Hey guys I am looking to invest remotely into out of state properties and was curious how to develop a trusting relationship with a "Turn Key Provider"?

This is not legal advice and I am not forming an attorney-client relationship.

If it is a small firm services several hundreds or thousands of clients, you may get stuck in a trasactional relationship vs looking for a boutique planning based firm.  

Or suggestion for agents in the area that might have the right developer relationships?

Did this come from a wholesaler you have a relationship with or was it blasted out to an email list?

We had an established relationship with them already and felt comfortable using them to manage our business accounts.

Get to know them and say you are looking for a primary banking relationship as you reposition to commercial.

Most Private Lenders won't know about those things so it is up to you to make sure they are accounted for.The real difference to me is Private Money is lent based primarily on the relationship between borrower and lender.

The clause does allow the bank to call the note because of such a transfer; however, a vast majority would not do this if you have built a relationship/partnership with the bank.

*this post does not create an attorney-client or CPA-client relationship.