
The inaugural year of the Tech M&A Master Class exceeded expectations and World Financial Symposiums is proud to announce the Tech M&A Master Class for HealthTech companies, May 14-15, at the Fontainebleau Las Vegas. All of the same great Tech M&A Master Class content but with Healthtech-focused case studies and reports.
But....
Companies from ALL sectors are also welcome! The insights and practical tools delivered at the Master Class are designed to provide all the M&A must-knows for CEOs and founders in any industry. Whether you're in HealthTech or another sector, you’ll gain transformative strategies to drive growth, maximize value, and navigate complex transactions with confidence.
Join us for this 2-day interactive workshop 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.
The M&A Master Class was exceptionally well-organized and highly informative. I thoroughly enjoyed it and only wish I had attended before selling a business on my own. I highly recommend this class to anyone considering selling their business, especially first-time CEOs."
-Sep 2024 Tech M&A Master Class Attendee
"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
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
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.
*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
Special Edition on HealthTech
Las Vegas, May 2025
May 14, 2025
Agenda
Wednesday, May 14
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 Recording of Sellers Panel: CEOs who've sold their HealthTech company
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, May 15
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
Sponsors


