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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COVID-19 Updates

We continue to monitor the COVID-19 pandemic, in conjunction with our vendors and local governing authorities.  The safety of our conference attendees remains a paramount concern. 

We are pleased to announce that we are planning our 5th Annual SAAS NORTH, all five of our Business Transitions Forums and our two conferences for the fall of 2020.  The venues and programming content from the postponed events remain relatively unchanged, here are the most up to date event dates: 

  • BTF Atlantic rescheduled to:  September 15-16 at the Westin Nova Scotian 
  • BTF Toronto rescheduled to: September 17-18 at the Metro Toronto Convention Centre
  • BTF Edmonton rescheduled to:  September 29-30 at the Westin Edmonton 
  • BTF Calgary (unchanged): October 29-30 at the Westin Calgary 
  • BTF Vancouver (unchanged): November 25-26 at the Westin Bayshore Hotel 

We are moving forward to bring the experience that all involved deserve in a safe environment and that you have come to expect at our national events and hope to see you there! 

More details will be available as our event websites will be updated continuouslyPlease reach out to if you have any other questions or concerns. 

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.