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After three successful editions in Las Vegas, and two international conferences in Kuala Lumpur and Barcelona, WFS is now presenting the first Tech M&A Master Class of 2025, February 25-27, hosted at the Fontainebleau Las Vegas.


Join us for this 2-day/2-night interactive workshop covering all the must-knows of M&A for Tech CEOs and Founders. You’ll learn from our experienced speakers, all CEOs who’ve navigated the M&A process. They will share proven best practices and the most effective tools to set your company up for a successful process.


"It was the first time in a while that I had about 20 contiguous hours to think about our future strategic steps. The materials produced were first class as were the sessions; very helpful and encouraging."


-May 2024 Tech M&A Master Class Attendee


“The caliber of this M&A educational event is unmatched. The case studies, workshops and

practical advice from seasoned advisors is invaluable.”


-February 2024 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


Register with the early-bird fee of $995* until January 31, and gain access to all must-knows of M&A. Spaces are limited. Register now and don't miss your chance to secure a spot at this unparalleled event. 


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.


*Original $2,495 - 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, Feb 2025

Feb 25, 2025

Agenda

Tuesday, February 25

4:30 PM Event Check-In

5:00 PM Welcome and Cocktails

5:30 PM Hosted Dinner


Wednesday, February 26

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 Presentation by Dr. Ivan Ruzic "Surf or Sink: Navigating the AI Tsunami"

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 – Fontainebleau Property


Thursday, February 27

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

11:30 AM Special Presentation by Polsinelli

12:00 PM Hosted Lunch by Polsinelli

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

Corum Group

Rob Griggs

President

Corum Group

Dr. Ivan Ruzic

Senior Vice President

Corum Group

Bruce Milne

Founder & CEO

Sponsors

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