

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 outline
8:00-8:45am - Arrival and networking
8:45-8:55am - Welcome & Introduction
9:00–9:45am - Liquidity events: Types & Benefits / Stakeholders & Acquirers
9:50-10:20am – Preparing for a liquidity event
10:20-10:30am – Break
10:30-11:00am – Financial preparedness
11:05–11:35am - Legal and regulatory considerations
11:40-12:00pm - Wrap up / Q&A
Speakers include
- Mandy Carroll, RAS Principal/Partner, BDO
- Vincent Hulstrom, Partner, M&A Tax, BDO
- Holly Richardson, Tax Principal, Core Tax Services, BDO
- Patrick Stone, Partner, Transaction Advisory Services, BDO
- Stacie Aarestad, Partner & Co-Chair, Capital Markets Practice, Foley Hoag
- John Hancock, Partner & Co-Chair, Capital Markets Practice, Foley Hoag
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.