Charity Mergers and Collaborations

Part two of Stone King and RSM Charity Financials webinar series. We were joined by Eastside Primetimers to consider charity collaboration, focusing particularly on merger. This perennial subject has acquired a greater immediacy in the uncertain time of COVID-19. This webinar provided a clear overview, highlight key issues and put concerns into perspective.

The webinar consisted of four sections followed by a live Q&A:

  • Strategic consideration of levels of collaboration through to formal merger - Richard Litchfield, Eastside Primetimers
  • Project and risk management - Liz Wright. RSM
  • Formal and practical legal, structural and due diligence considerations - Clive Vergnaud, Stone King
  • Summarising comment – Julian Blake, Stone King

The law and practice referred to in this article or webinar has been paraphrased or summarised. It might not be up-to-date with changes in the law and we do not guarantee the accuracy of any information provided at the time of reading. It should not be construed or relied upon as legal advice in relation to a specific set of circumstances.

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