A complete, multi-divisional advisory mandate that takes foreign investors from capital documentation through business acquisition and E2 visa approval — without gaps.
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.
| Division | Week 1 | Week 2–3 | Week 4–6 | Week 6–8 | Week 8–10 | Week 10–12+ |
|---|---|---|---|---|---|---|
Emanay AdvisorsAdvisory & M&A |
Mandate Setup Buy-side mandate activated, acquisition criteria defined, entity design initiated |
Target Sourcing Florida targets identified — off-market and broker outreach activated |
Financial UW QoE analysis on target, valuation model, growth opportunity mapped |
LOI & Negotiation LOI drafted, price and terms negotiated, exclusivity period secured |
E2 Business Plan USCIS business plan finalized, evidence package compiled |
Acquisition Close Deal closed, capital deployed, staff retained, operational platform launches E2 Filed |
Emanay Law GroupLegal & Compliance |
Entity Formation US LLC formed, EIN registered, Richard as sole managing member |
Operating Agreements OA, employment and vendor contracts drafted |
E2 Compliance E2 requirements mapped, consulate strategy confirmed |
Acquisition Docs PSA, APA, representations and warranties, staff retention agreements |
E2 Business Plan USCIS-structured plan drafted, evidence package compiled |
Visa Filing E2 application submitted to Toronto consulate E2 Filed |
Emanay AccountingFinance & 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 |
QoE Review Quality of earnings on target, EBITDA normalization |
Revenue Tracking Acquired business cash flow tracked, USCIS-ready financial docs compiled |
Reporting Live Monthly close, capital tracking dashboards live |
Live Systems Full reporting infrastructure active and investor-ready Live Systems |
Emanay RealtySite & Operations |
Market Assessment Florida hockey-market mapped, site requirements defined |
Site Sourcing Florida target markets reviewed — Miami, Fort Myers, Tampa, Orlando, Palm Beach |
Physical DD Target business premises reviewed, lease assignment confirmed |
Lease Negotiation Lease assignment or new lease negotiated, CapEx planning finalized |
Ops Activation Business operational under new ownership, staff onboarded |
Scale Planning Growth infrastructure in place, expansion roadmap confirmed Operational |
Fully structured US entity with documented investment, existing staff, and active operations from Day 1.
Existing cash-flowing Florida business with established customers ready to scale.
Business growth and expansion roadmap launched, cross-selling and operational improvements underway.
Fully documented source-of-funds and capital deployment package satisfying USCIS evidentiary standards.
Every practice coordinates in real-time from Day 1 — legal, financial, advisory, and real estate moving in parallel so nothing falls through the cracks.
One Engagement. Multi-Divisional Professional Service. Zero Gaps. Every Emanay division coordinates in real-time from Day 1 — legal, financial, advisory, and real estate moving in parallel, not sequence. For Richard, this means the acquisition, E2 filing, and Canadian cross-border tax planning advance on a single unified timeline — without managing multiple advisors across two countries.
Parallel workstreams compress timelines. Acquisition and E2 filings advance simultaneously — not in sequence.
One firm manages all parties — no misaligned incentives or communication gaps between advisors.
Every deliverable is structured from Day 1 to satisfy USCIS adjudication standards — no rework.
The platform built for visa qualification becomes the foundation for long-term growth and expansion.
For most E2 applicants, acquiring an existing operating business provides the fastest path to qualification — and the strongest adjudication posture with USCIS.
Fees are triggered only upon achievement of defined program outcomes — not by hours logged or dates passed.
Departure tax analysis, deemed disposition of assets, pre-departure planning to minimize CRA exposure.
Canada–US treaty analysis, optimal entity structure, foreign tax credits, and FBAR/FATCA compliance.
Federal and state tax registration, first-year filing strategy, business tax elections, and ongoing compliance.
Annual tax planning across both jurisdictions, IRS and CRA coordination, treaty elections.
Most E2 applicants piece together a law firm, a business broker, a CPA, a transaction advisor, a real estate agent, and a tax specialist — each billing separately, none talking to each other. Emanay replaces every one of them under a single, milestone-based engagement.
Emanay Law Group
Emanay Advisors — Buy-Side
Emanay Accounting
Emanay Realty
Emanay Advisors — Operations
Emanay CapitalEverything above describes how the Emanay E2 program works. What follows is Richard's personalized engagement proposal — structured around his Florida acquisition mandate, capital range, and lifestyle requirements.

Richard Cutaia is a Canadian serial entrepreneur based in Toronto — a lifelong founder who has never worked a day in his life because he's always done what he loves. He built one company to 300 employees before selling out when it stopped being fun, worked in Miami from 1987–1993 for an architect before returning to Canada for an entrepreneurial opportunity, and has spent the last decade wintering in Florida. He's done with Canada. He's ready to move. His E2 mandate is to acquire an existing, cash-flowing U.S. business, step in as an engaged owner-operator, and build the next chapter from Florida — where he plays hockey 2–3 times a week and needs to be within 30 minutes of an arena.
Emanay Assessment: Richard is a strong E2 candidate with a genuine investment mandate. With over a decade of Florida ties, a clear acquisition thesis, and clean personal capital, this is not a visa purchase — it is a deliberate business move by an experienced entrepreneur who knows exactly what he wants. Emanay's mandate is to source the right Florida acquisition, structure it correctly, and execute the program on Richard's timeline.
