GP Practice Merger Checklist

Merging your GP practice with another is a big decision. It can bring stability, resilience, and shared resources, but only if it’s done right.

Whether you’re merging to solve staffing issues, plan your succession, or respond to broader pressures, this guide gives you a clear, step-by-step checklist to avoid stress, protect your team, and make the merger a success.

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Should you merge? (quick self-check)

Before jumping into a GP practice merger, ask yourself:

  • Are we struggling with recruitment or workload?
  • Do we share values or vision with the other GP practice?
  • Are our premises or finances under pressure?
  • Do we actually want to grow our patient list size?

If you're saying yes to most of these, merging could be the right move. If not, there may be simpler solutions worth exploring first.

Explore your options

Top reasons GP practices merge

  • Better workforce coverage (e.g. more flexible rotas)
  • Shared staff like pharmacists or paramedics
  • More sustainable estates strategy
  • No other options for succession planning when partners retire
  • System pressures and encouragement to consolidate
  • Improved patient access and service resilience

Mergers can work, but they’re not a fix-all. That’s where a checklist comes in.

GP practice merger checklist

Step 1 - Partner alignment

  • Agree on your goals - why are you merging?
  • Discuss your values and working styles
  • Clarify roles post-merger (partner, salaried, leadership)
  • Talk through difficult topics before things are formalised
  • Be honest about what you’re worried about

Tip: Write down what success looks like 12 months after the merger.

Step 2 - Involve the right people early

Don’t wait until everything is “ready” - early input avoids delays later:

  • Contact NHS England and your ICB
  • Speak to your PCN and federation leads
  • Bring in NHS-savvy accountants and solicitors
  • Notify indemnity providers
  • Appoint internal leads at each practice

Step 3 - Due diligence and legal planning

  • Review partnership agreements, contracts, and drawings
  • Identify shared and separate liabilities (e.g. pensions, loans)
  • Clarify who owns what - buildings, equipment
  • Decide on legal structure post-merger (single partnership or multi-site)
  • Begin NHS contract variation process if needed

Step 4 - Operational integration planning

Merging operations is often harder than merging contracts - start early:

  • Align appointment books, triage systems, and rotas
  • Map clinical protocols (referrals, prescribing, document flow)
  • Decide on shared IT platforms (e.g. EMIS, AccuRx, Archie)
  • Unify admin processes (payroll, HR, complaints)

Step 5 - Estate and property planning

  • Review ownership and lease agreements
  • Involve a legal team for service charges, responsibilities, and CQC implications
  • Plan relocations, co-locations, or refurbishments
  • Explore sale-and-leaseback or purchase if needed

Tip: Archvale helps practices resolve premises issues, including buying your building.

Step 6 - Staff communication and integration

Early, honest communication helps staff feel safe and supported:

  • Communicate openly with your team
  • Share timelines and how roles might change
  • Plan team integration days or socials
  • TUPE if applicable
  • Protect your culture while building a shared identity

Step 7 - Patient communication and engagement

  • Start messaging early via text, posters, and online
  • Use FAQs to answer common questions (continuity, access, prescriptions)
  • Host drop-in sessions or video updates and engage you PPG
  • Be proactive - don't let patients hear it on the grapevine

Tip: Reassurance is key. You may consider saying “Your care won’t change. We’re doing this to serve you better.”

Step 8 - Post-merger monitoring and review

Mergers don’t end on “go-live day”. They require ongoing commitment and evolution:

  • Track outcomes, such as appointment access, complaints, patient sentiment
  • Set monthly partner reviews
  • Hold team feedback sessions
  • Document learnings for future changes

What happens if the merger falls through?

Mergers sometimes collapse, often late in the process. Reasons include:

  • Culture mismatch
  • Partnership disagreements
  • Premises or lease complications
  • Lack of shared vision

If the merger falls through:

  • Be honest with your teams
  • Reflect on what didn’t work
  • Don’t rush to replace it with “Plan B”
  • Document learnings for the future

Set pause points and mutual exit clauses to protect both GP practices.

The merger conversation everyone avoids

Partner power dynamics is where many mergers hit problems.

  • Who will lead after the merger?
  • Will some partners become salaried?
  • How are decisions made going forward?
  • What happens to drawings or profit shares?

If these aren't answered early, you’ll end up with resentment and power struggles. Have hard conversations upfront, even if they feel uncomfortable.

Do you even want to grow?

Merging might seem like progress, but it isn’t always the right call. Ask yourself:

  • Are we doing this because we want to, or because we have to?
  • Would a new salaried GP, better triage, or shared services solve the same issues?
  • Is this about improving care or preserving status?

You may want to consider exploring other options like succession planning or selling your GP practice.

Explore your options

Pre-merger culture review

Many mergers fail because of culture mismatch, not finances. You can use this example table to compare practice cultures and operations side by side:

Practice A
Practice B
Centralised Rota
Flexible Rota
Total Triage
Reception-Led Triage
Flat Decision Making
Hierarchical Decision Making
Low-Income Patient Base
Affluent Patient Base
Formal Complaint Handling
Informal Complaint Handling


Common merger pitfalls to avoid

❌ Merging without a shared vision
❌ Not discussing leadership or profit shares
❌ Leaving staff in the dark
❌ Rushing timelines to please outsiders
❌ Ignoring estate and CQC issues until it’s too late

What Archvale can help with

We’ve been through this process ourselves. We can support you with:

- Premises strategy and purchase
- GP partner succession or retirement
- NHS contract variation
- Clinical model integration
- Staff communication and TUPE
- Patient engagement and ICB relationships

Book a confidenial call

Stories that inspire

Here's what our GP partners have to say about Archvale.
“What I couldn’t do for three or four years - like increase the list size - has been achieved unbelievably in the last six months.
"The support and investment in infrastructure, IT and staffing have made a massive impact on patient care.”
Dr Manish Singh
Former GP Partner at Carrfield Medical Centre
Joined Archvale March 2023
“...As for ‘how am I’? Fantastic is the answer. I love working with Archvale. All the team are so friendly & helpful. Proud to be part of it. Absolutely giving my all to patients without the other stuff to worry about. I am the most calm I think I have ever been. Enjoying my work at Castlefields and the team there are going from strength to strength. Feel blessed.”
Dr Samuel Holden
Former GP Partner at Castlefields Surgery

Final Thoughts

A well-managed merger can transform your practice for the better. But a rushed or reactive one can cause stress, burnout, and regret.

This checklist helps you do it the right way, with your team, patients, and future in mind.

We’re here if you want a trusted, clinically-led partner to help you make it happen.

👉 Talk to Archvale about your merger plans

Disclaimer - This content is for general information only and is not legal, financial, or professional advice. We’ve done our best to ensure it’s accurate at the time of writing, but rules and guidance may change. Always seek advice from qualified professionals before making decisions. If you spot an error or something that needs updating, please contact us.

Authored by Thomas Thornton

Thomas has dedicated his 20-year career to making NHS primary care more sustainable. In his roles at Push Doctor, Medloop, GPCA, and Archvale, Thomas helped practices improve efficiency and quality of care, ultimately leading to happier clinicians, GP partners, and patients.

He works closely with clinical governance, operations, recruitment, and product teams to help GP partners seamlessly transition into salaried or locum roles, achieving the work-life balance they deserve. By introducing GP partners to trusted surveyors, lawyers and accountants, Thomas also helps GP partners unlock the equity in their property and transition lease liabilities to new partners.

Ready to secure your practice’s future?

Contact us today to explore your options.

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