Things don't always go as planned with rental properties and property managers. The property should be a good fit for the property management company. The owner type should be a good fit for the property manager.
Keeping an open mind when approaching these situations is the only way to achieve long term success. No two situations are alike, and how the transition goes depends heavily on the previous property manager.
Our goal is to get as much information as possible to keep the owner protected. Many times miscommunication is the cause of the desire to change property managers. In these cases, we might not be able to get all that we want, but we will get enough to proceed with the transition.