loader from loading.io

Episode 107: Succession Crisis 2026: Strategies for Tech Founders

The Tech M&A Podcast

Release Date: 07/10/2026

Episode 113: 6 Risks of Using AI to Sell Your Software Company show art Episode 113: 6 Risks of Using AI to Sell Your Software Company

The Tech M&A Podcast

AI can be a powerful tool in business, but it is not a substitute for expert guidance when selling a software or IT company. This video explains six key risks of relying too heavily on AI in tech M&A, including outdated valuation data, generic buyer outreach, incomplete buyer intelligence, and weak strategic positioning. Selling a technology company requires current market insight, buyer relationships, compelling storytelling, confidentiality, and professional deal strategy. Learn why AI should be used responsibly as an advantage in the M&A process — not as a shortcut for one of the...

info_outline
Episode 112: Tech M&A Market Research Report show art Episode 112: Tech M&A Market Research Report

The Tech M&A Podcast

July Tech M&A Report: Taking a look at the deal activity, emerging trends, and valuations across 29 subsectors in July of 2026.

info_outline
Episode 111: Tech M&A’s New Golden Era: Why Mega Deals, AI, and Private Equity Are Fueling Acquisitions show art Episode 111: Tech M&A’s New Golden Era: Why Mega Deals, AI, and Private Equity Are Fueling Acquisitions

The Tech M&A Podcast

The tech M&A market may be entering a new golden era, driven by mega deals, AI disruption, massive tech balance sheets, and record levels of private equity capital. As technology moves faster and competition intensifies, the world’s largest buyers are increasingly using acquisitions to buy growth, innovation, market position, and strategic advantage. For tech CEOs, founders, and shareholders, this creates a powerful market opportunity. With more active buyers, more acquisition currency, and a wave of founders preparing for succession or exit, today’s environment may be one of the...

info_outline
Episode 110: Inside the Deal with Steve Wargalla show art Episode 110: Inside the Deal with Steve Wargalla

The Tech M&A Podcast

In this episode of the Tech M&A Podcast, we sit down with Steve Wargalla, Managing Director of QSTRAT, a supply chain software company that provides quoting and sourcing solutions for manufacturing and distribution businesses. After acquiring QSTRAT in 2016 with a clear five-year exit strategy, Steve spent nearly eight years growing the company before successfully selling it through Corum. Steve reflects on how attending one of Corum's educational seminars first introduced him to the firm, why having a structured M&A process made all the difference compared to his previous company...

info_outline
Episode 109: 2026 - Why Deals Fail Now show art Episode 109: 2026 - Why Deals Fail Now

The Tech M&A Podcast

In this special report, we examine the most common mistakes that derail transactions—from poor preparation and unrealistic expectations to the costly mistake of engaging only a single buyer.

info_outline
Episode 108: Tech M&A Mid-Year Market Research Report show art Episode 108: Tech M&A Mid-Year Market Research Report

The Tech M&A Podcast

Mid-Year Tech M&A Report: Taking a look at the deal activity, emerging trends, and valuations across 29 subsectors in the first half of 2026.

info_outline
Episode 107: Succession Crisis 2026: Strategies for Tech Founders show art Episode 107: Succession Crisis 2026: Strategies for Tech Founders

The Tech M&A Podcast

A global succession crisis is emerging as millions of business owners approach retirement without a clear succession plan. According to recent studies, a significant percentage of family businesses and SMEs across North America, Europe, and Asia face leadership and ownership transitions within the next decade, yet many remain unprepared.   In this episode of CEO's Desk, Corum Group CEO Bruce Milne explores the growing succession challenge facing technology founders and CEOs. He discusses the risks of delaying succession planning, the realities of family succession, management buyouts,...

info_outline
Episode 106: Inside the Deal with Luis Landgrave show art Episode 106: Inside the Deal with Luis Landgrave

