One of those fiduciary duties is confidentiality, so YOUR agent knowing your financial position should not ever be a problem.

She required a confidentiality agreement which is common so I had no problems with that.

I live in the boise, Idaho area and I am fairly confident I could use that money to do 1-3 deals here in Idaho while meeting my parameters of 10cap and 13-15% roi.

For the work, I’ve seen everything from 20% to 60%, it all just depends on what you two agree to.Your lawyers will handle all of the other details such as what happens if one or both of you die, how one buys out the other (usually by averaging two or three appraisals) any confidentiality or non-compete provisions, who is responsible for what and what happens if someone fails to perform those functions, who has authority to do what and what needs to be voted on, etc.Trying to draft this yourself can lead to disaster if something happens that you didn’t think of, the agreement doesn’t cover it and you two can’t agree on how to proceed.

After owning my home for about 2 years, I've built some pretty good relationships with certain contractors and Im confident I can provide the services needed to run small properties.

It just takes one sneeze to put you back in hustle mode w/a big investor de-commit.7) First Come, First Serve - I made sure that in my communications they understood that this was an exclusive opportunity, only for them, confidential (after I knew that they were accredited) and most importantly, a First come, First serve opportunity. 

I understand deal security and confidentiality so I will be glad to wait until such time as the closing has passed, however no more than 60 days should be needed since your ad stated this was an urgent quick sale situation.

I can't share anything confidential, but I know a lot about our products and strategies.

A good attorney should be able to convince him to reach a confidential settlement with you. 

The analysis is not confidential, the methods used, but the degree of application of risk factors of an institution is.The information required begins with the "Call Report" submitted by a bank and that information is not public information.