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How to switch IT companies without downtime

Switching IT companies does not have to cost you a day of work. Read your agreement, collect what you own, overlap the two providers, then cut over on a quiet afternoon.

Written and reviewed by Anthony Omini, Cross River Tech·9 min read·Published · Updated
Tidy white desk with a monitor and a small plant

Key takeaways

  • Bring the new provider in before the old one leaves; the overlap is what prevents downtime.
  • Collect what you own first: administrator passwords, domain and cloud accounts, backups, licenses and documentation.
  • Give notice only after you know what your agreement says and after the new provider has what it needs.
  • Cut over on a quiet afternoon by changing passwords and removing old access, not by ripping anything out.
  • An unresponsive provider is a reason to move faster, not to skip steps.

The short answer: how to switch IT companies without downtime

You switch IT companies without downtime by overlapping the two providers. The new company learns your office, installs its own tools and takes over the backups while the old one is still technically responsible. Only when the new company can support you fully do you give notice, change the passwords and remove the old company's access. Nothing gets unplugged. Your staff keep working the whole time, and most of them will not notice the date it happened.

The order matters more than the speed. People get into trouble when they cancel first and shop second, because there is a gap in which nobody is watching the backups and nobody answers the phone. They also get into trouble when they let the old provider run the handover alone, because a provider on its way out is not motivated to be thorough.

The rest of this article is the plan I use when a Dallas office moves to me from another provider. It works whether the old company is cooperative, slow or has stopped answering entirely. If you are in the last situation, skip to the section on unresponsive providers, then come back for the full process. If you want me to run it for you, tell me where things stand and I will map out the steps for your office.

Step 1: Read your current agreement before you say anything

Before you tell your current IT company anything, find the agreement and read it end to end. You are looking for five things:

  • The term and the renewal clause. Many managed IT agreements renew automatically for another full term unless you give written notice inside a window, often 30 to 90 days before the anniversary. Missing the window can cost you a year.
  • The notice period. How much notice you owe and in what form. Email is often not enough; some agreements want a letter.
  • Early termination. What it costs to leave before the term ends. Sometimes it is the remaining months in full, sometimes a percentage, sometimes nothing.
  • Ownership and handover. What the provider must give back and when: passwords, documentation, backup data, licenses. If the agreement is silent, you will have to ask nicely.
  • Equipment and software they own. Some providers supply the firewall, the backup appliance or the antivirus under their own license. When they leave, those leave too, and you need replacements ready.

If the agreement is a long one with an expensive exit, you have a decision to make about timing. It is sometimes cheaper to overlap a new provider for the last few months of a term than to pay to break it. I explain the trade-offs in month-to-month vs annual IT contracts. Whatever you decide, decide it before the first phone call.

Step 2: Collect what you own

The single biggest cause of downtime during a switch is a password nobody has. Start collecting now, while you still have a working relationship. Politely, and in writing, ask your current provider for the following, and check each item off as it arrives. A provider with nothing to hide will send it; the request is normal and you are entitled to it.

  1. Administrator credentials for every computer and server
  2. Global administrator access to your Microsoft 365 or Google Workspace tenant, in an account you own
  3. The login to your domain registrar and whoever hosts your DNS, the records that point your website and email to the right place
  4. Firewall, switch and Wi-Fi access point administrator passwords, and the internet provider account details
  5. Backup software login, where the backups live, how to restore and confirmation of the last successful backup
  6. Antivirus and security console access, or confirmation of what will be removed when they leave
  7. License keys and subscriptions: Windows, Microsoft 365, line-of-business software, remote access tools
  8. Network documentation: IP addresses, a diagram, a list of devices, any special configuration
  9. Vendor contacts and account numbers for phones, printers, practice management or agency management software
  10. Any equipment the provider owns that will be removed, and the date

Store all of it somewhere you control, such as a password manager in your own name, not in a shared spreadsheet. If a few items come back marked to be provided at termination, note them; those are the ones the new provider will plan around.

Step 3: Bring the new provider in before the old one leaves

Choose the new company before you give notice. That may feel like going behind someone's back; it is simply how you avoid a gap. Use the list in questions to ask before hiring a managed service provider and get written answers.

