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World Financial Symposiums is proud to announce our fourth Tech M&A Master Class of the year, taking place on September 24-25, at the Wynn Las Vegas. 


During this 2-day interactive workshop, you’ll gain transformative strategies to drive growth, maximize value, and navigate complex transactions with confidence. The insights and practical tools delivered at the Master Class are designed to provide all the M&A must-knows for CEOs and founders of software and IT companies. 


Join us and hear from our experienced speakers, all CEOs who’ve navigated the M&A process. Learn proven best practices and the most effective tools to set your company up for a successful process.


"I wish I were able to attend this 5 years ago, that would have influenced all my entrepreneurial journey"


-Apr 2025 Tech M&A Master Class Attendee


"One of the most effective and valuable two days I can remember, both the presentations and private discussions."


-Feb 2025 Tech M&A Master Class Attendee


Over 300 pages of content, including:

  • Profiting from Preparation

  • The New World of Buyers

  • Positioning for Maximum Price

  • Valuation Models and Hands-On Exercises

  • Tax Optimization, Succession & Estate Planning

  • Structuring for Success with Case Studies

  • Strategizing Negotiation

  • Contracts and Managing the Document Workload

  • Due Diligence Landmines

  • Executive Summary Writing Workshop

  • CEO Planning Documents

  • Go-To-Market and Due Diligence Checklists

  • 1:1 Consults with Tech M&A Experts


Regular Price $2,495 USD. Email us to info@wfs.com to find out if you qualify for a special discount and pay only $995 USD – applicable for Tech CEOs and Founders.


Look at this short promotional video: Tech M&A Master Class Video


This course has been approved for Continuing Legal Education credit by the Nevada Board of Continuing Legal Education in the amount of 12 CLE general credits**.


World Financial Symposiums is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Participants will earn 10.0 CPE credits**, 4 credits on Specialized Knowledge and 6 credits Business Management & Organization.


*Your registration fee covers two days of educational events and meals. Attendees are responsible for their flights, airport transfers and hotel. Upon receiving your confirmation, we will share a special link to book your hotel room under our special negotiated room rate.


**In order to be awarded the full credit hours, you must be present, registering your attendance and departure on the attendance sheets at the event registration desk.


Cancellation Policy

In the event of a cancellation of a specific course or program, participants will be immediately notified in writing and all fees returned. 


Refund Policy

Course fee is 100% refundable up to 2 weeks in advance.

Credit for a future seminar is given if participants cancels within 2 weeks.

For more information or to request a refund, please contact us.


By registering, you agree to submit your information to the World Financial Symposiums and any listed event co-sponsors on this page, who will use it to communicate with you regarding this event and their other services.

Tech M&A Master Class
Las Vegas, September 2025

Sep 24, 2025

Agenda

Wednesday, September 24

7:30 AM Morning Coffee and Continental Breakfast Buffet

8:15 AM WFS Welcome

8:30 AM Introduction

9:00 AM M&A Timing

9:45 AM Preparation and Planning

10:15 AM Break

10:30 AM Case Study: Developing the Executive Summary by Corum Group

12:00 PM Hosted Lunch and Recording of Sellers Panel: CEOs who've sold their company

1:00 PM Partner Discovery & Contact

2:00 PM Valuation Models and Valuation Workshop

3:30 PM WFS Wrap-up and Schedule Review

5:30 PM Private Dining for Attendees 


Thursday, September 25

7:30 AM Morning Coffee and Continental Breakfast Buffet

8:00 AM Negotiation, Closing & Dealmaker Stories

9:30 AM Deal Structure

10:00 AM Break

10:15 AM M&A Case Studies: The Inside View from a Corum Dealmaker

11:00 AM Succession/Estate Planning

12:00 PM Hosted Lunch

12:45 PM Due Diligence

1:15 PM The Definitive Agreement

2:00 PM Integration

2:30 PM M&A Cautions

3:00 PM Closing comments

                1:1 Meetings and Networking

Speakers

Sponsors

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