New GP Partner Checklist

Bringing in a new GP partner is a big moment. It can bring fresh energy, new ideas, and more hands on deck. But it also comes with risks. If the onboarding isn't handled properly, things can unravel fast.

Whether you’re an experienced partner or taking someone on for the first time, this guide walks you through everything you need to think about - from legal steps and money to people and culture.

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Is your practice even ready for a new partner?

Before you rush to fill a gap, stop and ask: is taking on a new partner really the right move?

Here’s a quick checklist that you can run through:

✅ Do you know exactly what role the new partner will play?
✅ Are your finances clear and attractive to a new joiner?
✅ Is your partnership agreement up to date?
✅ Are you committed to staying for the next 5+ years?
✅ Have you explored alternatives like merging or stepping back?

If you hesitated on more than one of these, you might want to pause and explore your options. We can help you with that.

Explore your options

When NOT to take on a new GP partner

Sometimes, the best decision is not to hire right now. Watch out for these red flags:

  • You’re planning to retire soon but haven’t told anyone yet
  • There’s tension in the current partnership
  • Your finances aren’t in a healthy place
  • Your premises are due for sale or need major investment
  • You just want to offload admin but don’t have a clear plan

Taking on a partner without sorting these out can lead to bigger problems down the line.

New partner, merger or something else?

Not sure if bringing in a new partner is the best step? Use this quick decision guide:

Your situation: You want to stay 5+ years and share the load

Best next step: New GP partner

Your situation:You’re unsure if you want to stay

Best next step: Explore succession or step-back plan

Your situation: You’re retiring with no clear handover

Best next step: Contact us for succession support

Your situation: You’re surrounded by other small practices

Best next step: Consider a merger

Still not sure? We’re happy to talk it through with you.

Book a confidential call

Why having a new GP partner checklist matters

Getting a new GP partner onboard includes things like setting expectations, protecting yourself and the practice, and setting up a long-term relationship for success. A clear checklist will help you:

  • Avoid legal and financial risks
  • Support your new partner properly
  • Keep your team aligned
  • Avoid early misunderstandings that lead to conflict

You want to make a well-informed decision from a position of strength (not out of desperation) so you don’t risk being taken advantage of.

Pre-onboarding - planning before they join

✅ Define their clinical and non-clinical responsibilities
✅ Update the partnership agreement (don’t skip this!)
✅ Agree on leave, profit share, buy-in and work patterns
✅ Notify NHS England and update PCSE early
✅ Share how decisions are made and who handles what
✅ Clarify expectations around workload, on-call, and admin

Tip: Start these conversations at least 3-6 months before their start date.

Legal and financial essentials

✅ Finalise the partnership agreement-make sure it’s signed by all partners
✅ Inform your accountant and review the drawings model
✅ Agree on pension contributions and capital input
✅ Update your CQC registration to reflect the change in partnership
✅ Discuss property: do they buy in, rent, or stay out?
✅ Review any changes to the GMS/PMS contract

✅ Ensure all named partnership liabilities are included in the partnership agreement

What to build before they arrive

✅ Review and update clinical protocols
✅ Clean up rota systems and reduce scheduling chaos
✅ Prep a digital onboarding pack (logins, key policies, staff contacts)
✅ Set up their IT access and workspace
✅ Brief your existing team so everyone is ready to welcome them

Clinical and operational onboarding

✅ Add to clinical systems and NHS mail
✅ Provide a proper induction to how your practice runs
✅ Shadowing for the first few weeks
✅ Explain your appointment structure and expectations
✅ Introduce them to PCN and ICB contacts
✅ Assign a go-to person for questions

Cultural and team integration

✅ Host a welcome lunch or informal meet-up
✅ Share your practice values and ethos
✅ Explain how decisions are made in the partnership
✅ Set up regular check-ins for their first 3-6 months
✅ Make sure they feel part of the team, not just another pair of hands

First 3-6 months - review and feedback

✅ Book a partnership review meeting after 3 months
✅ Gather feedback from both sides
✅ Adjust responsibilities or working patterns if needed
✅ Offer support if they’re struggling-early problems can usually be fixed

Common pitfalls to avoid

❌ Skipping the partnership agreement update
❌ Assuming they know how everything works
❌ Overloading them with admin or extra patients
❌ Not discussing finances early
❌ Avoiding hard conversations during onboarding

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

Getting a new GP partner onboard is about more than filling a clinical gap. It’s about building trust, sharing responsibility, and keeping the practice strong for the future.

Take the time to do it right. And if you’re not sure whether a new partner is the best route, that’s okay too. At Archvale, we help GP partners explore all the options-from stepping back, to selling, to succession planning.

No pressure. Just practical, friendly advice from people who’ve been there.

👉 Talk to us today about your next step

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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