Once you have chosen, the new provider does an assessment: a look at every computer, the server if there is one, the network, the backups and the security, plus a conversation with the people who use it all. That assessment produces two things, a list of what is at risk right now and a plan for the takeover. It should not involve replacing anything unless something is genuinely broken.

Then the new provider starts installing its own tools alongside the old ones: a management agent on each computer, its own backup running in parallel, its own security if the old one is leaving with the old provider. This is the overlap, and it is where downtime is prevented. For a week or two both companies can see your systems and both backups are running. You are paying twice for that period, which is the price of never being uncovered.

When I take over an office, this stage usually takes one or two visits plus remote work, and your staff see me once so they know the name and the face. Because Cross River Tech is owner-led, the person who did the assessment stays your point of contact for everything after it; my team works from the documentation I write during the overlap, and it is the documentation I will use for years. The managed IT services page describes what the ongoing service looks like.

Step 4: Give notice and cut over on a quiet afternoon

With the new provider ready and everything you own in hand, give notice exactly as the agreement requires, in writing, and ask for a written confirmation of the end date and the handover items. Be polite. You may need this company's cooperation for a few more weeks, and most IT people, however slow they have been, would rather end things cleanly.

Cutover is a short list of actions, done in one sitting on a quiet afternoon, usually a Friday:

  • Change every administrator password the old provider knew: computers, server, Microsoft 365 or Google Workspace, firewall, switches, access points, registrar, backup console.
  • Remove the old provider's user accounts and any remote access tools they installed.
  • Confirm the new backup has completed at least one full run and a test restore has been done.
  • Confirm the new security tools are active on every computer before the old ones are removed.
  • Update anyone who needs to know, such as your software vendors or internet provider, that the contact has changed.
  • Tell your staff the new number to call, and pin it somewhere visible.

Nothing is unplugged and nothing is reinstalled. Your people go home Friday and come back Monday to the same computers, the same email and a different phone number for help. If any provider-owned equipment such as a firewall has to be swapped, that is the one piece of physical work, and it is scheduled after hours with a replacement already configured.

Step 5: The first month with the new company

The first month is when the switch pays off or does not. Ask the new provider for three things during that period. First, a written summary of what they found in the assessment and what they changed: which computers were behind on updates, whether the backups were actually working, what security was missing. Second, a short list of recommendations with honest priorities, meaning what has to happen now, what should happen this year and what is nice to have. Third, a walkthrough of how to reach them, for you and for your staff.

Expect a burst of small requests in the first few weeks. People save up problems when they do not trust the help desk, and the moment someone reliable appears they bring out the printer that never worked and the laptop that has been slow since spring. That is normal, and it is a good sign, because it means the office is being looked at properly for the first time in a while.

By the end of the month you should have documentation in your name, working and tested backups, current updates and security on every computer, and a clear understanding of what the monthly fee covers. If you do not, ask why. The signs to watch for as the relationship continues are in signs you need to change your managed service provider; the goal is never to need that article again.

What to do if your current IT company is unresponsive right now

If your current IT company in Dallas has stopped answering, the plan above still works, but the order shifts and the pace picks up. Here is what to do today.

First, get your own access. If you have any administrator login at all, use it to add a new administrator account in your name for Microsoft 365 or Google Workspace, your domain registrar and your computers. If you have none, a new provider can usually recover access to your own systems as the owner, though it takes longer and needs proof that the business is yours. Start that today, not after the next unanswered ticket.

Second, check the backups yourself. Ask someone to show you the last successful backup date. If nobody can, assume there is no backup and get one running immediately, even a simple cloud backup of the server and key computers, before anything else.

Third, put the request in writing. Email the provider a dated list of the items in step 2 and a reasonable deadline. Keep it civil. This creates a record if the relationship ends in a dispute over the contract, and it often shakes loose a reply.

