For example: We provide tax preparation and advisory services to people who invest in commercial (including multifamily) real estate, and high w2 earners investing in short-term rentals.

It makes lead management way more efficient since they get to focus on people who actually want to do business. 

And at the top, you need three key people: an artist (to deliver a great product), a manager (to keep things running smoothly), and an entrepreneur (to drive it forward).

Real estate has so many tax benefits and credits available, that I always tell people it's crucial to have a CPA that's extremely knowledgeable in this area.

There's no reason to provide details, though I do let people know if anyone asks that we do not accept bulk up-front rent payments or anything like that because I absolutely do not want a prospective tenant to think that someone else swooped in with a bunch of cash last minute.

(Respectfully- Please don't tell me to save up and quit my job it's just not realistic for me and won't be anytime soon)If you read the threads on BP concerning wholesaling, you should be able to draw a few conclusions1. 99% of people trying wholesaling fail2.

Ideally, you network with people who have owned properties for a long time.

so, you're maxing out debt service which makes it tougher to cash flow.with that said, no matter the purchase strategy, you should always make sure you're using actual numbers, and not random assumptions.for example - some people will throw out '10% for capex.' 

Give them a couple of options, they already know the unit got foreclosed, most people move to avoid the hassle. 

Our office receives about 50 of these a month from various wholesalers and I always look at ones I don't recognize to see what people are trying.