Succession Planning Calculator: 2 to 5 Partner Firm Partner Loyal Meets with Clients 1 to 2 Times per Year

The minimum amount of time we recommend for a partner in a 2 to 5 partner firm with mostly Partner Loyal clients he or she meets with only once or twice per year in person is three years. If your firm is in a sparsely populated area (and you intend to merge upstream or sell), a partner has a unique niche, or the clients require a unique skill set or language or other such mitigating factors, you may need as long as 5 years lead time to start succession for a partner.