All of what you mention can be done easily with Podio configured for REI CRM. 

As you mentioned, you have to eventually pay it all back, with interest.

Marie Poe...her account is deactivated, but a search may turn up some of her info if you search the name and someone mentioned her in their replies.

Like @Jesse Rivera mentioned above, I also go to a few sessions but spend most of my time in the lobby or at the bar making connections."

I am not going to list the good, bad and ugly for each but mention just a few things that stand out.  

Keep in mind the potential tax implications mentioned by @Brian Eastman.

whats the issue if you are the one underwriting the loan and it goes bad it should be quite rare to now want to charge your investors for something they did not do I suspect is going to be stepping over dollars to collect pennies.. taking care of your clients long term is part of doing bizz like Chris mentioned.. 

That cost segregation study wasn't just about accelerated depreciation - it was setting you up for strategic wins years down the road.Next time your CPA mentions §1245 ordinary income, don't sweat it.

I was just googling today and saw a BP podcast 1,000 episode, from about 6 months ago.Some of the poster taglines mention they were a guest on Podcast 2xx as an example. 

Collin mentioned a local bank that is keen on having Dr.s as clients, Endeavor is a local SoCal business bank, others could be agricultural or manufacturing oriented...some in the news recently for failing were VC and crypto centric.