Organizational and Operational Issues
Here is a partial checklist of some of the organizational and operational issues that must be considered as part of a merger:

General Issues

• Name of the company
• Composition of the board of directors
• Selection of the accountant, lender, attorney

Personnel Issues

• Selection of the manager
• Staff realignments, hirings, firings
• Salary structure, pension plan merger, and other employee benefit issues, job descriptions, performance review procedures
• Labor negotiations

Board of Directors Issues

• Voting rights
• Membership composition - actively recruit, keep current status, restrict qualifications
• Commitment to support merged cooperative
• Dissenters’ rights

Finance Issues

• Facility closures, retentions, additions, replacements
• Valuation of assets
• Combining allocated equities
• Combining unallocated equities
• Equity redemption plan
• Combining accounting systems
• Computer compatibility
• Combining lease agreements, loan agreements, insurance
• Pending litigation
• Due diligence