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Field Guide to Association Mergers & Partnerships

(Updated September 2013)

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. 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)


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).

But that is impossible – lessons learned from one of the largest association mergers ever attempted, (smithbuckland.com, June 2007).

When associations merge, (Associationnews.com, Apr. 2007).

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

Merger Kit, (National Association of REALTORS®, 2013).

Merger Procedure by Local Boards and State Associations, (National Association of REALTORS®, 2013).

Association Changes/Jurisdiction Matters, (National Association of REALTORS®, 2013).

REALTOR® Association Models Online Planning Tool, (National Association of REALTORS®, 2013).

REALTOR® Association Resource Exchange (RARE), (National Association of REALTORS®, 2013).

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

eBooks.realtor.org

The following eBooks and digital audiobooks are available to NAR members:

101 Secrets of Highly Effective Speakers: Controlling Fear, Commanding Attention (Overdrive Digital Audiobook)

The ask - how to ask for support for your non-profit cause, creative project or business venture (Adobe eReader)

Breakthrough thinking for non-profit organizations - creative strategies for extraordinary results (Adobe eReader)

The budget building book for non-profits - a setp-by-step guide for managers and boards (Adobe eReader)

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)

Creating and implementing your strategic plan - a workbook for public and non-profit organizations (Adobe eReader)

The executive director's guide to thriving as a non-profit leader (Adobe eReader)

Financial management for non-profit organizations - policies and practices (Adobe eReader)

Harvard Business Review on Nonprofits (Adobe eReader)

The high performance board - principles of nonprofit organization governance (Adobe eReader)

How to manage a non-profit organization - from writing and managing grants to fundraising, board development and strategic planning (Adobe eReader)

Human Resource Policies and Procedures for Nonprofit Organizations (Adobe eReader)

Human Resources Management for Public and Nonprofit Organizations (Adobe eReader)

Improving Leadership in Nonprofit Organizations (Adobe eReader)

Making critical decisions - a practical guide for non-profit 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)

The non-profit board answer book - a practical guide for board members and chief executives (Adobe eReader)

Non-profit strategic planning (Adobe eReader)

Not-for-Profit Budgeting and Financial Management (Adobe eReader)

The not-for-profit CEO - how to attain and retain the corner office (Adobe eReader)

Presentation Skills for Managers (Adobe eReader)

Say it Like Shakespeare: How to Give a Speech Like Hamlet, Persuade Like Henry V, and Other Secrets from the World's Greatest Communicator (Mobipocket)

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

These Field Guides and other resources in the Virtual Library may also be of interest:

Field Guide to Association Shared Services

Field Guide to Investment Planning for Associations

Field Guide to Strategic Planning for Associations

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The inclusion of links on this Field Guide does not imply endorsement by the National Association of REALTORS®. NAR makes no representations about whether the content of any external sites which may be linked in this Field Guide complies with state or federal laws or regulations or with applicable NAR policies. These links are provided for your convenience only and you rely on them at your own risk.