The Tech Exit Playbook: Strategy, Structure & Success

​Selling a technology company can be a complex and time-consuming process that requires careful planning, preparation, and execution. In today’s market, you’re dealing with sophisticated buyers across the table and a myriad of due diligence requirements. Business owners must be well-prepared and well-advised to ensure a successful transaction. Our panel of experts will address common issues for consideration as it relates to the transaction readiness process in the technology space.

​This event is designed for tech company executives.  

​Agenda 
8:15 - Arrival and networking
8:45 - Welcome
8:55 - Preparing for a liquidity event

• ​Moderator: Hank Galligan, National Tech Industry Group Leader, BDO

• ​Panelists:

  • ​Roger Blanchette, CFO, SimSpace

  • ​Liz Fisher, Chief Legal Counsel, Rocket Software

  • ​Ed McGowan, CFO, Akamai

​9:45 - Financial preparedness

• ​Mandy Carroll, Principal, Risk Advisory Services, BDO

• ​Holly Richardson, Principal, Core Tax Services, BDO

• ​Patrick Stone, Principal, Transaction Advisory Services, BDO

​10:15 - Legal and regulatory considerations

• ​Stacie Aarestad, Partner & Co-Chair, Capital Markets Practice, Foley Hoag

• ​Corey Brown, Partner & Co-Chair of M&A Practice, Foley Hoag

​10:45 - Wrap-up

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Ticketing & Refund Policy

​- Refunds are only available up until 7 days before the event.

​- Unsure if you are a Mass Tech Leadership Council member? Check the directory

​- Global or Premier membership level, please reach out to chris@mtlc.co for your special code.