Succession Planning Calculator: Sole Practitioner Meets with Clients 3 Times or More a 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 at least 3 times per year is 2 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 3 to 4 years lead time to start your succession.