Turnaround Expertise For Independent Schools

The Source Advisory specializes in guiding K-12 private schools through periods of significant institutional change  from enrollment declines and financial instability to governance challenges and strategic repositioning.

Drawing on hands-on experience in school leadership, finance, and operations, we partner with boards and administrators to diagnose root causes, stabilize immediate risks, and build sustainable paths forward.

Whether a school is navigating a merger, restructuring programs, or reimagining its long-term viability, we bring the judgment, discretion, and practical experience needed to protect what matters most: the students, families, and communities these institutions serve.  In several cases, we have partnered with schools on the brink of closure and guided them to financial stability.