Your SUCCESSion 2025 Preview
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About Us

A message from our publisher

SUCCESSion 2025 is just over two weeks away. If you own a manufacturing business, the best time to start succession planning is before you're ready to exit — not after. Join us May 21 in Vaughan for a one-day, no-pressure event where you’ll hear real success stories, learn from expert advisors, and connect with fellow business owners facing the same decisions.

Want a sneak peek? Check out the full schedule below.

But first, hear from Scott Jamieson, CEO of Annex Business Media, on how this event came about: Watch Scott’s intro to SUCCESSion 2025



9:25 AM – Opening Keynote: The Power of 3 – Family, Business, Ownership
Tammy Buss, Founder, BlueRoots Inc.
Navigate the complexities of family-run businesses with real-world strategies for stronger relationships, better decision-making, and generational transitions.
Watch Tammy’s preview

10:25 AM – Preparing for a Sale: Best Practices with Real Life Case Studies
Thomas Bevilacqua & Robert Bezede, Harmony Succession Partners
Get a roadmap for prepping your business for sale, including common missteps to avoid.
Watch Thomas & Robert’s preview

11:25 AM – Timing & Valuation: When, Why & How Much?
Chris Hutchinson, EY Orenda Corporate Finance
Learn how to recognize the right time to sell and what really drives business value.

1:00 PM – A Little T&L: Taxes & Legal
Nathan Choran, Zeifmans & Manny LoVoi, ELPC
Legal and tax experts walk you through key hurdles — no jargon, just clarity.
Watch Manny’s preview

1:30 PM – EOTs: The Employee Ownership Option
Tiara Letourneau (Moderator), Rewrite Capital Advisors
Mike Fotheringham, Taproot & Scott Jamieson, Annex
What’s it really like to sell to employees? Learn from people who’ve done it.

2:15 PM – The Price is Right? Understanding Buyer Motivations
David Turnbull, IG Private Wealth Management
What drives buyers — and how it affects your sale price.

3:00 PM – Just Sold: Succession Success Stories
Paul Hogendoorn, Mark MacLaren, Edward Fitchett
Real-world stories from owners who’ve successfully exited their businesses.



Take the first step toward your future–and your family’s–at SUCCESSion. See you May 21 in Vaughan.