EN
E-2 Operational Visa — $100K to $350K

The entrepreneur at the helm.

Let's find the right business for you, at the right price, together.

Total acquisition budget, excluding primary residence purchase.

Two distinct services, one point of contact. Access to de-anonymized listings is a Strix Ventures service — independent and not contingent on closing. The buyer representation mandate is handled by World Class Realty. Both are signed in Phase 00. If you already have your immigration attorney, qualification is partly done: Phase 1 starts faster.
0

Getting started

Qualification, SCOUT Access & Contracting

30–45 min — free ▲

What we explore together

  • Is an immigration attorney already on board?
  • Investment budget and source of funds
  • Family situation, desired timeline
  • Capacity and availability to run the business personally. Which business fits you?
  • Location: where in Florida? Open question or already decided?
  • Type of business targeted: sector and impressions from FloridaE2.com — what caught your interest?
  • Deal structure: asset sale (most common and recommended) or corporate sale (sometimes unavoidable)?
  • Current French-American situation: any tax points to watch?

Partners involved

  • None at this stage — unless attorney referral is needed

Financial commitment

  • Call: free, no commitment
  • SCOUT access: Strix Ventures service — 90 days of access to de-anonymized listings
  • WCR mandate: no retainer

Deliverable — Qualification Memo

Sent within 48h: a recap of your situation, confirmed direction, open questions to resolve before Phase 1.

Deliverable — 90-Day SCOUT Access (Strix Ventures)

Access to de-anonymized listings for 90 days — filtered to your profile (budget, sector, area), updated in real time, with a full file: business name, seller contact details, available financials, sale terms. At the end of the 90 days: renew or stop.

End of phase — WCR Mandate

Drafting and signing of the semi-exclusive buyer representation mandate — exclusivity limited to businesses presented, no retainer. Our entire contractual and financial relationship runs through World Class Realty, governed by: Florida Real Estate Broker law, the Florida Association of Realtors code of ethics, and Master Brokers Forum standards.

Phases 1 to 4
1

Selection & Brief

1 week ▼

What I do

  • Work from your SCOUT shortlist — you already have a first list, we refine it together
  • E-2 validation on your favorites: majority or full control achievable, active management feasible, ability to hire US employees
  • Introduction to an immigration attorney if not yet in place — or a briefing session with your existing attorney on the specifics of the targeted business
  • Short search brief: final criteria, area, sector, desired transition profile

Partners involved

  • Immigration attorney (E-2 orientation, documents needed, pre-eligibility of business type)
  • CPA if French-American tax points need resolving, unusual shareholder agreement, uncommon legal structure

Financial commitment

  • Included in ongoing SCOUT access

Deliverable

Validated shortlist of 3 to 5 priority targets. Core team in place. Search brief finalized.

2

Analysis & Negotiation

2–4 weeks ▼

Work performed

  • NDA signature, references and proof of funds submitted — required to access real financial data
  • P&L recasting: real SDE, add-backs, owner benefit, normalization
  • Analysis of assets, lease, key suppliers, owner dependency
  • Hiring potential analysis: current employees, recruitment — the E-2 requires the business to employ US staff beyond the investor alone
  • Comparison of valuation methods (Multiples, DCF, Comps, Cost approach) and consistency with the asking price
  • E-2 eligibility confirmation with the immigration attorney before commitment
  • Pre-negotiation on hot topics (price, structure, transition)
  • Selection of a final target — moving to exclusive negotiation
  • Drafting of the LOI's commercial terms with a visa clause per the attorney's recommendations

Partners involved

  • Business attorney (LOI drafting)
  • CPA (tax impact)
  • Immigration attorney (E-2 eligibility, visa clause in the LOI)

Financial commitment

  • Included in ongoing SCOUT access

Deliverable

Analysis report per shortlisted target (2–4 pages): financial recasting, valuation, E-2 eligibility, go/no-go recommendation with target price. Signed LOI with exclusivity period. This is where bad deals get eliminated.

