Program Structure

How the Program
Works

The E2 Program is structured across three phases — each division activating in parallel, not sequence, to compress timelines and ensure every deliverable is USCIS-ready from Day 1.

	Week 1	Week 2–3	Week 4–6	Week 6–8	Week 8–10	Week 10–12+
Emanay Advisors Advisory & Structuring	Mandate Setup E2 mandate activated, household non-negotiables confirmed, family-office holding structure mapped against Oren's self-sourced target search	Target Re-Screen Plantation franchise opportunity re-underwritten alongside off-market alternatives; semi-absentee criteria confirmed	Financial UW Capital deployment plan built, source-of-funds documentation assembled, purchase-price and terms underwriting on the selected target Active DD	Agreements & Terms Purchase agreement negotiated and drafted, family-office holding LLC operating agreement finalized, closing terms locked	E2 Business Plan USCIS business plan finalized around spouse's managing role, growth narrative built, evidence package compiled	Capital Deployed Acquisition closed, entity operational, complete E2 documentation ready for filing for the full household E2 Filed
Emanay Law Group Legal & Compliance	Entity Formation Family-office holding LLC formed, EIN registered, Oren's spouse structured as managing member and E2 principal	Purchase Agreement LOI and asset purchase agreement drafted for the selected target, franchise-transfer terms reviewed where applicable	E2 Compliance E2 operational requirements mapped, immigration counsel coordinated, consulate strategy confirmed for the full household USCIS-Aligned	Structuring Docs Holding-company agreements, seller representations, and closing documents finalized	E2 Business Plan USCIS-structured business plan drafted, evidence package compiled for spouse as principal applicant	Visa Filing E2 application submitted for the household, consulate interview scheduled E2 Filed
Emanay Accounting Finance & Modeling	Capital Validation Investment capital documented and structured to meet E2 at-risk standard	12-Month Model GAAP-compliant financials, KPI framework, 12-month budget built for the operating entity	Quality of Earnings QoE review on the selected target, purchase-price validation, EBITDA and cash flow review Capital Deployed	Revenue Model Operating revenue model, semi-absentee management pricing, cash flow projections	Revenue Tracking Entity cash flow tracked, USCIS-ready financial documentation compiled monthly	Reporting Live Monthly close cadence, capital tracking dashboards live Live Systems
Emanay Realty Site & Operations	Market Assessment South Florida semi-absentee service-business market mapped, site or operating requirements defined	Site/Ops Review Operating footprint options identified, feasibility confirmed relative to the Plantation, FL target and comparable alternatives	Physical DD Any premises, equipment, or route-related operating assets reviewed	Terms Negotiation Lease, franchisor, or facility-use terms negotiated, CapEx planning finalized	Ops Activation Entity operational, existing staff/manager retained, systems live	Scale Planning Operating platform fully live, expansion infrastructure in place Operational

Phase I Outcome — Oren's Household Will Have

A fully structured, USCIS-compliant family-office holding entity, with a closed acquisition of a semi-absentee South Florida service business, documented capital deployment, and complete E2 documentation ready for filing on behalf of the full household.

Visa-Ready Structure

Fully structured family-office holding entity with documented investment and a clear ownership path — not tied to any single target business.

Revenue-Generating Asset

A semi-absentee service business in South Florida with existing staff or a manager already in place and real activity from Day 1.

Household Filing Ready

A single E2 filing covering Oren's spouse as principal, Oren, and all three children — coordinated on one timeline tied to the 2027 school year.

Clean Capital File

Fully documented source-of-funds and capital deployment package satisfying USCIS evidentiary standards.

Sprint Complete ✓

Phase II — Operations, Growth & Technology

Financial & Accounting — Ongoing

Month-end close and bookkeeping for the new entity
Margin analysis on any consulting or service revenue lines
E2 compliance revenue reporting and capital documentation
Cash flow forecasting aligned with growth plan

Legal & Corporate Maintenance

Corporate governance and ongoing E2 compliance
Contract drafting for any new clients or partners
Employment/contractor agreements as team grows
E2 renewal documentation preparation

Advisory Operations

Weekly and monthly operational calls and KPI reviews
KPI tracking: revenue, margins, manager/staff retention
Client/vendor relationship management support
New service line development oversight

Technology & Systems

Basic CRM/pipeline tooling if a consulting angle is pursued
Client and vendor reporting dashboards
Workflow automation for operations
Financial modeling tools and templates

Phase III — Capital Access & Expansion

Capital Access & Structuring

Debt placement for additional investment or expansion
Equity structuring for platform growth
Capital stack design and optimization
Financial packaging for lenders and investors

Advisory Practice Expansion

Additional semi-absentee service-business opportunities as the platform scales
Business development beyond the initial acquisition
Strategic partnerships in South Florida service markets
Regional expansion beyond initial footprint

Scale Oversight & Governance

KPI-driven practice performance oversight
Unit economics validation at scale
E2 renewal documentation and ongoing compliance
Strategic exit or partnership optionality planning

E2 Visa Advisory Program · Confidential · July 2026

E2 PROGRAM
ADVISORY
PROPOSAL

A Complete Mandate Overview for E2 Visa Success — From Structuring to Visa Approval.

