Emanay E2 Advisory Program

From Investment
to Visa Approval.

A complete, multi-divisional advisory mandate that takes foreign investors from capital documentation through business acquisition and E2 visa approval — without gaps.

M&A Advisory Corporate Structure Financial Infrastructure Legal Readiness E2 Application Support Cross-Border Tax
3
Program Phases
4
Integrated Divisions
90
Day Sprint
$50K
Total Program
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, non-negotiables confirmed, structuring options mapped against Regency Mill Services relationship
Structure Selection
Sub-company vs. personal holding-company structure finalized; target venture criteria confirmed within agriculture/cattle services
Financial UW
Capital deployment plan built, source-of-funds documentation assembled, sweat-equity terms with Regency negotiated if applicable
Active DD
Agreements & Terms
Intercompany contracts with Regency Mill Services drafted, operating agreement finalized, exclusivity/terms locked
E2 Business Plan
USCIS business plan finalized, staffing and growth narrative built, evidence package compiled
Capital Deployed
Investment closed, entity operational, complete E2 documentation ready for filing
E2 Filed
Emanay Law Group
Legal & Compliance
Entity Formation
Holding entity formed, EIN registered, Matt as 100% managing member of the E2-qualifying structure
Operating Agreements
OA, intercompany agreements with Regency Mill Services, contractor/staff agreements drafted
E2 Compliance
E2 operational requirements mapped, immigration counsel coordinated, consulate strategy confirmed
USCIS-Aligned
Structuring Docs
Ownership agreements, representations, and any sub-company formation documents finalized
E2 Business Plan
USCIS-structured business plan drafted, evidence package compiled
Visa Filing
E2 application submitted, 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
Structuring Review
Sweat-equity/contribution valuation with Regency Mill Services, EBITDA and cash flow review
Capital Deployed
Revenue Model
Operating revenue model, pricing strategy validated, 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
Texas/agriculture-services market mapped, site or operating requirements defined
Site/Ops Review
Operating footprint options identified, feasibility confirmed relative to Regency's Amarillo operations
Physical DD
Any premises, equipment, or livestock-related operating assets reviewed
Terms Negotiation
Lease, contract, or facility-sharing terms with Regency negotiated, CapEx planning finalized
Ops Activation
Entity operational, staff/contractors onboarded, systems live
Scale Planning
Operating platform fully live, expansion infrastructure in place
Operational

Phase I Outcome — Matt Will Have

A fully structured, USCIS-compliant entity — whether a Regency Mill Services sub-company or an independent holding structure — with documented capital deployment, an operating business tied to Matt's agriculture background, and complete E2 documentation ready for filing.

Visa-Ready Structure

Fully structured entity with documented investment and a clear ownership path — not tied to a single relationship.

Revenue-Generating Asset

An operating business in agriculture, feed-mill services, or cattle-adjacent consulting with real activity from Day 1.

Employer Relationship Preserved

Matt's existing Regency Mill Services relationship intact and formalized, not risked by the visa process.

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, Regency relationship health
  • Client/partner 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 agriculture/cattle-sector opportunities as the platform scales
  • Business development beyond the Regency Mill Services relationship
  • Strategic partnerships in Texas agriculture 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
The Emanay Ecosystem

One Engagement.
Four Divisions. Zero Gaps.

Every practice coordinates in real-time from Day 1 — legal, financial, advisory, and operations moving in parallel so nothing falls through the cracks.

