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

Grace Lee, Caryn Pass, and Anne Gerson published "Mergers and Acquisitions: Legal, Financial and Tax Considerations for Independent Schools" in the National Business Officers Association White Papers. 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.