Fourth, bring in help now. You do not need to have signed with anyone to get an assessment. I do this for Dallas offices on an hourly basis at my published break/fix rates, with no commitment, and the assessment stands on its own whether you move to me or to someone else. An unresponsive provider is a reason to move quickly. It is not a reason to skip the steps, because skipping them is how a bad month turns into a bad quarter.

Leaving your MSP in Dallas: who else is good?

You want to leave your current managed service provider in Dallas and you are asking who else is good. I am one option, and I will describe what I offer honestly so you can judge. But the more useful answer is how to tell who is good, because the Dallas market has many providers and the label MSP tells you almost nothing about how they will treat you.

What I offer: a small, owner-led company. I am Anthony Omini, with over 15 years of IT experience; I am your point of contact, I plan the work and come onsite myself, and my team handles the routine monitoring and updates behind me, for small businesses across Dallas–Fort Worth and remotely anywhere in Texas. Managed IT priced per user or per device, month-to-month, cancel anytime. Unlimited remote support, onsite by appointment at no extra charge when remote cannot fix it, updates, security, tested backups and management of your network. No ticket queue, no account manager, no re-explaining your office each time. The limits: onsite visits are scheduled by appointment rather than instant, and I work mainly with law firms, dental and medical practices, insurance agencies and design firms.

How to tell who is good, whoever you talk to: they name the person who will do the work; they list what is excluded from the fee; they describe what happens when you call rather than promising a number; they can tell you the date of their last test restore; their agreement is short to leave and clear about handover; and they can talk about a business like yours in specifics. Ask three providers those questions, compare the written answers, and the choice usually makes itself. If you would like my answers for your office, get in touch and I will send them the same day.

Questions people ask

How do I switch IT companies without downtime?

Overlap the two providers. Choose the new company first, let it assess your office and install its own management, backup and security tools alongside the old ones, and collect every password and document you own. Only then give notice. On cutover day you change the administrator passwords, remove the old company's access and confirm the new backup has run. Nothing is unplugged, and staff keep working throughout.

Our current IT company in Dallas is unresponsive. How do we replace them?

Get your own administrator access to Microsoft 365 or Google Workspace, your domain registrar and your computers today, and confirm a backup is actually running. Send the provider a dated written request for passwords, documentation and licenses. Then bring in a new provider for an assessment on an hourly basis with no commitment. The handover can proceed even if the old company never replies, because you own the systems.

Do I have to tell my current IT company before I talk to a new one?

No. Talking to other providers and having one assess your office is a normal part of managing a business, and your agreement almost never restricts it. What the agreement does govern is notice: how much you owe, in what form and inside what window. Read that before you give notice, and give notice only when the new provider is ready to take over, so there is no gap in coverage.

How long does switching IT companies take?

For a typical small Dallas office, the assessment and overlap take one to three weeks, depending on how quickly the old provider hands over passwords and how many computers there are. The cutover itself is a single afternoon. A long notice period in your current agreement can stretch the calendar, but it does not add work; the new provider is simply in place earlier. An unresponsive old provider slows the handover but does not stop it.

What if the old provider owns the firewall or backup system?

Find out early, because provider-owned equipment leaves with the provider. Ask which devices and subscriptions are theirs and on what date they will be removed. The new provider then configures a replacement in advance and swaps it after hours, so the office opens the next morning on the new equipment. For a firewall this is usually a short evening job. For backups, the new system must have completed a full run first.

Will my staff notice the switch?

Ideally only in two ways: a new phone number for help and a person who shows up once so they know the name and face. Computers, email, files and software stay the same. The tools running in the background change, but that happens remotely and silently. If a switch requires reinstalling computers or moving email, something else is going on, and you should ask the new provider why before agreeing to it.

Sources and further reading

Market price ranges in this article are my own observation of quotes in the Dallas market, not a published survey. Where I state a rule or a standard, the source is linked above.

Anthony Omini

Written and reviewed by

Anthony Omini, founder of Cross River Tech

Over 15 years in IT across many industries, now running Cross River Tech, a small owner-led managed IT company in Dallas. Every article is written from his own client work and checked by him before it is published.

Ready to switch, or not sure yet? Tell me where things stand with your current provider and I will map out the handover for your office, with no commitment to move to me.

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