Nationality

Canadian Citizens — Household of 5

E2 Eligibility

Viable — Target Under Structuring

Investment Capital

$225K+ (Acquisition + Fees)

Timeline

Relocation Targeted June/July 2027

Target Market

South Florida — Semi-Absentee Services

Prepared For

Oren Behar

Canadian Citizens · E2 Visa Program · Semi-Absentee Service Business Acquisition · South Florida · Family-Office Structure · Emanay Advisory Engagement

Family-Office Structure Off-Market Target Sourcing Legal Readiness Capital Documentation E2 Application Support Cross-Border Tax

STRUCTURED ACROSS THREE PHASES: Phase I — Engagement Sprint (0–6 Months) Phase II — Operations, Growth + Technology Phase III — Capital Access & Expansion

Sign & Engage — $3,500 to Start

STRICTLY CONFIDENTIAL · NOT FOR DISTRIBUTION

Section 01

CLIENT PROFILE

Oren Behar is a Canadian citizen relocating to South Florida with his wife and three children (all under 21, unmarried) as a single-family E2 unit. Oren works in the dental rollup industry in Canada and plans to continue earning Canadian income on a commuting basis after the move, so the household intends to file with his spouse as the E2 principal and majority owner of the qualifying business, structured through a family-office holding entity. The family is targeting relocation in June/July 2027, timed to the younger children starting the school year and the eldest applying to a Florida state university. Oren and his wife have already spent two to three months actively evaluating acquisition targets and had progressed one opportunity — a franchise resale in Plantation, FL — to the LOI stage before pausing over franchisor transfer-training logistics.

Canadian

Citizens — E2 Eligible

Target Market — South Florida Semi-Absentee Services

Jun/Jul '27

Target Relocation — Tied to School Year

Household Size — Filing as One Family Unit

Oren Behar — Background & Household Profile

Dental Rollup Industry (Canada) · Canadian Citizen

Currently works in the dental rollup industry in Canada; licensing constraints rule out that sector as the E2 vehicle itself
Plans to continue earning Canadian-sourced income post-relocation, splitting time between South Florida and Canada
Wife will hold the E2 principal role and majority ownership, giving Oren flexibility to earn US-side income without being tied to the qualifying business
Three children, all under 21 and unmarried — eldest applying to Florida state university, younger two entering school for the 2027 year
Referred to Emanay via Rory, a mutual contact of Alex's

Target Acquisition

Semi-Absentee Service Business — South Florida

Actively self-sourcing off biz-by-sell and off-market channels for roughly two to three months
Most advanced opportunity to date: a franchise resale in Plantation, FL — asking $245K, offer at $210K, paused over the franchisor's mandatory transfer-training requirement (headquartered out of state)
Explicitly ruling out fully owner-operated models (e.g. pool routes) — the household needs a business with existing management or staff, not a daily operator role
Emanay's structuring work will re-underwrite the Plantation opportunity alongside comparable off-market alternatives sourced through Emanay's own deal flow

Structuring Direction

Family-Office Holding Structure — To Be Finalized

Recommended structure: a family-office holding LLC, with Oren's spouse as majority owner/managing member and E2 principal applicant
The holding entity sits above the target acquisition rather than being tied directly to it — if the business is later sold or the family pivots, the E2 status isn't jeopardized
Structure explicitly designed around the household's long-term intent to convert to an EB-5 or NIW green-card path roughly five years out
Underlying business sector remains open — the Plantation franchise or a comparable semi-absentee alternative are both under consideration

E2 Viability Assessment

Rating: VIABLE — Target & Structure to Be Finalized ✓

Canadian citizenship — treaty country, E2 eligible, for spouse as principal applicant plus derivative status for Oren and the children
Meaningful investable capital already identified — $210,000+ purchase price under discussion, target of $225,000–$275,000 all-in with fees and moving costs
No target locked yet — the Plantation franchise transfer complexity and the narrow field of profitable sub-$250K businesses are the open risk
Structure (family-office holding LLC vs. direct ownership) must be finalized before capital and business plan work proceeds
Clean immigration history — no violations, denials, arrests, or overstays
Full household of five filing together — streamlined by having a single, well-documented family-office structure

