Emanay Advisors  ·  Confidential  ·  Internal Use Only
Project Erin Graw
Confidential
Information
Memorandum
E2 Visa Advisory Engagement — RV Park Acquisition Mandate
Client
Erin Graw
Nationality
Canadian
Capital (Confirmed)
$1.2M+
Engagement Status
Signed — Active
Prepared by Emanay Advisors  ·  June 13, 2026 (Updated post-Call 7)  ·  Doc Ref: EG-E2-CIM-2026-06-13-v2  ·  Strictly Confidential — Not for Distribution
Section 01
Executive Summary

Erin Graw is a Canadian entrepreneur, creative operator, and multi-business owner with a clear, executable mandate: relocate to Fairhope, Alabama, acquire a cash-flowing RV park with an existing team, and secure a U.S. E2 nonimmigrant visa. She engaged Emanay Advisors on June 11, 2026 to serve as her full-spectrum execution team — sourcing the deal, building the legal and financial structure, and managing the USCIS filing process while she provides vision and creative direction.

Erin presents one of the cleanest E2 profiles Emanay has seen: $600K in documented, deployment-ready cash capital (confirmed at $1.2M+ as of the June 12 deal review), a Canadian passport from a treaty-eligible country, a clean immigration record with no prior violations or denials, and extensive prior business ownership across real estate, retail, and cannabis/biotech verticals. Her investment mandate is open — she is actively exploring options including an RV park, a flower shop, a foster care/children’s services business, and a catering company. The primary requirement is a manageable, existing Alabama business with a team already in place. No investment type is locked.

The engagement timeline is compressed: Erin’s Canadian home is conditionally sold with a closing date of approximately August 17, 2026, which triggers both additional capital deployment capacity and urgent cross-border tax obligations. The immediate priority is sourcing the right park, structuring the E2 entity, and initiating the USCIS filing process before the end of summer.

Emanay Assessment: HIGH conviction engagement. Capital well above E2 threshold. Clean immigration record. Open acquisition mandate — Erin is exploring multiple business types and will select based on what feels right and manageable. No investment type is locked as of June 13. Primary risk is cross-border tax complexity from the Canadian home sale — must engage cross-border CPA immediately. Secondary priority: full team introduction call (Rey/Reinaldo Valdez, Denise, Evan, Rick) to address client anxiety and build confidence. Client is engaged and committed but needs information flow and team visibility to stay on track.

Section 02
Client Profile
Verified Personal Information
Source Google Drive — Driver’s Licence (BC, CAN) • Birth Certificate (Alberta, CAN)
Full Legal NameErin Rachelle Graw (birth: Greenwood, Erin Rachelle)
Date of BirthFebruary 8, 1981 (Age 45)
Place of BirthCalgary, Alberta, Canada
Current Address1260 Rockhampton Close, Langford, BC  V9B 6X4
Emaile.r.graw@gmail.com
NationalityCanadian — E2 treaty-eligible
DL / IDBC Driver’s Licence #08105361 • Class 5 • Expires Feb 8, 2029
Immigration HistoryNo prior violations, visa denials, arrests, or immigration issues confirmed
Entrepreneurial & Business Experience
Source Emanay Proposal (KBSQW-OPECF-DPHUN-U2SRW) • Discovery Calls May 27–28, 2026

Erin is a serial entrepreneur and self-described “idea person” with operational experience across multiple sectors over 20+ years. She is creative, strategic, and self-aware — explicitly stating she wants Emanay as her execution team while she provides vision and direction, targeting approximately 20 hours per week in a CEO/creative capacity rather than a boots-on-ground operator role.

