I was not providing them anything they already did not have...

Paying off rental mortgages increases monthly cash flow but reduces liquidity, while investing in hard money lending offers high returns but is taxed as ordinary income.Buying a multi-unit rental provides tax benefits like depreciation, while purchasing a business can yield strong profits but requires active management.

I agree that DealCheck (or the BP calculator) does not provide enough tools or functionality to analyze those types of transactions (yet).But I would argue that it does a great job at analyzing more traditional buy & hold SFRs and multi-families, as well as flips and rehab projects. 

By providing the necessary funding and covering renovation expenses, we ensured the project stayed on track and within budget, leading to a profitable outcome.

The reality is the opposite - if it's not in writing then the PMC doesn't have to provide the service or can charge extra for it!

But not sure the solution which is to provide me teaching/training on how to get off market deals is something I can’t learn without a mentor.

On-site lodging gives our venue a competitive advantage over others without lodging, and also provides us an income stream on non-event nights (by renting them on Airbnb/VRBO/direct).https://www.battengreen.com/

In the latter case, I would still use QB to enter info provided by the 3P servicer and to maintain my general ledger for the lending business.

I would also consider talking to her broker.Also, has she provided references from BiggerPockets or Google Business?

Jared Provost 906-362-1801raincitycapital.com Middle Man Broker Fees LOL There is absolutely nothing wrong with an experienced Broker finding a solution for an investor and charging a fee for a service they provide.