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.

Corporate Structure
Financial Infrastructure
Legal Readiness
Brand Development
E2 Application Support
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 & M&A
Advisors
Mandate Setup
Partnership terms defined, brand mandate activated, entity design initiated
Advisors
Brand & Kitchen Setup
Kitchen lease drafted, brand identity work begins, DTC launch prep
Advisors
DTC Launch
Brand live on Tati platform, first sales tracked, E2 revenue documentation active
Revenue Live
Advisors
Retail Outreach
Broker introductions, retail buyer meetings, sell sheets and pitch deck deployed
Advisors
E2 Business Plan
USCIS business plan finalized, evidence package compiled, filing prep complete
Advisors
Visa Filing
E2 application submitted, brand fully operational, retail pipeline advancing
E2 Filed
Emanay Law Group
Legal & Compliance
Law Group
Entity Formation
U.S. LLC / C-Corp formed, EIN registered, holding structure designed
Law Group
Operating Agreements
OA, intercompany agreements, employment and vendor contracts drafted
Law Group
E2 Compliance
E2 operational requirements mapped, immigration counsel coordinated
USCIS-Aligned
Law Group
Kitchen Lease
Co-use / lease agreement finalized with Tati Kitchen, distribution terms documented
Law Group
E2 Business Plan
USCIS-structured business plan drafted, evidence package compiled
Law Group
Visa Filing
E2 application submitted with complete documentation, compliance active
E2 Filed
Emanay Accounting
Finance & Modeling
Accounting
Capital Validation
Investment capital documented and structured to meet E2 at-risk standard
Accounting
12-Month Model
GAAP-compliant financials, KPI framework, 12-month budget built
Accounting
Brand Investment
Brand development spend documented, kitchen lease capitalized as qualifying E2 investment
Capital Deployed
Accounting
Channel Model
Tati DTC vs. retail margin model built, unit economics and COGS validated
Accounting
Revenue Tracking
Tati platform sales tracked, USCIS-ready revenue documentation compiled monthly
Accounting
Reporting Setup
Monthly close cadence, investor reporting, capital tracking dashboards live
Live Systems
Emanay Operations
Brand & Production
Operations
Onboarding
Tati Kitchen operations reviewed, production feasibility confirmed
Operations
Compliance Audit
FSMA, FDA registration, and state food license requirements mapped and initiated
Operations
Production Setup
Tati Kitchen production schedule set, equipment list confirmed, FSMA compliance mapped
Operations
Packaging & Labels
FDA-compliant labeling finalized, packaging spec approved, retail-ready product confirmed
Operations
Retail Readiness
Sell sheets, UPC/EAN codes, broker materials, and retailer pitch assets completed
Operations
Scale Operations
Retail placement active, production scaled, Tati platform and retail channels both live
Operational
Phase I Outcome — Client Will Have
A fully structured, compliant U.S. food brand with a live DTC channel, documented capital deployment, a formalized Tati Kitchen partnership, and complete E2 documentation ready for filing.
Visa-Ready Business
Live Brand Revenue
Retail-Ready Package
E2 Filed
Sprint Complete ✓
Financial & Accounting
Month-end close and bookkeeping
Channel margin analysis (Tati DTC vs. retail)
E2 compliance revenue reporting
Capital tracking and performance dashboards
Cash flow forecasting aligned with production cycles
Legal & Corporate Maintenance
Corporate governance and E2 compliance
Retailer and distributor contract review
Tati Kitchen agreement amendments
Ongoing structuring and entity updates
Trademark maintenance and IP protection
Operational Oversight
Weekly and monthly operational calls
KPI tracking: sales velocity, margins, retail penetration
Retail buyer relationship management
New concept development oversight via Tati Kitchen
Growth plan execution monitoring
Technology & Systems
Tati platform integration expansion
Retail sell-through analytics and dashboards
AI demand forecasting and brand optimization
Inventory management and reorder automation
E-commerce channel integration
Capital Access & Structuring
Debt placement preparation and execution
Equity structuring and investor onboarding
Capital stack design and optimization
Financial packaging for lenders and investors
Acquisition & Expansion
National retail chain penetration strategy
Distributor partnerships (UNFI, KeHE, DSD)
E-commerce expansion: Amazon, specialty food
Co-packer identification for production scale
Scale Oversight & Governance
KPI-driven brand performance oversight
Unit economics validation at scale
E2 renewal documentation
Strategic exit or partnership planning
The Emanay Ecosystem

One Engagement.
Four Divisions. Zero Gaps.

