If the PM wants to withhold sensitive information like SSNs then he can easily redact that, but I don't really see a strong argument for why that is necessary.

For a diverse portfolio with a need for multiple transactions and some time sensitivity, a self-directed IRA custodian will be cumbersome at best. 

Just make sure any account number and any other sensitive information is redacted.

Is there a certain way to talk to them sort or how you may be sensitive with probate or do you put the same things on post cards or letters that I usually put?

Some notices from HOA are time sensitive and require a response from owner. 

I can help you with the financial analysis, break-even point calculations, sensitivity analysis to various factors and whatever other financial measure you can think off. 

The equity investor communities where I cut my teeth can be a lot more brutal than this.

He is normally a flipper but wants to buy and hold on this deal and hence the reason he needs additional funding.I am interested in proposing a partnership on this deal instead of a straight loan to cut my teeth.

But, it's the ratios that will tell you:- How efficiently you're using labor/materials to generate whatever you're selling;- How efficiently you're generating profit from business earnings;- How effectively you're managing the business overall.Additionally, ratios provide a sensitivity benchmark for the business. 

Create a detailed financial projection: Utilize the information you gather to create your own financial projection and perform a sensitivity analysis.