HomeWhat Is Strategic Restructuring?Research & ResourcesCase StudiesTips & AnswersAdditional ReferencesConsulting ServicesStrategic Solutions Project

Strategic Restructuring:
Partnership Options for Nonprofits

La Piana Associates
  Contact Us  |  Site Index

The Nonprofit Mergers Workbook

The Nonprofit Mergers Workbook Part II

National Study on Strategic Restructuring Among Nonprofits

In Search of Strategic Solutions: A Funders Briefing on Nonprofit SR

Beyond Collaboration

Real Collaboration

A Partnership Continuum

Implementing SR: Leader Interview Series

GEO Seminar Discussion Questions

SR Practioners Meeting Notes

 

 

 

Research & Resources
The Nonprofit Mergers Workbook Part I

   

Nonprofit mergers are on the rise as executive directors and board members discover the advantages: comprehensive service delivery, better finances, more powerful fundraising, and increased market share, to name but a few. Bottom line: mergers make more mission possible. But nonprofit leaders often dread the thought.

David La Piana’s first book — The Nonprofit Mergers Workbook Part I: The Leader's Guide to Considering, Negotiating, and Executing a Merger — shows that merger is not a last ditch survival move but an important strategic tool for organizations focused on doing their best for their community. From assessing reasons and readiness, to finding a partner, to negotiating the best path, to budgeting and implementation, The Workbook Part I 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 board’s 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.