Emanay Assessment: The Behar family is a strong E2 candidate household — real investable capital, a clear relocation timeline anchored to the school calendar, and a well-defined target profile (semi-absentee, sub-$250K, existing management in place). What sets this engagement apart is the target search itself: the Plantation franchise stalled on a solvable logistics issue, not a fundamental problem, and the household has been sourcing on their own without a dedicated buy-side team. Emanay's job is to either re-open that opportunity on cleaner terms or replace it with a stronger off-market alternative, then build the family-office structure and E2 filing around whichever target closes fastest.

Section 02

SCOPE OF WORK

This proposal outlines a comprehensive advisory, legal, financial, and structuring mandate to source, capitalize, and operationalize an E2-qualifying acquisition for the Behar household — built around a family-office holding structure with Oren's spouse as E2 principal, and a semi-absentee South Florida service business as the underlying investment. The mandate is built around the household's specific situation: a self-sourced target search that stalled on solvable logistics, a defined relocation timeline tied to the school calendar, and a full family of five filing together.

Emanay's mandate: design and execute the E2 structuring path — family-office entity formation, capital deployment, acquisition of a qualifying semi-absentee business (re-opening the Plantation opportunity or securing a comparable alternative), and documented business activity — structured from Day 1 to satisfy USCIS evidentiary requirements, with Oren's spouse as majority owner and principal E2 applicant.

Corporate Structure & Governance

Family-office holding LLC design, with Oren's spouse as majority owner and managing member. Clean governance and USCIS-ready corporate documentation from Day 1.

Financial Modeling & Accounting

GAAP-compliant financials, 12-month cash flow model, monthly close and reporting, and full capital deployment documentation for USCIS.

Legal Infrastructure & Compliance

Entity formation, purchase agreement negotiation and drafting, franchise-transfer coordination if the Plantation path is pursued, E2 compliance documentation, and immigration counsel coordination for all five household members.

Target Search & Selection

Re-underwriting the Plantation franchise opportunity alongside off-market alternatives sourced through Emanay's own deal flow — matched to the household's semi-absentee, sub-$250K criteria.

Source-of-Funds & E2 Documentation

Investment documentation structuring, source-of-funds packaging, capital deployment tracking, and evidence package structured for USCIS adjudication standards.

Cross-Border Tax & Canadian Coordination

Canada–US treaty structuring, FBAR/FATCA compliance, and full US federal and Florida tax setup for the new entity and Oren's continued Canadian-sourced income.

The outcome is not simply visa qualification — it is a properly capitalized, family-office-owned business that gives the household a durable ownership stake, keeps the E2 status decoupled from any single target company, and lands the family in South Florida on the timeline the school calendar requires.

Section 03

PHASE I — ENGAGEMENT SPRINT

The Engagement Sprint (0–6 months) builds the complete business architecture required to satisfy E2 operational requirements and launch a functional, revenue-generating entity. For the Behar household, this sprint starts with the two most important open items — finalizing the family-office holding structure with Oren's spouse as principal, and either re-opening the Plantation franchise opportunity on workable terms or replacing it with a comparable off-market target — before capital, legal, and operational workstreams accelerate in parallel. Given the household's relocation timeline, this process is designed to have a target closed well ahead of the 2027 school year.

i. Strategic Mapping & Corporate Structure

E2-aligned family-office holding LLC design, with Oren's spouse as majority owner and E2 principal
Ownership design so the household's status is not permanently tied to any single target business
Holding-company framework separating personal capital from the US operating entity
Capital deployment roadmap aligned with USCIS at-risk requirements
Non-negotiables workshop with Oren and his spouse to lock the final structure quickly

ii. Financial Modeling & Accounting

GAAP-compliant financial preparation from Day 1 — bookkeeping set up for USCIS-ready reporting
12-month cash flow model for the operating entity, built around a semi-absentee management structure
Monthly reporting cadence and KPI framework
Full capital deployment documentation: purchase price, fees, and moving costs
E2 capital validation package assembled for USCIS — clean, traceable, and fully documented

iii. Legal Infrastructure

Family-office holding LLC formation, EIN registration, and US bank account setup
Purchase agreement negotiated and drafted for the selected target; franchise-transfer requirements reviewed if the Plantation path is revived
Contractor/staff agreements for any existing team retained with the acquisition
Immigration counsel coordination on the E2 filing for all five household members
Consulate jurisdiction and interview logistics confirmed

