February 24, 2020 - 3:00 PM - 4:30 PM ET

National Business Officers Association (NBOA) 2020 Annual Meeting

Mergers and Acquisitions: Governance, Legal, Financial and Tax Considerations for Independent Schools

This event has already occurred.

Conversations around school mergers have shifted from reactive to proactive — they are no longer about failure or desperation, but rather about thriving and differentiating. Schools exploring any sort of restructuring, including a merger or collaboration of some sort, often find these discussions overwhelming, given that there isn't a one-size-fits-all guide for proven success across schools with varying needs and opportunities. In response, NBOA secured a brain trust of industry experts from LearnCollab, CliftonLarsonAllen LLP, and Venable LLP to publish a white paper in the fall of 2019 detailing the governance, legal, financial, and tax considerations for independent schools considering a merger, acquisition, or joint venture.

NBOA's president and CEO Jeff Shields will facilitate a discussion among representatives from each firm to address this shifting ground in our industry. Caryn Pass will participate on behalf of Venable LLP.