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

Emanay Advisors
M&A · Strategy · Deal Execution
Target identification and sourcing
Financial underwriting and modeling
LOI drafting and negotiation
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
Purchase and sale agreements
Operating and intercompany agreements
E2 compliance documentation
Immigration counsel coordination
Ongoing corporate governance
Licenses, permits, certificates
Emanay Accounting
Finance · Reporting · Capital Validation
QoE and historical book review
GAAP-compliant financial preparation
12-month model and KPI framework
Capital deployment tracking
Monthly close and reporting
Investor and lender packaging
E2 capital validation
Emanay Realty
Site · Lease · CapEx · Operations
Site sourcing and underwriting
Market evaluation and feasibility
Lease negotiation and execution
Physical due diligence
CapEx planning
Operational activation
Equipment and vendor coordination
01
Speed
Parallel workstreams compress timelines. Acquisitions 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 platform built for visa qualification becomes the foundation for long-term capital and expansion.
Buy-Side Advisory

Why Acquisition is the
Strongest E2 Strategy

For most E2 applicants, acquiring an existing operating business provides the fastest path to qualification — and the strongest adjudication posture with USCIS.

Building From Scratch Higher Risk
✗
Unproven revenue stream — no historical financial evidence
✗
No employment history — harder to satisfy job creation requirement
✗
Higher adjudication risk — USCIS scrutinizes viability of new businesses
✗
12–24 month ramp time before the business generates real evidence
✗
Uncertain E2 qualification — "more than marginal" standard is harder to meet
Acquiring a Business Recommended
✓
Established revenue and cash flow — financial proof exists on Day 1
✓
Existing workforce in place — job creation requirement already satisfied
✓
Documented operational history — adjudicators see a real, active business
✓
Immediate E2 eligibility evidence — purchase price = documented at-risk capital
✓
Stronger adjudication posture — active business eliminates viability doubt
01
Mandate & Criteria
Budget and timeline
Industry and geography
Revenue targets
E2 fit check
02
Target Sourcing
Proprietary deal flow
Broker relationships
Off-market outreach
Sector screening
03
Financial Underwriting
QoE analysis
Valuation modeling
Cash flow review
Risk assessment
04
LOI & Negotiation
LOI drafting
Price and terms
Exclusivity period
Legal coordination
05
Due Diligence
Legal and financial DD
Operational review
Compliance check
E2 documentation
06
Close & Integration
Closing coordination
Capital deployment
E2 filing
Ops handoff
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
$3,500
Onboarding & Case Activation
Program kickoff and setup
Buy-side criteria defined
All four practices onboarded
E2 eligibility review initiated
Milestone 1
$5,000
Eligibility & Viability
E2 qualification confirmed
Corporate structure designed
Financial model initiated
Buy-side target criteria final
Milestone 2
$6,500
Secured Investment
Target identified and underwritten
LOI issued and negotiation complete
Legal acquisition structure set
E2 business plan drafted
Milestone 3
$10,000
Closed Investment
Capital deployed — kitchen lease executed
Business fully operational
All E2 documentation compiled
Operational systems active
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
Add-On Service
Cross-Border Tax Advisory — Quoted Separately
Recommended for non-U.S. citizens relocating under E2 — coordinated through Emanay's accounting network.
Home Country Exit Tax Planning
Departure tax analysis, deemed disposition of assets, pre-departure planning to minimize home country tax exposure.
Cross-Border Tax Structuring
Treaty analysis, optimal entity structure, foreign tax credits, and FBAR/FATCA compliance for U.S. assets.
U.S. Tax Setup & Compliance
Federal and state tax registration, first-year filing strategy, business tax elections, and ongoing compliance.
Ongoing Tax Advisory
Annual tax planning across both jurisdictions, IRS and foreign authority 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.
Emanay Advisors · Confidential · E-2 Advisory
YOUR E2 PROPOSAL.
BUILT FOR THE U.S. MARKET.

