Due Diligence

Many Trusts have grown for the sake of growth.

Ultimately, this strategy can come at a cost. Just like a marriage, if you don’t find partners who share similar goals and value sets. then troubled waters lie ahead. Similarly, understanding the educational and financial strengths of a school before they join is vital – any Trust should look at how their strengths can support the wider MAT and how the MAT can best meet the needs of the school.

Our Due Diligence service has two categories:

Due diligence on a school for a Trust looking to take a school in

Due diligence on a Trust for a school looking to join a Trust

J&G Marshall has three options for how we can support you with your due diligence.

  1. If you are a Trust, we can conduct a comprehensive review of key areas to give an honest account of a schools strengths and areas for developments. This includes: Teaching & Learning, Leadership and Management, Governance, Finances and, if applicable, a Condition Survey.
  2. We can provide the template for your MAT to conduct due diligence itself. This keeps costs down, the due diligence is owned by you and it builds skillsets in your Trust moving forward.
  3. For schools, we will complete a MAT Growth Audit on your behalf. For this we will look at Standards & Track Record, People and Leadership, Risk Management, Financial Sustainability and Vision & Growth Plan of a MAT and report back to you the findings.

For too long, due diligence has been superficially conducted on too many occasions. Using both internal and external due diligence services, you will be able to build a much clearer picture which, in turn, will enable you to make a more informed decision. Better decision making leads to better outcomes.

Whether you are a Maintained school or Academy Trust, contact us to discuss how our Due Diligence can support you.