Matthew Kulp, CEPA®, CFP

For over two decades, Matt has focused on helping business owners prepare for a future business transition. He works primarily with privately held and family-owned companies, aligning their personal and professional goals with long-term planning strategies that support succession, whether to the next generation, management, ESOP or outside buyers. 

Matt plays a key role in the Business Owner Advisory Team, which follows a personalized four-step process to guide clients through the complexities of maximizing business value, continuity, and transition planning. 

A graduate of Lafayette College with a degree in Economics and Business, Matt began his career at Legacy Planning/HUB under the mentorship of founder Jan Graybill and now serves as a mentor himself, both within the firm and through the nonprofit Men of Iron.

Key Focus Areas:

• Business Succession Planning: Matt helps privately held and family-owned business owners structure transitions to the next generation or to outside buyers, aligning personal goals with long-term planning strategies.
• Business Owner Advisory Team: Through a personalized four-step process, Matt and his team guide business owners through the complexities of maximizing business value, continuity, and transition planning.
• Wealth Management & Financial Planning: Matt works with business owners and their families to coordinate investment, tax, and estate planning strategies that support both business and personal objectives.