Emanay Advisors

Structuring · Strategy · Deal Execution

  • Structuring options analysis
  • Financial underwriting and modeling
  • Negotiation with existing employer
  • Due diligence coordination
  • Post-close integration
  • Go-to-market strategy
  • KPI monitoring and governance

Emanay Law Group

Legal · Compliance · E2 Documentation

  • Entity formation and EIN registration
  • Sub-company / holding-company agreements
  • Operating and intercompany agreements
  • E2 compliance documentation
  • Immigration counsel coordination
  • Ongoing corporate governance
  • Licenses, permits, certificates

Emanay Accounting

Finance · Reporting · Capital Validation

  • Capital deployment tracking
  • GAAP-compliant financial preparation
  • 12-month model and KPI framework
  • Sweat-equity / contribution valuation
  • Monthly close and reporting
  • Investor and lender packaging
  • E2 capital validation

Emanay Realty

Site · Lease · CapEx · Operations

  • Site/facility sourcing if applicable
  • Market evaluation and feasibility
  • Lease or facility-use negotiation
  • Physical due diligence
  • CapEx planning
  • Operational activation
  • Equipment and vendor coordination

One Engagement. Multi-Divisional Professional Service. Zero Gaps. Every Emanay division coordinates in real-time from Day 1 — legal, financial, advisory, and operational, moving in parallel, not sequence. For Matt, this means the structuring decision, E2 filing, and business build advance on a single unified timeline — without managing multiple advisors on top of his existing relationship with Regency Mill Services.

01

Speed

Parallel workstreams compress timelines. Structuring and E2 filings advance simultaneously — not in sequence.

02

Control

One firm manages all parties — no misaligned incentives or communication gaps between advisors.

03

E2 Alignment

Every deliverable is structured from Day 1 to satisfy USCIS adjudication standards — no rework.

04

Scalability

The structure built for visa qualification becomes the foundation for long-term ownership and independence.

Structuring Advisory

Why a Structured Investment is the
Strongest E2 Strategy

For E2 applicants who already have a relationship with a US company — as Matt does with Regency Mill Services — a properly structured investment tied to real, existing operations provides the fastest path to qualification and the strongest adjudication posture with USCIS.

Going It Alone — Higher Risk

  • Unstructured share purchase — minority stakes alone don't satisfy E2 ownership/control requirements
  • No formal agreements with the employer — informal understandings don't hold up under adjudication
  • Status tied entirely to one relationship — no flexibility if things change
  • Thin capital documentation — hard to prove funds are genuinely at-risk
  • DIY structuring — easy to miss the "more than marginal" and active-management standards

Structured Investment — Recommended

  • Clean majority ownership and documented control — whether via sub-company or personal holding structure
  • Formal intercompany agreements with Regency Mill Services, drafted to USCIS standard
  • Layered structure — Matt's status is not permanently tied to a single business relationship
  • Fully documented, at-risk capital deployment from Day 1
  • Stronger adjudication posture — real operations, real staff, real economic activity
01

Mandate & Criteria

  • Budget and timeline
  • Non-negotiables
  • Regency relationship terms
  • E2 fit check
02

Structure Design

  • Sub-company option
  • Holding-company option
  • Hybrid structure
  • Ownership modeling
03

Financial UW

  • Capital deployment plan
  • Sweat-equity valuation
  • Cash flow review
  • Risk assessment
04

Agreements

  • Operating agreement
  • Intercompany contracts
  • Terms negotiation
  • Legal coordination
05

Documentation

  • Source-of-funds package
  • Business plan drafting
  • Compliance check
  • E2 evidence file
06

Close & File

  • Capital deployment
  • Entity activation
  • E2 filing
  • Consulate prep
Program Investment

Milestone-Based Fees.
You Pay on Results.

Fees are triggered only upon achievement of defined program outcomes — not by hours logged or dates passed.

Engagement Fee
$3,500
Onboarding & Case Activation
Program kickoff and setup
Structuring criteria defined
All four practices onboarded
E2 eligibility review initiated
Milestone 1
$5,000
Eligibility & Structure
E2 qualification confirmed
Sub-company vs. holding structure decided
Financial model initiated
Regency Mill Services terms discussed
Milestone 2
$6,500
Secured Investment
Target/venture identified and underwritten
Terms with employer negotiated, if applicable
Legal structure set
E2 business plan drafted
Milestone 3
$10,000
Closed Investment
Capital deployed — structure closed
Business fully operational
All E2 documentation compiled
Entity launches
Milestone 4
$25,000
Visa Approval
E2 visa granted
Full compliance reporting active
Phase II & III engagement starts
Expansion planning initiated
Total Program Investment
$50,000
Milestone-based — fees are triggered only upon achievement of defined program outcomes. No payment is due until each milestone is reached and deliverables are confirmed.
Add-On Service
Cross-Border Tax Advisory — Quoted Separately
Recommended for Matt as a Canadian relocating from Alberta under E2 — coordinated through Emanay's accounting network.

