One of my clients just bought a bizz ( new bizz for him) and the owner stayed on and they are running it together.. its manufacturing and I suspect that more prevalent than RE development.

@Clarissa Zimmermann I usually direct my clients rent.app

Here's a link https://www.oregon.gov/ODA/shared/Documents/Publications/FoodSafety/ServiceAnimalsposter.pdf The BS factor is off the charts with some clients...Then it gets tricky because you are only allowed to ask certain questions as to whether the dog has been trained to perform a specific task etc.

Your LenderMy recommendation to find numbers 2 & 4 would be to go to the top of this page and client on AGENTS  & LENDERS from there you will be connected with 3-5 pros and I would suggest picking someone who has the most reviews or most forum posts.

However, when I talk to new clients, they are not interested in these properties.

Work with a knowledgeable SDIRA custodian to ensure compliance with regulation.This post does not create a CPA-Client relationship.

My favorite calls are from prospective clients who have been with another company - they know what matters to them and I know a lot about how the relationship will go, based on what they've experienced with another PMC. 

By and large, QI's have very high ethical standards, and are sometimes overlooked as the engines of this tax saving tactic.]REPUTATION MARKERS 📊INDUSTRY STANDINGMembership in professional organizationsLeadership roles in FEAEducational contributions to the industryRelationships with major title companiesCLIENT RELATIONSHIPS 👥Testimonials from CPAs and attorneysReferences from title companiesLong-term client relationshipsTransparent fee structuresRELATIONSHIP RED FLAGS 🚩Overly familiar with your realtor/brokerKickback arrangements (illegal!)

When the house eventually sold, I contacted the buyers agent and explained it to him so he could be the hero with his clients and show them how they could save a bundle on their property taxes by appealing and getting that corrected!

the reality is that well over 90% of all our clients exchanges end successfully.