An E-2 Brand Launch · $200K Qualifying Investment · Israeli Founder · U.S. Retail

Project Sweets
E-2 Advisory
16-Week Sprint
Sweet Lyfe
>
16w
Filing to Visa
$200K
Qualifying Investment
4
Divisions Deployed
E-2
Treaty Investor Visa
Emanay
E2 Visa Advisory Program · Confidential · 2026

E2 PROGRAM
ADVISORY
PROPOSAL

A Complete Mandate Overview for E2 Visa Success — From Brand Launch & Manufacturing to Visa Approval.
Nationality
Israeli
E2 Eligibility
✓ Confirmed
Timeline
3–6 Months
Target Market
U.S. Retail
Prepared For
Orna Ben Shamol
Israeli Entrepreneur · E2 Visa Brand Launch Program · Emanay Advisory Engagement
Corporate Structure
Financial Infrastructure
Legal Readiness
Brand Development
E2 Application Support
Retail Distribution Strategy
STRUCTURED ACROSS THREE PHASES:   Phase I — Engagement Sprint (0–6 Months)    Phase II — Operations, Brand Scaling + Technology    Phase III — Capital Access & Retail Expansion
Sign & Engage — $3,500 to Start
STRICTLY CONFIDENTIAL · NOT FOR DISTRIBUTION
Section 01
CLIENT PROFILE

Orna Ben Shamol is an Israeli entrepreneur and food innovator with a clear, differentiated vision: build a U.S.-based protein snack brand — manufactured on American soil — and scale it through major retail channels and the Tati Kitchen platform. Orna brings a ready-made product concept, a passion for health-forward food, and a strategic partnership with Tati Kitchen that provides an immediate operational home for product development, kitchen access, and direct-to-consumer distribution. This is not a startup from scratch — it is a brand with a product, a platform partner, and a distribution channel already in place.

Israeli
Citizenship — E2 Eligible
Tati
Kitchen Partner — Operational Home
U.S. Retail
Target Channel
< 6 Mo
Target Filing Timeline

Background

Orna Ben Shamol — Food Entrepreneur & Brand Builder

  • Israeli entrepreneur with a fully developed protein-based treat concept ready for U.S. market launch
  • Product line positioned for the functional food / better-for-you snack category — a multi-billion dollar, high-growth U.S. market
  • Has established a strategic partnership with Tati Kitchen for U.S. market entry, product development, and DTC distribution
  • Plans to manufacture products in the U.S. and pursue placement with major retail chains
  • Tati Kitchen will serve as both operational base and a co-distribution partner — selling her products to Tati's existing customer base and on the Tati platform
  • Intends to leverage Tati's technology infrastructure to track sales, manage inventory, and run the brand
  • No prior visa violations, denials, arrests, or immigration issues

The Tati Kitchen Partnership

A Built-In Platform for E2 Qualification

  • Kitchen access: Tati's licensed commercial kitchen provides an immediate, compliant manufacturing base for product development and initial production runs
  • DTC sales channel: Tati sells Orna's products directly to its existing customer network — generating early, documented revenue for the E2 file
  • Platform integration: Tati's technology platform tracks sales, customer data, and brand performance — institutional-grade reporting from Day 1
  • Brand development: Tati Kitchen co-develops and incubates Orna's brand, providing culinary expertise, food-safe infrastructure, and market access
  • Kitchen lease: Formal co-use or lease agreement between Orna's U.S. entity and Tati Kitchen creates documented, at-risk qualifying capital for USCIS