Canadian Exit Tax

CRA departure tax analysis, deemed disposition of assets, T1161 reporting, and pre-departure planning to minimize Canadian tax exposure.

Cross-Border Structuring

Canada–US treaty analysis, optimal entity structure, foreign tax credits, and FBAR/FATCA compliance for U.S. assets.

U.S. Tax Setup

Federal and Texas tax registration, first-year filing strategy, business tax elections, and ongoing compliance.

Ongoing Tax Advisory

Annual tax planning across both jurisdictions, IRS and CRA coordination, treaty elections.

Why $50,000

You're Not Paying
for an Advisor.
You're Replacing Six of Them.

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.

The Traditional Approach
Fragmented · Expensive · Misaligned
The Emanay Engagement
Integrated · Milestone-Based · Aligned
Separate Vendor #1
Immigration & Business Law Firm
Entity formation, operating agreements, PSA review, E2 compliance documentation, business plan drafting, immigration counsel — each task billed at hourly rates.
Typical cost: $15,000 – $30,000
Emanay Law GroupEmanay Law Group
Your In-House Legal Team
Full entity formation, all agreements, E2 compliance documentation, immigration coordination, PSA drafting, and ongoing corporate governance — included in your engagement.
Included in program
Separate Vendor #2
Business Broker
Business search, deal sourcing, introductions to sellers — brokers are paid by the seller, creating a fundamental conflict of interest on price and structure.
Typical success fee: 8–12% of purchase price
Emanay AdvisorsEmanay Advisors
Your Buy-Side Acquisition Team
Proprietary deal flow, off-market sourcing, full financial underwriting, LOI negotiation, and due diligence — representing you, not the seller. E2-compliant from day one.
Included in program
Separate Vendor #3
CPA & Tax Specialist
GAAP financials, QoE, 12-month modeling, monthly reporting, cross-border tax structuring, and investor packaging — typically spread across two or three separate firms.
Typical cost: $8,000 – $20,000
Emanay AccountingEmanay Accounting
Your Financial & Tax Infrastructure
QoE on the target, GAAP financials, 12-month model, KPI dashboards, monthly close, capital validation for USCIS, and cross-border tax coordination — all integrated.
Included in program
Separate Vendor #4
Commercial Real Estate Agent
Site identification, market feasibility, lease negotiation, and CapEx planning — a separate engagement with a separate broker who has no visibility into the deal or visa requirements.
Typical cost: Commission + advisory fees
Emanay RealtyEmanay Realty
Your Real Estate & Site Partner
Site sourcing, market feasibility, lease negotiation, physical DD, CapEx planning, and operational activation — coordinated in real-time with the acquisition and legal teams.
Included in program
Separate Vendor #5
Operations & Growth Consultant
Go-to-market strategy, ICP definition, sales channel buildout, KPI governance, CRM setup, and process design — typically an entirely separate retainer engagement.
Typical cost: $5,000 – $15,000 / month
Emanay AdvisorsEmanay Advisors
Your Growth & Operations Partner
Go-to-market strategy, sales channel development, CRM and tech stack implementation, KPI tracking, process automation, and ongoing operational governance — Phase II and beyond.
Included in program
Separate Vendor #6
Capital Advisor / Placement Agent
Debt placement, equity structuring, lender and investor packaging, capital stack design — a separate engagement, often commissioned, layered on top of everything else.
Typical success fee: 2–5% of capital raised
Emanay CapitalEmanay Capital
Your Capital Markets Partner
Debt placement preparation, equity structuring, investor onboarding, capital stack design, and financial packaging for lenders — activated in Phase III as the business scales.
Included in program
Traditional Approach — Combined Cost
$75,000 – $200,000+
Across 5–6 separate vendors, none of whom are talking to each other or accountable to your outcome.
Emanay E2 Program — Total Investment
$50,000
One engagement. Every discipline. Milestone-based — you only pay when outcomes are delivered.
Six Teams.
One Fee.
Zero Gaps.
Prepared for Matthew Feenstra · Confidential · July 2026

