Due Diligence

Take the guesswork out of growth

Are new schools looking to join your trust? Or perhaps you're looking to collaborate with other schools? While this can bring numerous benefits, it also comes with risks, which is where we step in.

What we do

We take the stress out of detecting and classifying risks with our thorough audit process, providing you with the information you need to make wise decisions.

Our professionals offer comprehensive and precise assessments for any task, including analysing staff qualifications, checking financial stability, and assessing regulatory compliance. In fact, our due diligence audits collate over 90 pieces of information, allowing us to provide you with a comprehensive picture.

How we can help

Our due diligence service gives you a complete picture of the opportunities and challenges involved in expansion, enabling you to grow sustainably and compliantly.

We provide:

Risk-based reviews

Evidence-led analysis across finance, HR, estates, and governance.

Financial and operational due diligence

Identifying liabilities, risks, and opportunities.

Systems integration planning

Ensuring processes and structures are aligned for a seamless transition.

Conversion support

Step-by-step guidance throughout the practicalities of conversion and onboarding new schools.

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“Due diligence has helped us identify issues so they can be tackled early on; it has helped us establish the true value or cost of a school joining the trust, and the information has contributed to how the terms of the school joining have been developed.”

CEO, OWLS MULTI-ACADEMY TRUST

Programme options

We offer tailored due diligence and conversion support across:

Finance

Budgeting
Forecasting
Reserves
Liabilities

HR

Staff structures
TUPE
Contracts
Workforce planning

Governance

Compliance
Delegation
Board readiness

Estates

Condition surveys
Statutory compliance
Risk management

Operations

Systems
Processes
Policy alignment

Why trusts choose Keystone
for due diligence

We're education specialists who understand the unique challenges that schools and trusts face.
We're fully aligned with DfE and sector requirements.
From single schools to large MATs, we adapt to your structure and needs.
Our advice goes beyond compliance and provides strategic insight that supports growth and overall improvement.
We provide clear, jargon-free recommendations with hands-on implementation support.
Our ongoing advisory service means we're there for you with regular updates on policy changes, sector trends, and emerging risks - helping you stay ahead of the curve.

FAQ’s

We cover all areas within finance, HR, governance, estates, and operations within our due diligence service. Ensuring you get the full picture. If you have any particular areas of concern, just let us know.

Ready to turn assurance into action?

Let’s scope the right programme for your trust.