As market conditions and demographics change, more schools are considering merging with or acquiring a neighboring independent school. This white paper includes information on nonprofit mergers and acquisitions, suggestions for kickstarting leadership conversations, processes for assessing a potential partner, types of school combinations, and key areas of due diligence, among other insights specific to independent schools. Leaders from three national firms — LearnCollab, Venable and CliftonLarsonAllen — authored the paper, which is framed by introductory remarks by NBOA President and CEO Jeffrey Shields.
Released: 2019
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