Your E2 Proposal.
Built Around Your Career.

Everything above describes how the Emanay E2 program works. What follows is your personalized engagement proposal — structured around your capital position, your existing relationship with Regency Mill Services, and your goal of building a durable business in the industry you know.

Regency Mill Services
Structuring — Before
E-2 Advisory
E2 Visa
Approved
Emanay
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 Citizen
E2 Eligibility
Viable — Structuring in Progress
Investment Capital
$150K+ (Stated Floor)
Timeline
As Soon As Possible
Target Market
Texas — Agriculture
Prepared For
Matthew Feenstra
Canadian Citizen · E2 Visa Program · Agriculture / Feed Mill / Cattle Services · Texas · Emanay Advisory Engagement
Corporate Structure Regency Mill Services Coordination 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

Matthew Feenstra is a 29-year-old Canadian citizen with a lifelong background in agriculture, most recently working as the Canadian representative for Regency Mill Services, a feed-mill construction and services company based in Amarillo, Texas, owned by two brothers and a business partner. Matt is currently engaged with Regency as a Canadian-based contractor while the company's original plan — bringing him on as a direct US employee — stalled on visa options. He is single, has no dependents, and is looking to move quickly given he has largely run out of work in Canada and needs to establish legal status to keep working in the US.

Canadian
Citizen — E2 Eligible
TX
Target Market — Regency Mill Services / Agriculture
ASAP
Target Filing Timeline
29
Age — Single, No Dependents

Matthew Feenstra — Background & Profile

Agriculture / Feed Mill Professional · Canadian Citizen

  • Lifelong career in agriculture — feed lots and feed mill operations across Canada
  • Two-year college diploma in agriculture business — no four-year degree
  • Has managed large feed yards in Canada; ran a sole proprietorship buying and selling cattle
  • Currently Regency Mill Services' Canadian rep — sales, consulting, and service, working toward a US-facing role
  • Single, no dependents — straightforward, single-applicant filing
  • Referred to Emanay via Dean, a mutual contact of Alex's

Current Employer

Regency Mill Services — Amarillo, TX

  • Builds feed mills for feed lots; a multi-million dollar corporation per Matt
  • Owned by two brothers and one additional business partner
  • Matt has expressed openness to a long-term ownership or succession role with the company
  • Company's immigration counsel has already explored, and ruled out, a TN visa for Matt's role
  • Emanay's structuring work will determine how directly this relationship is formalized as the E2 vehicle

Structuring Direction

Sub-Company or Personal Holding Structure — To Be Finalized

  • Option under discussion: Regency Mill Services backs a new sub-company, with Matt holding 51% and Regency 49%
  • Alternative under discussion: Matt forms his own 100%-owned holding entity that in turn invests in the operating business
  • Matt has expressed a preference for a structure that does not tie his status entirely to one employer
  • Underlying business sector remains open — feed-mill/agriculture services closely tied to Regency, or a related cattle-services concept, are both under consideration

E2 Viability Assessment

Rating: VIABLE — Structure to Be Finalized ✓

  • Canadian citizenship — treaty country, E2 eligible
  • Meaningful investable capital already identified — $150,000+ USD, with room to grow with fees and any employer-recognized contribution
  • Real, verifiable operating background in the target industry
  • Structure (sub-company vs. holding company vs. hybrid) must be finalized before capital and business plan work proceeds
  • Clean immigration history — no violations, denials, arrests, or overstays
  • No dependents applying — streamlined single-applicant filing

Emanay Assessment: Matt is a strong E2 candidate — a real operating background in agriculture, a cooperative existing employer, and meaningful capital ready to deploy. What sets this engagement apart is the structuring decision itself: Matt already has a real business relationship to build from in Regency Mill Services, which most E2 applicants don't have. Emanay's job is to design the ownership structure that gives him both the strongest possible E2 filing and long-term independence — then move as quickly as his timeline requires.

