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BEACONSFIELD · E-2 FIELD GUIDE

Should the equipment ship before or after I apply?

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THE DIRECT ANSWER

Plan the equipment commitment and the immigration review together. A pre-launch application may rely on qualifying commitments without every shipment or installation being completed first. Ask counsel how the proposed transfer, contract conditions and evidence establish capital at risk, and decide who can receive or install the equipment if the investor is not yet authorized to work.

Stage the shipment against decision points

For illustration, a workshop owner may commit core machines and initial inventory to a leased U.S. unit, while holding a later expansion order until the case is decided. Review whether the committed assets already support a credible operating enterprise. Arrange authorized local personnel for any installation or operations that require work authorization; the investor should not assume ownership permits that work. Coordinate transport insurance, storage and access dates with the commercial team before fixing family travel.

The usual structure protects both requirements at once: a purchase agreement whose completion is conditional on visa issuance, with funds held under escrow instructions that release irrevocably to the seller on closing, so the capital is genuinely committed while your exposure is defined. Work backwards from the steps you control: covenant wording settled, funds traced and transferred, closing completed or firmly committed, business plan and staffing set, packet reviewed, appointment attended.