Succession Planning Calculator: 6 or more partners Brand Loyal

The minimum amount of time we recommend for a partner in a 6 or more partner firm with mostly Brand Loyal clients is two 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 3 to 4 years lead time to start succession for a partner.