FileMaker Transitions
Are you an independent developer evaluating your retirement options, but worried about how to best transition your clients? Does the idea of a quick-exit due to medical problems concern you? We know business changes can be scary to experience and difficult to navigate; hundreds of clients have trusted us for decades—even as we’ve gone through our own transitions—so let PK Information help! We have a three-step process to transition your business and clients so you can have a relaxed, worry-free retirement.
1. plan
We’ll have a no-commitment conversation to discuss your personal goals, as well as your dreams for your clients. This will include formulating a hand-over plan for your clients, as well as a third-party evaluation of your client list.
2. process
During this 3–9 month period, we’ll gradually transition your clients to our developers. You’ll still be involved, providing security and peace-of-mind for both you and your long-term partners.
3. post-review
We’ll meet at the one-year mark after each client has successfully been transitioned to ensure satisfaction amongst all parties. You’ll receive a retention bonus at this point for each client that has stayed with us.
REady to move forward?
Partnered & Certified
As a Claris partner, we have multiple certified developers on staff at PK Information so you never have to worry about inexperience. Cumulatively, we’re certified for: FileMaker Pro 18, 17, 16, 15, 13, 8, and Claris Connect.
Our offices are located in the Tampa Bay, Miami Lakes, and Knoxville regions with our headquarters in Saint Petersburg, Florida. Our clients primarily span the USA, but we’re happy to provide support no matter where in the globe you’re located. Learn more about where we’ve already been!
