---
title: "Partner Retreat Facilitation for Professional Firms | GetSorted"
description: "For accounting, law, engineering and advisory firms of 30 to 150 people: a partner retreat where every partner owns a part, with the hours set out by role."
url: "https://getsorted.valuebull.com.au/professional-firms/"
updated: 2026-10-24
demo: true
---

> **Demo content.** Items marked [DEMO] are made up for illustration and must be replaced before launch.

# Partner retreats for professional firms

**Short answer:** A partner retreat sticks when each partner leaves owning one part of the plan in writing. GetSorted runs the retreat on the firm's dates, agrees three firm priorities, gives every partner a one-page "what's my part", and checks at day 90 whether managers and staff can say the plan back. Partner pay and succession are parked, not decided.

## How many hours does it take, by role?

| Role | Time [DEMO] |
|---|---|
| Managing partner, preparation | About 2 hours |
| Each partner, the retreat | 2 days |
| Each partner, the 90 days | About 1 hour a month |
| Managers, team workshops | About 2 hours a month |
| Practice manager, coordinating | Half a day a month |
| Staff, day 90 recall check | 5 minutes each |

Scheduled around tax time and year end.

## What's on the table at the retreat?

- **On:** three firm priorities, how partners and teams work together, and what each partner owns this year.
- **Parked:** partner pay, equity and succession, listed and handed to the partner meeting with an owner and a date.
- **Dates:** GetSorted can come to a retreat the firm has already booked.
- **Numbers:** finance and budgets stay with the finance partner.

## Questions people ask

### How do you get partners to own their part?

Each partner writes their own page in the room, tied to one of the three priorities, and it's reviewed at the monthly partner meeting.

### Will this turn into a fight about partner pay?

Not in the room. Pay and succession are parked at the start and handed to the partner meeting with an owner.

### Can you work with our existing retreat?

[DEMO] Yes: all of it, or just the strategy and culture sessions inside the firm's agenda.

Book a call: https://getsorted.valuebull.com.au/book/#call