Everything you need to know to prepare, position, and sell your software or IT company.
Join tech CEOs and founders in Barcelona 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.
"I wish if I were able to attend this 5 years ago, that would have influenced all my entrepreneurial journey.”
-April 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.
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 November 22. 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, December 9
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
1:00 PM Partner Discovery & Contact
2:00 PM Valuation Models and Valuation Workshop
3:30 PM WFS Wrap-up and Schedule Review
4:00 PM Networking & Cocktails
Thursday, December 10
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
1:00 PM Due Diligence
1:30 PM The Definitive Agreement
2:00 PM Integration
2:30 PM M&A Cautions
3:00 PM Closing comments
1:1 Meetings and Networking
Sponsors
