Merger Decision Checklist
Answer 47 questions and get two conclusions on the spot: is a merger good for your credit union, and should you be the survivor or the merging credit union? Each conclusion comes with the reasons why.
Your checklist is below. Answer each item, then select See my results.
Is a merger good for us?
Good for you, likely good with a better partner, not with this partner, stay independent, or not yet decided.
Survivor or merging partner?
Be the survivor, be the merging credit union, or structure a merger of equals.
Tip: run your charter in the SPM Efficiency Analysis and both charters in the SPM Merger Analysis first. Many answers come straight from those reports.
Merger decision
Download
Your results with every answer, or the blank checklist for your board.
Next step
Merger Due Diligence Essentials
Free checklists for both sides: what the surviving credit union must review before it signs, and what the merging partner must confirm for its members, staff and community. Your details carry over.
Ready to act?
Contact SPM for strategic execution assistance for merger and post-merger strategic planning and execution. To discuss in detail what SPM can do for your credit union, email: