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Merger resources

From the Charity Commission

CC34: Collaborative Working and Mergers

Guidance from the Charity Commission for all charities who may be considering working in partnership or merging with other organisations. 

Close or merge a charity

If you are registered with the Charity Commission and plan to close your charity down or merge with another charity - simply complete the online forms. The Register of Charities' online application and update process is quick and easy. 

Making mergers work: Helping you succeed

Useful guidance from the Charity Commission on how to make mergers work. This guide complements many of their other resources on mergers also listed here. 

Mergers checklist

Another Charity Commission tool to be used alongside their other guides on mergers.

From NCVO

Guidance on mergers

From NCVO’s main knowledge base site Knowhow Nonprofit

NCVO consultancy

Assistance with the merger process by our team.

How-to guides on mergers

NCVO members and users write step by step guides from their own experience.

Other guidance

The Good Merger Guide

A free guide produced by Prospectus and Eastside Primetimers.

The Good Merger Index

The Good Merger Index is an annual survey of consolidation activity in the not-for-profit sector produced by Eastside Primetimers.

Mergers Made Simple

This Sayer Vincent guide to mergers is for financial professionals working with charities

Mergers - A Good Legal Practice Guide

The University of Liverpool's Charity Law Unit produced this useful practice guide to mergers. 

Case Studies

Story of a Merger

In 2011, DTA and bassac merged to become Locality. This Institute of Voluntary Action Research (IVAR) report details the 12-month merger process and the early post-merger period experiences of the newly formed Locality. 

Key points on collaborations and mergers 

According to London Voluntary Service Council report, voluntary sector organisations that are considering merging should make sure they deal with key questions such as structure early in the process. 

2013 Charity Merger Survey 

Mergers and acquisitions are fairly new to the charity sector. This report aims to probe how organisations are coping with merger, understand the components of 'best practice' and decide what support might be needed to ensure good outcomes. 

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