Product & Market Position

Protein-Based Treats — Health-Forward, Scalable

  • Protein-based snack/treat product line targeting the fast-growing functional food category
  • Positioned for placement in major U.S. retailers — grocery, specialty, and big-box channels
  • DTC sales through Tati Kitchen platform provide immediate proof-of-concept and consumer feedback loop
  • U.S. manufacturing ensures supply chain control, freshness, and "Made in the USA" positioning
  • New concept development capability via Tati Kitchen infrastructure — pipeline for product line expansion
  • Functional food / better-for-you snack market: a multi-billion dollar, high-growth category with sustained consumer demand

E2 Viability Assessment

Rating: HIGH ✓

  • Israeli passport — Israel is an E2 treaty country, Orna is fully eligible
  • Investment into an active operating partnership (Tati Kitchen) — strong adjudication posture
  • Kitchen lease + brand investment = documented, at-risk, multi-layered capital deployment
  • Revenue generation via Tati platform provides immediate proof of commercial activity
  • Job creation: manufacturing, kitchen operations, brand and sales roles — USCIS "more than marginal" standard met
  • Clean immigration history — no flags or complications

Emanay Assessment: Orna Ben Shamol presents a compelling and highly executable E2 profile. Her strategic partnership with Tati Kitchen provides something rare in E2 applications — a pre-existing operational platform that generates immediate, documented revenue, a licensed commercial facility, and a built-in distribution channel. The combination of kitchen lease investment, brand development spend, and technology integration creates a multi-layered, well-documented capital deployment story. The path is clear: build the U.S. entity around the Tati Kitchen partnership, structure the investment for USCIS compliance, launch the brand, and file.

Section 02
SCOPE OF WORK

This proposal outlines a comprehensive advisory, operational, financial, legal, and brand execution mandate to launch Orna's protein snack brand in the U.S., structure the Tati Kitchen partnership as a qualifying E2 investment, and build a scalable business aligned with USCIS requirements. Every deliverable is designed to simultaneously advance the brand launch and satisfy the E2 application — no duplicated effort, no misaligned timelines.

Emanay's mandate: structure Orna's investment through the Tati Kitchen partnership, launch her protein treat brand in the U.S., build the retail and DTC distribution strategy, and file a clean, well-documented E2 petition — on a single, unified timeline.
01

Corporate Structure & Governance

E2-aligned U.S. entity design, holding structure, kitchen lease framework between Orna's company and Tati Kitchen, governance protocols, and capital deployment roadmap aligned with USCIS requirements.

02

Brand Development & Market Strategy

Brand architecture for the protein treat line, naming, positioning, packaging strategy, and go-to-market plan for both the Tati DTC channel and major retail buyer outreach.

03

Financial Modeling & Accounting

GAAP-compliant financials, KPI systems, 12-month model and budget, monthly reporting, E2 capital validation, and revenue tracking across Tati platform sales and retail channels.

04

Legal Infrastructure & Compliance

Entity formation, operating agreements, kitchen lease / co-use agreement with Tati Kitchen, FDA/USDA food compliance, trademark registration, and E2 documentation structured for USCIS adjudication.

05

Tati Platform Integration

Integration of Orna's brand and sales data into Tati's technology infrastructure — sales tracking, customer analytics, inventory management, and reporting that supports both business operations and E2 compliance documentation.

06

Capital Readiness & E2 Eligibility

Investment documentation structuring, source-of-funds packaging, kitchen lease capitalization, and full evidence package structured to USCIS adjudication standards for the E2 petition filing.

The outcome is not simply visa qualification — it is a fully operational, revenue-generating U.S. food brand with a documented retail strategy, a live DTC channel through Tati Kitchen, and a scalable production platform — all backed by a clean, compliant E2 filing that positions Orna to build her brand in the U.S. on her own terms.

