ICSA guidance notes (2007)

ICSA has an extensive list of guidance notes relevant to mergers and collaborations for not for profit organisations including:

  • To merge or not
  • Charity mergers - a feasibility study
  • Merger Motivation Model Document
  • Organisational Profile Document
  • Internal Obstacles
  • Identifying Assets and Liabilities
  • Stakeholder Considerations
  • Identifying a Partner
  • Joint feasibility working party
  • Sample Confidentiality Agreement for Merger Discussions
  • Sample Terms of Reference: Joint Feasibility Working Party
  • Communications Strategy
  • Due Diligence
  • Post-Merger Structures
  • Merging and Business Continuation


Download the guidance notes here: ICSA Resources


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