Section 02
SCOPE OF WORK

This proposal outlines a comprehensive advisory, legal, financial, and structuring mandate to design, capitalize, and operationalize an E2-qualifying business for Matt — built around his existing relationship with Regency Mill Services and his agriculture background. The mandate is built around Matt's specific situation: a cooperative employer, real industry expertise, and a preference for a structure that protects his independence.

Emanay's mandate: design and execute the E2 structuring path — entity formation, capital deployment, agreements with Regency Mill Services (or an independent target), and documented business activity — structured from Day 1 to satisfy USCIS evidentiary requirements, with Matt as majority owner and primary E2 applicant.
01

Corporate Structure & Governance

E2-aligned entity design — sub-company or personal holding structure, with Matt as majority owner and managing operator. Clean governance and USCIS-ready corporate documentation from Day 1.

02

Financial Modeling & Accounting

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

03

Legal Infrastructure & Compliance

Entity formation, intercompany and operating agreements with Regency Mill Services, contractor agreements, E2 compliance documentation, and immigration counsel coordination.

04

Sector & Structure Selection

Confirming whether the E2 vehicle sits inside a Regency Mill Services sub-company, an independent agriculture/cattle-services venture, or a hybrid — matched to Matt's expertise and non-negotiables.

05

Source-of-Funds & E2 Documentation

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

06

Cross-Border Tax & Canadian Exit

CRA departure tax analysis, Canada–US treaty structuring, FBAR/FATCA compliance, and full US federal and Texas state tax setup for the new entity.

The outcome is not simply visa qualification — it is a properly capitalized, operating business that formalizes and protects Matt's relationship with Regency Mill Services while giving him a durable ownership stake and the independence to build beyond it.

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 Matt, this sprint starts with the single most important open decision — finalizing the ownership structure with Regency Mill Services — before capital, legal, and operational workstreams accelerate in parallel. Given Matt's urgency, this process is designed to move as fast as the structuring decision allows.

i. Strategic Mapping & Corporate Structure

  • E2-aligned entity structuring — sub-company (51/49 with Regency) or personal holding-company structure
  • Ownership design so Matt's status is not permanently tied to a single relationship
  • Holding company framework separating personal capital from the US operating entity, if that path is chosen
  • Capital deployment roadmap aligned with USCIS at-risk requirements
  • Non-negotiables workshop with Matt 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, including any Regency-related contracts
  • Monthly reporting cadence and KPI framework
  • Full capital deployment documentation: investment, fees, and any recognized employer contribution
  • E2 capital validation package assembled for USCIS — clean, traceable, and fully documented

iii. Legal Infrastructure

  • Entity formation, EIN registration, and US bank account setup
  • Operating agreement and, if applicable, intercompany agreements with Regency Mill Services drafted
  • Contractor agreements for any staff supporting the new entity
  • Immigration counsel coordination on the E2 filing itself
  • Consulate jurisdiction and interview logistics confirmed

iv. Operations Setup

  • Business plan drafted around Matt's role — production, sales, consulting, or service, consistent with his background
  • Contracts between the new entity and Regency Mill Services structured, if that path is chosen
  • Staffing plan built in — 1099 contractors acceptable at the outset per Emanay's standard guidance
  • Operations manual drafted covering Matt's day-to-day role

