Defining the Mandate
Before engaging a search firm, clarity on the strategic rationale is essential. Are you filling a gap, building a new capability, or defending market position? Each demands a different approach.
The Search Process
A well-managed partner search takes 3-6 months. This checklist covers every stage: from briefing to shortlisting, interviews, due diligence, offer negotiation, and onboarding.
Integration Planning
The hire is only the beginning. Successful integration requires a structured 100-day plan covering client introductions, internal relationship building, and practice development support.