In mid April I ordered new cabinets for kitchen, laundry room, and both baths.....they just arrived 7/6/20.

He ultimately wants to maintain & manage our rental (and any future rentals) but will initially have large gaps in his schedule to fill with paying work once we arrive.

Patio sliders arrived and were installed successfully.

You will find most of this in the SEC Regs as mentioned and you'll need to pay attention to  the applicability of law and regulation to arrive at the differences between lenders and thos who may be exempt from certain activities.

What happens if client is unhappy once they actually arrive at the property?

You need to be able to run comps efficiently and learn how to properly arrive at ARV's based on the exit strategy your buyers and the property type.  

@Alexander George, did you arrive at an answer to your question?

This is all I have arrived at so far.

I'm at the beginning - just reading and listening and practicing. 

Just plan well, have your exit strategy before walking in, and after you arrive at your costs, add another 10% just in case.