Section 03
PHASE I — ENGAGEMENT SPRINT

The Engagement Sprint (0–6 months) builds the complete business architecture required to satisfy E2 operational requirements, launch the protein treat brand, formalize the Tati Kitchen partnership, and establish institutional-grade systems for scaling. Every workstream runs in parallel — legal entity, kitchen agreement, brand launch, financial infrastructure, and E2 documentation advance simultaneously on a single unified timeline.

i. Strategic Mapping & Corporate Structure

  • E2-aligned U.S. entity structuring (LLC or C-Corp depending on E2 and tax posture)
  • Holding framework separating Israeli and U.S. capital
  • Governance and owner-operator management protocols
  • Capital deployment roadmap: kitchen lease, equipment, brand development, working capital
  • Operating structure aligned with USCIS E2 "at-risk" capital requirements

ii. Tati Kitchen Partnership & Lease Structure

  • Formal co-use or kitchen lease agreement between Orna's U.S. entity and Tati Kitchen
  • Agreement structured to document qualifying E2 capital deployment
  • Revenue-sharing and distribution terms defined for Tati DTC channel
  • Technology integration agreement: sales tracking, inventory, reporting on Tati platform
  • New concept development rights and kitchen access schedule formalized

iii. Brand Development & Launch Strategy

  • Brand architecture: name, visual identity, packaging direction, and positioning statement
  • Product line definition and SKU strategy for initial launch
  • U.S. retail buyer outreach strategy — category managers, broker network, trade show roadmap
  • DTC launch through Tati Kitchen platform — product listing, pricing, fulfillment setup
  • Brand storytelling assets for retail pitch decks, website, and E2 business plan narrative

iv. Financial Modeling & Accounting

  • GAAP-compliant financial preparation from Day 1
  • 12-month financial model: unit economics, margin by channel (Tati DTC vs. retail), COGS
  • KPI framework: sales velocity, reorder rate, retail penetration, gross margin
  • Monthly reporting cadence and capital deployment tracking
  • E2 capital documentation — investment receipts, lease payments, brand development spend

v. Legal Infrastructure & Food Compliance

  • U.S. entity formation and EIN registration
  • Operating agreement, kitchen lease/co-use agreement, vendor and distribution contracts
  • FDA food facility registration and labeling compliance (Nutrition Facts, allergen declarations)
  • Food manufacturing compliance: FSMA and cGMP alignment with Tati Kitchen's licensed facility
  • Trademark application for brand name and logo in relevant U.S. product classes

vi. Source-of-Funds & E2 Capital Documentation

  • Full documentation of Israeli-sourced investment capital — bank statements, earnings records, business history
  • Capital deployment timeline: kitchen lease payments, equipment purchases, brand spend mapped to E2 "at-risk" standard
  • Prior business and earnings documentation packaged for USCIS
  • Tati Kitchen partnership investment documented as qualifying U.S. business capital
  • Clean paper trail assembled across all capital sources and deployment activities
Sprint Outcome — Upon Completion the Client Will Have:

Visa-Ready Business

Fully structured, compliant U.S. entity with documented investment, live operations, and Tati partnership in place.

Live Brand & Revenue

Protein treat brand launched on Tati platform with documented sales — immediate proof of commercial activity.

Retail-Ready Package

Brand assets, pitch deck, sell sheets, and broker relationships ready for major retailer conversations.

Clean Capital File

Fully documented source-of-funds and capital deployment package satisfying USCIS evidentiary standards.

Section 04
BRAND STRATEGY & TATI KITCHEN PARTNERSHIP

For Orna, the Tati Kitchen partnership is not just a manufacturing arrangement — it is the commercial foundation of the E2 qualification strategy. A well-structured partnership creates documented capital deployment, live revenue, a technology infrastructure for compliance reporting, and an immediate customer base. The brand itself must be built simultaneously — because the E2 petition requires a credible, forward-looking business plan, not just a lease agreement.

