Succession Planning Calculator: Sole Practitioner Meets with Clients 1 to 2 Times per Year

The minimum time in advance of the date for slowing down we recommend for sole practitioners with Partner Loyal clients, and who see their clients once or twice a year, is 3 years. If you are in a sparsely populated area, have a unique niche, require a unique skill set or language or other such mitigating factors, you may need as long as 5 years lead time to start your succession.