EXP 01
Real Estate — 10+ Residential Flips
Extensive residential real estate experience including furnace, granite, and renovation projects across multiple properties. Demonstrates hands-on asset management and property operations capability.
EXP 02
High-End Retail — Vancouver
Operated a high-end retail business in Vancouver. Demonstrates brand management, customer experience, and revenue operations in a consumer-facing environment.
EXP 03
Cannabis / Biotech Startup
Co-founded Green Sky, a cannabis/biotech company. Holds $1.5M in locked shares (currently inaccessible due to ex-partner dispute). Demonstrates startup equity and C-suite business building experience.
Long-Term Vision

Erin’s stated purpose for the E2 engagement extends beyond immigration. She wants to relocate to Alabama, build a business she loves, involve her son as a co-investor and marketing lead, and ultimately step back to pursue fostering and supporting disadvantaged children — a personal calling. This long-term vision informs her desire for a business that is aesthetically appealing, community-oriented, and capable of running with minimal daily owner involvement.

Sons & E2 Entity Participation
Dylan (Son, Age 23)Lives in Illinois. Completed business degree (marketing focus). Playing/coaching college baseball. Interested in business; will handle digital marketing remotely Year 1. Can relocate to Alabama if E2 requires physical presence. No U.S. visa concern (girlfriend is American).
Younger Son (Age 19)Lives in Canada. Studying business. Potential co-investor/operator at a later stage. University cost ~$40K USD/year — factor in cash flow planning.
Section 03
Financial Profile & Capital Position
Source Discovery Calls May 27–28, 2026 • Deal Review June 12, 2026 (Fathom) • Proposal KBSQW-OPECF-DPHUN-U2SRW • Engagement Letter MHMPJ-3FTUK-EGOYS-SM9X2

Erin’s capital position is strong, growing, and well-documented. Total confirmed capital as of June 12, 2026 is $1.2M+, up from the initial $600K figure cited in early discovery. All funds are client-confirmed as documentable with a full paper trail from personal savings, earnings, and prior business and property sales.

E2 Designated Cash
$600K
Deployment-ready. Earmarked for E2 qualifying investment.
Total Liquid Capital
$700K
$600K E2 + $100K additional liquid.
Total Capital (June 12)
$1.2M+
Confirmed on deal review call; includes home sale proceeds.
Canadian Home Sale
~$1.7M CAD
Conditionally sold. Closing ~Aug 17, 2026. Not budging on price.
Green Sky Shares
$1.5M
Cannabis/biotech. Locked — ex-partner dispute. NOT available for E2.
Commercial Mortgage
TBD
Being sourced: Ivan, Nima, Brighton Bank.
USCIS Source-of-Funds Notes
Funds OriginPersonal savings, earnings, and proceeds from prior business and property sales. Client confirms fully documentable with paper trail.
Trust StructureCanadian home may be held in a trust — structure to be confirmed with legal counsel before USCIS source-of-funds package is assembled.
Tax ResidencyDave Rosati advises maintaining permanent Canadian address (e.g., parent’s home) during transition to clearly establish CRA separation. E2 visa tied to passport validity through 2027 — renewal recommended for longer visa duration.
Driving RecordBC DL address need not be updated during immigration process — USCIS focuses on passport identification, not provincial licences.

URGENT — Cross-Border Tax: Canadian home closing ~Aug 17, 2026 triggers CRA departure tax and deemed disposition rules on all property and investments (including potentially the locked Green Sky shares). Cross-border CPA must be engaged immediately. This is the single most time-sensitive item in the engagement. Do not defer.

Section 04
E2 Visa Strategy & Compliance Framework
Source Onboarding Call June 2, 2026 (Gemini Notes) • Pre-Onboarding Call June 11, 2026 (Gemini Notes) • Engagement Letter MHMPJ-3FTUK-EGOYS-SM9X2

E2 viability assessment: HIGH. Erin’s profile is one of the strongest Emanay has underwritten. The path is direct, executable, and compression-friendly given the urgency of the home sale timeline.

