Succession Planning Calculator: 6 or More Partners Partner Loyal Meets with Clients 3 Times or More a Year

The minimum time frame we recommend for transitioning retiring partners in a 6 or more partner firm with mostly Partner Loyal clients the partner sees in person at least three times per year, is two years. 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 3 to 4 years.