where it starts.

Our Speakers:


Erik Schlesinger

CEO
Build Scale Prosper

Erik Schlesinger is the CEO of Build Scale Prosper, a strategic advisory firm that helps business owners build, scale, and exit successfully. He is a Co-Founder of XPX Phoenix and has conducted more than five hundred conversations with owners, advisors, investors, and community leaders about what it takes to exit successfully. His work focuses on the structural and human dimensions of the ownership transition crisis facing the lower middle market.


Shelli Hendricks, Ph.D.

President
Blue Horizon Solutions

Dr. Shelli Hendricks is the Founder and President of Blue Horizon Solutions, an executive coaching and organizational development firm. With more than twenty years in corporate learning and leadership development, she has managed global teams, delivered leadership programs, and coached executive teams through strategic business transformations. She holds a Ph.D. in Organizational Development and Change from Fielding Graduate University, where her research examined what leaders learn about themselves and their teams during major transitions.

Agenda:

12 noon – 1 pm MST

12:00 – Welcome & XPX Phoenix Introduction

12:05 PM – Introductions & Discussion

1:00 PM – Adjourn

Registration Fee:

XPX Phoenix Members & Guests: Free

Connection details will be sent once you register.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
RG
Rich Gove
Thrivent Financial
Michael DiGrazia of Legacy Wealth Management is a member of XPX Phoenix
Michael Digrazia
Legacy Wealth Management
Erik Schlesinger of Build Scale Prosper is a member of XPX Chicago
Erik Schlesinger
Build Scale Prosper
Shelli Hendricks of Blue Horizon Solutions LLC is a member of XPX Phoenix
Shelli Hendricks
Blue Horizon Solutions LLC
Juan Ros of Forum Financial Management, LP is a member of XPX
Juan Ros
Forum Financial Management, LP
JC
John Chionchio
WealthPoint Business Advisory Services
GM
Greg Mattox
HonorHealth Foundation
HJ
Hal Jolley
Jolley Company, LLC
AP
Austin Peterson
Backbone Planning Partners
JS
Jennifer Smiljanich
SJS Investment Services
Matthew Kanter of Mariner is a member of XPX Phoenix
Matthew Kanter
Mariner
GG
Gabriel Gasca
Midwest Regional Bank
PM
Phil McNulty
Proxy Advisory Group
DS
Dale Shafer
Life Moves Wealth Management
JM
John Moore
John Moore Associates
CD
Cody Deane
Mariner Wealth Advisors
David Ogurek of Caber Hill Advisors is a member of XPX Phoenix
David Ogurek
Caber Hill Advisors
AW
Ashley Wilson-Bass
AW Consulting Collective, LLC
JY
Jackie Yoder
AZ Growth Advisors
John-Paul Reiger of National Christian Foundation Southwest is a member of XPX Phoenix
John-Paul Reiger
National Christian Foundation Southwest