v. Source-of-Funds & Capital Documentation

  • Full documentation of investment capital from personal savings and earnings
  • Capital deployment documentation assembled: investment, legal/accounting fees, and moving costs, all counted toward the qualifying threshold
  • Investment threshold targeting: $150,000+ at-risk, with a target closer to $200,000–$250,000 all-in per Emanay's standard guidance
  • Clean paper trail assembled prior to visa application filing

vi. Structuring & Target Confirmation

  • Regency Mill Services sub-company terms negotiated, if that structure is selected
  • Alternative agriculture/cattle-services concepts scoped if an independent structure is preferred
  • Financial underwriting and structuring by Emanay's deal team either way
  • Every path structured for E2 compliance and capital documentation from Day 1

Sprint Outcomes — Upon Completion Matt Will Have: A fully structured, compliant US entity · A formalized relationship with Regency Mill Services or an independent operating business · A clean, fully documented source-of-funds and capital deployment package · Legal U.S. status established and the foundation to build.

Section 04
STRUCTURING ADVISORY

Matt identified the core tension himself on our call: he could pursue the simplest, fastest structure (tying the E2 investment directly to Regency Mill Services), or a more deliberate structure that protects his independence if the relationship changes down the road. Emanay's job is to model both paths concretely rather than default to whichever is easiest to file.

The Do-It-Yourself Approach

  • File too early — minimal activity, no revenue history, weak USCIS evidence package
  • Informal handshake terms with the employer — nothing documented for adjudication
  • No structural separation — Matt's entire status tied to one relationship, one job
  • Capital documentation is thin — cannot prove at-risk investment to USCIS satisfaction
  • Attorney-only engagement — no operational, financial, or negotiation support with the employer

The Emanay Approach

  • Structuring options modeled side-by-side before any capital moves
  • Institutional-grade negotiation support with Regency Mill Services, if that path is selected
  • Deal advisory + legal + accounting fully integrated under one engagement
  • Structure selected for long-term independence, not just fastest filing
  • Growth narrative built into the business plan from Day 1 of ownership
01

Non-Negotiables

  • Budget confirmed
  • Geography confirmed
  • Relationship terms
  • E2 fit check
02

Structure Modeling

  • Sub-company model
  • Holding-company model
  • Hybrid model
  • Side-by-side comparison
03

Financial UW

  • Capital deployment plan
  • Sweat-equity valuation
  • Cash flow review
  • Risk assessment
04

Negotiation

  • Terms with Regency
  • Ownership split
  • Contract drafting
  • Legal coordination
05

Documentation

  • Legal and financial docs
  • Business plan
  • Compliance check
  • E2 evidence file
06

Close & File

  • Closing coordination
  • Capital deployment
  • E2 filing
  • Ops handoff

Structuring Criteria

  • Geography: Texas (Amarillo / Regency Mill Services footprint) as the primary market
  • Ownership: Majority (51%+) ownership and documented control for Matt regardless of path chosen
  • Independence: Structure designed so Matt's E2 status is not permanently tied to Regency alone
  • Sector fit: Agriculture, feed-mill services, or cattle-adjacent consulting — matched to Matt's real expertise
  • Investment target: $150,000–$250,000 all-in, inclusive of fees and moving costs

E2 Adjudication Alignment

  • Substantial investment: $150K+ deployed — at risk, documented, non-refundable
  • More than marginal: Active revenue and real economic activity, not a passive minority stake
  • Job creation: Existing Regency staff or new contractors documented as part of the business
  • Active management: Matt as majority owner and managing operator — documented decision-making role
  • Treaty eligibility: Canadian citizenship — consulate jurisdiction to be confirmed
  • Business plan: Growth narrative built around Matt's production, sales, and consulting expertise
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 Matt relocates and settles into his US role, the business transitions from setup to steady-state operation.

