Nonprofit Mergers Workbook

by LA Piana, David; Hyman, Vincent

• ISBN13: 9780940069213
• ISBN10: 0940069210
• Edition: Workbook
• Format: Paperback
• Copyright: 2000-07-01
• Publisher: Fieldstone Alliance

Table of Contents

Acknowledgments	iv
Preface	v
Introduction	1	(3)
Why Merger?	4	(1)
Other Partnership Options	5	(4)
How to Use This Book	9	(3)
Introduction to Case Studies	12	(3)
Forms of Merger	15	(8)
What are the options for structuring your merger?
Outright Merger	16	(1)
Asset Transfer	17	(1)
Interlocking Boards	18	(2)
Parent-Subsidiary Relationships	20	(1)
Chapter Summary	21	(2)
Internal Self-Assessment	23	(28)
What makes you a good candidate for a merger?
What Is Motivating Your Desire to Merge?	24	(1)
What Do You Expect from a Merger?	25	(3)
Can You Keep a Focus on Mission?	28	(2)
Do You Have a Unity of Strategic Purpose?	30	(2)
Can Your Leaders Speak with One Voice?	32	(2)
How Solid Are Board-Management Relationships?	34	(2)
Are You Currently in a Crisis?	36	(2)
Do You Have a History of Successful Risk-Taking?	38	(2)
Do You Have a Growth Orientation?	40	(2)
Is There an Opening in Either Executive Position?	42	(1)
Do You Know of Other Successful Mergers?	43	(1)
Chapter Summary	44	(2)
Case Studies	46	(5)
Interorganizational Assessment	51	(16)
What makes a good partner for your organization?
Prior to the Identification of a Partner	52	(1)
With an Identified Potential Partner	53	(2)
Assessing a Potential Partner	55	(6)
Chapter Summary	61	(2)
Case Studies	63	(4)
Anticipating Difficulties and Roadblocks	67	(10)
What are common problems in merger negotiations?
Autonomy	68	(1)
Self-Interest	68	(2)
Culture Clash	70	(2)
Chapter Summary	72	(1)
Case Studies	72	(5)
Negotiation Stages and Strategies	77	(34)
Is this partnership worth pursuing? If it is, how do you negotiate a merger?
Commit to Negotiations	78	(6)
Plan and Conduct Negotiations	84	(18)
Write and Give Proposed Agreement to the Board	102	(1)
Approve or Reject the Agreement	103	(1)
Chapter Summary	104	(1)
Case Studies	105	(6)
Implementation	111	(22)
Once the terms of the partnership are agreed upon, how do you make the merger a reality?
Implementation versus Integration	112	(3)
Board Integration	115	(2)
Systems Integration	117	(1)
Management Integration	118	(2)
Staff Integration	120	(3)
Managing Culture Conflict	123	(3)
Creating an Implementation Plan	126	(1)
Chapter Summary	126	(1)
Case Studies	127	(6)
Funding a Merger	133	(8)
What is it going to cost? Where will I find the money?
Estimating the Cost	133	(5)
Strategies for Securing Funding	138	(1)
Chapter Summary	139	(1)
Case Studies	139	(2)
For Consultants Only	141	(6)
Chapter Summary	145	(2)
Appendices	147	(26)
Appendix A Sample Final Minutes from a Completed Negotiation	149	(4)
Appendix B Pre- and Post-Merger Organizational Profile	153	(10)
Appendix C Sample Ad for a Nonprofit Seeking a Partner	163	(2)
Appendix D Sample Confidentiality Agreement	165	(2)
Appendix E Sample Implementation/Integration Plan	167	(6)
Resource List	173	(6)
Worksheets	179	(48)
Index	227