Start with a free triage call. Go deeper with the System Assessment.

The triage call — free, 30 minutes

You describe the system and the situation: who built it, what broke or what's worrying you, where the business is headed. I tell you, plainly:

• What the realistic options are — hold steady, extend, or begin an exit.
• What I'd look at first, and what risks jump out from the description alone.
• Whether a full assessment is warranted — and if it isn't, what to do instead.

No deck, no pressure, no follow-up sequence. If you don't need me yet, you'll leave with a straight answer and my number for when that changes.

The System Assessment — $2,500 fixed, one week

When the situation calls for it: a structured review of your FileMaker solution ending in a written report you own outright.

1. Inventory. Tables, key scripts, integrations, plugins, hosting, licensing. What the system actually is, on paper, possibly for the first time.
2. Risk register. What breaks first: OS and FileMaker version exposure, plugin dependencies, single-point-of-failure logic, security items.
3. Continuity plan. What it takes to keep the system healthy for the next 3–5 years, with or without me.
4. Opportunity map. Where a web front end, integration, or automation would pay for itself — with rough sizing, so you can see the order of operations.
5. Exit sketch. If leaving FileMaker is in your future, what a staged path looks like and what it roughly costs.

You give me remote access to a copy of the file (or a DDR export if you prefer to start there) and 60–90 minutes with whoever knows the system best. One week later we walk through the report together.

Price: $2,500, fixed. If we proceed to a stewardship retainer or project within 60 days, the full assessment fee credits toward it.

Founding assessments — three slots, half price