Alana Geller

Partner | CPA, CBV, CFF, FEA Write to Alana Geller

Thoughtful, dynamic, resourceful.

Alana works closely with corporate executives, business owners and their families, as well as the broader legal community in the areas of business valuation, dispute advisory and ownership matters.

Alana has been involved in the financial aspects of many significant disputes acting as an advisor or independent expert. She has valued private companies in the context of a transition planning and transactions. She has also supported many entrepreneurs and families through the creation or modification of ownership arrangements, compensation plans for key executives as well as sensitive shareholder matters including dispute resolution, governance changes and succession planning.

During the last several years, Alana has worked closely with Richter’s real estate clients in the areas of business valuation, succession planning, compensation, dispute advisory and shareholder buy-outs.

Her thoughtful and empathetic style goes beyond the numbers ensuring the concerns of all stakeholders are understood and addressed. She is practical and methodical in her approach to problem-solving and prides herself on being creative and collaborative.

Alana is originally from Toronto and currently resides in Montreal, working actively in both cities. Outside the office – she is a doting mother of four young boys and enjoys contributing meaningfully to community life. She is passionately involved in causes concerning children’s health and diversity & inclusion. She is an active member of the Chartered Business Valuation community.

Fields of expertise

  • Succession planning and employee incentives
  • Ownership agreements and governance matters
  • Business valuation
  • Shareholder disputes and commercial litigation

Industries

  • Real Estate
  • Manufacturing and Distribution
  • Consumer Products
  • Apparel
  • Healthcare
  • Entertainment
  • Technology

Professional and community involvement

  • 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

  • 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