Entering the U.S. Market Alone

  • Unproven revenue stream at time of E2 filing
  • No employment history for USCIS documentation
  • Higher adjudication risk — "marginality" concern
  • 12–24 month ramp time before operational proof
  • Investor must actively direct the business to satisfy E2 involvement requirements

Brand Launch Through Tati Kitchen Partnership

  • Established revenue & cash flow — documented immediately
  • Existing workforce on Day 1 — satisfies job creation requirement
  • Documented operational history — strongest adjudication posture
  • Immediate E2 eligibility evidence — no ramp required
  • Existing management team = owner-not-operator structure preserved
Buy-Side Process — End to End
01

Mandate & Criteria

  • Budget & timeline
  • U.S. Market geography
  • Team-in-place req.
  • E2 fit check
02

Target Sourcing

  • Proprietary deal flow
  • Broker relationships
  • Off-market outreach
  • U.S. Market network
03

Financial UW

  • QoE analysis
  • Valuation modeling
  • Cash flow review
  • Risk assessment
04

LOI & Negotiation

  • LOI drafting
  • Price & terms
  • Exclusivity period
  • Legal coordination
05

Due Diligence

  • Legal & financial DD
  • Operational review
  • Compliance check
  • E2 documentation
06

Close & Integration

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

Orna's Target Profile

  • Geography: U.S. Market (firm — non-negotiable)
  • Model: Existing team running daily operations; owner holds oversight role
  • Cash Flow: Positive from Day 1 — no turnarounds or pre-revenue targets
  • Sectors: Real estate/property management, professional services, consulting, and select others
  • Investment Range: Up to $600K — strong position for quality acquisitions
  • E2 Fit: Existing team, documented revenue, owner-controlled structure

E2 Adjudication Alignment

  • At-Risk Capital: Kitchen lease payments + brand development investment + equipment = documented, deployed, non-refundable capital
  • Commercial Activity: Live Tati platform sales from Day 1 — not speculative projections
  • Job Creation: Production staff, kitchen operations, brand management, sales roles — "more than marginal" standard met
  • Business Plan: Tati distribution + retail expansion = credible, phased, multi-channel growth narrative
  • Technology Reporting: Tati platform data provides USCIS-ready revenue reporting and business activity documentation
  • Ownership & Control: Orna's U.S. entity owns the brand and product IP — E2 "direct and develop" requirement satisfied
Section 05
PHASE II & PHASE III

Following the Sprint and initial E2 filing, Emanay activates full brand scaling, operations support, and capital execution — covering all ongoing operational, financial, legal, and retail expansion support required to grow the brand and maintain E2 compliance.

Phase II — Operations, Brand Scaling + Technology

Financial & Accounting — Ongoing

  • Month-end close, bookkeeping, and COGS tracking by product and channel
  • FP&A cadence: Tati DTC vs. retail channel margin analysis
  • E2 compliance reporting — ongoing capital and activity documentation
  • Cash flow forecasting aligned with production and retailer payment cycles

Legal & Corporate Maintenance

  • Corporate governance and ongoing E2 compliance
  • Retailer and distributor agreement drafting and review
  • Tati Kitchen partnership agreement amendments as brand scales
  • Trademark maintenance, new SKU IP protection, and licensing support

Brand Operations & Retail Execution

  • Ongoing retail buyer relationship management and pitch support
  • Trade promotion planning, co-op programs, and slotting strategy
  • Broker network management and performance tracking
  • New product concept development cycles using Tati Kitchen infrastructure

Technology & Systems Enhancement

  • Tati platform integration expansion — CRM, reorder tracking, loyalty programs
  • Retail sell-through data integration and analytics
  • Operational dashboards for production, inventory, and sales performance
  • AI-driven demand forecasting and brand performance optimization
Phase III — Capital Access & Retail Expansion

Capital Access & Structuring

  • Debt placement for production scale-up and equipment
  • Equity structuring for brand growth capital
  • Investor packaging: brand deck, unit economics, retail pipeline
  • SBIR / specialty food grants and incentive identification

Retail Expansion Execution

  • National and regional retail chain penetration strategy
  • Co-packer and contract manufacturer identification for scale
  • Distributor partnerships (UNFI, KeHE, direct DSD)
  • E-commerce expansion: Amazon, specialty food platforms

Scale Oversight & Governance

  • KPI-driven brand and production performance oversight
  • Unit economics validation at scale
  • E2 renewal documentation and ongoing compliance
  • Strategic exit or partnership optionality planning
Section 06
THE EMANAY ECOSYSTEM

Emanay's E2 Program operates through four fully integrated divisions — eliminating gaps, delays, and misaligned incentives between third-party advisors. For Orna, this is particularly critical: brand development, food compliance, Tati Kitchen partnership structuring, and E2 legal filing must all advance simultaneously on an aggressive timeline.

