We continue to monitor the COVID-19 pandemic, in conjunction with our local governing authorities. The safety of our conference attendees remains a paramount concern. We have scheduled dates in late 2021 and early 2022 in all five cities, and look forward to welcoming our attendees back in person, provided it is safe to do so when the time comes.

In the meanwhile, please check out our new

Allison Maher
Allison Maher
Co-founder, Family Wealth Coach Planning Services Inc.
Allison Maher is the co-founder of Family Wealth Coach Planning Services, based in Calgary, Alberta.   Over the past 20 years, she has become the “Chief Legacy Officer” for many Canadian families and their businesses.   She specializes in working with multigenerational family offices, family businesses and high net worth individuals, with a focus on estate, insurance and succession planning

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Eventually, every business will need to transition.  At the BUSINESS TRANSITIONS FORUM (BTF), you will garner practical insights from entrepreneurs and business experts that have travelled down the transition path before you.

What can you do to multiply the proceeds of an acquisition? What are your liquidity options?  What do acquirers look for?  What are the major risks in your business and how can you mitigate them? Even if you are not planning to transition, this event will provide you with tactical takeaways to help you make smarter business decisions in the short term while setting you up for a successful transition in the future.