iv. Operations Setup

Business plan drafted around Oren's spouse as managing principal, with existing management or staff retained on a semi-absentee basis
Purchase and transition terms with the seller structured, including any franchisor training requirements if applicable
Staffing plan built in — retaining existing management is the preferred path over a from-scratch build
Operations manual drafted covering the household's oversight role

v. Source-of-Funds & Capital Documentation

Full documentation of investment capital from personal savings and earnings
Capital deployment documentation assembled: purchase price, legal/accounting fees, and moving costs, all counted toward the qualifying threshold
Investment threshold targeting: $210,000+ purchase price, with a target closer to $225,000–$275,000 all-in per Emanay's standard guidance
Clean paper trail assembled prior to visa application filing

vi. Target Search & Confirmation

Plantation franchise transfer terms and training logistics re-negotiated, if that opportunity is revived
Alternative semi-absentee service-business concepts sourced through Emanay's own off-market deal flow
Financial underwriting and structuring by Emanay's deal team on whichever target is selected
Every path structured for E2 compliance and capital documentation from Day 1

Sprint Outcomes — Upon Completion the Household Will Have: A fully structured, compliant family-office holding entity · A closed acquisition of a semi-absentee South Florida service business · A clean, fully documented source-of-funds and capital deployment package · Legal U.S. status established for all five household members and the foundation to build.

Section 04

STRUCTURING & ACQUISITION ADVISORY

Oren identified the core tension himself on our call: the Plantation franchise checks most of the boxes but has stalled on a solvable logistics issue, while continuing to search Biz-by-Sell alone means competing with every other E2 applicant underwriting the same public listings. Emanay's job is to run both tracks in parallel — re-open Plantation on workable terms while sourcing off-market alternatives — rather than default to whichever is fastest to file.

The Do-It-Yourself Approach

Limited to public Biz-by-Sell listings — the same deals every other E2 applicant is underwriting
Franchise transfer logistics (like Plantation's out-of-state training requirement) stall the deal with no one to negotiate around it
No structural separation — the family's E2 status tied entirely to whichever single business closes
Capital documentation is thin — cannot prove at-risk investment to USCIS satisfaction
Attorney-only engagement — no operational, financial, or acquisition negotiation support

The Emanay Approach

Off-market deal flow layered on top of the household's own search — not limited to Biz-by-Sell
Institutional-grade negotiation support to re-open the Plantation franchise transfer, or close a comparable alternative
Deal advisory + legal + accounting fully integrated under one engagement
Family-office structure selected for long-term independence, not just fastest filing
Growth narrative built into the business plan from Day 1 of ownership

Non-Negotiables

Budget confirmed
Geography confirmed
Semi-absentee criteria
E2 fit check

Target Screening

Plantation re-screen
Off-market sourcing
Biz-by-Sell overlay
Side-by-side comparison

Financial UW

Capital deployment plan
Purchase-price validation
Cash flow review
Risk assessment

Negotiation

Seller/franchisor terms
Purchase price
Contract drafting
Legal coordination

Documentation

Legal and financial docs
Business plan
Compliance check
E2 evidence file

Close & File

Closing coordination
Capital deployment
E2 filing
Ops handoff

Structuring Criteria

Geography: South Florida (Broward/Palm Beach/Miami-Dade) as the primary market
Ownership: Majority (51%+) ownership and documented control for the family-office holding LLC regardless of which target is selected
Independence: Structure designed so the household's E2 status is not permanently tied to any single acquisition
Sector fit: Semi-absentee service business with existing management in place — not a daily-operator model
Investment target: $225,000–$275,000 all-in, inclusive of purchase price, fees, and moving costs

E2 Adjudication Alignment

Substantial investment: $210K+ deployed — at risk, documented, non-refundable
More than marginal: Active revenue and real economic activity, not a passive minority stake
Job creation: Existing target-business staff or manager documented and retained as part of the acquisition
Active management: Oren's spouse as majority owner and managing principal — documented decision-making role
Treaty eligibility: Canadian citizenship — consulate jurisdiction to be confirmed
Business plan: Growth narrative built around the semi-absentee operating model and household's oversight role

Section 05

PHASE II & PHASE III

Following the Sprint and initial E2 filing, Emanay activates full business scaling, operations support, and capital execution — covering all ongoing operational, financial, legal, and advisory expansion required to grow the business and maintain E2 compliance through renewal. As Oren relocates and settles into his US role, the business transitions from setup to steady-state operation.