Overview of Services

Summary of tools and expertise to help with church mergers/acquisitions

Includes a detailed “How To” Guide, Excel spreadsheet templates for budeting, forecasting and tracking, due diligence guidance and more. learn more…
We come to your place and meet with your merger team, staff and congregation to educate them about the process, pitfalls and potential payoff of a well done merger. We will also provide hands-on help using the merger toolkit.  learn more…
We get as deeply involved as you need. From telephone support to periodic visits to actually coming in and providing hands-on assistance with due diligence, planning, presenting and coordinating the process. learn more…

 

 

We provide tools and expertise to help churches evaluate merger opportunities, perform due diligence, project cash requirements, perform sensitivity analyses to test the financial impact of your assumptions for attendance, giving patterns, operating costs, start-up costs and more.

Get the level of help that you desire:

Some situations require hands on assistance and some don’t.  Either way you can benefit from our ministry-mergers team’s extensive experience in opportunity analysis, mergers and acquisitions, strategic planning and church finance and administration.

If you want to handle all aspects of a merger yourself:

  • Our Church Merger ToolKit will save you hundreds of man-hours, minimize frustration, reduce costs and accelerate your process.

If you need experienced, professional assistance, we offer three options:

  1. ToolKit plus telephone consulting and coaching throughout the entire process.
  2. Onsite briefings to educate and prepare your staff and lay leaders.
  3. Hands-on consulting and assistance including periodic visits to work with your merger team, to develop and present reports and presentations to your congregation, to provide due diligence assistance or to help negotiate merger terms and to assist in developing financing options and lender packages.

Feel free to contact us for more information and to discuss your particular situation.