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.

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

Here’s the context:The house appears vacant, with a large tree that has fallen on the property.From what I can see, the house seems full of furniture and might even be a hoarder home.I’ve skip-traced the property and found that the owner has unfortunately passed away.The house seems to be mortgage-free, and I’ve identified three phone numbers associated with the son, who I believe is the heir.I’d like to reach out to the son to express my interest in purchasing the property, but I want to ensure I do so respectfully while also gathering the right information.Here are my questions:What’s the best way to approach the heir while showing my condolences for their loss?

If I read the story correctly, your client did not report rental income.

I'm looking at expanding into out of state and just trying to figure out what questions I should ask/data I should gather to make an informed decision!

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

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

Say, I have a potential client that has asked me to value a 7 unit apartment building.

I am a co-host in Dallas and Waco, TX and I have an idea of what types of owners and properties I want in my co-host portfolio----and with each client/property I learn which qualities are working for my business setup or what qualities I need to be working on to upskill.

So I would like to get these things hashed out well beforehand as something to present to potential clients and have procedures for my company.