Succession Planning Calculator: 2 to 5 Partner Firm Partner Loyal Meets with Clients Rarely, if Ever

The minimum time frame we recommend for transitioning retiring partners in 2 to 5 partner firms with mostly Partner Loyal clients the partner rarely sees in person is one year. If your firm is in a sparsely populated area, has a unique niche, and the firm’s clients require unique skills or language or have other special needs, you may need as long as two to three years.