You also implied that we don't specifically price deals for our clients and the client's "rates and fees will be much higher".

It seems that often when companies acquire large books of business in one shot there are growing pains and unfortunately those are felt at the client level.

Asset sold was mainly transfer of client list and contracts.Does it make sense for me to seek out a note purchaser?

The only exchanges I see fail usually are where the client doesn't know what and where they want to invest next.5.

My client's have been happy with the draw process and response times as well.

As a client of 5+ years, it has just been TOO MUCH, recently.

When not assisting clients, I enjoy surfing, golfing, participating in community events, and staying abreast of the latest market trends to further enrich client consultations.                                                                                                                                                                                                                                                                                                                                                                                                                                                        

Hi Ashley, We have found what works well for us, as well as our clients is to ask them during the on boarding process if they have any preferred contractors.  

I have a client that lives in Hawaii but owns a property in DC area.

Hello All, I have a client asking if they could buy a portfolio of 5 properties (at a "packaged deal" rate) and sell off two of them to recoup some of the initial down money needed to buy them.