Mergers and Acquisitions

Legal, Financial and Tax Considerations for Independent Schools

As market conditions and demographics change, more schools are considering merging with or acquiring a neighboring independent school. This guidance is intended to help kickstart conversations regarding: 

  • What nonprofit mergers and acquisitions look like
  • How to launch leadership conversations
  • Processes for assessing a potential partner
  • Types of school combinations
  • Key areas of due diligence

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

Mergers-and-Acquisitions
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