Mergers and Acquisitions (nonmember price)

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Mergers and Acquisitions (nonmember price)

Legal, Financial and Tax Considerations for Independent Schools

Authors: CliftonLarsonAllen, LearnCollab and Venable LLP

Publication date: September 2019
Print ISBN: NBOA1

More independent school leaders are considering merging or consolidating with another school as a viable strategy for financial sustainability. This white paper includes an overview of the deliberation process, suggestions for assessing potential partners, possible outcomes and pitfalls, and legal and accounting considerations that impact decision-making.

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Title information

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.

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Pages: 16
Publisher: National Business Officers Association
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CliftonLarsonAllen, LearnCollab and Venable LLP

CliftonLarsonAllen is a national professional services firm delivering integrated wealth advisory, outsourcing, audit, tax and consulting services. Ben Aase is a principal and leads the firm’s national K-12 education and consulting practices. Sarah Reichling is a principal in the nonprofit group and leads the firm’s national independent school practice. Jennifer Tingley is a principal in the nonprofit group, leading the firm’s national foundation practice.

LearnCollab is a public benefit corporation that provides schools and learning communities with support to explore program collaboration, co-ventures and potential mergers, as well as research and counsel for navigating disruption in the education sector. Chad Tew is founder and chief disruption navigator.

Venable LLP is a national law firm serving businesses, organizations and individuals. Anne Gerson is counsel and a specialist in tax law for nonprofit organizations. Grace H. Lee is a partner specializing in independent school law. Caryn Pass is a partner leading the independent school group.