The first step is to give us a call, ask some questions, get to know each other, and then meet us. Sometimes it’s obvious, sometimes it isn’t. We take no offense if you don’t things will work out.
We have parted ways with clients over the years. 99% of the time it’s because they’ve outgrown us and exceed our ability to support. This has happened to us several times as some of our clients have grown, expanded, and merged with other companies over the years. If it reaches the point where you have several hundred employees spread out over 10 different geographical locations, that exceeds our definition of small and medium size businesses. And we always make sure our clients are in good hands and can call us whenever they need us.