Organizations that are possibly merging or sharing services may choose to enter into an agreement to protect any confidential information shared or exposed before and throughout the transaction. Organizations should review this sample confidentiality agreement thoughtfully and modify it as needed to meet their individual needs and to comply with applicable laws and regulations. CAPLAW strongly recommends that an organization consult with an attorney in its state who is well-versed in state contract laws and the laws affecting Community Action Agencies (CAAs) when working with this sample agreement.
Merger between an Arizona CAA and Non-CAA
This case study presents an example of a parent-subsidiary merger between a small, non-profit CAA facing significant financial challenges and a larger, more financially robust non-profit organization providing overlapping social services in the same service area. The case...
