Do you have any standards that you follow to help you in business?

Its not personal, its business. 

It's not good to burn bridges in this business, and we agents do a lot of free work that we never get paid for.

If your current CPA can't provide this type of advice, maybe try the BP pros finder tool (I will post the link below) or hopefully someone will comment here and recommend a real estate CPA that they worked with before.https://www.biggerpockets.com/business/finder/searches/ffd0c...

We're also seeking to buy a local (Raleigh / Durham) property management company to expand that business more rapidly.

  :)   There's so many Gurus pitching this and that without mentioning the risks to them and to the buyers.So glad to hear re your business model being fair to the buyer.   

Lenders want your business, and you can negotiate terms, credits, and even push for a better rate.

I’ve been a real estate investor since 2015, owning and managing multiple multifamily properties and running a short-term rental business in Cape Cod, the Lakes Region of NH, and the Berkshires.

The downside will have more to do with your business personality.

@Drake BackmanBigger Pockets is a great place to find a tax strategist specializing in real estate taxation.A good real estate tax strategist can save you thousands of dollars by leveraging entity selection and formation, tax deductions, cost segregations, bonus depreciation and tax planning.I recommend finding a tax  strategist specializing in real estate taxation, business taxation, financial planning and tax planning.Consider working with your tax strategist remotely to expand your options.I would also recommend looking for a tax strategist willing to work with you throughout the year.