Deep dive – Senior Partner succession planning

Our latest deep dive focussed on succession planning for Managing Partners and particularly the role of the Senior Partner in this critical activity.

The session spanned discussions from using the time as a possible reframing of structures and strategy, ensuring a pool of candidates, setting up the election process, working with the candidates and exploring the handover between the incoming and outgoing leaders.

As ever, we aimed for this deep dive to not only be helpful and stretching but an opportunity for you to build your network beyond the small breakfast groups you have joined.

The session was based around “six levers” that we have developed to help navigate this area.

If you have any queries relating to this, please do not hesitate to contact one of us.

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Deep dive 2025: What Managing Partner’s Do

Our thoughts on what Managing Partners do, their role, how the firm structure impacts on the role, the relationship with the Senior Partner, assessing the candidates and recommendations for further reading. To access this presentation please click here.

8th July, 2025
Author
PSFI

Deep dive session notes

Our latest deep dive focussed on succession planning for Managing Partners and particularly the role of the Senior Partner in this critical activity. Please click here to access the deep dive session notes.

8th July, 2025
Author
PSFI

Managing Partner Assessment Report

A sample Managing Partner Assessment Report to assist in reaching a decision about the candidate’s suitability to be the next Managing Partner. The report is a summary of the evidence based on the following activities: Three hour interview with a...

8th July, 2025
Author
PSFI

The Senior Partner’s six levers of influence in a CEO transition

Ensuring a good transition in Managing Partner roles is far from straight forward. At PSFI we have modelled, discussed and advised many partnerships on how they manage this process given their unique histories and approaches. In this article we look...

8th July, 2025
Author
PSFI

Deep dive vignettes – Moving on and managing the transition

Four vignettes to help you think through and manage the transition. To access this document please click here.

7th July, 2025