I’d start now… these transitions usually take a bit. And Broadcom will only get more predatory. Staying with VMware is not a realistic option… especially if you rely on a support partner. With these mega corps only the other mega corps will get proper support… the rest can crawl in a hole and die

So now is the time to figure out what replacement fits best, check your team for capability gaps and send your VMware people to courses to get intimate with the replacement.