The Merger Kit is the one comprehensive resource that will lead you through every step of the merger process successfully. It is structured as both a plan to follow, and an extensive resource toolbox from which Boards, CEOs and senior management can draw throughout the entire merger process.

This one-of-a-kind Kit was compiled by the executive team of Westerra Credit Union, who completed two nationally-recognized mergers within 20 months, in conjunction with the decades of credit union strategic planning and merger expertise of Nice Enterprises, Inc.

With over 1400 pages of model documents proven to work, the Merger Kit saves you tens of thousands of dollars and hundreds of man hours in legal review, strategic planning and merger expertise.

You’ll find 30 Excel spreadsheets and action plans, 80 Word documents, 16 PowerPoint presentations, and more than 100 PDF documents—all customizable to maximize your merger success.

Both teams put their extensive experience and expertise together to share with other credit unions. The result is this powerful resource, written and produced by the people who orchestrated these successful mergers.