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Wednesday, September 23, 2026

Tech M&A Master Class | Las Vegas

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.

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"Program was very insightful and held my attention. Having all the deal makers present was very impactful and great for sharing stories.”


-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


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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

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