CLE: Nonprofit M&A: Potential Benefits, Risks, and Alternatives

Lara Jakubowski, a Senior Consultant at La Piana Consulting, and I will be presenting a webinar on nonprofit mergers and acquisitions, discussing benefits, risks, and alternatives on February 25, 2020 at 10 am to 11:15 am PST for Clear Law Institute. You can register here.

In this practical webinar, you will learn the various ways independent organizations can come together in pursuit of a shared goal, with a focus on mergers and acquisitions. You will also learn how to differentiate between a legal merger and an acquisition of assets. You will then explore the key benefits and risks associated with each form of collaboration. Additionally, you will learn how to effectively issue spot and mitigate critical operational and legal issues involved in a merger [and post-merger integration].

Upon course completion, you will be able to:

  • Determine whether a merger or other form of collaboration may be the best option for your organization.

  • Identify, understand, and mitigate key risks associated with a merger.

  • Describe governance-related issues pre- and post-merger.

Background Information

The Collaborative Map (La Piana Consulting)

Merging Wisely (Stanford Social Innovation Review)

Nonprofit Collaborations: The Structural Options (Nonprofit Law Blog)

Dissolution and Transfer of Remaining Assets: An Alternative to Merger (Nonprofit Law Blog)

Nonprofit Mergers – Due Diligence Items (Nonprofit Law Blog)

The M Word: A Board Member’s Guide to Mergers (CompassPoint)