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10 Ways to Avoid Pitfalls During a Merger

The most common pitfalls most often are qualitative and can often be managed with proper planning and preparation.

By David Ritter | November 22, 2019 at 09:00 AM
Merger deal Merger deal

Based on our experiences helping financial institutions evaluate potential mergers and successfully navigate the merger process, we’ve learned some critical lessons. Many of the common pitfalls to avoid happen during the planning process, while others can derail the best laid plans much later down the road. As more credit unions consider mergers as part of their long-term growth strategies, avoiding these common pitfalls has become more relevant than ever before.

Although the list is extensive, 10 pitfalls we see most often are qualitative and can often be managed with proper planning and preparation:

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