Financial & Accounting — Ongoing

  • Month-end close and bookkeeping
  • Margin analysis and FP&A cadence
  • E2 compliance revenue reporting and capital documentation
  • Cash flow forecasting

Legal & Corporate Maintenance

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

Operational Oversight

  • Weekly and monthly operational calls with Matt
  • KPI tracking: revenue, margins, Regency relationship health
  • Client/partner 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

Capital Access & Structuring

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

Advisory Practice Expansion

  • Additional agriculture/cattle-sector opportunities as the platform scales
  • Business development beyond the initial Regency relationship
  • Strategic partnerships in Texas agriculture markets
  • Regional expansion beyond the initial footprint
Section 06
THE EMANAY ECOSYSTEM

Most E2 applicants spend months trying to coordinate a law firm, a business broker, a CPA, and a tax specialist — each billing separately, none communicating with each other. Emanay replaces all of them under a single engagement. For Matt, this means the structuring negotiation with Regency Mill Services, the E2 filing, and the cross-border tax picture are all managed in one place, by one team.

Emanay Advisors — Structuring · Strategy

  • Structuring options analysis and modeling
  • Financial underwriting
  • Negotiation support with Regency Mill Services
  • Due diligence coordination
  • Post-close integration
  • Business plan and go-to-market design
  • KPI monitoring and governance

Emanay Law Group — Legal · E2

  • Entity formation and EIN registration
  • Sub-company / operating agreements
  • Intercompany agreements with Regency
  • E2 compliance documentation
  • Immigration counsel coordination
  • Ongoing corporate governance

Emanay Accounting — Finance · Reporting

  • Capital deployment tracking
  • GAAP-compliant financial preparation
  • 12-month model and KPI framework
  • Sweat-equity / contribution valuation
  • Monthly close and reporting cadence
  • E2 capital validation documentation
  • Cross-border tax advisory coordination

Emanay Realty — Site · Operations

  • Site/facility sourcing if applicable
  • Market evaluation and feasibility
  • Lease or facility-use negotiation
  • Physical due diligence
  • CapEx planning
  • Operational activation support

One Engagement. Four Divisions. Zero Fragmentation. Every practice coordinates in real-time from Day 1 — legal, financial, advisory, and operational, moving in parallel, not sequence. For Matt, this means the structuring decision, E2 filing, and business build advance on a single unified timeline — without adding a second layer of advisors on top of his existing Regency relationship.

Section 07
MILESTONE OUTLINE & FEE STRUCTURE

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 structuring and business-build workstreams run in parallel across all milestones, ensuring Matt's entity is live and generating documented activity before the visa application is filed.

Engagement Fee
$3,500
Onboarding & Case Activation
  • Program kickoff & team setup
  • Non-negotiables confirmed
  • All four practices onboarded
  • E2 eligibility review initiated
#1 Milestone
$5,000
Eligibility & Structure
  • E2 qualification confirmed
  • Structure decided (sub-company / holding / hybrid)
  • Financial model initiated
  • Regency terms discussed
#2 Milestone
$6,500
Secured Investment
  • Target/venture identified and underwritten
  • Terms negotiated with Regency, if applicable
  • Legal structure set
  • E2 business plan drafted
#3 Milestone
$10,000
Closed Investment
  • Capital deployed — structure closed
  • Business fully operational
  • All E2 documentation compiled
  • Entity launched
#4 Milestone
$25,000
Visa Approval
  • E2 visa granted
  • Full compliance reporting active
  • Phase II & III engagement starts
  • Advisory expansion underway
Total Program Investment
$50,000
Milestone-based — fees are triggered only upon achievement of defined program outcomes. No payment is due until each milestone is reached and deliverables are confirmed. The $3,500 engagement fee is credited toward Milestone 1. This is separate from — and does not include — the $150,000+ qualifying investment capital Matt deploys into the business itself.
Add-On — Recommended for Matt
Cross-Border Tax Advisory — Quoted Separately
Matt is departing Canada as a Canadian citizen relocating to Texas. CRA departure tax, RRSP treatment, and US federal and Texas state tax setup should be initiated in parallel with the E2 program from Day 1.

