Begin with accurate existing records and identify what needs explanation. Any new summary should faithfully describe the actual arrangement rather than invent authority or support.
Clarify the scope of paid preparation
Ask whether the estimate covers analysis of a function-manager theory and the supporting evidence. Separate that work from government charges and ordinary operating costs. Producing more documents is not a substitute for establishing the facts.
Identify salaries or service contracts for staff who will perform production, administration, sales, and customer support, then connect those resources to the transferee’s duty allocation. A small company sometimes underestimates the ongoing costs of maintaining two trading entities, because the Canadian parent must remain active for the whole period, including its own payroll and filings. The second block is preparation and filing: the business plan, the organization chart with hiring dates, the ownership chain, and the petition itself, with premium processing available if the company wants a faster decision. The corporate evidence, the American staffing needed to support a managerial description, immigration counsel, and any response to a request for evidence usually cost more than the filing itself. The costs that surprise companies are the U.S. entity’s own setup, premises, local payroll and the professional time spent reconstructing corporate records that were never tidy.