The Nonprofit Mergers Workbook, Part I: The Leader's Guide to Considering, Negotiating, and Executing a Merger
http://www.fieldstonealliance.org/
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.
By Jo DeBolt
Published by CausePlanet, this article discusses the principles in Due Diligence Done Well, and includes advice for grantmakers as well as tips for grantseekers.
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By Melissa Mendes Campos
Published by the California HealthCare Foundation, this issue brief describes the benefits and challenges of community clinic mergers. Based on extensive interviews with clinic executives, board members, and other experts in the field.
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Funded by the James Irvine Foundation, this report, by Heather Gowdy, Alex Hildebrand, David La Piana, and Melissa Mendes Campos, explores La Piana Consulting's reseach initiative NonprofitNext and the key trends driving the future of the nonprofit sector. The trends include generational and other demographic shifts, the rise and impact of social media and other technological advances, the growing importance of networks as a means for effecting change, the role of volunteerism and civic engagement in society, and the blurring of sector boundaries. For more information and to join the conversation, check out the NonprofitNext blog.
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