Business Owner Roundtable 2026
A monthly conversation on the strategies, mindsets, and decisions that help owners build, grow, and eventually exit on their own terms.
Only 20% of owners who take their business to market transition on their own terms. Matt and Jeff walk a four-step framework, with real case studies, for protecting independence, legacy, and tax position through a sale.Source: Exit Planning Institute
The hardest part of an exit is often what comes after. Leron Lehman explores the emotional side of life post-sale, and how owners can intentionally plan for identity, purpose, and fulfillment in the next chapter.
Vision isn’t set once — it’s practiced. Wayne Herring shows how to create space to think, turn a three-year vision into a working strategy, and build the weekly rhythm that keeps it from collecting dust.
High-performing teams rarely happen by accident. Kaitlin Wolfert breaks down the leadership behaviors that quietly undermine teams, the foundations strong ones share, and the realities of leading a family business.
There’s often a gap between what an owner thinks a business is worth and what a buyer will pay — and closing it rarely takes more sales. Bob McCormack covers the value drivers that move the needle and the hidden value destroyers to fix first.
Ready to plan your next chapter?
The Roundtable surfaces the strategies. When you’re ready to act on them, HUB’s Business Owner Advisory & Transition team helps you navigate succession, valuation, and exit planning — so you can protect what you’ve built and transition on your terms.