Despite volatility in the markets, M&A opportunity is holding strong for privately held technology companies. We are seeing a record number of Letters of Intent (LOIs) from buyers and record M&A deals. What’s driving this? Collectively, buyers still have a tremendous amount of cash, and they need to buy to survive.

What does it take to get an optimal outcome? What does each step of that process look like? What causes a deal to fall apart? What are buyers looking for? What are the mistakes you can avoid now to guarantee a successful exit later?

There’s no better way to discover all the ins-and-outs, dos and don’ts, than the world’s foremost Tech M&A conference, Selling Up Selling Out – taught live by former CEOs who've successfully led companies through the process.

Agenda:

1:00PM - 5:00PM  Conference and Q&A

Presentation Highlights:

  • Defining an Optimal Outcome
  • The New World of Buyers
  • Profiting from Preparation
  • Positioning for Price
  • Valuation Models Today
  • Understanding Deal Structure
  • Strategizing Negotiation
  • Tax Optimization
  • Due Diligence Landmines
  • Mapping Your Integration

We’ll teach you everything you need to know–how to achieve an optimal outcome and avoid being one of the deal disasters that befall most self-managed M&A efforts. Having spent many long years building your company, invest a few short hours to learn how to handle the exit properly. It’s so important. Attend the industry’s definitive M&A education, taught by the world’s most experienced merger professionals. Since 1990, more tech owners, investors, buyers, and executives have attended “Selling Up Selling Out” than all other such conferences combined.

 

 

Corum Group 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 4.0 CPE credits

Field of Study: (3 credits) Business Management & Organization, (1 credit) Specialized Knowledge

*Live Events: 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.

*Group Internet Based Events: *In order to be awarded the full credit hours, you must respond to the 12 polling questions asked during the program. 

Additional Information

Prerequisites: General understanding of technology and/or software industry through work experience
Who Should Attend: CEO’s, investors, & technology executives in software or IT companies aspiring to learn more about mergers & acquisitions in the tech industry as well as the current state of the market.
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live

Learning Objectives

CEOs, investors & technology executives and service professionals aspiring to learn more about mergers and acquisitions in the tech industry as well as the current state of the market should attend this event. Attendees will learn the how to properly prepare a company for an M&A process, how to position the company to achieve the best price, valuation methodologies used for tech companies, structuring a transaction for the most optimal outcome, strategies for negotiation, suggestions for managing the document workload and expense, tips for navigating the due diligence process, and tips for advance integration planning. 

Refunds and Cancelations
Cancelations are granted refunds if submitted 2 weeks or more prior to event date. For more information regarding refund, complaint, administrative policies and/or program cancellation policies please contact our office at (425) 526-4090 or email brendenk@corumgroup.com.

Speakers

William  Hill's photo

William Hill

Senior Vice President
Richard Holcomb's photo

Richard Holcomb

Senior Vice President