TechExits (WFS) World Financial Symposiums

When the first M&A deal fell through for cybersecurity solutions provider CBI, former president and CEO Steve Barone bounced back with new learnings and a refined vision of his ideal buyer. After an optimal outcome, Steve is traveling the world with his family and shaking things up in the cocktail bar industry.
Listen in for Steve’s take on what you need to succeed in your tech exit, with first-hand advice on how to recover from a failed deal.

Join us as we talk with Dwayne Miller, cofounder and former CEO of UNIFI Labs, about his tech exit. Though he had sold a traditional service business before, when it was time to get the highest valuation for his SaaS company’s strategic value, he turned to the tech M&A experts at the Corum Group. 

Dwayne’s personal experiences and insight detail how selling a SaaS company requires expertise different from traditional service M&A. Listen in to learn more. 

Rob Wellman has had four successful exits. While all were good, Rob says that if he could do them again, he would do them all with the help of WFS’s platinum sponsor, the Corum Group. 

Join us as we catch up with Rob at Corum’s Celebration Event in Loreto to commemorate his most recent sale, the social media management company Social5. Get his advice on when to start your M&A process and discover how selling your company is a lot like finding a partner at a high school dance. 

We climbed about the luxury yacht Kayana to interview two former CEOs, Scott McCreadie of McCreadie Group and Shawn Weir of iConstruct. The two were commemorating their successful tech exits with our platinum sponsor Corum Group in Loreto Bay, Mexico.
Scott shares tips on timing the market (hint: don’t wait!). And Shawn details how the integration process after his sale created new opportunities for his team.
Listen to Scott and Shawn’s advice for exiting CEOs, and we might see you at Corum’s next Celebration Event.

In this episode of TechExits, we follow up with Jim Falkanger, who sold two businesses, EleVia Software and Central Consulting Group with the WFS platinum sponsor, Corum Group. Hear what this former CEO and board member thinks everyone should know about stepping into retirement after selling your business.

In this episode of Tech Exits, we speak with Aaron Blackman, founder and former CEO of Retail Express, about his transformative journey from pioneering in SaaS to selling his enterprise in 2021. Post-sale, Aaron took on the COO role with Maropost and embarked on a whirlwind of integration and leadership across continents. He delves into vital entrepreneurial lessons from his "startup playbook" and emphasizes the significance of taking breaks. Aaron highlights gratitude from his team post-exit and his sabbatical plans centered on personal well-being and investment strategies.