Its more transactional than a traditional sale so you want to find out who the decision maker is and negotiate with them.

You and your legal, tax and financial advisors should review this transaction in greater detail, especially the PLRs, to ensure you understand the significant risks involved and are structuring the transaction as close as possible to the PLRs to mitigate some of the risks.

This type of transaction occurs frequently.

You likely only need to do the past 3 years worth for IRS purposes.You may want to see if there is a way to export transactions from QBO to excel and then import transactions from excel to Rentastic.- Unfamiliarity of software with my Bookkeeping and Accounting team.Altough not ideal, you may want to pay and do bookkeeping on both platforms for 3 months to see if you 100% want to make the switch.I still use Quickbooks, but the desktop version, it runs perfectly for all my bookkeeping needs.

But Cody does know the business and does these transactions..

With the internet, there aren't really do overs -- most websites have other websites that grab (legally or illegally) information . . . it is pretty impossible to make anything disappear once you put it online.

However, you have to be extremely careful financing 100% of the transaction as you still need reserves, closing costs, etc. and make sure it cash flows.You didn't mention if this would be a rental or owner occupied. 

It’s their full time livelihood to make transactions happen.  

It does not appear that many newbies (or experienced) investors are buying much (transaction levels are at record lows). 

The salespeople tell you they will keep in touch and hold your hand through the transactions but they will not contact you after they get you to pay unless you have capital for a deal of theirs.