USCIS Compliance Requirements
Treaty Country Nationality
Canadian passport — Canada is a qualifying E2 treaty country. Confirmed eligible.
Substantial Investment
$600K designated capital far exceeds E2 investment threshold (typically $100K–$200K for established businesses). Investment is “substantial” and proportional under any standard interpretation.
At-Risk Capital
Acquiring an existing operating RV park deploys capital at-risk in a real commercial enterprise. Not a passive investment. Meets the USCIS “at risk” requirement.
More Than Marginal Enterprise
Existing operating RV park with staff and revenue base meets the “more than marginal” standard. Existing workforce satisfies job creation requirement at close.
Directing & Developing the Enterprise
Owner role structured as CEO/investor with quarterly oversight, creative direction, and strategic involvement. Not required to be daily on-site. Son (Dylan) handles digital marketing; Christian Torres leads operations. Erin’s role is designed to satisfy USCIS directionality while allowing flexible involvement.
Clean Immigration Record
No prior visa violations, denials, arrests, or complications confirmed by client. Strongest possible adjudication posture.
Primary vs. Secondary Investments
Primary E2 VehicleOpen — actively exploring. Erin is evaluating multiple business types (see Section 05). No type locked as of June 13, 2026.
Secondary VehicleCannabis venture — potential for-profit secondary deal. NOT the primary E2 vehicle. Cannabis is a viable Emanay vertical but was deliberately de-prioritized for initial E2 filing to ensure smoother adjudication. Revisit after E2 is filed.
Emanay Service Scope (Per Engagement Letter)

Signed June 11, 2026 via PandaDoc (Doc Ref: MHMPJ-3FTUK-EGOYS-SM9X2, SV68cKZLwrzfCnYQiiKgFG). Services performed by Emanay and affiliate service providers: Emanay Law Group PLLC (legal/immigration), Emanay Accounting (tax/accounting), Emanay Realty (real estate brokerage). Milestone-based fee structure provides “skin in the game” alignment. All client information stored in secure data room accessible only to the immediate deal team.

Section 05
Acquisition Mandate — Open Business Search
Source Deal Review Call June 12, 2026 (Fathom + Gemini Notes) • Pre-Onboarding June 11, 2026 (Gemini Notes) • Drive — Deal Review Notes

Investment mandate is open as of June 13, 2026. Erin is actively exploring multiple business types and has not committed to any one option. She confirmed on the June 13 call that she is “not 100% set on the RV thing” and that what matters most is finding something manageable in Alabama — starting smaller, getting established, then building from there. No outside partners except Dylan. The team is sourcing options across all viable business types and will present a shortlist for Erin to review.

Active Exploration — None Locked (As of June 13, 2026)
OPT 01
RV Park / Campground
Originally surfaced by Dave Rosati as a strong E2-aligned investment. Erin met Christian Torres (June 12) and expressed interest but also uncertainty about the scale. Christian is a firm resource, not a required partner — Alex clarified on June 13 that Erin can buy a park outright and decline Christian’s involvement entirely. Deal review ongoing; not locked.
OPT 02
Flower Shop
Erin’s original instinct. Quoted on June 13: “at first it was chill — like I’ll do a cute little flower shop and they’ll just help me.” Smaller scale, community-rooted, easier to manage. An existing Alabama flower shop with staff is E2-compliant. Can be sourced.
OPT 03
Foster Care / Children’s Services Business
Erin’s stated personal calling — she wants to eventually support foster care for disadvantaged children. A licensed foster care or children’s services operation in Alabama with existing staff could be structured as an E2-qualifying enterprise. Alex confirmed on June 13: “if it’s a foster care for kids… then that’s what we do.” Dave and Rey to assess E2 structural requirements.
OPT 04
Catering Company
Mentioned by Alex as a viable E2 option on both the June 7 and June 13 calls. An existing Alabama catering business with staff and contracts meets the E2 operability and job creation requirements. Can be sourced.
Christian Torres’s Framework (If Erin Selects an RV Park)

Christian Torres built and exited a portfolio valued just under $500M across 42 properties in Washington and Oregon over 15 years (“RV There Yet” brand). His core thesis: RV parks offer the best risk-adjusted returns in real estate. Operational costs are low, revenue is high ($100–$250/night), and value creation lives in operations — not passive ownership. Key drivers: dynamic pricing, AI-driven reservation systems, ancillary revenue (propane delivery, equipment rental, fishing poles at $30/4hr), and local business collaborations (wineries, outdoor activities). Parks can operate year-round with long-stay guests during off-peak seasons. Note: Christian is a Firm resource available to Erin if she pursues an RV park. He is not a required co-investor or partner. Erin can acquire a park independently and use Christian only in an advisory/operational capacity if desired. She can also choose a different business type entirely.

