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Updated almost 3 years ago,

User Stats

6
Posts
2
Votes
Carl Kallgren IV
  • Investor
  • Greensboro, NC
2
Votes |
6
Posts

Lawyer vs. Accountant - who first?

Carl Kallgren IV
  • Investor
  • Greensboro, NC
Posted

Hey BP fam!

Newby investor from the NC Triad area - Greensboro, North Carolina. I've got my first property under contract (with a partner), and am looking to talk to a lawyer and an accountant before I get too much further into the process, to make sure I set myself up for success from the very beginning.

Question is - who should I talk to first? I'm sure at the end of the day it's not a huge deal, but I'd like to cut down on the back-and-forth. Knowing myself, I'm sure I'll come up with more questions for the lawyer after I see the accountant, or vice versa.

I plan on discussing:

  • JVs and partnerships
  • Note investing (seller-financing)
  • LLCs and (Land) Trusts
  • Purchasing foreclosures

Thanks for your thoughts, even if it's "it doesn't really matter."

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