We decided to pass on it. The setup was weird. We are a two state bank. The customer lived here, but the business was registered in another state, with a physical address in a second state, with the plan manager in a 3rd state, buying real estate in a 4th state. We don't typically go out of our way to bank out of state entities, and not understanding the structure, we felt it best to not onboard them. Thanks for the feedback.