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.

<description>&lt;p class="MsoNormal"&gt;&lt;span style= "mso-ascii-font-family: Calibri; mso-fareast-font-family: Calibri; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri;"&gt; When the first M&amp;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.&lt;/span&gt;&lt;/p&gt; &lt;p class="MsoNormal"&gt;&lt;span style= "mso-ascii-font-family: Calibri; mso-fareast-font-family: Calibri; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri;"&gt; 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.&lt;/span&gt;&lt;/p&gt;</description>

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...

Learning from False Starts - Seller's Corner with Steve Barone

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.

<description>&lt;div class="OutlineElement Ltr SCXW7737576 BCX8"&gt; &lt;p class="Paragraph SCXW7737576 BCX8"&gt;&lt;span class= "TextRun SCXW7737576 BCX8" lang="EN-US" xml:lang="EN-US" data-contrast="auto"&gt;&lt;span class= "NormalTextRun SCXW7737576 BCX8"&gt;Join us as we talk with Dwayne Miller,&lt;/span&gt; &lt;span class= "NormalTextRun SCXW7737576 BCX8"&gt;cofounder&lt;/span&gt; &lt;span class= "NormalTextRun SCXW7737576 BCX8"&gt;and former CEO of&lt;/span&gt; &lt;span class="NormalTextRun SCXW7737576 BCX8"&gt;UNIFI Labs,&lt;/span&gt; &lt;span class="NormalTextRun SCXW7737576 BCX8"&gt;about his tech exit.&lt;/span&gt; &lt;span class="NormalTextRun SCXW7737576 BCX8"&gt;Though he had&lt;/span&gt; &lt;span class="NormalTextRun SCXW7737576 BCX8"&gt;sold a traditional&lt;/span&gt; &lt;span class= "NormalTextRun SCXW7737576 BCX8"&gt;service&lt;/span&gt; &lt;span class= "NormalTextRun SCXW7737576 BCX8"&gt;business before&lt;/span&gt;&lt;span class= "NormalTextRun SCXW7737576 BCX8"&gt;, when it was time to get the highest valuation for&lt;/span&gt; &lt;span class= "NormalTextRun SCXW7737576 BCX8"&gt;his SaaS company’s&lt;/span&gt; &lt;span class="NormalTextRun SCXW7737576 BCX8"&gt;strategic value,&lt;/span&gt; &lt;span class= "NormalTextRun SCXW7737576 BCX8"&gt;h&lt;/span&gt;&lt;span class= "NormalTextRun SCXW7737576 BCX8"&gt;e turned to&lt;/span&gt; &lt;span class= "NormalTextRun SCXW7737576 BCX8"&gt;the&lt;/span&gt; &lt;span class= "NormalTextRun SCXW7737576 BCX8"&gt;tech M&amp;A experts at the Corum Group&lt;/span&gt;&lt;span class= "NormalTextRun SCXW7737576 BCX8"&gt;.&lt;/span&gt;&lt;/span&gt;&lt;span class= "EOP SCXW7737576 BCX8" data-ccp-props="{}"&gt; &lt;/span&gt;&lt;/p&gt; &lt;/div&gt; &lt;div class="OutlineElement Ltr SCXW7737576 BCX8"&gt; &lt;p class="Paragraph SCXW7737576 BCX8"&gt;&lt;span class= "TextRun SCXW7737576 BCX8" lang="EN-US" xml:lang="EN-US" data-contrast="auto"&gt;&lt;span class= "NormalTextRun SCXW7737576 BCX8"&gt;Dwayne’s&lt;/span&gt; &lt;span class= "NormalTextRun SCXW7737576 BCX8"&gt;personal experiences&lt;/span&gt; &lt;span class="NormalTextRun SCXW7737576 BCX8"&gt;and insight detail&lt;/span&gt; &lt;span class="NormalTextRun SCXW7737576 BCX8"&gt;how selling a SaaS company&lt;/span&gt; &lt;span class= "NormalTextRun SCXW7737576 BCX8"&gt;requires&lt;/span&gt; &lt;span class= "NormalTextRun SCXW7737576 BCX8"&gt;expertise&lt;/span&gt; &lt;span class= "NormalTextRun SCXW7737576 BCX8"&gt;different&lt;/span&gt; &lt;span class= "NormalTextRun SCXW7737576 BCX8"&gt;from traditional service M&amp;A.&lt;/span&gt; &lt;span class="NormalTextRun SCXW7737576 BCX8"&gt;Listen in to learn more.&lt;/span&gt;&lt;/span&gt;&lt;span class="EOP SCXW7737576 BCX8" data-ccp-props="{}"&gt; &lt;/span&gt;&lt;/p&gt; &lt;/div&gt;</description>

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...