Non-Negotiables for RV Park Acquisition (Confirmed June 12–13, 2026)
Trees / Natural Setting Kill Criterion
Wooded environment non-negotiable. Erin’s exact quote: “the idea of just a flat piece of land with nothing on it is kind of not ideal.” Flat, treeless = immediate disqualification.
Existing Operations & Staff Kill Criterion
Must be operating with existing team. No greenfield. Erin wants to assume owner oversight, not build from scratch.
Cash-Flowing / Pencils Kill Criterion
Must underwrite positively on Day 1 or have clear stabilization path within Year 1. Christian Torres signs off.
Water Access Strong Preference
River, lake, or ocean access strongly preferred. Erin cited a “swimming hole down a path that looks like Fern Gully” as her ideal memory. Dramatically increases appeal and rate potential.
South Alabama (±2 hrs) Strong Preference
Primary: S. Alabama. Willing to extend to Destin/Tallahassee corridor if quality justifies weekly visits. Erin confirmed: “I love driving, so it wouldn’t bother me.” Wants to live in Fairhope.
“Country But Clean” Aesthetic Strong Preference
Family-oriented, safe, natural charm with quality upkeep. Vision includes: stage for local artists, movie nights, food trucks, farm stand, fairy lights. Erin’s phrase: “country but clean and pretty and nice.”
Value-Add Operations Upside Strong Preference
Undermanaged parks with clear tech/pricing/ancillary revenue opportunity. Christian’s playbook: dynamic pricing, reservation systems, propane delivery, equipment rental, local collab monetization.
Section 06
Engagement Timeline & Call Log
Source Gmail Thread Log • Fathom Transcripts • Google Meet Gemini Notes • PandaDoc Engagement Letter • Google Drive Notes
May 27, 2026
Call 1 — Initial Contact & Discovery
First substantive conversation. Alabama mandate confirmed. $600K cash designated. Home on market (~$1.7M CAD). Wants existing team, semi-passive ownership. Passion project interest: fostering/children’s services. Self-described as “scattered” — leaning on Emanay for deal sourcing and guidance. Introduced E2 path.
Attendees: Alex Camus, Erin Graw • Gmail thread confirmed
May 28, 2026
Call 2 — Deep Discovery (Financials, Family, Goals)
$700K liquid investments confirmed; $600K designated for E2. Home conditionally sold, closing ~Aug 17. Green Sky shares ($1.5M, locked). Two sons introduced: 23 (U.S., baseball) and 19 (Canada, business). Alex proposed family entity to bring 19-yr-old under E2 umbrella. Son’s university cost ~$40K/yr.
Attendees: Alex Camus, Lauren Chervinski, Sofia Muniz, Erin Graw • Fathom transcript confirmed
May 29, 2026
Call 3 — E2 Discussion (Son Dylan + E2 Path)
Erin introduced Dylan (son, 23) to the team. Discussed Dylan’s business degree, baseball commitments in Quincy IL, and potential involvement in the business. Alex offered introduction to Dalton Pompei (former pro baseball player, NIL program). Dylan’s participation in E2 business plan confirmed. Previous master’s program plan abandoned (moved online, visa complications). Full team notification sent: reinaldo@lawgroup, castillo, ciara, denisse, Rosati, sofia.m, eva, richard.
Attendees: Alex Camus, Sofia Muniz, Christian Torres, Erin Graw, Dylan • Google Meet Gemini Notes • Gmail “E2-Client-Erin Graw” thread
May 29, 2026
Welcome Email & Engagement Initiation
Admin@emanay.io sent welcome email confirming Erin’s engagement. All Emanay teams notified. Proposal package sent.
Gmail: “Welcome to Emanay — Let’s get you E2 Ready!”
June 1–2, 2026
Onboarding Package & Scheduling
Alex sent full onboarding email to Erin: Google Chat access, client chatroom link, data room upload instructions, document checklist. Erin replied she would start with criminal background check, banking info, and tax forms. Confirmed she downloaded Google Chat. Team CC’d: sofia.m, Rosati, l.goodall.
