XPX New Jersey: Inside the Mind of Today's Business Owner

How Market Trends Are Shaping Exit Planning and M&A

The best advisors understand not only what business owners are doing—but why they're doing it. Join Joel Mueller, Managing Partner and Research Director at Barlow Research, as he shares exclusive research on the priorities, challenges, and decision-making of today's small and middle market business owners.

Drawing from Barlow Research's proprietary data, Joel will explore economic sentiment, lending trends, industry dynamics, and the factors influencing M&A activity in the lower middle market. You'll gain a deeper understanding of how business owners are thinking—and how those perspectives are evolving.

Whether you advise clients as an attorney, accountant, wealth advisor, lender, consultant, valuation expert, or M&A professional, you'll leave with practical market intelligence to have more meaningful conversations, uncover opportunities sooner, and strengthen your role as a trusted advisor.

Our Speaker:

Joel Mueller
Managing Partner & Research Director
Barlow Research

Joel Mueller is the Managing Partner and Research Director at Barlow Research, where he leads the firm's proprietary and custom research practice while overseeing its team of analysts. He specializes in research focused on the small business and middle market sectors, directing large-scale studies on topics including small business lending, economic outlook, industry trends, and sector-specific value proposition analyses.

Joel works closely with financial institutions and business leaders to translate complex market data into practical, actionable insights that inform strategic decision-making. His research has helped organizations better understand the evolving needs of business owners, emerging market opportunities, and the forces shaping the lower middle market.

Joel earned both his bachelor's degree in Psychology and his master's degree in Applied Psychology from the University of Wisconsin–Stout, bringing a unique behavioral perspective to market research and business analysis.

Registration Fees:

Non-Members:
Same Day Registration/Walk-in Fee: $90.00
$75.00 Regular Fee
$60.00 Early Bird (through 9/13)

XPX Chapter Network Members:
Same Day Registration/Walk-in Fee: $80.00
$70.00 Regular Fee
$55.00 Early Bird (through 9/13)

XPX NJ and Tri-State Members in good standing are complimentary - Registration is required so we have an accurate headcount for catering planning.

Breakfast will be served.

BRING A FIRST-TIME GUEST TO XPX!

Member Benefit (First Time Guest to an XPX event ) -  Complimentary pass to a first XPX educational event only.  A New Jersey or Tri-State member referral is required. The XPX member (not the guest) must email angie@exitplanningexchange.com to register their first-time guest.

This offer is valid only for individuals who have never attended an XPX Chapter event. Guests who have previously attended any XPX event, whether paid or complimentary, are not eligible.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

THANK YOU TO OUR SPEAKER SPONSOR:

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