Is your organization ready to consider a merger?
Six honest questions. An honest read on whether you may be a candidate for a merger, where the gaps are, or whether the threshold isn't there yet.
Most failed mergers were doomed before they began: the motive was survival, or the leadership couldn't release control. This short check surfaces both. It is not the formal readiness assessment a Transition Engagement uses. It is the screening before that conversation.
Honest answers are the most useful. There are no wrong ones.
What is actually driving your interest in a merger?
Is there a specific potential partner already in view?
Where is leadership on the cost of staying the same?
How willing is your leadership to release control , the name, the building, the way things have always been done?
Honestly, would a merger serve your mission, your community, and the wider mission better than continuing alone?
Is there a clear, shared sense that this is the right next step?
Send your result to Andrew and he will follow up personally to see whether a conversation makes sense.
A screening. not the formal readiness assessment.
The most-failed mergers were not derailed by surprises in due diligence. They were derailed by two things that could have been named at the start: survival was the only motive, and leadership would not release control. A merger born of survival reverts to decline. A joining organization that cannot release control inherits the same patterns under a new name.
This check surfaces those two early. It will not tell you whether a specific partner is a fit (that is the DNA / Compatibility Match), and it will not gate a paid engagement on its own. That happens during the formal Transition Engagement Formal Assessment, a sixteen-item scored instrument run together after we talk.
If you would like the conversation, the door is open below.
Begin with a confidential conversation.
Thirty minutes. No cost, no obligation. A chance to listen to your situation and name what is actually in front of you. Anything shared stays between us.
Request a confidential conversation →