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 & M&A	Mandate Setup Buy-side mandate activated, acquisition criteria defined, entity design initiated	Target Sourcing South Florida bookkeeping / professional services targets identified, off-market outreach begins	Financial UW QoE analysis on target, valuation model, cross-sell opportunity mapped Active DD	LOI & Negotiation LOI drafted, price and terms negotiated, exclusivity period secured	E2 Business Plan USCIS business plan finalized, consulting expansion narrative, evidence package compiled	Acquisition Close Deal closed, capital deployed, staff retained, consulting platform launch begins E2 Filed
Emanay Law Group Legal & Compliance	Entity Formation Florida LLC formed, EIN registered, dual-owner structure, Sarah as managing member	Operating Agreements OA, intercompany agreements, employment and vendor contracts drafted	E2 Compliance E2 operational requirements mapped, Ronaldo Valdez coordinated, consulate strategy confirmed USCIS-Aligned	Acquisition Docs PSA, APA, representations and warranties, staff retention agreements	E2 Business Plan USCIS-structured business plan drafted, evidence package compiled, derivative visa prep	Visa Filing E2 application submitted, E2-D derivatives for Jules and newborn coordinated 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	QoE Review Quality of earnings on target, cross-sell margin model, EBITDA normalization Capital Deployed	Consulting Model Advisory service revenue model, pricing strategy validated, cash flow projections	Revenue Tracking Acquired business cash flow tracked, USCIS-ready financial documentation compiled monthly	Reporting Live Monthly close cadence, investor reporting, capital tracking dashboards live Live Systems
Emanay Realty Site & Operations	Market Assessment South Florida professional services market mapped, site requirements defined	Site Sourcing Office / lease options identified for consulting platform, feasibility confirmed	Physical DD Target business premises reviewed, lease assignment terms confirmed	Lease Negotiation Lease assignment or new lease negotiated, CapEx planning finalized	Ops Activation Business operational under new ownership, staff onboarded, systems live	Scale Planning Consulting platform fully operational, advisory expansion infrastructure in place Operational

Phase I Outcome — Jules & Sarah Will Have

A fully structured, compliant South Florida professional services business with existing staff, documented capital deployment, a live consulting platform, and complete E2 documentation ready for filing.

Visa-Ready Business

Fully structured Florida entity with documented investment, existing staff, and active operations from Day 1.

Revenue-Generating Asset

Existing bookkeeping firm with cash flow and established SMB client base ready to expand into advisory.

Consulting Platform Live

M&A advisory and financial strategy consulting service launched, cross-selling into the client base.

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 across all service lines
Advisory vs. bookkeeping margin analysis by channel
E2 compliance revenue reporting and capital documentation
Cash flow forecasting aligned with consulting pipeline

Legal & Corporate Maintenance

Corporate governance and ongoing E2 compliance
Client engagement and consulting agreement drafting
Employment agreements as team grows
E2 renewal documentation preparation

Advisory Operations

Weekly and monthly operational calls and KPI reviews
KPI tracking: revenue per client, margins, pipeline conversion
Consulting client relationship management
New service line development oversight

Technology & Systems

CRM implementation for consulting pipeline management
Client reporting and advisory dashboards
Workflow automation for bookkeeping operations
Financial modeling tools and templates

Phase III — Capital Access & Acquisition Expansion

Capital Access & Structuring

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

Advisory Practice Expansion

Additional South Florida acquisition targeting
M&A advisory client business development
Strategic partnerships with law firms and accountants
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

Platform Development

Technology platform for advisory practice management
Proprietary M&A deal flow tools
Client portal and reporting infrastructure
Recruiting and team build-out support

E2 Visa Advisory Program · Confidential · June 2026

E2 PROGRAM
ADVISORY
PROPOSAL

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

Nationality

Canadian

E2 Eligibility

✓ Confirmed

Investment Capital

TBD

Timeline

3–6 Months

Target Market

South Florida

Prepared For

Jules & Sarah Koifman

Canadian Investors · E2 Visa Acquisition Program · South Florida · Emanay Advisory Engagement

