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Nonprofit Merger Consultation

Your impact deserves solid support.

Much like traditional for-profit businesses, non-profit organizations face a variety of issues that make a merger appealing. In many cases, combining resources into a single entity makes financial sense so the organization can remain competitive and reach a larger market. In other situations, a merger can allow a group facing financial hardship caused by fewer donors, increased demand for its services, or operational challenges to continue to survive. Regardless of the reason for the initial merger discussion, it can be a way for organizations to increase revenue sources and reduce overhead.

Are you looking for ways to expand your services and reach more markets? Are you looking to combine resources with another organization to reduce operational expenses? Is there another nonprofit with a similar mission interested in joining forces?

While traditional merger and acquisition consulting is common, doing the same for nonprofit mergers is much rarer. At BeachFleischman, we are uniquely qualified to help nonprofit leaders understand the risks and rewards associated with a merger and identify areas that need to be addressed to ensure financial stability for the new entity. We receive frequent referrals from local attorneys for this work since we know the questions to ask, the pitfalls to avoid, and the best practices to employ to ensure a successful merger that amplifies an organization’s impact on the communities it serves.

Services we offer
  • Meeting requirements for a new grantor or government agency providing funding
  • Setting up a new service line or program
  • Strategizing for liabilities protection
  • Creating a new fundraising arm
  • Establishing a charitable foundation or educational foundation for scholarships
  • Partnering in joint ventures with a for-profit
  • Planning for a merger


Partner with our nonprofit team!

BeachFleischman provides the tax, audit, and comprehensive advisory services that nonprofit organizations of all sizes need to succeed. If you would like to set up a consultation, please complete the form. We look forward to talking to you!

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