Alana Geller
Partner | CPA, CBV, CFF, FEA- Phone416.642.0818
- Emailageller@richter.ca
- Download V-Card
THOUGHTFUL, DYNAMIC, RESOURCEFUL.
Alana is a trusted advisor to corporate executives, business owners, and their families, guiding them through complex matters related to business valuation, shareholder dynamics, and ownership transitions. She is known for her ability to navigate sensitive situations with clarity and empathy, earning the confidence of both clients and legal professionals alike. She continues to support companies and families as a long-term advisor, helping them make thoughtful, well-aligned decisions.
With extensive experience across ownership arrangements, executive compensation, shareholder disputes, and succession planning, Alana brings both technical precision and sound judgment to her work. She has acted as an advisor and independent expert in high-stakes disputes and has led valuation mandates in the context of transition planning and private transactions. In recent years, she has worked closely with real estate clients, offering support across valuation, governance, conflict resolution and ownership changes—often with a focus on long-term impact and family continuity.
Known for her thoughtful and collaborative approach, Alana ensures all voices are heard—especially in emotionally charged or complex situations. She combines methodical analysis with practical solutions, helping clients move forward with clarity and confidence. Beyond her professional work, she is actively engaged in community causes focused on children’s health and diversity and is a proud recipient of the King Charles III Coronation Medal.
Fields of expertise
- Succession and transition planning
- Ownership agreements, governance matters and conflict resolution
- Business valuation
- Employee incentives
- Shareholder disputes and commercial litigation
Industries
- Real Estate
- Manufacturing and Distribution
- Consumer Products
- Apparel
- Healthcare
- Entertainment
- Technology
Professional and community involvement
- King Charles III Coronation Medal March 2025
Recognized for contribution to children’s health
and inclusive play, working to expand accessibility for
individuals with physical disabilities
- Habilitas Foundation (formerly MAB-Mackay Foundation)
- Chair of the Allocations (Priorities) Committee Since 2024
- Member of the Steering Committee for Capital Campaign 2022-2024
- Member of the Outreach Committee 2018-2022
- Member of the Board of Directors Since 2018
- Member of Philanthropy Committee 2016-2018
- Family Enterprise Canada (FEC)
- Family Enterprise Advisor (FEA), Since 2023
- Canadian Institute of Chartered Business Valuators (CICBV)
- Conferences and articles, Since 2019
- Montreal Workshop Committee Member, Since 2013
- Recipient of the Scholastic Achievement Award, 2012
- Habilitas Foundation (formerly Montreal Association for the Blind Mackay)
- Member of the Board of Directors, Since 2018
- Member of the Steering Committee for Capital Campaign, Since 2022
- Member of the Outreach Committee, 2018-2022
- Member of Philanthropy Committee, 2016-2018
- Israel Cancer Research Fund, Women of Action
- Co-Chair, 2017-2020
- The Montreal Children’s Hospital – Stroll for Kids Event (raised $1,600,000 for the Hospital)
- Co-Founder and Honorary Chair, Since 2015
- Federation CJA
- Chamber of Commerce – Event Co-Chair, 2015
- Leadership Development Program – Participant, 2013 to 2014
- The Climate Reality Project
- Treasurer to the Board, 2011 to 2014
- CPA Ontario
- Member Since 2006
Public recognition – Articles and presentations
- Co-Author and Presenter at CBV Connect 2025: “Private Company Compensation | Incentivizing Business Leaders” June 2025
- Co-Author, Espace Magazine
- “Private company compensation in the real estate industry:
Aligning compensation with corporate and ownership objectives”
Part 1 December 2024
Part 2 March 2025
- Quoted in “Tricks of the Trade”, Pivot Magazine, March 2024
- Author, CBV Insights: “Understanding Value Impact on Private Companies Through an ESG Lens: Thoughtful Governance Policies Help Preserve and Create Value”, November 2023
- Co-Author and Presenter at CBV Connect 2023: “Real Estate Business Valuation Concepts: Exploring Perspectives from Industry, Tax and Valuation Professionals”, June 2023
- Co-Author and Presenter “Transforming Your Family Business”
Importance of intergenerational collaboration and incentivizing key talent, April 2022 - Author, Business Valuation Journal: “Repricing Risk: Valuation and Damages During the Times of COVID-19”, Fall 2020
- Panelist, Family Dispute Resolution Institute of Ontario Workshop: “A New Financial World – Post Covid Financial Topics’’, November 2020
- Moderator, Business Transitions Forum Workshop: “Valuations of Yesterday and Tomorrow – How Will 2020 Value Drivers
be Different in the Post COVID World”, October 2020 - Co-Author and Presenter of CBV Workshop: “Repricing Risk: Valuation and Damages During COVID-19”, June 2020
- Contributing author of CBV Workshop: “Fair Market Value of Minority Interest in Real Estate”, November 2019
- Co-Author and Presenter of CBV Workshop: “Litigation Support Practices”, September 2019
- Co-Author “Understanding EBITDA Multiples: If cash is king, why does everyone talk about EBITDA?.”, April 2013
Alana’s Expertise
Business Valuation
How much is your business worth? At what price could it be sold? What percentage should you give up to bring in new investors? Is the purchase worth the price tag?
Transition and Succession Planning
For business owners, the business itself is the ultimate investment. It’s often all in, and the way to retire happily ever after. But what if “ever after” comes before you’re happily prepared?
Litigation Support and Dispute Resolution
Complex matters involving serious disputes is a major distraction to your business and could cost you (potentially) millions of dollars in lost profits.
Compensation advisory