So what you need to do to vet the right company you ask them questions like, how do they plan to scale, and when do they cut the ads that don't seem to work.There are specific answers to those questions to vet and see if they truly know what they are doing.And that is how you find the right company.

How do I find the list of financial institutions who do assumable loans?

When I move out, I plan to give my side of the duplex to my mother as she plans to retire soon and I don't want her to have to worry about how she's going to afford rent.

Hey @Dan Gongora - I have a list of lenders that another BP member shared with me a while back...the lenders are exclusive to Chicago or Illinois, but I assume that wouldn't matter to you.How much equity do you have in the property and what is your game plan with the money?

A local accountant can advise on the best tax structure for your business and help with financial planning.

Yeah I plan on having a property manager in the next 4yrs but for now I can manage most things myself.

You may want to approach the contractors and let them know you plan on putting in a claim and see if that prompts them to offer a compromise. 

Goals and HopesI want to build a solid real estate portfolio for financial security and freedom more me and my family .

The one thing I would add is; if you are going to a bank then that is where you would add financial statements.

@Hitanshu Shah-congrats...assuming the 4 plex will be a rental - your best bet will be 25% down and likely a 30 yr fixed program ....if you plan to sell or refinance  the loan within a few yrs - focus on the option  with the lowest loan fees