3

Due Diligence, Structuring & Visa Business Plan

3–5 weeks ▼

Work performed

  • Financial due diligence: 3 years of tax returns, bank statements, payroll, AR/AP
  • Operational due diligence: site visits, interviews with key staff, suppliers
  • Coordination of legal DD (business attorney), accounting and tax DD (CPA)
  • Immigration DD: verifying the structure meets E-2 requirements — majority control, feasible active management, hiring capacity
  • Legal structure: majority-controlled LLC (most common case)
  • Go / renegotiate / no-go summary
  • Coordination of entity formation and opening the commercial bank account
  • Contribution to the business plan for the E-2 visa file — by this stage, all data is available: the business plan demonstrates that you will actively manage the business and that it will employ US staff. An E-2 business plan outsourced to a specialized firm typically costs a few thousand dollars: this service is included in your engagement.
  • Coordination with the immigration attorney on filing timing and format
  • Coordination of required insurance coverage

Partners involved

  • Business attorney: contracts, licenses, lease, LLC, EIN
  • CPA: tax validation, accounting red flags
  • Immigration attorney: E-2 compliance, visa file, business plan
  • Commercial bank: account, KYC
  • Insurance broker: coverage before closing

Financial commitment

  • Included in ongoing SCOUT access

Deliverable

Consolidated DD report. Entity formed with EIN. Bank account opened. Business plan written for the E-2 visa file. Insurance in place. Everything is ready for closing.

4

Closing

1–2 weeks ▼

What I do

  • Coordination of closing across all parties
  • Verification that all conditions precedent are satisfied
  • Presence or representation at closing — you can be remote
  • Follow-up on immediate post-closing transfers: licenses, contracts, inventory

Partners involved

  • Closing attorney: purchase agreement, bill of sale, closing statement
  • Title company: escrow, UCC search, payoff
  • Attorney: lease assignment, license transfer
  • Bank: wire transfer of funds

Financial commitment

  • Buyer commission + WCR co-brokerage at closing

Deliverable

Purchase Agreement (PA) signed. Full transfer of assets, licenses, inventory. Keys handed over.

E-2 Point of Attention

The E-2 is a non-immigrant visa that must be renewed periodically (4 years for France). Its issuance and renewal depend exclusively on the file prepared by your immigration attorney and the decision of the consulate or USCIS. The business acquisition is final upon signing the PA. Structuring visa-related exit clauses in the LOI — and the timing of the filing relative to closing — are decisions made with your immigration attorney starting in Phase 00.

Partner fees (attorney, CPA, immigration attorney, insurance broker…) are billed directly by each provider. I can negotiate on your behalf, recommend, or even choose for you. I take no margin on their services and have no referral fee arrangement.
Fees

What this mandate costs

Two entities, two logics: Strix Ventures bills SCOUT access (not contingent), World Class Realty collects the commission at closing.

Strix Ventures — Before closing
SCOUT Access
$750
De-anonymized listings · 90 days
Retainer
None
World Class Realty — At closing
Buyer commission
3.5%
on the transaction price
Co-brokerage
~4.0% covered by the seller's agent — no additional cost to the buyer

Worked example — $200,000 business

SCOUT access — Strix Ventures (not contingent) $750
Buyer commission at closing (3.5% × $200,000) $7,000
Total cost to the buyer $7,750

SCOUT access ($750) is paid when the engagement begins, independent of closing. The WCR commission is paid only at closing. The seller's agent shares back ~3.5–4% under a private agreement — with no impact on your cost.

I take no margin on partner fees — attorney, CPA, immigration attorney — who bill you directly. You know their cost before you commit.
(*) SCOUT is a proprietary Strix Ventures platform, built on the FloridaE2.com online service — curated, personalized, de-anonymized business listings: business name, seller contact details, available financial data, sale terms.

Your project deserves a dedicated, competent, trustworthy team.

Every phase described in this roadmap is direct proof of that — regardless of whether you choose me as your advisor.

Book the Qualification Call