Gmail threads: “Emanay E2 Program — Next step! Onboarding Call” • “Emanay E2 — Next Steps — Onboarding Checklist”
June 2, 2026
Call 4 — Formal Onboarding Call
Erin formally onboarded. Data room sent. IDs requested for Erin + both sons. Primary E2 investment confirmed: stable, real estate-backed Alabama business. Cannabis venture flagged as secondary for-profit deal. E2 strategy: prioritize primary investment first, pursue cannabis after filing. Dave advised maintaining Canadian address for CRA. Passport renewal recommended for longer visa. Timeline: Erin available to move to Alabama by end of summer.
Attendees: Alex Camus, David Rosati, Erin Graw • Google Meet Gemini Notes • Fathom Recap • Google Drive Notes Doc 1YCGogj47BkzDly4bxTQ
June 11, 2026
Call 5 — Pre-Deal Review / Trust & Alignment
Erin expressed stress about the E2 process and lack of information. Alex validated concerns, emphasized firm’s immigration expertise (Dave: 15+ years experience, personal E2 applicant). Firm history addressed — 3 years as firm, team experience far longer. Confidentiality confirmed (mutual NDA, secure data room). RV parks introduced as E2-aligned asset class by Dave. Christian Torres introduced as RV specialist. Decision: prioritize small-scale Alabama business acquisition, no external business partners beyond Dylan. Alex to send Christian’s info; Erin to schedule accountant introduction; Erin to sign engagement letter. Lauren Chervinski commission processing confirmed (separate Gmail thread, Lauren Chervinski Digital LLC).
Attendees: Alex Camus, David Rosati, Erin Graw • Google Meet Gemini Notes • Fathom Recap • Google Drive Doc 14q4yX58y6CnrRmFuqMxvskdf
June 11, 2026
Engagement Letter Signed Signed
Erin Graw executed the Engagement Letter via PandaDoc. All parties completed. Letter signed at 1260 Rockhampton Close, Langford BC V9B 6X4. Milestone-based fee structure. Services scope: corporate structure, financial infrastructure, legal readiness, buy-side acquisition, E2 application support, cross-border tax. Affiliate providers: Emanay Law Group PLLC, Emanay Accounting, Emanay Realty.
PandaDoc Doc Ref: MHMPJ-3FTUK-EGOYS-SM9X2 • Google Drive: Engagement Letter [Signed].pdf • Gmail: PandaDoc confirmation emails
June 12, 2026
Call 6 — RV Park Investment Criteria / Christian Torres Introduction
Christian Torres introduced to Erin. Erin confirmed RV park as E2 vehicle. Investment criteria defined (trees, water, country-but-clean aesthetic, family-oriented, fairy lights, stage for local bands, food trucks). Location confirmed: S. Alabama primary; willing to go up to ~2 hrs (Destin/Tallahassee) for the right park. Quarterly oversight model confirmed for Erin. Dylan confirmed as co-investor for digital marketing (remote Year 1, relocate if required). Capital confirmed at $1.2M+. Erin to connect Alex with Canadian accountant. Commercial mortgage sourcing underway. Deal review meeting scheduled for Monday with Christian, Alex, Dave.
Attendees: Alex Camus, David Rosati, Erin Graw, Christian Torres • Fathom Recording #707709792 • Google Meet Gemini Notes Doc 1TFKTRFRsa0Mfn2s8xJOioL3Nv6l8fT42
June 13, 2026
Call 7 — Client Anxiety, Trust & Open Investment Discussion
Erin expressed significant stress, sleeplessness, and overwhelm about the E2 process. Key concerns surfaced: (1) Firm is relatively new (Alex: 3 years) — Alex addressed by emphasizing team experience, esp. Dave (15+ years, personal E2 applicant). (2) Data security/privacy — Alex confirmed mutual NDA, secure firm system, immediate deal team access only. (3) Role of Christian Torres — Erin asked if she’d be going into business with him. Alex clarified: Christian is a firm resource, fully covered in fees, not a required partner. Erin can buy a park outright and decline his