What EPI does

EPI Consulting is a privately held UK education-sector consultancy headquartered in Melton Mowbray, Leicestershire, with a second adjacent office at the same address. The firm provides advisory and delivery services to Multi-Academy Trusts (MATs), standalone primary, secondary, and special schools, and local authorities, spanning Financial Planning and ICFP modelling, Trust Growth support, Central Services Development, and Governance and Internal Assurance. Named clients include Day One Trust, The Meads Trust, RGS High Wycombe, Great Heights Academy Trust, Changing Lives Learning Trust, Beaconside Primary School, Stanwix School, Haringey Local Authority, and the Department for Education, indicating a public-sector-tilted customer base.

The company's technology layer centres on EPI Software, a proprietary platform for MATs covering academy trust resource management, risk management, strategic resource allocation, asset management, compliance, and contract processes. EPI Software operates as an adjacent technology entity integrated into EPI Consulting's engagement model, providing a productised layer on top of professional services.

EPI Consulting monetises through engagement-based, quote-driven consulting projects alongside what is likely software licensing or subscription for EPI Software; specific pricing is not publicly disclosed. Distribution is a direct, consultative B2B motion targeted at trustees, MAT leaders, and school administrators, supported by a corporate website and professional-network-led demand generation rather than marketing at scale.

Name

EPI

Legal name

EPI Consulting

Website

https://edupi.org.uk

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

EPI Consulting is a UK education-sector consultancy serving Multi-Academy Trusts, schools, and local authorities with Financial Planning, Trust Growth, Central Services, and Governance Assurance services, complemented by its proprietary EPI Software platform for MAT resource and risk management.

Ownership category

akta.pro rank

Product category

Education Consulting Services

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Enterprise Risk Management (ERM) Advisory (BPAHAFAA)

akta.pro secondary industry

Enterprise Performance Management (EPM) & FP&A Platforms (HDAEAEAK)

Keywords

• Education consulting services
• Academy trust advisory
• School financial planning
• MAT resource management
• School governance support

Headquarters

HQ city

Melton Mowbray

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Consulting Services: Professional consulting services delivered to schools and academy trusts, including financial planning, ICFP modelling, trust growth support, governance assurance, and central services development. Engagement models appear to be project-based or retainer arrangements tailored to specific client needs.
2. Software Licensing (EPI Software): Proprietary software platform for MAT resource management, risk management, and operational efficiency. Revenue likely generated through software licensing or subscription.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

EPI Consulting provides professional consulting services to UK schools, academy trusts, multi-academy trusts (MATs), and local authorities across Financial Planning & ICFP, Trust Growth, Central Services Development, and Governance & Internal Assurance. The firm also offers SRMA (School Resource Management Adviser) services and complements these with EPI Software, a proprietary software platform designed for MATs to manage resources, risk, strategic resource allocation, asset management, compliance, and contracts.

Product overview

EPI offers a consulting services platform along with EPI Software, a proprietary software solution for Multi-Academy Trusts. Their service portfolio includes Financial Planning & ICFP, Trust Growth, Central Services Development, Governance & Internal Assurance, and SRMA services. The EPI Software product is built specifically for MAT leaders and enables efficient management of academy trust resources, risk management, strategic resource allocation, asset management, compliance and contract processes.

Differentiator

Problem solved

Functional benefit

Brands

• EPI Software: Software platform for Multi-Academy Trusts (MATs) enabling efficient resource management, risk management, strategic resource allocation, asset management, compliance and contract processes.

Products and services

• EPI Software Proprietary software platform built specifically for Multi-Academy Trust (MAT) leaders that enables efficient management of academy trust resources, risk management, strategic resource allocation, asset management, compliance, and contract processes.
• Financial Planning & ICFP Consulting service delivering sector-specific financial planning, benchmarking, ICFP (Integrated Curriculum and Financial Planning) modelling, capital planning, and strategic financial strategy for UK schools and academy trusts.
• Trust Growth Consulting service supporting academy trusts through growth phases, from initial feasibility, strategy, set-up, compliance and governance structuring, through planning and launch — including onboarding and opening of new schools and developing a scalable operating model.
• Central Services Development Consulting service that streamlines workflows, reduces duplication, and strengthens governance to create scalable systems and accountable teams ready for sustainable trust growth across functions.
• Governance & Internal Assurance Consulting service providing independent review, strategic planning, and performance support to enable effective, accountable, and future-ready trust boards, delivering thorough internal scrutiny for trustee and sector-regulator assurance.
• SRMA (School Resource Management Adviser) School Resource Management Adviser services for schools, listed as a standalone offering on the EPI Consulting website.

Named customers9 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• EPI SoftwarecoreTechnology or IntegrationEPI Software is a related entity offering a proprietary software platform for MAT resource management, risk management, and operational efficiency. EPI Consulting leverages this software as part of its service offerings to schools and trusts, providing integrated technology solutions alongside consulting services.

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Others

• GL Education: A UK-based provider of education assessments, data and benchmarking used by schools and MATs. Comparable as a UK education sector vendor serving MAT decision-making, though focused on assessment rather than governance or consulting.

Emerging players

• Centre for Education and Youth (CfEY): A UK think tank and consultancy focused on education policy, youth outcomes and school improvement. Comparable as an emerging player providing research and advisory services to schools, trusts and government in the UK education sector.

Direct peers

• Education Development Trust: A long-standing UK and international education consultancy delivering school improvement, leadership development and system reform advisory. Comparable for its MAT and school-facing advisory services and its public sector/government engagement model.
• Optimus Education: A UK provider of training, CPD and consultancy to schools, MATs and trusts. Directly comparable as a UK education specialist offering consulting and supporting services to school leadership and trust boards.
• Wriglesworth Consultancy: A UK education specialist consultancy supporting schools, MATs and local authorities on governance, financial planning and operational improvement. Directly comparable as a boutique UK advisory firm operating in the same trust growth and school improvement space.
• Arbor Education: A UK school and MAT management information system used by trusts to manage operations, data and reporting. Comparable as a software platform purpose-built for UK MATs and schools, overlapping with EPI Software's resource and operational focus.
• Bromcom: A UK cloud-based MIS used by schools and MATs for student information, finance and operations management. Comparable as a UK MAT-focused software platform with adjacent functionality to EPI Software.

Broad incumbents

• Capita: A large UK public sector services company with a significant education services and software division (including SIMS). Comparable as a broad incumbent operating in UK school and trust services at far greater scale.
• RM plc: A long-established UK education technology company providing software, IT and services to schools and MATs. Comparable as an incumbent UK education sector technology provider, though significantly broader in scope than EPI.
• Tribal Group: A larger education sector software and services provider serving schools, colleges and universities with student information systems and education data. Comparable as a UK education software and services incumbent with overlap on MAT management software.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/education-performance-improvement

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EPI