The Tech M&A Podcast

In this episode of the Tech M&A Podcast, we chat with Luis Landgrave, co-founder of Algebraix, an edtech and fintech company serving private schools across Latin America, with a primary focus on Mexico. Over nearly two decades, Luis helped build Algebraix into a school management platform with an integrated fintech arm that processes tuition and payments on behalf of schools — momentum that ultimately led to a successful sale through Corum after years of inbound interest from investors and acquirers. Luis shares how a Corum seminar in Mexico City planted the seed nearly a decade before...

info_outline
Episode 105: Why Tech M&A Is Stronger Than the Headlines Suggest | CEO's Desk show art Episode 105: Why Tech M&A Is Stronger Than the Headlines Suggest | CEO's Desk

The Tech M&A Podcast

Tariffs, rate concerns, geopolitical uncertainty — the headlines make it easy to wonder whether now is the right time to sell your software company. Corum Group CEO [Name] breaks down the actual data behind tech M&A valuations over the last decade, and the picture is more compelling than most CEOs realize.   With the Dow at 50,000, stable multiples across all six tech sectors, and over $6 trillion in capital available for tech acquisitions, the fundamentals have never been stronger. If you're asking yourself whether to wait — this video is for you.   Subscribe for weekly Tech...

info_outline
Episode 104: Inside the Deal with Heriberto Garcia show art Episode 104: Inside the Deal with Heriberto Garcia

The Tech M&A Podcast

In this episode of the Tech M&A Podcast, we chat with Heriberto Garcia, founder and former CEO of Vialterna Comunicaciones, a leading modern telecommunications firm serving all of Mexico. Over 15 years, Heriberto built Vialterna into a powerhouse of connectivity before navigating a successful exit to a search fund — a buyer type he initially never expected to consider. Heriberto shares how a Corum seminar he attended three decades ago planted the seed for his eventual exit, and how that knowledge stayed with him until the timing was right. He offers candid advice on the importance of...

info_outline
 
More Episodes

A global succession crisis is emerging as millions of business owners approach retirement without a clear succession plan. According to recent studies, a significant percentage of family businesses and SMEs across North America, Europe, and Asia face leadership and ownership transitions within the next decade, yet many remain unprepared.

 

In this episode of CEO's Desk, Corum Group CEO Bruce Milne explores the growing succession challenge facing technology founders and CEOs. He discusses the risks of delaying succession planning, the realities of family succession, management buyouts, ESOPs, SPACs, and IPOs, and why mergers, acquisitions, and recapitalizations often provide the most practical path for technology companies.

Whether you're actively considering a sale or simply protecting the value you've built, this video offers essential insights into succession planning, value preservation, and maintaining control of your future before circumstances force difficult decisions.

Learn:

  • Why succession planning has become a global business issue
  • The unique risks facing technology founders and CEOs
  • Common succession options and their limitations
  • When to consider a merger, acquisition, or recapitalization
  • Key questions every founder should ask before planning their next chapter
  •  

Interested in learning more? Join one of Corum's upcoming Selling Up Selling Out events and explore your options before you need them. https://www.corumgroup.com/events

 

Key Takeaways

  • A global succession crisis is affecting businesses globally.
  • Most recognize succession planning is critical but still lack an active plan.
  • Technology companies face unique succession challenges
  • Unexpected life events can dramatically change a founder's options and company value.
  • Family succession is uncommon in technology businesses.
  • IPOs and SPACs are not realistic exit options for most founders.
  • The best exits are typically planned before they become necessary.
  • Understanding your options gives you more control over your future

 

Chapters

00:00 The Global Succession Crisis Begins
00:30 Succession Challenges Around the World
01:08 Why Tech CEOs Face Greater Risk
01:44 A Real-World Wake-Up Call
02:19 Why Succession Planning Matters
02:33 Understanding Your Succession Options
02:55 Family Succession in Technology
03:10 Management Buyouts and ESOP Realities
03:41 Why SPACs and IPOs Aren't for Most Founders
03:48 Why M&A Is the Most Practical Path
04:00 When Is the Right Time to Sell?
04:18 The Hard Questions Every Founder Should Ask
05:04 Succession Planning Is About Control
05:23 The Ultimate Founder Question
05:48 The Best Time to Plan Your Exit
05:56 Next Steps: Get Educated and Prepare