HUB RETIREMENT & PRIVATE WEALTH
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.
YOUR HOSTS
Guidance from advisors who work with owners through the entire arc — build, grow, and transition.
UPCOMING SESSIONS
The 2026 program
Each session runs at 12:00 PM EST. Register once per session. You’ll receive the Zoom link by email.
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.
BEYOND THE CONVERSATION
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.