Succession Planning: Continuing Operations

Thinking about stepping down — but not completely out? Wondering how to maintain operational and financial stability while shifting your role or ownership?

Join Megan Ciaccia, CPA of Ciaccia CPA for a session focused on the financial and operational considerations of transitioning leadership while keeping your business strong. We’ll explore:

• How to structure partial or phased ownership transitions
• Strategies to support ongoing operations
• What to consider when retaining equity or stepping into an advisory role
• Planning for sustainability, cash flow, and long-term vitality

Whether you're easing into retirement or redefining your role, this session offers practical insights to help you step back with confidence — and keep your business thriving.

Reasonable accommodations for persons with disabilities will be made if requested in advance. Contact us at (215) 790-5017 to arrange.

By registering for this event, I consent to WBEC-East staff and/or the SBA-funded Resource Partner listed on this event to have access to my basic information (name, email, phone number). My PII is and will not be shared outside of WBEC-East or the listed SBA-funded Resource Partner on this event.