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The Tech Exit Playbook: Strategy, Structure & Success

September 12, 2025 @ 8:00 am - 12:30 pm

​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
8:15-8:45 Arrival and networking
8:45-8:55 Welcome
8:55-9:35 Preparing for a liquidity event
9:35-10:05 Financial preparedness
10:05-10:15 Break
10:15-10:45 Legal and regulatory considerations
10:45-11:00 Wrap-up

​Speakers include
– Mandy Carroll, Principal, Risk Advisory Services, BDO
– Hank Galligan, National Tech Industry Group Leader, BDO
– Holly Richardson, Principal, Core Tax Services, BDO
– Patrick Stone, Principal Transaction Advisory Services, BDO
– Stacie Aarestad, Partner & Co-Chair, Capital Markets Practice, Foley Hoag
– Corey Brown, Partner & CO-Chair, M&A 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.

Details

Venue

  • Foley Hoag
  • 155 Seaport Blvd
    Boston, MA 02110 United States