involvement. (4) Independent legal oversight concern — Alex explained Emanay Law Group is a legally independent entity from the advisory firm, providing unbiased oversight. (5) Investment type: Erin confirmed she is NOT set on RV parks — “I’m not 100% set on the RV thing.” Business options now include flower shop, catering, foster care/children’s services. Core mandate: small-scale, manageable Alabama business, son as only partner. Erin wants to start smaller and build after establishing herself in the U.S. FX exposure (CAD/USD) noted as a concern. Decision: Alex to set up full team introduction call with Rey (Reinaldo Valdez), Denise, Evan (CPA), Rick (CFO), and Ciara. Erin committed to being more assertive in future meetings.
Google Meet Gemini Notes Doc 1emhKK442BBJrKP6K6qOCOJKYabqVXUOY • Full transcript verified • June 13, 2026 14:39 EDT
Section 07
Data Room & Document Status
Source Google Drive — Client Folder 1BcxuZ7SKILX55_w83fmsfCa1RebcFM7w • Gmail onboarding thread
In Data Room (Confirmed)
Driver’s Licence (BC)Erin Rachelle Graw • DL #08105361 • Expires Feb 8, 2029 • ✓ Uploaded June 10, 2026
Birth CertificateGreenwood, Erin Rachelle • Born Feb 8, 1981, Calgary AB • Reg. No. 1981-08-003849 • ✓ Uploaded June 10, 2026
Engagement Letter (Signed)Doc Ref MHMPJ-3FTUK-EGOYS-SM9X2 • Signed June 11, 2026 • ✓ In Drive
Cheque Account FolderFolder created June 10, 2026 • Status: pending uploads
Pending — To Be Collected
PassportsErin Graw • Both sons (Dylan + younger). Requested at onboarding June 2. Note: Erin’s passport expires 2027 — renewal recommended for longer E2 visa duration.
Banking DocumentationErin confirmed she would start banking info upload. Chequing account folder created. Status unknown.
Criminal Background CheckErin confirmed this is on her list. Not yet confirmed received.
Tax Returns / Financial RecordsCanadian CPA involvement required. Erin to introduce her accountant to Alex this week.
Source of Funds DocumentationPaper trail for $600K+ confirmed available. Full documentation package pending CPA involvement.
Trust Structure ConfirmationCanadian home may be in a trust. Legal/accounting to confirm structure for USCIS SOF package.
Son Documents (Dylan)ID/passport requested. Status unknown.
Section 08
Emanay Deal Team
Managing Member — Engagement Lead
Alexandre Camus
Alex owns the client relationship and buy-side mandate. Primary POC for Erin. Background: Canada + London + Miami. Founded Emanay ~3 years ago. Email: alex@emanay.io
Deal Support — Immigration Attorney
David (Dave) Rosati
15+ years immigration experience. Personal E2 applicant — has lived the process. Leads USCIS filing strategy. Onboarding and deal support. Email: rosati@emanay.io
RV Park Operations Expert
Christian Torres
Exited $500M RV portfolio, 42 properties, WA/OR (“RV There Yet” brand). Leads deal underwriting, operational strategy, value-add playbook. Email: c.torres@ventures.emanay.io
CFO — Emanay Accounting
Rick (Richard)
Capital validation, source-of-funds documentation, QoE analysis, cross-border tax coordination. Email: rick@accounting.emanay.io
Referral Partner
Lauren Chervinski
Referred Erin Graw to Emanay. Commission processing confirmed (Lauren Chervinski Digital LLC, West Palm Beach FL). Email: lauren.c@emanay.io / l.goodall@emanay.io
Operations & Admin
Sofia Muniz
Operations, coordination, onboarding support. Email: sofia.m@emanay.io
Emanay Law Group PLLC
Lead Immigration Counselreinaldo@lawgroup.emanay.io
Immigration Counseln.castillo@lawgroup.emanay.io • ciara@lawgroup.emanay.io • denisse.n@lawgroup.emanay.io
Section 10
Risk Register
R-01
Cross-Border Tax Exposure — HIGH / URGENT
Canadian home sale closing ~Aug 17 triggers CRA departure tax. Deemed disposition rules may apply to Green Sky shares ($1.5M) and other investments. Without immediate CPA engagement, Erin faces unexpected tax liability that could impair capital deployment. Mitigation: engage cross-border CPA this week.
