Are you converting to an Academy?

Are you concerned about missing something important in the conversion process?

Are you worried about the impact of working on the project during the day to day running of the school or your multi-Academy Trust?

Do you have the financial and commercial expertise you need to set-up and operate as an academy?

How We Can Help

We are committed to guiding and supporting you through the conversion process to ensure that you achieve academy status in a controlled manner. We also provide you with financial and commercial advice to ensure that your budget, financial systems and contracts are suitable to operate as a standalone business or as part of a larger multi-Academy Trust.

Project Management

Project Planning

  • Briefing on the conversion process
  • Identifying and planning for the
    tasks and key dependencies
  • Identifying critical path activities

Project Governance

  • Establishing a project governance structure including setting up a Project Steering Group (PSG)
  • Administration of PSG meetings, agendas and papers

Risks Management

  • Risk workshop and developing an initial risk log
  • RAG rating risks based on probability and impact
  • Identify risk mitigation strategies

Managing Progress

  • Proactively managing tasks
  • Logging and chasing agreed actions
  • Reviewing and updating risk logs
  • Managing issues as they arise/ trouble shooting


  • Stakeholder analysis and consultation planning
  • Developing consultation materials
  • Attending events
  • Summarising consultation findings for the Governing Body

Finance & Commercial

  • Identifying contracts, assets and liabilities to be transferred
  • Support the Business Manager in reviewing contracts/SLAs
  • Reviewing other third party agreements
  • Support to Commercial Transfer Agreement negotiation
  • Budgeting and longer term financial planning
  • Financial systems procurement and accounting support during set-up
  • Fixed asset transfer & accounting
  • Bank account, payroll and other service contract tenders
  • VAT/Corporation tax compliance
  • Financial regulations & internal controls
  • Audit arrangements
  • Financial governance training

Education Business Management – Our Credentials

EBM, through our teams’ significant experience and our association with BDO, is one of the UK’s leading groups of advisers to the education sector.

Our dedicated education business consultants have a track record of successfully delivering over 150 Academies over the last 8 years, many of them of a complex nature in short timescales.

EBM, in its association with BDO, is a leading firm on the DfE’s Project Management and Educational Services Framework for Academies and Free Schools.

Why choose our conversion support services?

  • We offer a comprehensive project management service which can be tailored to your precise needs
  • Our experienced PRINCE II project managers will work seamlessly with your team providing strategic and ‘hands-on’ support
  • Uniquely, we can combine project management with specialist financial support to your business manager or bursar.
  • Our aim is to combine service excellence with affordability.