The Nonprofit Mergers Workbook Part I

The Leader's Guide to Considering, Negotiating, and Executing a Merger

David La Piana

• Publisher: Fieldstone Alliance
• Year: 2008
• Print ISBN: 9780940069725
• eBook ISBN: 9781618589286
• Topic: Business
• Subtopic: Mergers & Acquisitions
• Index: Business

Nonprofit mergers are on the rise. Executive directors and board members are discovering the advantages: comprehensive service delivery, better finances, more powerful fundraising, increased market share. Bottom line, mergers make more mission possible. From assessing reasons and readiness, to finding a partner, to negotiating the best path, to budgeting and implementation, author David La Piana guides you through the maze of options with a steady hand. Based on experience with more than sixty mergers, this handbook is the perfect starting point for any nonprofit exploring a possible merger and a basic resource for all nonprofit managers.

You'll find:

• how to decide what kind of structure from collaboration to merger meets your goals
• how to know your own motivation and keep your mission forefront
• what kind of merger best fits your goals, structure, and financial situation
• how to seek merger partners and objectively assess the pros and cons of each
• how to manage the boards essential role in merger considerations; how to exercise due diligence and write the merger agreement
• how to deal with the rumor mill
• what you can do yourself, when to call in attorneys and consultants, and how to select them
• typical roadblocks and how to beat them
• how to move past old history and build new traditions as you integrate staff, management, boards, systems, and corporate cultures
• how to budget for and raise funds to implement the merger
• and much more!

Full merger case studies, decision trees, twenty-two worksheets, checklists, tips, milestones, an extensive resource section and many samples including the minutes of a completed merger negotiation give you concrete assistance with your own merger plans and implementation. A special chapter written for nonprofit organizational consultants explains their roles and responsibilities in assisting clients interested in merger.

Table of contents

• Title Page
• Copyright Page
• Dedication
• Acknowledgments
• Preface
• Table of Contents
• Introduction
• CHAPTER 1 - Forms of Merger
• CHAPTER 2 - Internal Self-Assessment
• CHAPTER 3 - Interorganizational Assessment
• CHAPTER 4 - Anticipating Difficulties and Roadblocks
• CHAPTER 5 - Negotiation Stages and Strategies
• CHAPTER 6 - Implementation
• CHAPTER 7 - Funding a Merger
• CHAPTER 8 - For Consultants Only
• Appendices
• APPENDIX A - Sample Final Minutes from a Completed Negotiation
• APPENDIX B - Pre- and Post-Merger Organizational Profile
• APPENDIX C - Sample Ad for a Nonprofit Seeking a Partner
• APPENDIX D - Sample Confidentiality Agreement
• APPENDIX E - Sample Implementation/ Integration Plan
• Resource List
• Worksheets
• Index
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