
Everything you need to know to prepare, position, and sell your software or IT company.
Join tech CEOs and founders in Las Vegas for two intensive days focused on preparing for an M&A transaction, maximizing company value, and navigating the deal process with confidence.
Learn from experienced CEOs, dealmakers and M&A experts through real-world case studies, valuation exercises and practical tools you can put to work immediately.
πWynn Las Vegas
"Program was very insightful and held my attention. Having all the deal makers present was very impactful and great for sharing stories.β
-September 2025, Tech M&A Master Class Attendee
Two Days. One Complete M&A Playbook.
Over 300 pages of practical content, including:
01 | Prepare
Preparation & Planning
CEO Planning Documents
Go-to-Market & Due Diligence Checklists
02 | Position & Value
Positioning for Maximum Price
Valuation Models & Exercises
The New World of Buyers
03 | Structure & Negotiate
Deal Structure
Negotiation
Contracts & Document Workload
Tax Optimization, Succession & Estate Planning
04 | Execute
Due Diligence Landmines
Executive Summary Workshop
M&A Case Studies
1:1 Consultations with Tech M&A Experts
----------------------------------------------------------------------------------------------------------------------------------------
Registration
Regular Price: $2,495 USD
Special Discount Available for Qualifying Tech CEOs & Founders
Email info@wfs.com to find out if you qualify.
Registration includes two days of educational programming and meals. Attendees are responsible for flights, airport transfers and hotel.
CLE & CPE Accreditation
This course has been approved for Continuing Legal Education (CLE) credit by the Nevada Board of Continuing Legal Education for 12 CLE general credits.
World Financial Symposums 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, including 4 credits in Specialized Knowledge and 6 credits in Business Management & Organization.
To receive the full credit hours, participants must be present and record their attendance and departure on the attendance sheets at the event registration desk.
Hotel Information
Upon receiving your confirmation, we will share a special link to book your hotel room at our special negotiated rate. The hotel cut-off date for the room block is September 1. After this date, the hotel may charge regular rates, subject to availability.
Cancellation & Refund Policy
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
Credit for a future seminar is given if participants cancels within 2 weeks. For more information or to request a refund, please contact us.
Registration & Communications
By registering, you agree to submit your information to World Financial Symposums and any listed event co-sponsors on this page, who may use it to communicate with you regarding this event and their other services.
Agenda
Wednesday, September 23
07:30 AM Morning Coffee and Continental Breakfast Buffet
08:15 AM WFS Welcome
08:30 AM Introduction
09:00 AM M&A Timing
09:45 AM Preparation and Planning
10:15 AM Break
10:30 AM Case Study: Developing the Executive Summary by Corum Group
11:45 AM Hosted Lunch
12:45 PM Partner Discovery & Contact
01:45 PM Tech Buyer Insights with Thomas Krenik, Snowbridge Partneres
02:30 PM Valuation Models and Valuation Workshop
03:45 PM WFS Wrap-up and Schedule Review
04:00 PM Networking & Cocktails
Thursday, September 24
07:30 AM Morning Coffee and Continental Breakfast Buffet
08:00 AM Negotiation, Closing & Dealmaker Stories
09:30 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
11:15 AM Special Presentation by Polsinelli
12:00 PM Hosted Lunch by Polsinelli
12:45 PM Due Diligence & The Definitive Agreement
02:00 PM Integration & M&A Cautions
03:00 PM Closing comments
1:1 Meetings and Networking
Sponsors



