Field Guide to Association Mergers & Partnerships
(Updated September 2014)
Mergers and partnerships can be advantageous to a Board or Association for a variety of reasons, including: overlapping markets, similar services, geographic considerations, cost-savings, membership benefits and wider recognition in the marketplace. And, in light of NAR's Organizational Alignment Core Standards, more boards and associations may be looking at mergers as a viable option. This Field Guide will provide you with information regarding association mergers as well as information specific to REALTOR® Association mergers. Plus, you're sure to uncover valuable information pertaining to nonprofits in the collection of eBooks offered to you for free from NAR's eBook collection. (K. Bartlett Walsh, Senior Quality Assurance/Customer Advocate)
Q - ProQuest articles available for NAR members only. Password can be found on the ProQuest/Find Articles page.
Alternatives to a Merger
- Cooperative ventures – a separate entity owned and operated by two or more local associations.
- Alliances/joint partnerships – when two or more associations establish a framework within which all or certain types of future program or service collaborations will operate.
- Shared services – when two or more associations agree to share the costs of providing an ongoing member service.
- Overlay – cooperation between two or more associations for for a new NAR-recognized association that focuses on the delivery of one area of service to a unique subset of members.
Source: Elements of a Successful Merger (REALTOR.org, 2011).
Information About Association Mergers
Collaboration, Not Competition (Associations Now, Mar. 2013)
Culture Combination: The People Side of Association Mergers (Associations Now, July 2012).
REALTOR® Association Mergers: Easier Said than Done (Inman News, Feb. 11, 2011).
NAR's merger man works with real estate associations - former trade group exec now a consolidation consultant, (Inman News, Feb. 10, 2011).
Mergers easier (and harder) than you think, (American Society of Association Executives, Apr. 19, 2010).
Mergers and Acquisitions: Finding the Perfect Suitor (REALTOR® Magazine Online, Aug. 2009).
When is a Merger a Good Idea? (Associations Now, Mar. 2009).
Remodeling an Association (Associations Now, Feb. 2008).
Transcript: Trade association mergers, (Washington Post, Nov. 14, 2005).
Making mergers work, (Associations Now, Nov. 2005).
Growing non-dues revenue, (Association Management, Aug. 2005). Q
Association mergers and consolidations: procedural steps, (Association Management, Sept. 2004). Q
Association mergers and consolidations: strategic considerations, (Association Management, Aug. 2004). Q
Mind your merger, (Association Management, June 2003). Q
Merger Basics (REALTOR® Magazine Online, Mar. 2003).
Helpful Websites/Information Resources for REALTOR® Associations
Core Standards Resource – Simplified Mergers , (National Association of REALTORS®, 2014).
Merger creates ‘Suncoast REALTOR® Association’ on Florida’s Gulf Coast, (Inman News, Sept. 23, 2014).
Our Merger: How It All Started (REALTOR® AE Magazine, Summer 2014).
Florida MLS Dissolved While Merger Trend Remains (REALTOR® AE Magazine, Summer 2013).
Merger Kit, (National Association of REALTORS®, 2014).
Merger Procedure by Local Boards and State Associations, (National Association of REALTORS®, 2014).
Association Changes/Jurisdiction Matters, (National Association of REALTORS®, 2014).
REALTOR® Association Models Online Planning Tool, (National Association of REALTORS®, 2014).
REALTOR® Association Resource Exchange (RARE), (National Association of REALTORS®, 2014).
2010 Local Association Compensation Survey, (National Association of REALTORS®, July 5, 2012).
Elements of a successful merger, (REALTOR® AE Magazine, Winter 2011).
Essential Merger Docs (REALTOR.org, 2011).
eBooks & Other Resources
The following eBooks and digital audiobooks are available to NAR members:
101 Secrets of Highly Effective Speakers: Controlling Fear, Commanding Attention (Overdrive Digital Audiobook)
Building Better Boards (Adobe eReader)
Cash and investment management for non-profit organizations (Adobe eReader)
Cash flow strategies - innovation in non-profit organizations (Adobe eReader)
Complete non-profit corporation kit (Adobe eReader)
Harvard Business Review on Nonprofits (Adobe eReader)
Improving Leadership in Nonprofit Organizations (Adobe eReader)
Managing Risk in Nonprofit Organizations (Adobe eReader)
Model policies and procedures for not-for-profit organizations (Adobe eReader)
Nonprofit Boards that Work (Adobe eReader)
Non-profit strategic planning (Adobe eReader)
Not-for-Profit Budgeting and Financial Management (Adobe eReader)
Presentation Skills for Managers (Adobe eReader)
Strategic Planning for Nonprofit Organizations (Adobe eReader)
Strategic Planning for Public and Nonprofit Organizations (Adobe eReader)
Books, Videos, Research Reports & More
The resources below are available for loan through Information Central. Up to three books, tapes, CDs and/or DVDs can be borrowed for 30 days from the Library for a nominal fee of $10. Call Information Central at 800-874-6500 for assistance.
Partnering intelligence - creating value for your business by building strong alliances, (Palo Alto, CA: Davies-Black Publishing, 1999). HD 69 D43
Trusted partners - how companies build mutual trust and win together, (New York, NY: The Free Press, 1999). HD 69 L58
Basics of association mergers, (Glen Allen, VA: Virginia Association of REALTORS®, 1995). HF 296 V81
Field Guides & More
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