Succession & Transition Panel: First Steps for Business Owners

Date: November 5, 2025

Time: 10:00 AM – 12:00 PM

Location: Innovate Newport, 513 Broadway, Newport, RI

Are you a business owner thinking about the future of your company? Join us for a dynamic panel discussion on the first steps in planning a successful business succession or transition. Learn from a team of experts including an accountant, attorney, financial planner, business broker, and business appraiser who will share practical advice and strategies to prepare for the next phase of your business journey.

Paul Harden, Director of the Greater Newport Region RI SBDC, will moderate the session, guiding the conversation and helping you understand key considerations to ensure a smooth and successful transition.

Whether you’re planning to retire, sell, or pass your business on to the next generation, this panel will give you the insights and tools to start planning today.