This proposal outlines a comprehensive advisory, legal, financial, and acquisition mandate to identify, acquire, and operationalize a U.S. operating business aligned with the E2 Visa framework. The mandate reflects Richard's profile: Canadian national, serial entrepreneur, $250K capital range, ready to move — acquiring an existing Florida business with staff and revenue, structured from Day 1 for USCIS compliance.
E2-aligned entity design — U.S. LLC with Richard as managing member and sole E2 principal.
GAAP-compliant financials, QoE on target, 12-month model, monthly reporting and KPI framework.
Entity formation, operating agreements, E2 documentation package, and ongoing corporate compliance.
Off-market Florida sourcing across Richard's target sectors. LOI, underwriting, DD, and close managed by Emanay's deal team.
Investment documentation, capital trail packaging, and complete USCIS evidence file.
CRA departure tax analysis, cross-border tax structuring, and Canadian financial exit planning.
The outcome is not simply visa qualification — it is a fully operational, cash-flowing Florida business with existing staff and customers — one that Richard can run and enjoy while building the Florida life he's been planning for the last decade.
The Engagement Sprint (0–6 months) builds the complete business architecture required to satisfy E2 requirements and launch a fully operational U.S. acquisition. Every workstream advances in parallel — legal, financial, advisory, and real estate — so nothing waits on anything else.
Sprint Outcomes — Upon Completion Richard Will Have: A fully structured, compliant U.S. entity · An acquired operating Florida business with existing staff and active revenue · Capital deployed and fully documented for USCIS · A complete E2 application package ready for consulate filing · Legal U.S. business infrastructure live and ready to scale.
Richard's acquisition mandate is clear: an existing Florida business with staff in place, documented revenue, and manageable owner involvement. Having built and sold companies before, he is not interested in a startup or turnaround — the target must be operational from Day 1. Emanay's buy-side mandate runs from the start of the engagement, applying institutional-grade underwriting and off-market sourcing to find the right acquisition rather than the easiest one.
Following the Sprint and initial E2 filing, Emanay activates full business scaling, operations support, and capital execution — covering all four practices in parallel to grow Richard's business and maintain E2 compliance through renewal.
Most E2 applicants spend months trying to coordinate a law firm, a business broker, a CPA, a transaction advisor, and a real estate agent — none of whom talk to each other, and none of whom care about the quality of the underlying acquisition. Emanay is different. Four divisions. One engagement. Everything in parallel.




One Engagement. Four Divisions. Zero Fragmentation. Every practice coordinates in real-time from Day 1 — legal, financial, advisory, and real estate moving in parallel, not sequence. For Richard, this means the acquisition, E2 filing, and Canadian cross-border tax planning advance on a single unified timeline — without managing multiple advisors across two countries.
The Emanay E2 Program is structured around five defined milestones with milestone-based fees. You pay on outcomes — not on hours, retainers, or calendar dates. The buy-side acquisition mandate runs in parallel across all milestones, ensuring Richard's capital is deployed into the right Florida business before the visa application is filed.
Total Program Fee: $50,000 — milestone-based, outcome-aligned. Initial deposit of $3,500 due upon signing, credited toward Milestone 1. No fee is due until the milestone is reached and deliverables are confirmed.
Dave Rosati is a partner at Emanay and a former E2 client. A Canadian attorney with a 15-year practice, Dave relocated to the U.S. under the E2 program — building a qualifying business, navigating the filing process, and coming out the other side with his visa and his family established in the U.S. He joined Emanay specifically to work with clients going through the same process. His background closely mirrors Richard's profile and he will be personally involved throughout this engagement.
The reason Dave joined Emanay is the same reason this program exists: because he lived the fragmented version, knows exactly how painful it is, and wanted to make sure nobody else has to go through it that way. Richard will work directly with Dave throughout the engagement.
By signing below, Richard Cutaia agrees to engage Emanay Advisors and its affiliated professional service entities to provide the services described in this Proposal. The NDA reviewed separately governs the confidentiality of all information exchanged throughout this engagement.
Full onboarding across all four practices. E2 eligibility confirmed — Toronto consulate jurisdiction locked. Florida buy-side mandate activated — acquisition criteria, geography (hockey-accessible markets), and deal profile confirmed with Richard. Cross-border CRA tax engagement initiated. Source-of-funds documentation begins.
U.S. LLC structured — Richard as managing member and sole E2 principal. Financial model initiated. Target shortlist developed across Florida markets — off-market outreach begins. Weekly deal flow call with Richard. Dave Rosati introduced — he went through this himself as a Canadian and is personally available throughout.
Target identification active — businesses across Florida reviewed against Richard's profile (cash-flowing, existing staff, manageable involvement, hockey-market accessible). Legal entity formation complete. Financial infrastructure live. LOI drafted upon identification of the right target. E2 documentation compiled in parallel.
Weekly touchpoints across all practices. Buy-side sourcing active until the right Florida acquisition is identified and closed. E2 documentation compiled in parallel. Cross-border tax roadmap delivered and executed. The goal is a smooth, well-managed program — Richard stays informed and in control without the burden of managing multiple advisors.