Emanay Advisors
Transaction Advisory
  • Tati Kitchen partnership structuring
  • Brand development strategy
  • Retail go-to-market planning
  • Financial underwriting & modeling
  • Broker and retailer introductions
  • KPI monitoring & governance
  • Capital deployment roadmap
  • Product line strategy
Emanay Law Group
Legal Infrastructure
  • U.S. entity formation & structuring
  • Kitchen lease / co-use agreement
  • Distribution & retailer contracts
  • E2 compliance documentation
  • Immigration counsel coordination
  • FDA/food compliance integration
  • Trademark application & IP
  • Ongoing corporate governance
Emanay Accounting
Financial Infrastructure
  • GAAP-compliant financial prep
  • 12-month model & KPI framework
  • Channel-level margin analysis
  • Capital deployment tracking
  • Monthly close & reporting
  • Investor & lender packaging
  • Cash flow forecasting
  • E2 capital validation
Emanay Realty
Real Estate & Operations
  • Production planning & scheduling
  • Tati platform integration
  • Retail readiness coordination
  • Food safety & FSMA compliance
  • Supply chain & vendor setup
  • Packaging & labeling compliance
  • Equipment & CapEx planning
  • Operational activation oversight

One Engagement. Multi-Divisional Professional Service. Zero Gaps. Every Emanay division coordinates in real-time from Day 1 — legal, financial, advisory, and real estate moving in parallel, not sequence. For Orna, this means the Tati Kitchen partnership formalization, brand launch, E2 filing, and retail strategy all advance on a single unified timeline — without the confusion of managing multiple advisors independently.

Speed

Parallel workstreams compress timelines — acquisition and E2 filings advance simultaneously against Orna's aggressive 3-month target.

Control

One firm manages all parties — no misaligned incentives, no communication gaps, no dropped handoffs.

E2 Alignment

Every deliverable is structured from Day 1 to satisfy USCIS adjudication standards — nothing is retrofitted.

Clarity

Orna gets one point of contact, one team, one coordinated plan — so she can focus on building the brand, not managing advisors.

Section 07
MILESTONE OUTLINE & FEE STRUCTURE

The Emanay E2 Program is structured around five key milestones with defined deliverables and milestone-based fees. Each payment is triggered only upon achievement of a defined outcome. The brand launch and Tati Kitchen partnership formalization are integrated throughout — ensuring the business is operational and generating documented revenue before the E2 application is filed.

Engagement Fee
$3,500
Onboarding & Case Activation
  • Program kickoff & setup
  • Buy-side criteria defined
  • All four practices onboarded
  • E2 eligibility review initiated
#1 Milestone
$5,000
Eligibility & Partnership
  • E2 qualification confirmed
  • U.S. entity formed
  • Kitchen agreement term sheet
  • Capital deployment roadmap set
#2 Milestone
$6,500
Secured Investment
  • Kitchen lease agreement signed
  • Brand assets & identity complete
  • E2 business plan drafted
  • DTC launch on Tati platform
#3 Milestone
$10,000
Operational & Revenue
  • Capital fully deployed
  • Brand generating documented revenue
  • Full E2 evidence package compiled
  • Retail strategy & outreach live
#4 Milestone
$25,000
Visa Approval
  • E2 visa granted
  • Full compliance reporting active
  • Phase II & III engagement starts
  • Retail 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. The total program investment covers all four Emanay divisions across all three phases.
Brand & Partnership Execution — Integrated Across All Milestones
Engagement Milestone 1 Milestone 2 Milestone 3 Milestone 4
Tati Kitchen partnership terms defined, entity formed, capital deployment plan activated Kitchen lease signed, brand identity complete, DTC launch live on Tati platform Revenue documented, retail pitch package ready, E2 evidence package compiled E2 application filed, retail outreach underway, brand fully operational E2 approved — U.S. residency established, Phase II brand scaling begins
Add-On Service — Recommended for Orna
Israeli Tax Exit & Cross-Border Structuring — Quoted Separately
Strongly recommended: Israeli residents relocating to the U.S. on an E2 face potential Israeli exit tax obligations, deemed disposition of Israeli assets, and ongoing dual-jurisdiction compliance. U.S.-Israel tax treaty planning should begin immediately to optimize Orna's exit from Israeli tax residency and establish the most efficient structure for her U.S. business income, brand ownership, and any royalty or IP arrangements.