R-02
Data Room Completion Delays — MEDIUM
Multiple required documents still outstanding (passports, banking, tax returns, background check). Delays will push back USCIS filing timeline. Mitigation: direct accountant introduction + paralegal follow-up checklist.
R-03
Green Sky Share Lock / Liquidity Risk — MEDIUM
$1.5M in Green Sky shares inaccessible due to ex-partner dispute. If dispute resolves, adds significant additional capital. If unresolved, capital remains unavailable. Not factored into E2 investment structure. Mitigation: separate legal track if resolution is pursued.
R-04
Client Anxiety & Engagement Risk — MEDIUM / WATCH
Erin expressed significant stress on both the June 11 and June 13 calls. She stated: “I’m so scared that I could just run” and “I would just tap out” if the process becomes too overwhelming. She has strong anxiety about trusting an unfamiliar firm with personal data, and about the complexity of the E2 process. This is an engagement retention risk, not just a comfort issue. Mitigation: Full team introduction call (Rey, Denise, Evan, Rick) immediately. Structured weekly update cadence. Proactive communication from Alex. Clear documentation of next steps after every call. Erin committed to being more assertive — the team must meet that energy.
R-07
CAD/USD FX Exposure — LOW/MEDIUM
Erin’s capital is in Canadian dollars. She noted on June 13: “I’m only using Canadian dollars” and expressed concern about the exchange rate impact on her effective investment capital. At current CAD/USD rates, her $600K CAD designation converts to approximately $440K USD, which is still well above E2 threshold but reduces the practical purchase price range for acquisitions. Mitigation: Rick to advise on optimal FX conversion timing relative to deal close.
R-08
Open Investment Mandate = Extended Sourcing Timeline — LOW/MEDIUM
Erin is not locked into an investment type as of June 13. While this is the right posture for the client, it extends the sourcing timeline and requires the team to evaluate a broader set of opportunities. Mitigation: present a diverse shortlist quickly; let Erin’s reaction narrow the field organically. Set a soft decision deadline aligned with the August home sale closing.
R-05
Dylan’s Physical Presence — LOW/MEDIUM
Dylan (co-investor, son) is based in Illinois for Year 1. If USCIS requires physical presence of co-investor/manager in Alabama, his relocation becomes mandatory. Erin confirmed Dylan will relocate if required. Mitigated by framing his role as digital marketing (remote-viable). Emanay Law Group to advise on structure.
R-06
Passport Expiry — LOW
Erin’s Canadian passport expires 2027. E2 visa is typically stamped to passport validity. Renewal recommended to maximize visa duration and reduce re-stamping burden. Mitigation: Dave Rosati to advise timing.

This Confidential Information Memorandum has been prepared by Emanay Advisors for internal use in connection with the E2 advisory engagement for Erin Graw (Project Erin Graw). It has been compiled from Gmail correspondence, Google Drive documents, Google Meet Gemini-generated notes, Fathom meeting transcripts, executed engagement letter (Doc Ref: MHMPJ-3FTUK-EGOYS-SM9X2), and the Emanay Advisory Proposal (Doc Ref: KBSQW-OPECF-DPHUN-U2SRW). It is intended solely for use by the Emanay deal team and affiliated service providers and is not for distribution to any third party without express written consent. Financial figures and deal criteria reflect information available as of June 13, 2026 and are subject to change. Emanay Inc.  ·  1221 Brickell Ave Suite 900  ·  Miami, FL 33131  ·  advisors@emanay.io  ·  CIM Ref: EG-E2-CIM-2026-06-13-v2