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World Financial Symposiums is proud to announce Mexico City as host city for the Tech M&A Master Class taking place on April 22-23, at the Grand Fiesta Americana Chapultepec.
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.
"It was a well-structured program. For a first timer like me, it offers very valuable information about Tech M&A. It will help me in preparing myself."
-June 2025, Tech M&A Master Class Attendee
"The Tech M&A Master Class was excellent. I learned a great deal and especially valued the practical takeaways and candid discussion."
-September 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
*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. The hotel cut-off date for our room block special rate is on April 1. After this day, the hotel reserves the right of charging their regular rates upon availability.
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.
Agenda
Wednesday, April 22
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, April 23
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
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