Israeli Exit Tax Planning

Analysis of Israeli departure tax obligations, deemed disposition of business assets and investments, and pre-departure planning to minimize Israeli tax exposure on exit.

Cross-Border Tax Structuring

U.S.-Israel tax treaty analysis, optimal entity structure to avoid double taxation, foreign tax credits, and FBAR/FATCA compliance for U.S.-based brand assets.

U.S. Tax Setup & Compliance

U.S. federal and state tax registration, business entity tax elections, first-year filing strategy, and ongoing compliance as a U.S. resident food brand operator.

Brand IP & Royalty Structuring

Tax-efficient structure for brand IP ownership, inter-company licensing arrangements between Israeli and U.S. entities, and royalty treatment optimization.

Section 08
NEXT STEPS

By signing below, the Client agrees to engage Emanay Advisors and its affiliated professional service entities to provide the services described in this Proposal (the "Engagement").

Initial Deposit
$3,500
Due upon signing. Credited toward Phase I — Engagement Sprint.
What Happens After Signing
Week 1

Onboarding across all four practices. E2 eligibility review initiated with immigration counsel. Tati Kitchen partnership terms reviewed and formalized with Emanay Law Group. Introduce Orna to full team (Rick CFO, attorneys, paralegals, accountants). Source-of-funds documentation (Israeli capital, business history, investment records) begins immediately. U.S. entity design proposed.

Weeks 2–3

U.S. entity formed. Kitchen lease / co-use agreement drafted and reviewed with Tati Kitchen. Brand naming and identity work commences. Financial model initiated — unit economics, margin by channel, 12-month budget. FDA food facility registration process begins. Capital deployment roadmap finalized.

Weeks 4–8

Kitchen lease executed — capital deployment documented. Brand identity and packaging direction complete. Product DTC launch on Tati Kitchen platform — first sales recorded. Retail pitch package in development. E2 business plan drafted and evidence package compilation underway. Retailer and broker outreach begins.

Ongoing

Weekly touchpoints across all practices. Tati platform revenue tracked and documented for E2 file. Retail pipeline managed and advanced. E2 documentation compiled in parallel with brand launch operations. Israeli tax exit planning coordinated (if add-on engaged). Filing preparation complete by Month 4–6.

Client Signature
Orna Ben Shamol    Signature / Date
Emanay Advisors
Alex Camus — Managing Member
Signature / Date

"At Emanay, we're committed to delivering bespoke advisory solutions with precision and integrity. We look forward to supporting you every step of the way." — David Rosati

CONFIDENTIALITY NOTICE: This proposal has been prepared by Emanay Advisors solely for informational purposes and is strictly confidential. It is intended only for the person to which it is addressed. This document does not constitute financial or legal advice. Acceptance of this proposal does not, by itself, establish an attorney-client relationship. A formal attorney-client relationship will only be established upon execution of a signed engagement letter and fulfillment of any applicable requirements. All projections and financial information are based on assumptions believed to be reasonable but are subject to significant uncertainties. Prospective parties should consult with their own legal, financial, and tax advisors prior to making any decision.


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