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Preliminary legal and financial due diligence advice for schools

29 October 2025

Due Diligence advice for Independent Schools

For schools considering a charitable collaboration or acquisition, a key decision will be whether to enter into a formal memorandum of understanding (“MOU”) or heads of terms and begin working through a transaction timetable.

This process will include starting a full legal and financial due diligence exercise which is a significant commitment, both in terms of time and money spent.

Our preliminary due diligence process focuses on essential sections of the target’s business, assets and financial model. The Board is then able to make an informed decision early on without spending excessive time or money on a transaction which is subsequently not deemed viable.

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