Operations

Switching QSA companies without breaking your cycle

There’s no lock-in with a QSA company — but a badly timed switch can cost you a renewal. Here’s how to do it cleanly.

When switching makes sense

The clean-switch playbook

  1. Time it after your current ROC. Switch between cycles, not mid-assessment. Starting over mid-fieldwork means paying twice.
  2. Export everything. Evidence packages, prior ROCs, scoping documents, remediation records — your documentation is yours. Get it before you announce the switch.
  3. Let the new QSA re-scope. Scope drift between assessors is normal and healthy. Don’t anchor them to the old QSA’s scoping — but do ask them to explain material differences.
  4. Overlap the timelines. Engage the new QSA 3–4 months before the ROC expires so fieldwork never gaps.
  5. Tell the old firm professionally. You may need them for factual questions during transition. Burn no bridges.
Don’t switch to dodge findings. A new QSA will find the same gaps — and “opinion shopping” for a lenient assessor is how companies end up with a ROC their acquirer won’t accept. Switch for fit and service, not for an easier pass.

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