Corporate Structure Financial Infrastructure Legal Readiness Buy-Side Acquisition 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 & Acquisition Expansion

Sign & Engage — $3,500 to Start

STRICTLY CONFIDENTIAL · NOT FOR DISTRIBUTION

Section 01

CLIENT PROFILE

Jules Koifman is a Canadian private equity professional with 12 years of buy-side M&A experience across industrials and business services — starting in Toronto investment banking, then moving to PE at the same firm for over a decade, and currently on a two-and-a-half year rotation in London. His wife Sarah is a CPA-turned-strategy consultant now working in-house at a major British bank. Together they are among the most sophisticated investor profiles Emanay works with. Their vision is clear: acquire a South Florida bookkeeping firm as the platform, cross-sell into higher-margin M&A advisory and consulting services, and build a real, durable business — not a visa vehicle. With their first child on the way and strong family ties to Aventura, this is a deliberate, well-structured family move.

Canadian

Citizenship — E2 Eligible

South FL

Target Market — Aventura / Miami

3–6 Mo

Target Filing Timeline

Q1 2027

Planned Relocation

Jules Koifman — PE Professional

12 Years Buy-Side M&A Experience

Started in investment banking in Toronto; 11–12 years in private equity at the same firm
Focus sectors: industrials and business services, from Toronto (US market) then London (pan-European)
Deep buy-side expertise: financial underwriting, QoE, deal structuring, LOI and negotiation
Currently in London (St. John's Wood) on rotation — returning to North America
Personal real estate investor; explored HOA / property management, pivoted to core strengths
Sophisticated buyer — not a first-time investor, clear-eyed on deal economics and risk

Sarah Koifman — Finance & Strategy

CPA · Consultant · Strategy Executive · Primary E2 Holder

CPA by background — strong financial foundation and operational credibility
Transitioned to management consulting; now leads strategy at a major British bank
CFO-level financial discipline, client advisory experience, financial services depth
Designated primary E2 visa holder — CPA background anchors the USCIS active management narrative
First child on the way — South Florida relocation is a firm family commitment, not exploratory
Combined skill set with Jules is purpose-built for the consulting-led acquisition model

Acquisition Strategy

Buy a Bookkeeping Firm. Build a Consulting Platform.

Target: acquire an existing SMB-focused bookkeeping or accounting firm in South Florida, 2–5 staff in place
Staff handle core bookkeeping; Jules and Sarah layer in higher-margin M&A advisory and financial consulting
The bookkeeping firm is the vehicle — the professional services expansion is the business thesis
100% ownership — Sarah as primary E2 holder and managing operator; Jules as co-owner
Plan A: grow into the primary family income source; Plan B: Sarah runs it, Jules takes a corporate role
Open to Emanay's market intelligence — the thesis is considered, not rigid

E2 Viability Assessment

Rating: HIGH ✓

Canadian passport — treaty country, fully E2 eligible
Dual citizenship / consulate jurisdiction to be confirmed with Ronaldo Valdez (London vs. Toronto)
Acquiring existing business with existing employees — strongest adjudication posture available
Existing staff satisfies the job creation / preservation requirement from Day 1 at close
Clean immigration history — no violations, denials, arrests, or flags of any kind
Sarah as primary holder: CPA + active managing operator = compelling, credible USCIS narrative
Dependents: Jules (E2-D) + newborn — derivative visa coordination built into the engagement

Emanay Assessment: Jules and Sarah Koifman are among the most qualified E2 candidates we have worked with. Jules brings institutional buy-side M&A experience that most E2 applicants hire separately — and Sarah's CPA and strategy background directly anchors the professional services business thesis. Their approach is exactly right: buy a proven, cash-flowing firm, leverage the existing staff and client base, and build. This is not a visa purchase — it is a deliberate business move by two professionals who know exactly how to execute. Emanay's job is to find the right acquisition, structure it cleanly, and get them to South Florida on their timeline.

