Due Diligence Checklist

The due diligence process is an important element of the risk management of any conversion or transfer and for growing MATs. This free interactive Due Diligence Checklist enables you to track all the areas that require reviewing.

Protect your trust from the liabilities that come with a new school joining

The due diligence process is an important element of the risk management of any conversion or transfer and for growing MATs.

Created for leaders in academy trusts, this checklist will ensure you have considered all the necessary regulations set out by the Department for Education and can be used as a monitoring tool for the potential acquisition of a school joining the trust.

Due diligence is usually undertaken by the chief financial officer of an academy trust in advance of a formal decision to sponsor or allow a school to become part of a multi-academy trust (MAT).

It is also part of the process to successfully negotiate a commercial transfer agreement (CTA) between both parties.

Please complete the form below to receive your free interactive Due Diligence Checklist, enabling you to track all the areas that require reviewing.