The Nonprofit Mergers Workbook Part I: The Leader's Guide to Considering, Negotiating, and Executing a Merger
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About this ebook
Nonprofit mergers are on the rise. Executive directors and board members are discovering the advantages: comprehensive service delivery, better finances, more powerful fundraising, increased market share. Bottom line, mergers make more mission possible. From assessing reasons and readiness, to finding a partner, to negotiating the best path, to budgeting and implementation, author David La Piana 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 boards 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.
David La Piana
David La Piana, the founder of La Piana Consulting, is recognized as one of the social sector's leading thinkers and consultants. He is known for an ability to quickly get to the core of complex strategic questions and for working collaboratively with clients to devise innovative solutions that meet their needs and accelerate their growth. David coined the term "strategic restructuring" to refer to the continuum of mergers, joint ventures, consolidations, and joint programming through which nonprofits attempt to anticipate or respond to environmental threats and opportunities. He works closely with major foundations and national nonprofits to promote new ideas and tools that can enhance nonprofits' effectiveness. His work is driven by a commitment to building a more just and equitable world. David has taught graduate level courses at the Haas School of Business at the University of California, Berkeley, and at the University of San Francisco's Institute for Nonprofit Organization Management. A popular speaker, he is a regular contributor to the national dialogue on nonprofit and foundation effectiveness and the future of the social sector. He is widely published and frequently interviewed by the media for his opinions on trends in the sector. He also recently published his first novel: First Generation. David's latest nonprofit book is The Nonprofit Business Plan: A Leader's Guide to Creating a Successful Business Model. Among his many previously-published books and monographs are: The Nonprofit Strategy Revolution: Real-Time Strategic Planning in a Rapid-Response World (2008);Play to Win: The Nonprofit Guide to Competitive Strategy (2005), voted in the top three Nonprofit Book of the Year Awards from the Alliance for Nonprofit Management;The Nonprofit Mergers Workbook, Part I: Considering, Negotiating, and Executing a Merger (2000, 2nd edition 2008); and Part II: Unifying the Organization After A Merger (2004);Strategic Restructuring: Mergers, Integrations, and Alliances (2003);Tool for Assessing Startup Nonprofits: Due Diligence Guide for Grantmakers (2003);Real Collaboration: A Guide for Grantmakers (2001);Beyond Collaboration: Strategic Restructuring for Nonprofit Organizations (1997) David received his Master of Public Administration degree in nonprofit management from the University of San Francisco, and holds graduate and undergraduate degrees from the University of California at Berkeley. A former VISTA volunteer, David has held senior management positions with the YMCA, The International Institute, and East Bay Agency for Children, a multifaceted human services agency which grew ten-fold under his leadership.
Read more from David La Piana
The Nonprofit Strategy Revolution: Real-Time Strategic Planning in a Rapid-Response World Rating: 4 out of 5 stars4/5The Nonprofit Business Plan: A Leader's Guide to Creating a Successful Business Model Rating: 1 out of 5 stars1/5Play to Win: The Nonprofit Guide to Competitive Strategy Rating: 0 out of 5 stars0 ratings
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