Section 02

SCOPE OF WORK

This proposal outlines a comprehensive advisory, legal, financial, and acquisition mandate to identify, acquire, and operationalize a South Florida professional services business aligned with the E2 Visa framework. The mandate is built around Jules and Sarah's specific thesis: acquire a bookkeeping firm with existing staff, structure it for USCIS compliance, and establish the platform to expand into M&A advisory and consulting — with Sarah as the primary E2 holder and managing operator.

Emanay's mandate: source a South Florida bookkeeping or professional services acquisition with existing staff and documented revenue — structured as a dual-owner entity with Sarah as the E2 primary, delivering visa qualification, immediate operational cash flow, and a scalable consulting platform on a single unified timeline.

Corporate Structure & Governance

E2-aligned entity design for Florida operations, dual-owner structure with Sarah as primary E2 holder, holding company framework for Canadian/UK capital separation, and governance protocols aligned with USCIS requirements.

Financial Modeling & Accounting

GAAP-compliant financials, QoE review of target acquisition, 12-month financial model, KPI framework, monthly close and reporting, and E2 capital validation and deployment documentation for USCIS.

Legal Infrastructure & Compliance

Florida entity formation, operating and shareholder agreements, employment agreements for inherited staff, E2 compliance documentation, licensing coordination, and immigration counsel coordination with Ronaldo Valdez.

Buy-Side Acquisition Advisory

Targeted buy-side sourcing in South Florida — bookkeeping, accounting, and professional services firms with existing staff and documented SMB client bases. Full LOI, underwriting, due diligence, and close managed by Emanay's deal team.

Source-of-Funds & E2 Documentation

Investment documentation structuring, source-of-funds packaging from 12+ years of PE and banking compensation, capital deployment tracking from acquisition close, and evidence package structured for USCIS adjudication standards.

Cross-Border Tax & Canadian Exit

CRA departure tax analysis, UK tax exit considerations, Canada–US and UK–US treaty structuring, FBAR/FATCA compliance, RRSP treatment on relocation, and full US federal and Florida state tax setup for the new entity.

The outcome is not simply visa qualification — it is a fully operational, revenue-producing South Florida professional services platform with a built-in client base, existing staff, and the infrastructure for Jules and Sarah to expand into the advisory and consulting work they have spent their careers building expertise in.

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 Jules and Sarah, this sprint runs in full parallel with an active South Florida acquisition search — so the legal, financial, and operational infrastructure is ready to activate the moment the right bookkeeping or professional services firm is identified. Given Jules's institutional deal background, this process is expected to move faster than most.

i. Strategic Mapping & Corporate Structure

E2-aligned entity structuring — Florida LLC with Sarah as managing member and primary E2 holder
Dual-owner structure — Jules and Sarah co-owners with clearly defined operating roles
Holding company framework separating Canadian/UK capital from US operating entity
Capital deployment roadmap aligned with acquisition timeline and USCIS at-risk requirements
E2-D derivative visa coordination for Jules and newborn initiated in parallel

ii. Financial Modeling & Accounting

GAAP-compliant financial preparation from Day 1
QoE review of target acquisition — Jules leads alongside Emanay's finance team
12-month financial model: combined bookkeeping + advisory entity, margin by service line
Monthly reporting cadence, KPI framework, and capital deployment tracking
E2 capital validation documentation compiled for USCIS evidence package

iii. Legal Infrastructure

Florida entity formation and EIN registration
Operating, intercompany, and shareholder agreements drafted
Employment agreements for inherited staff and any new hires
E2 compliance documentation and operational requirements planning
Licensing, permits, and regulatory coordination for professional services entity

iv. Consulting Platform Design

Service offering mapped: M&A prep advisory, financial strategy consulting, exit planning for South Florida SMBs
Go-to-market strategy for cross-selling into the acquired bookkeeping client base
Client engagement model, pricing architecture, and consulting pipeline framework
CRM and operational systems implementation aligned with advisory practice
Operational handoff plan aligned with acquisition close date

