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.

Hosted by Matt Kulp & Jeff Dye
YOUR HOSTS
Guidance from advisors who work with owners through the entire arc — build, grow, and transition.
Matt Kulp, SVP, Wealth Management
SVP, Wealth Management
Matt Kulp, CFP®, CEPA®
Jeff Dye, VP, Wealth Management
VP, Wealth Management
Jeff Dye, CFP®
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.
August 2112PM EST
Change The Outcome
Your hostsMatt Kulp & Jeff Dye

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

September 1812PM EST
Next Chapter Mindset: Your Business Exit is Just the Beginning
FeaturingLeron Lehman· North Group Consultants

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.

October 1612PM EST
Practicing Vision: Turning a 3-Year Idea into a Lived Strategy
FeaturingWayne Herring· Business Builder Camp

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.

November 2012PM EST
Up Your Game: Leadership Development for High Performance Teams
FeaturingKaitlin Wolfert· Compass Point Advisors

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.

December 1812PM EST
Increasing Your Business Value Without Selling More: Business Value Drivers
FeaturingBob McCormack· Murphy McCormack Capital Advisors

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.

ON DEMAND
Session replays
Missed a session? Replays are posted here after each Roundtable.
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.