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  • Advice from Women Leaders in Tech, Part 2: Buyers

    Recently, World Financial Symposiums (WFS) hosted a Growth & Exit Strategies virtual conference focused on women leaders in tech. The conference was highlighted by three panels comprised of women…

  • Advice from Women Leaders in Tech, Part 1: Investors

    Recently, World Financial Symposiums (WFS) hosted a Growth & Exit Strategies virtual conference focused on women leaders in tech. The conference was highlighted by three panels comprised of women…

  • It’s Never Too Early to Test the M&A Market

    Making the decision to sell your tech company can be a difficult one. After all, you've invested a lot of time and sweat equity building up your business, and selling it may be emotionally trying. In…

  • The Failure of Investment Banks

    You've been set up for failure and our industry is at fault.Let me explain.I didn't start out in finance, nor real estate like most in investment banking. I’m a tech entrepreneur like you who raised…

  • Beware of M&A Perfection

    Tech M&A activity continues to climb despite rising interest rates, stricter regulatory rules, and geopolitical tensions. Fueled by trillions of dollars of cash on hand and concerns about…

  • Lessons Learned by Sellers During the M&A Journey

    No two technology companies are exactly the same and no two successful sales of technology companies are mirror images. However, there are some aspects of successful sales that many tech companies…

  • 6 Reasons Why AI Can’t Sell Your Tech Business

    Beware claims that artificial intelligence (AI) can sell your tech business. While some claim chatbots are a cure-all for preparing a valuation, writing an executive summary, building a buyers list…

  • Riding the Low-to-Mid-Market M&A Tailwinds

    The volume of high priced Tech M&A deals, including megadeals of $1 billion or more, has declined recently as worries about the economy, war in Ukraine, and regulatory controls have made buyers…

  • The Baby Boomer Conundrum

    Tech company owners who are part of the baby boomer generation ‒ those born between 1946 and 1964 ‒ face the challenge of a shortening window of time in which to decide their future. As the saying…

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