Everything in tax depends on the personal situation. 

I'm willing to help this person in any way I can.

Jeremy, I hope you don’t take this badly…..I noticed your posts don’t get much “traction” The reason is they read like slick marketing “puff” pieces you find posted on LinkedIn all the time, rather than personally engaged discussions, If you want significant engagement, just write something out, and don’t even “edit” it, just go with the first draft, giving the effect like a personal conversation with someone.  

I'm now finally here in person, and have started to go view places in person with the intent of purchasing. 

Many clients will find it hard to trust a younger person with this big of a decision. 

(2) Ask for a Personal Financial Statement?

(I assume you won’t find a 1 hour a day type person.

Now I am realizing there are too many of them for me to personally execute on, but I also hate the idea of wasted opportunities.How does an experienced investors actually scale their operations besides just hiring VAs? 

In all the years I've dealt with these I have never personally had one gone that road of default.

In particular, now I make sure I can talk to the person who will be my direct contact at the company.