Mergers – the journey for charities and third sector organisations from vision to reality
Brodies LLP
Booking for this event is restricted - please sign up for a My SCVO account or sign in to access the booking form if you are eligible
- Day
- Tuesday 4 February
- Time slot
- 11:00-12:00
- Room
-
Fintry suite
Wheelchair accessible - Contact
- Rachel DeVinny
- Topics
- Health and social care Finance, funding and fundraising Governance, strategy and legal
- Overall aim
- When it is worth considering a merger and the essentials to think about.
- Who the right merger partner might be.
- An understanding what the merger process looks like.
- What advice is needed and when.
- The role of the charity trustees – significant decisions and how to make them.
- Description
The charity trustees of Borides, a charity delivering social care services, have resolved to look for a similar charity to merge with. What happens next? Experienced charity lawyers will stand in the shoes of the charity trustees as they take attendees through the complex journey of a merger outlining the critical phases from initial discussions through due diligence to completion and beyond. A panel of experts from other areas will be on hand to answer questions throughout the "journey".
Attendees will gain insights into common challenges, unexpected hurdles, and practical solutions at each stage of the process. This event aims to equip charities and third sector organisations with essential knowledge and confidence to make informed decisions and navigate successful mergers, empowering them to strengthen their missions and extend their impact.
- Who is the event aimed at?
Trustees
- Who is speaking at this event?
- Kenneth Pinkerton, Lynne Marr, Martin Sloan, Isobel d'Inverno, Rhona Delaney