Canadian Exit Tax

CRA departure tax, deemed disposition of Canadian assets, T1161 reporting, and pre-departure planning to minimize exposure.

Cross-Border Structuring

Canada–US treaty analysis, optimal entity structure, foreign tax credits, FBAR/FATCA compliance, and RRSP treatment.

U.S. Tax Setup

Federal and Texas state tax registration, first-year filing strategy, business tax elections, and ongoing compliance.

Ongoing Advisory

Annual tax planning across Canada and the US, IRS and CRA coordination, and treaty elections.

Section 08
CASE STUDY — IT'S BEEN DONE

David Rosati is not just a member of the Emanay team — he is a former Emanay E2 client. A Canadian attorney with 15 years of experience, David went through the exact process Matt is considering, relocated to Florida with his wife and kids, and now runs the E2 program he once needed. His story is the clearest proof that the right team, the right structure, and the right preparation make all the difference.

Emanay E2 Program — Client Case Study
David Rosati
Canadian Attorney, 15-Year Practice · E2 Visa Holder · Partner at Emanay Advisors
David went through the E2 process before Emanay's program existed and experienced firsthand how fragmented, stressful, and avoidable the pitfalls are. He was denied on a first attempt despite a clean application — resubmitted with zero changes — and was approved at his next interview in three questions. That experience is precisely why he joined Emanay and why the program was built the way it was. His full case study is required reading for anyone considering the E2 path.
Read Full
Case Study
Section 09
NEXT STEPS

By signing below, Matthew Feenstra 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.

Initial Deposit
$3,500
Due upon signing. Credited toward Milestone 1.
What Happens After Signing
Week 1

Full onboarding across all four practices. E2 eligibility review initiated — consulate jurisdiction confirmed. Non-negotiables workshop with Matt to finalize the structuring direction. Source-of-funds documentation assembled. Conversations with Regency Mill Services ownership begin, if the sub-company path is pursued.

Weeks 2–3

Structure finalized and entity formation initiated — EIN registered, US bank account opened. Terms with Regency Mill Services negotiated, if applicable. Financial model built covering the operating entity. Canadian departure tax analysis initiated.

Weeks 4–8

Capital deployed and agreements executed. Entity operational — staff or contractors in place. Revenue documentation begins. E2 business plan drafting begins in parallel with operational launch.

Ongoing

Weekly touchpoints across all practices. E2 documentation compiled in parallel with business build. Cross-border tax roadmap delivered and executed. Dave available 1:1 anytime — he has lived every step of this process and joined Emanay specifically to be this resource for clients like Matt.

Sign & Engage
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Client Signature
Matthew Feenstra     Signature / Date
Emanay Advisors
Alex Camus — Managing Member
Signature / Date
Emanay

CONFIDENTIALITY NOTICE: This proposal has been prepared by Emanay Advisors for qualified prospective business partners only. It is strictly confidential and may not be reproduced, distributed, or shared without prior written consent. This document does not constitute a binding agreement. The binding engagement is governed by the Engagement Letter executed separately. Emanay Inc., operating under the trade name Emanay Advisors, does not offer, solicit, or sell securities. All professional services provided through the Emanay platform are rendered exclusively by its respective affiliate divisions and entities. Accounting and financial reporting services are rendered exclusively by Emanay Accounting, LLC, a separate and independently licensed professional entity. Legal services are rendered exclusively by Emanay Law Group PLLC, a separate and independently licensed professional entity. Real estate brokerage services are rendered exclusively by Emanay Realty LLC, a separate licensed entity. Technology services are rendered exclusively by Emanay Technologies LLC. Venture advisory services are rendered exclusively by Emanay Ventures LLC. Capital markets advisory services are rendered exclusively by Emanay Capital LLC. Nothing contained herein constitutes legal, tax, financial, or investment advice. All content is provided for informational purposes only. Emanay Inc. and its affiliates expressly disclaim all liability arising from reliance on any information presented. Prospective clients are encouraged to seek independent professional counsel prior to engaging any services.


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