Deal History

Guided German-speaking international entrepreneur through E-2 visa acquisition process including USCIS compliance, business valuation meeting visa thresholds, and treaty trader qualification.

Facilitated acquisition of home health care operation with established Medicare/Medicaid client base, leveraging Phillip Rizzo's operational expertise in healthcare compliance.

Coordinated acquisition of accounting practice including client transition, staff retention negotiations, and practice valuation based on recurring revenue.

Guided Asian investor through complete E-2 visa acquisition process including USCIS compliance documentation, business valuation, and treaty trader qualification coordination.

Multi-unit restaurant sale coordinated across three locations in Florida market, managing lease transitions and staff retention.

Facilitated franchise resale including buyer pre-qualification, franchise agreement review, franchisor approval coordination, and financing arrangement.