E2 Investor Visa Advisory · Client Access
This link contains confidential information prepared for a specific prospective client. Please do not forward without Emanay's consent.
Welcome, .
Everything below reflects where things stand after our call on August 24 — Project Steel Cat, the E2 investor visa engagement for you and your family, and the parallel Tampa Bay / Palm Harbor acquisition search we discussed. Reach out to Alex Camus (alex@emanay.io) with anything that isn't covered.
01 · START HERE
How It Works
The Emanay E2 program end to end — how the four practices (Advisors, Law Group, Accounting, Realty) work together, and how the milestone-based fee structure runs.
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02 · HOW THIS ENGAGEMENT WORKS
Proposal
Your personalized E2 proposal — family application structure, engagement fee, milestone breakdown, and the $50,000 total program investment.
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03 · DEAL SUMMARY
Deal Memorandum
A one-page internal summary of the engagement as discussed — family structure, target criteria, fee, and open items — for you to review alongside the full proposal.
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04 · CALL HISTORY
Client History
A running log of our conversations and what was discussed on each call, so nothing has to be repeated as your file moves between practices.
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05 · PAYMENT
Banking & Wire Instructions Coming Soon
Engagement fee wire details for the trust account. These unlock once the proposal is reviewed and you're ready to move forward.
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06 · DOCUMENTATION
E2 Document Checklist Coming Soon
Everything needed to build the case file for you, your husband, and your two children — personal, corporate, and financial documentation. Sent once the engagement begins.
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07 · YOUR FILES
Your Document Folder Coming Soon
Your shared data room folder — passports, tax returns, and supporting documentation as they're added.
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08 · ACQUISITION SEARCH
Tampa Bay Target Tracker Coming Soon
Live status of the Palm Harbor / Tampa business search — assisted living facilities and rehab centers in the $300–400K range.
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