Succession Success: Expert Panel Discussion & Q&A (Session 6 of 6)

Location: Online.

Presented by the Success Success expert speaker panel.

Wrap up the Succession Success series with an energizing expert panel discussion & Q&A featuring every pro you’ve heard from—Joel Friedman, Vaibhav Makkar, Hussein Hamdani, and Raffaele Ruberto—all together, ready to tie everything into a clear, personal action plan for your business.

We’ll quickly recap the big wins from each session—why succession matters, how to value your company, who could take over, the legal must-haves, and the tax traps to dodge—so you leave with the full picture in one tight hour. Then the floor opens: bring your real-world scenario, your sticking point, or your “what-if” and get straight answers from the people who live this every day. Whether it’s “Can I sell to my kids without a huge tax bill?” or “How do I value a service business with no hard assets?”—nothing’s off limits.

You’ll walk out with a personalized next-step cheat sheet scribbled during the session, plus the confidence that your questions didn’t just get heard—they got solved.

Don’t miss the one time all the experts are in the room for you. Come ask, listen, and leave ready to act.

About The Presenters:

Joel Friedman: A business development professional with extensive experience in the Franchise Industry. Joel has a track record of establishing and improving processes that result in a tremendous amount of success in sourcing, following-up and negotiating, revenue-generating new business initiatives. Extremely resourceful, manages by empowerment and strives to set and meet individual and team goals. Visit https://southbrookbusiness.com/.

Vabby Makkar: Vabby Makkar, a CPA and CBV with over a decade in finance, accounting, and real estate, excels in business valuation, forensic accounting, asset management, and deal-making, leveraging strategic insights to drive transactions and navigate challenges. A University of Toronto Rotman graduate with a BCom, he delivers innovative real estate solutions beyond conventional limits, while enjoying cricket, gym workouts, and family time. Visit https://www.cedargroup.ca/.

Hussein A. Hamdani: Hussein is the Assistant Managing Partner at SimpsonWigle LAW, specializing in corporate commercial law with a focus on commercial and residential real estate. He assists clients at all business growth stages, providing services including company incorporation and organization, partnership and shareholders’ agreements, commercial lease preparation and review, investment advice for private placements or other investments in companies and real estate, and business purchase, sale, and financing. Visit https://simpsonwigle.com/.

Raffaele Ruberto: Raffaele Ruberto, CPA, CGA, TEP, is a Partner at SB Partners, specializing in tax planning. With a BA from the Southern Alberta Institute of Technology (2006) and CICA In-Depth Tax Course (2007-2009), he excels in corporate and personal tax, trust and estate planning, and advising non-residents. He simplifies complex tax issues, leads corporate reorganizations, and supports CRA audits. Visit https://sbpartners.ca/.

Note: This webinar is one of a 6-part series. Learn more by visiting Succession Success or register for more sessions by visiting https://www.tickettailor.com/events/hamiltonbusinesscentre.