Kent Lang — Calgary, AB

Medical Sales · LLC / Sole Proprietorship · E2 Primary Applicant

• Works in medical device sales — subcontracts to the Western Canadian distributor for DePuy Synthes (Johnson & Johnson)
• Sells hip and knee replacement parts — high-trust, relationship-driven sales career
• Structured as an LLC — comfortable with business ownership and corporate administration
• Based in Calgary, Alberta — direct flights to Phoenix; connects through Calgary to Houston, San Antonio, Orlando
• Six-year-old son — relocation to US Sunbelt is a firm family commitment, not exploratory
• Referred via Lauren Landed — had prior experience with fragmented E2 advisor; seeking consolidated, accountable team

Dean Lang — Regina / Moose Jaw, SK

Directional Drilling · Business Owner · Co-Applicant

• Owns and operates a directional drilling business — fiber optics, water lines, underground utility installation
• Self-employed since approximately age 20 — over 25 years of business ownership and field operations
• Industrial background: field-hardened operator who understands margins, labor, and real business management
• Primary capital source: farmland in Saskatchewan, approximately 85% paid for — proceeds to fund the US acquisition
• Adult children (ages 25 and 23) — motivation to establish a US foothold for next-generation opportunity
• Will retain or transition his Canadian business separately — this is an additive move, not a full exit from Canada

Acquisition Strategy

Low-Management. Self-Sufficient. Cash-Flowing.

• Target: an existing US Sunbelt business that runs with existing staff — does not require Kent or Dean on the floor daily
• No strong sector preference — the business must fit their lifestyle and management capacity, not the other way around
• Capital sourced from Saskatchewan farmland sale — clean, traceable, straightforward source-of-funds packaging
• Phoenix (direct flight from Calgary / Regina), Houston, San Antonio, and Orlando are the shortlisted target markets
• Kent as primary E2 holder and managing operator; Dean as co-investor and co-applicant
• Open to Emanay's deal flow — the thesis is deliberate but not rigid on sector

E2 Viability Assessment

Rating: HIGH ✓

• Canadian passport — treaty country, fully E2 eligible for both Kent and Dean
• Consulate jurisdiction to be confirmed with Alexandre Camus — Kent (Calgary / Vancouver), Dean (Saskatchewan)
• Acquiring existing business with existing staff — strongest possible USCIS adjudication posture
• Existing employees satisfy the job creation / preservation requirement from Day 1 at closing
• Dual application — both brothers applying from the same shared investment, maximizing overlap efficiency
• Kent: primary E2 holder, managing operator; Dean: co-applicant and co-investor
• Dependents: Kent's wife and six-year-old son — E2-D derivative visa coordination built into the engagement

i. Strategic Mapping & Corporate Structure

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

ii. Financial Modeling & Accounting

• GAAP-compliant financial preparation from Day 1
• QoE review of target acquisition — Kent leads alongside Emanay's finance team
• 12-month financial model: combined self-sufficient business operations + 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

• US 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 investment, exit planning for US Sunbelt SMBs
• Go-to-market strategy for cross-selling into the acquired self-sufficient business operations client base
• Client engagement model, pricing architecture, and investment 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, farmland sale proceeds documentation, Canadian earnings history
• Capital sourced from farmland sale in Saskatchewan — 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

• US Sunbelt buy-side mandate activated immediately — self-sufficient business operations and accounting firms prioritized
• Target profile: 3–10 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

Target Acquisition Profile

• Geography: Arizona, US, Texas — Phoenix, Orlando, Houston, San Antonio
• 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 + operational expansion = non-marginal business narrative
• Job creation: Existing staff retained at close — satisfies requirement on Day 1
• Active management: Kent 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

Financial & Accounting — Ongoing

• Month-end close and self-sufficient business operations across all service lines
• Advisory vs. self-sufficient business operations margin analysis and FP&A cadence
• E2 compliance revenue reporting and capital documentation
• Cash flow forecasting aligned with investment pipeline

Legal & Corporate Maintenance

• Corporate governance and ongoing E2 compliance
• Client engagement and investment agreement drafting
• Employment agreements as team expands
• E2 renewal documentation and compliance preparation

Operational Oversight

• Weekly and monthly operational calls with Kent and Dean
• KPI tracking: revenue per client, margins, pipeline conversion
• Consulting client relationship management support
• New service line development oversight

Technology & Systems

• CRM implementation for investment pipeline management
• Client reporting and advisory performance dashboards
• Workflow automation for self-sufficient business operations operations
• Financial modeling tools and templates for the advisory practice

Capital Access & Structuring

• Debt placement for additional US Sunbelt acquisitions
• Equity structuring for platform growth capital
• Capital stack design and optimization
• Financial packaging for lenders and investors

Advisory Practice Expansion

• Additional US Sunbelt acquisition targeting as the platform scales
• M&A advisory client business development and pipeline
• Strategic partnerships with law firms and referral networks
• Regional expansion beyond initial US Sunbelt footprint

Emanay Advisors — M&A · Strategy

• Target identification and buy-side sourcing
• Financial underwriting and QoE review
• LOI drafting, negotiation, and exclusivity
• Due diligence coordination
• Post-close integration
• Consulting platform go-to-market design
• KPI monitoring and governance

Emanay Law Group — Legal · E2

• Entity formation and EIN registration
• Purchase and sale agreements (PSA/APA)
• Operating and shareholder agreements
• E2 compliance documentation
• Immigration counsel: Alexandre Camus
• E2-D derivative visa coordination
• Ongoing corporate governance

Emanay Accounting — Finance · Reporting

• QoE and historical book review of target
• GAAP-compliant financial preparation
• 12-month model and KPI framework
• Capital deployment tracking
• Monthly close and reporting cadence
• E2 capital validation documentation
• Cross-border tax advisory coordination

Emanay Realty — Site · Lease · Ops

• US Sunbelt office site sourcing
• Market evaluation and feasibility
• Lease negotiation and execution
• Physical due diligence on premises
• CapEx planning
• Operational activation support
• Equipment and vendor coordination