9780940069213

Nonprofit Mergers Workbook

by ;
  • ISBN13:

    9780940069213

  • ISBN10:

    0940069210

  • Edition: Workbook
  • Format: Paperback
  • Copyright: 2000-07-01
  • Publisher: Fieldstone Alliance

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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

Supplemental Materials

What is included with this book?

The New copy of this book will include any supplemental materials advertised. Please check the title of the book to determine if it should include any access cards, study guides, lab manuals, CDs, etc.

The Used, Rental and eBook copies of this book are not guaranteed to include any supplemental materials. Typically, only the book itself is included. This is true even if the title states it includes any access cards, study guides, lab manuals, CDs, etc.

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