Learn the 6 CA ADU regulations at least enough to know them at a high level. 

Would this be considered a stock sale and subject to burdensome regulations?

It’s easy when you already have that relationship established.

Using the concepts from these books we do the following:We define our vision, core value & focus- At the beginning of the year we take a weekend and evaluate if we need to make any adjustments then we establish targets/goals and "Big Rocks" for the yearOnce per quarter we take a day or a weekend off and review/discuss our goals for the quarterOnce per week we shut down for 4 hours and discuss issuesThat's how we address what I think you call business needs.Regarding systems- For us, systems are not independent of business needs.

I'm trying to reach out to established investors in other states . it will probably be easier once i finish enrolling i the pro membership and try to start networking.

If that is of interest  I would recommend establishing relationships with one or two folks who have decent track records.  

My first advice to you is to read the rules and regulations of the HOA.

I forgot we were talking about a primary.My Heloc only costed $300 all-in to establish and I just got notice the rate dropped to 2.7%.

So in order to be legal and in accordance with all the possible regulations, you'll need to check (i) with the neighborhood association (if there is one), (ii) with the city if it's in city limits, and (iii) with Westchester County.The neighborhood association, you'll have to ask directly. 

Check out your local regulations regarding that.