Financial Planning & ICFP
for schools & trusts

Financial Planning
& ICFP

We help schools and trusts unlock potential through sector-
specific financial planning, benchmarking, ICFP modelling,
capital planning and strategic financial strategy.

Growing Your Trust

We enable trusts to grow and flourish. Our support enables
trust growth from initial feasibility, strategy, set-up,
compliance and governance structuring through to
planning and launch

Central Services
Development

By streamlining workflows, reducing duplication, and
strengthening governance, we create scalable systems
and accountable teams ready for sustainable growth.

Governance &
Internal Assurance

We strengthen governance by enabling effective,
accountable, and future-ready trust boards through
independent review, strategic planning, and
performance support

EPI embraces the cornerstones of education, partnership, and innovation to support Schools and Trusts

Led by experienced education experts our support for schools and trusts enables:

Sustainable growth for your trust through mergers and opening new schools
Effective design and implementation of trust operating models
Trust to deliver financial stability through robust planning and efficient design
Assurances that the school and trust is managed well through internal scrutiny
Value for money through effective procurement activities

Our storyOur story

EPI Consulting: Enabling operational excellence in schools and trusts

Get In TouchGet In Touch

Growing Your Trust

Our support in onboarding and opening of schools prepares trusts for growth alongside developing a scalable operating model.

Growing your trust

Our support in onboarding and opening of schools prepares trusts for growth alongside developing a scalable operating model.

Financial Planning & ICFP

Our expertise in medium term financial planning, curriculum design and staffing models support financial sustainability and maximising value for pupils.

Financial Planning & ICFP

Our expertise in medium term financial planning, curriculum design and staffing models support financial sustainability and maximising value for pupils.

Governance & Assurance

Thorough internal scrutiny provides assurance to trustees and regulators, whilst adding value through our deep education knowledge.

Governance & Assurance

Thorough internal scrutiny provides assurance to trustees and regulators, whilst adding value through our deep education knowledge.

Central Services

Our support helps trusts build efficient, scalable, and joined-up operations that deliver value, consistency, and capacity across every function.

Central Services

Our support helps trusts build efficient, scalable, and joined-up operations that deliver value, consistency, and capacity across every function.

Why work with EPI Consulting?

Led by sector professionals

The team at EPI all have deep experience and expertise in education coming from a range of different settings including LA, Academy, MAT and across the Primary, Secondary and Special Education phases. This deep sector expertise is underlined with the professional qualifications in Accountancy, People, Operations and Project Management you would expect from such experts. Our recruitment process is compliant with Keeping Children Safe in Education.

Holistic approach

We tailor our support for your trust through our deep understanding of your unique setting. We draw on our experiences to adapt a dedicated approach to supporting you that is both holistic and specific with impact.

Unlocking potential in every student

Whether you are considering merging with another trust, opening a new school, seeking assurance for a particular risk or considering wider civic partnerships, children are at the heart of our advice and support. We will be your critical friend, asking the questions that make sure we get it right for the children currently in your care as well as those you may care for in the future.

Enabling effective governance

Our approach to supporting schools and trusts provides transparency and effective oversight, compliance and alignment to strategic priorities. We empower trustees with comprehensive insights to enable informed decision-making and provide assurance to the Board and in turn sector regulators.