Figuring out his to amicably solve issues can be a challenge if not addressed in advance.   

I would bet that the majority of real estate investors have an equity portfolio where they have no clue about what the companies that they hold do or how they make money.  

And they are adaptive and able to solve unforeseen problems: if a part is to big and does not fit, they will grab a tool and adjust it.Which means factory jobs are being next.

BUT there are a few stinkers to solve.

Maybe try to solve that dragon at your door while you have some time opportunity to do it. 

In terms of your financing question, the majority of loans we do are in that $1m to $5m range, so that's not an issue at all (fake numbers wasting everyone's time would of course be an issue, but let's stipulate that it's solved).

But what I do see in SC is as you note trying to do your own escrows will be very limited. the reason from what I see is most folks in the business there rely 1000% on closing attorneys and have very limited to NO clue how to do an escrow..

That solves the problem completely. 

That might solve your financing problem entirely.

I mention this because I have no effing clue how someone who is serious about running a large fund and a company can be out there on the "guru/membership/mentorship" circuit.