The increasingly competitive landscape for private-independent schools is widening the gap between schools that are thriving and those that are just surviving. At this challenging moment, boards need to be forward thinking and engage in serious strategic conversations that chart a path forward to secure their school’s legacy. This includes boldly examining options of joint ventures, partnerships and mergers.

In this session, you will learn:

• characteristics of “thriving” and “just-surviving schools”;
• strategic benefits of joint ventures, partnerships and mergers;
• initial considerations and vision that undergird the process; and
• how to structure and formalize a well-planned joint venture, partnership or merger.

Presented by Chris Massaro, Co-Founder & Partner at The Source Advisory; Eric Norman, CFO at Tower School (DE); and Kate Auger-Campbell, Executive Director of Sales & Marketing at ISM.