You Need a Tech M&A Expert – Seller’s Corner with Dwayne Miller

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.

<description>&lt;div class="OutlineElement Ltr SCXW11351353 BCX8"&gt; &lt;p class="Paragraph SCXW11351353 BCX8"&gt;&lt;span class= "TextRun SCXW11351353 BCX8" lang="EN-US" xml:lang="EN-US" data-contrast="auto"&gt;&lt;span class= "NormalTextRun SCXW11351353 BCX8"&gt;Rob Wellman&lt;/span&gt; &lt;span class= "NormalTextRun SCXW11351353 BCX8"&gt;ha&lt;/span&gt;&lt;span class= "NormalTextRun SCXW11351353 BCX8"&gt;s had four successful exits&lt;/span&gt;&lt;span class="NormalTextRun SCXW11351353 BCX8"&gt;.&lt;/span&gt; &lt;span class="NormalTextRun SCXW11351353 BCX8"&gt;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&lt;/span&gt;&lt;span class= "NormalTextRun SCXW11351353 BCX8"&gt;.&lt;/span&gt;&lt;/span&gt;&lt;span class= "EOP SCXW11351353 BCX8" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":259}"&gt; &lt;/span&gt;&lt;/p&gt; &lt;/div&gt; &lt;div class="OutlineElement Ltr SCXW11351353 BCX8"&gt; &lt;p class="Paragraph SCXW11351353 BCX8"&gt;&lt;span class= "TextRun SCXW11351353 BCX8" lang="EN-US" xml:lang="EN-US" data-contrast="auto"&gt;&lt;span class= "NormalTextRun SCXW11351353 BCX8"&gt;Join us as we&lt;/span&gt; &lt;span class= "NormalTextRun SCXW11351353 BCX8"&gt;catch up&lt;/span&gt; &lt;span class= "NormalTextRun SCXW11351353 BCX8"&gt;with Rob at Corum’s&lt;/span&gt; &lt;span class="NormalTextRun SCXW11351353 BCX8"&gt;Celebration Event in Loreto&lt;/span&gt; &lt;span class="NormalTextRun SCXW11351353 BCX8"&gt;to commemorate his most recent sale&lt;/span&gt;&lt;span class= "NormalTextRun SCXW11351353 BCX8"&gt;,&lt;/span&gt; &lt;span class= "NormalTextRun SCXW11351353 BCX8"&gt;the&lt;/span&gt; &lt;span class= "NormalTextRun SCXW11351353 BCX8"&gt;social media&lt;/span&gt; &lt;span class= "NormalTextRun SCXW11351353 BCX8"&gt;management company&lt;/span&gt; &lt;span class= "NormalTextRun SCXW11351353 BCX8"&gt;Social5&lt;/span&gt;&lt;span class= "NormalTextRun SCXW11351353 BCX8"&gt;. Get his advice on when to start your M&amp;A process&lt;/span&gt; &lt;span class= "NormalTextRun SCXW11351353 BCX8"&gt;and&lt;/span&gt; &lt;span class= "NormalTextRun SCXW11351353 BCX8"&gt;discover how selling your company is a lot like&lt;/span&gt; &lt;span class= "NormalTextRun SCXW11351353 BCX8"&gt;finding a partner at a high school dance.&lt;/span&gt;&lt;/span&gt;&lt;span class="EOP SCXW11351353 BCX8" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":259}"&gt; &lt;/span&gt;&lt;/p&gt; &lt;/div&gt;</description>

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...

Don’t Wait to Find Your Dance Partner – Seller’s Corner with Rob Wellman

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.

<description>&lt;p class="MsoNormal"&gt;We climbed about the luxury yacht Kayana to interview two former CEOs, &lt;span style= "mso-ascii-font-family: Calibri; mso-fareast-font-family: Calibri; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black; mso-themecolor: text1;"&gt; 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.&lt;/span&gt;&lt;/p&gt; &lt;p class="MsoNormal"&gt;&lt;span style= "mso-ascii-font-family: Calibri; mso-fareast-font-family: Calibri; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black; mso-themecolor: text1;"&gt; 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.&lt;/span&gt;&lt;/p&gt; &lt;p class="MsoNormal"&gt;&lt;span style= "mso-ascii-font-family: Calibri; mso-fareast-font-family: Calibri; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black; mso-themecolor: text1;"&gt; Listen to Scott and Shawn’s advice for exiting CEOs, and we might see &lt;strong&gt;you&lt;/strong&gt; at Corum’s next Celebration Event.&lt;/span&gt;&lt;/p&gt;</description>

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,...

Celebrating the Sale – Seller’s Corner with Scott McCreadie and Shawn Weir

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.

<description>&lt;p&gt;&lt;span class="TextRun SCXW100487660 BCX8" lang="EN-US" xml:lang= "EN-US" data-contrast="auto"&gt;&lt;span class= "NormalTextRun SCXW100487660 BCX8"&gt;In this episode of&lt;/span&gt; &lt;span class= "NormalTextRun SCXW100487660 BCX8"&gt;TechExits&lt;/span&gt;&lt;span class= "NormalTextRun SCXW100487660 BCX8"&gt;, we follow up with Jim&lt;/span&gt; &lt;span class="NormalTextRun SCXW100487660 BCX8"&gt;F&lt;/span&gt;&lt;span class= "NormalTextRun SCXW100487660 BCX8"&gt;alkanger&lt;/span&gt;&lt;span class= "NormalTextRun SCXW100487660 BCX8"&gt;, who sold two businesses&lt;/span&gt;&lt;span class= "NormalTextRun SCXW100487660 BCX8"&gt;,&lt;/span&gt; &lt;span class= "NormalTextRun SCXW100487660 BCX8"&gt;EleVia&lt;/span&gt; &lt;span class= "NormalTextRun SCXW100487660 BCX8"&gt;Software and Central Consulting Group&lt;/span&gt; &lt;span class= "NormalTextRun SCXW100487660 BCX8"&gt;with&lt;/span&gt; &lt;span class= "NormalTextRun SCXW100487660 BCX8"&gt;the&lt;/span&gt; &lt;span class= "NormalTextRun SCXW100487660 BCX8"&gt;WFS platinum sponsor, Corum Group.&lt;/span&gt; &lt;span class= "NormalTextRun SCXW100487660 BCX8"&gt;Hear&lt;/span&gt; &lt;span class= "NormalTextRun SCXW100487660 BCX8"&gt;what this&lt;/span&gt; &lt;span class= "NormalTextRun SCXW100487660 BCX8"&gt;former CEO and board member&lt;/span&gt; &lt;span class="NormalTextRun SCXW100487660 BCX8"&gt;thinks everyone should know about stepping into retirement af&lt;/span&gt;&lt;span class="NormalTextRun SCXW100487660 BCX8"&gt;ter selling your business&lt;/span&gt;&lt;span class= "NormalTextRun SCXW100487660 BCX8"&gt;.&lt;/span&gt;&lt;/span&gt;&lt;/p&gt;</description>

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...

Life After the Deal: Jim Falkanger – EleVia Software

The TechExits podcast is for Tech CEOs, founders and leaders in software and IT.  On this podcast we’ll discuss best practices around Tech M&A; major trends and shifts driving the market; and the trials, tribulations, and victories of those who have successfully exited their tech companies.

Guest speakers include CEOs who’ve sold, Tech M&A experts and advisors, buyers and investors, and tech luminaries.
 
TechExits is produced by the WFS: World Financial Symposiums.  World Financial Symposiums is an international organization dedicated to educating technology leaders on the current tech and financial landscape, helping them build strategies for growth and eventual exit. 

The WFS is sponsored by Corum Group, the Global Leader in Tech M&A.  With the most senior dealmakers leading the most successful tech M&A process in history, Corum has sold more software and related technology companies than anyone.

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