03 · Deal Summary
Deal Memorandum
A one-page internal summary of where things stand after our call, for you and your husband to review alongside the full
Proposal. This is a summary for discussion purposes only — it is not an engagement letter and creates no binding obligation.
| Date | August 24, 2026 |
| Prepared by | Alexandre Camus · David Rosati, Emanay Law Group PLLC |
| Re | E2 Investor Visa Engagement — Summary of Terms Discussed |
| Status | Discovery call complete · Proposal issued · Awaiting review with husband |
PARTIES
Applicants
One E2 application, principal applicant plus three dependents:
Principal · Natalie
Dependent · Husband
Dependent · Child, 14
Dependent · Child, 10
Current location: Hamilton, Ontario. Target relocation: Palm Harbor, FL / greater Tampa Bay area. Husband intends to seek employment in Florida once relocated.
TARGET BUSINESS
Investment parameters discussed
| Criteria | Detail |
|---|
| Sector | Assisted living facility or rehab center |
| Investment range | $300,000–$400,000 |
| Cash flow target | $150,000+ annually |
| Profile | Established business with room to grow, not a plateaued operation |
| Location | Palm Harbor, flexible across greater Tampa Bay |
PROGRAM FEE
Fee discussed
Total Program Investment
$50,000 USD
Milestone-based, not due upfront. Excludes the business purchase price and cross-border tax advisory (quoted separately). See the
Proposal for the full milestone breakdown.
OPEN ITEMS
What's outstanding
Husband to join next call
Before moving forward, Natalie asked to review the proposal with her husband and have him join the next call — he'll be a party to the application and the one job-searching in Florida.
Committee review
This file is scheduled for Emanay's internal Tuesday/Thursday committee review to confirm fit and finalize a personalized version of the program.
Type-form intake
Natalie's original intake form submission is on file and will be reviewed alongside this call before the personalized proposal is finalized.
Not yet engaged: no engagement letter has been signed and no payment has been made. This memorandum reflects the discussion to date and is provided for planning purposes only.