v. Source-of-Funds & Capital Documentation

Full documentation of investment capital — bank statements, PE compensation records, earnings history
Capital sourced from 12+ years of PE and banking career in Canada and the UK — clean, traceable
Prior employment and earnings documentation packaged for USCIS from both jurisdictions
Capital deployment timeline aligned with acquisition closing date and USCIS at-risk standard
Clean paper trail assembled across all capital sources prior to visa application filing

vi. Buy-Side Acquisition

South Florida buy-side mandate activated immediately — bookkeeping and accounting firms prioritized
Target profile: 2–5 employees, SMB client base, documented recurring revenue, motivated seller
Off-market outreach and proprietary deal flow prioritized over BizBuySell listing noise
LOI drafting, negotiation, financial underwriting, and close management by Emanay's deal team
Every acquisition structured for E2 compliance and capital documentation from Day 1

Sprint Outcomes — Upon Completion Jules & Sarah Will Have: A fully structured, compliant Florida entity · A revenue-generating bookkeeping firm with existing staff and a live client base · A launched consulting platform cross-selling into that base · A clean, fully documented source-of-funds and capital deployment package · Legal U.S. status established and the foundation to build.

Section 04

BUY-SIDE ACQUISITION ADVISORY

Jules identified the gap himself on our call: there is a glut of listings on BizBuySell, almost everyone wants to throw the minimum into a visa vehicle, and almost no one provides real institutional-grade buy-side advisory for E2 candidates who want to make a genuine investment. Emanay fills that gap. The acquisition mandate runs from Day 1 — sourcing, underwriting, and structuring a South Florida professional services acquisition that works as both a qualifying E2 investment and a real business platform Jules and Sarah can build on for years.

The Typical E2 Approach

Browse BizBuySell for the cheapest qualifying listing — no strategic fit
No independent financial underwriting — take the seller's CIM at face value
Immigration lawyer files the visa; deal advisory is an afterthought
Business selected for price, not cross-sell potential or long-term growth
Fragmented: law firm, broker, CPA, and advisor all working separately

The Emanay Approach

Off-market sourcing and proprietary deal flow — quality targets, not noise
Institutional QoE and financial underwriting — Jules's standard, Emanay's execution
Deal advisory + legal + accounting fully integrated under one engagement
Business selected for strategic fit — bookkeeping as a platform, not just a visa vehicle
Consulting expansion built into go-to-market strategy from Day 1 of ownership

Mandate & Criteria

South FL geography
Team-in-place req.
Revenue & client base
E2 fit check

Target Sourcing

Proprietary deal flow
Broker relationships
Off-market outreach
Sector screening

Financial UW

QoE analysis
Valuation modeling
Cash flow review
Cross-sell analysis

LOI & Negotiation

LOI drafting
Price & terms
Exclusivity period
Legal coordination

Due Diligence

Legal & financial DD
Client base review
Staff retention
E2 documentation

Close & Integration

Closing coordination
Capital deployment
E2 filing
Consulting launch

Target Acquisition Profile

Geography: South Florida — Miami, Fort Lauderdale, Aventura corridor
Business type: Bookkeeping / accounting firm serving SMBs — 2–5 staff in place
Revenue: Positive, documented, recurring — not pre-revenue or turnaround
Client base: Established SMB relationships — cross-sell opportunity for advisory services
Owner model: Owner-operated, ready for succession — motivated seller preferred
E2 fit: Existing staff, documented revenue, 100% ownership, qualifying investment amount

E2 Adjudication Alignment

Substantial investment: Capital fully deployed at close — at risk, documented, non-refundable
More than marginal: Existing revenues + consulting expansion = non-marginal business narrative
Job creation: Existing staff retained at close — satisfies requirement on Day 1
Active management: Sarah as managing operator — credible, document-supported active role
Treaty eligibility: Canadian passport — consulate jurisdiction confirmed with Ronaldo
Business plan: Consulting expansion narrative gives USCIS a compelling, credible growth story

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 support required to grow the South Florida platform and maintain E2 compliance through renewal.