Your one-stop shop for academy conversion

Gain trusted guidance from highly experienced and respected advisers on becoming an academy, joining a multi-academy trust or creating a new MAT.

Academy pre-conversion

Our breadth of knowledge and experience means we can support, advise, guide and inform you through the pre-conversion stage.

Providing professional and independent advice and support for schools right at the start of the decision-making process.

Professional advice

Meet with relevant stakeholders in schools, ensuring they have the facts required and are confident making their own judgement on the benefits of conversion.

Meet stakeholders

Identify academy models

Engage fully with schools to identify relevant academy models, as well as highlighting the strengths and weaknesses of any existing model that may have been proposed.

Work alongside schools to develop strategic plans and review them on a regular basis, to identify milestones and check the progress made towards actual conversion.

Develop strategies

Training requirements

Identify the training needs of senior leaders and governors. Develop and implement bespoke training programmes that will ensure a successful and painless conversion.


Academy conversion

We have teamed up with EES for Schools to provide a comprehensive package for schools including financial, HR and legal aspects of the academy conversion process.

Professional guidance on company registration, opening a bank account, notifying the payroll provider, sourcing financial systems, insurance, accountants and auditors and budget set-up.

Financial set-up

Comprehensive guidance on the TUPE process, draft letters for staff and the due diligence process.

TUPE process

Academy funding

Explanation of the funding agreement and funding allocation from the Education Funding Agency and advice on the Academy Financial Regulations & Scheme of Delegation.

Working alongside schools providing advice on academy trust governance structure and options available including model articles of association and guidance on completing required consultation.

Governance structure review


Professional advice and support for completion of the commercial transfer agreement, funding agreement, lease/transfer of property, company set-up, property due diligence and articles of association (provided by Essex Legal Services Ltd).


Academy opening

We support schools once they have converted to an academy or joined a MAT, from physically building a brand new academy to running the payroll system.

We offer SIMS (Schools Information Management Systems), schools’ finance, ICT strategy and computing curriculum services, building services including design, project management, health and safety compliance and asset management.

Back office support

We provide online payroll services to academies, colleges, schools and other education establishments. The service is tailored to suit customers’ needs, using an integrated HR, payroll and absence system.



We recognise that each school will have different needs and as part of the conversion process we will be happy to discuss additional support as required.

“Our journey towards Academy Trust conversion would not have been possible without the support, skills, experience and sensitivity of the team.”


Prospects Education
East Reach House

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Vicky Prior, chair of the Chesil Education Partnership

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T: 020 8315 1506
E: [email protected]

Due diligence

Undertake an appraisal of the school or academy to ensure that the establishment will fit with their aims and ethos and will not create unmanageable risks or liabilities.