We help investors define acquisition criteria, screen opportunities and coordinate business-side diligence while licensed counsel evaluates E-2 requirements and transaction structure.
Your target should fit your available capital, operational experience, preferred state, family goals and desired level of owner involvement.
The same transaction may involve financial, tax, corporate, real-estate and immigration considerations. We coordinate the business-side work, but licensed professionals must provide legal, tax and accounting advice within their scope.
Budget, location, industry, owner role, staffing and operating complexity.
Collect available financial, lease and operational information for initial review.
Coordinate CPA, transaction counsel, real-estate and immigration reviews as applicable.
Coordinate documentation and timing so business and immigration milestones do not conflict.
Tell us your investment range, experience and preferred state.