There is a test called HOWEY test (you can google it).Basically if the asset is an "investment of money in a common enterprise, with a reasonable expectation of profits to be derived from the efforts of others" it is considered a security.  

QuickBooks Online Plus: Best Overall Real Estate Accounting Software.RealtyZam: Best for Real Estate Agents to Track Profit by Sale.QuickBooks Enterprise Hosting: Best for Keeping the Books of Multiple Companies.Buildium: Best for Property Management Features.

Your business enterprise was successful because you were informed and knowledgeable about it. 

I use Enterprise Bank and Trust out of KS and everything I do with them is online. 

Hey Bill - I do marketing coaching for REI and sold enterprise technology for 15+ years. 

Noteworthy employers include the University of Kentucky, state government agencies, Toyota (Georgetown), the public school system, Amazon, agricultural enterprises, distilleries, and numerous healthcare facilities.

I have a small portfolio of two duplexes, far from a multi-million dollar enterprise and while I'm passionate about my RE investing and wish to expand, I can't seem to justify ten's of thousands of dollars on consulting (at this stage in the game) even though I believe it would be beneficial. 

Met with a partner who has retired his (family member only) C-corp service type enterprise.

If your thought's are aligned to "How can I get asset's under my control, to be operating with 100% levered capital, 0 capital investment held in enterprise, yet a "cash-flow" similar to that of having vested capital in it......

We work the surrounding areas like Headland, Enterprise, Ozark, and have just recently been buying and marketing up in to Troy.