The Soapbox and Toolbox for New York State's Nonprofits

Strategic Restructuring

NYCON currently provides many practical training sessions on affiliation and collaboration solutions. When specialized assistance and consulting is needed, we can help you:  

  • Assess your readiness and opportunities
  • Identify and screen compatible partners 
  • Design, facilitate and support the due diligence and negotiations    process, including drafting of all necessary documents
  • Assist in readiness preparation including any corrective actions needed (accounting, compliance, etc.) 
  • Arrange for all the necessary legal work to effectuate the affiliation 

Note: Sometimes it is necessary or determined to be best that an organization dissolve or simply go out of business. NYCON provides a full range of services in support of a responsible dissolution and can assist in the winding down of programs and business affairs.

Cost-Effective, Practical & Efficient Solutions
NYCON offers a unique service to our nonprofit clients and members. We work with you via a coordinated package of integrated professional services delivered by our own in-house staff through a proven multi-phased approach. 

NYCON’s expert services include but are not limited to: 

  • Assistance in determining & developing your nonprofits “readiness” to explore & maximize the benefits of affiliation 
  • Assistance in exploring partners & options 
  • Facilitation, documentation & logistical management of the negotiating process 
  • Financial analysis & “pro-forma” budgeting 
  • Direct accounting assistance if there are “fix-it” items important to the process
  • Program inventories, assessment & planning 
  • Human resource planning, including comparative personnel policies & compensation/benefits analysis and developing staffing models Cost savings analysis 
  • Strategic advice regarding messaging, communications and funder engagement 
  • Legal support services: preparation and filing of corporate documents, review & amendments (Certificates of Incorporation, Charters, Bylaws, etc.)
  • Analysis & advice as to legal options 
  • Preparation of board and/or membership resolutions 
  • Analysis of contracts, state and national affiliation arrangements, and regulatory or licensing requirements that may impact on affiliating 

For further information contact: Doug Sauer, CEO, at 518-434-9194, ext 103 or dsauer@nycon.org  Or Melissa Currado, Executive Assistant to the CEO at mcurrado@nycon.org    

Helpful Websites 

  • Mergers, Collaborations, and Partnerships As nonprofits consider strategies for the future, it is not unusual for a board or staff to explore the possibility of collaborating or partnering with another nonprofit or even a for-profit entity. Your nonprofit may actively seek out collaborations and partnerships or be sought after as a potential partner. Before plunging into a potential collaboration or partnership, it is helpful to be familiar with common pitfalls and challenges. The National Council of Nonprofits has assembled some helpful resources to get you started. 
     
  • Nonprofit Mergers and Acquisitions: More Than a Tool for Tough Times The troubled economy has put merging with or acquiring another organization front and center on the radar for the senior managers of many struggling nonprofits. Indeed, a Bridgespan Group poll of nonprofit executive directors found that 20 percent of 117 respondents stated that mergers could play a role in how they respond to the economic downturn.
     
  • Merging Wisely-Stanford Social Innovative Review  With the economy in turmoil, funders are increasingly pressuring nonprofits to merge. Yet mergers are not always the right path for nonprofits in financial distress. For a healthier nonprofit sector, funders should consider a wider variety of partnership options.

Our Resources

Member Testimonial:

It was a pleasure working with the team from NYCON as Episcopal SeniorLife Communities  and Seniorfirst reviewed affiliation options over a seven month period.  Each organization is large, with multiple affiliate corporations associated with the discussion.

Doug Sauer did a spectacular job facilitating the process, managing contentious moments, and bringing us all to consensus. His patience, wisdom and diligence to process were remarkable. 

Working with the Synergy Program of the United Way of Greater Rochester and NYCON was a great experience for Episcopal SeniorLife Communities, improving the services to seniors in the Rochester Community.

- Loren Ranaletta, President & Chief Executive Officer, Episcopal SeniorLife Communities 


 

NYCON develops and promotes an effective and vibrant charitable nonprofit community throughout New York State.  We strengthen organizational capacity, act as an advocate and unifying voice, help to inform philanthropic giving, and conduct research and planning to demonstrate relevance and impact.