First determine the actual role and appropriate evidence strategy with the professional handling the review. Do not assume duplicating descriptions establishes eligibility.
Clarify the scope of role analysis
Ask what assessment and documentation are included, separately from current official charges. Preparation should explain the actual capacity consistently rather than produce competing narratives simply to claim more labels.
Ask for a quote that separates the assessment of whether the role is primarily managerial, which may end the matter, from the petition itself. Separate government filing charges from company document preparation, legal services and any family-related applications. Clarify costs for reviewing the agreement, preparing evidence and applicable official filings. The cost of replacing the transferee abroad does not itself demonstrate sufficient US premises, staff or resources for a qualifying managerial role within one year. A payroll expense alone does not prove a qualifying allocation of responsibilities or replace the primarily managerial standard. A large spending limit is not a filing fee, investment threshold or substitute for primarily managerial or executive duties. Budget the operating structure that makes the claimed managerial or executive duties believable. Separately retain records for the continuous qualifying year abroad in the prior three and the qualifying parent, branch, subsidiary, or affiliate relationship and the business-activity evidence applicable to an established or initial new office.