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Mergers as a Strategy for Success

Working Better Together Webinar Series

2017

Many nonprofit organizations view mergers as a last resort, a reaction to financial distress or leadership vacuum. But what if CAA leaders considered mergers proactively—as a way to encourage organizational growth, strengthen effectiveness, replicate best practices—and to do so in a cost-effective manner? This webinar explores how CAAs can reframe mergers as tools for furthering their impact. We discuss the merger planning process and legal structuring, as well as tackle potential barriers to successful mergers, including Head Start competition issues, organizational culture, and the post-merger integration process.

Presented on: July 20, 2017
Presented by: Eleanor Evans, Esq. and Veronica Zhang, Esq., CAPLAW

Related Resources:

Sample Confidentiality Agreement

Sample Confidentiality Agreement

Organizations that are possibly merging or sharing services may choose to enter into an agreement to protect any confidential information shared or exposed before and throughout the transaction. Organizations should review this sample confidentiality agreement thoughtfully...

Merger between an Arizona CAA and Non-CAA

Merger between an Arizona CAA and Non-CAA

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Joining Forces: Evaluating Merger Opportunities

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