Incredible Value - When you order the Merger Kit, you’ll save tens of thousands of dollars and hundreds of man hours in legal work, forms, plans, consultant expertise and lessons learned that are incorporated into this comprehensive toolbox.  Most importantly, you’ll be equipped with a proven systematic plan and step-by-step process to help you enhance the value of your credit union to your members. 

 

PRICING
Includes All Three Phase of The Kit "Relationship Building, Merging, & Integrating"
 

Complete Kit Package
Regular Pricing

 Complete Kit Package
Limited Time Pricing
CU's Under $50 Million in Assets $5,100 $3,975
CU's Over $50 Million in Assets $7,000 $4,975

 

Client References

“We took on the incredible undertaking of merging two healthy $600M organizations – the largest industry merger until recent announcements.  I give significant credit in our success to the robust Merger Kit and related guidance we received.  The Kit is worth its weight in gold.
Dianne Addington, President/CEO, Genisys Credit Union

“Merging represents one of the great opportunities facing our industry.  It is also presents one of the great challenges – how to bring together two unique organizations, cultures, and teams to best serve the combined membership.  The Kit addresses that challenge – and is doing so at our organization and in leading credit unions across the country.”
C. Alan Peppers, President/CEO, Westerra Credit Union

“The Merger Kit has supplied valuable expertise and resources for our significant merger partnerships.  Its extensive content on relationship building, merging, and integration guided us through the many and complex merger issues.”
Roger Ballard, CEO, NuVision Federal Credit Union

 

Unmarked Packaging for Confidentiality
To maintain the confidentiality of the topic, the kit itself and its invoice are referred to only as The Kit.  It is delivered as a CD in nondescript packaging.

 

TO ORDER:
Please provide the following information.  Your Kit will be shipped upon receipt of your payment at our office. If you would like to order over the phone or find out more information we encourage you to contact Rich Scholes at 303-980-8100 ext. 202

Billing Address:
Name
Credit Union
Billing Address
City
State
Zip
Email
Phone
 
Shipping Address:
Name
Credit Union
Shipping Address
City
State
Zip
 
Organization Size
Under $50 Million in Assets
Over $50 Million in Assets
Order
Please send me the Full Kit
Please contact me about the Kit
Please contact me about a merger
 
Payment Method:
Bill me
Contact me to arrange a wire transfer
 
Thank you for your order.