Separate three groups: business outlays by the U.S. company, such as the asset price, transport, installation and premises; professional work on the corporate transaction, including valuation and accounting; and immigration preparation. Their treatment in an investment analysis is fact-specific and should be reviewed, not assumed. Confirm current government charges when each step arrives.
Price the transaction work before committing
A hypothetical planner in this position may need a corporate lawyer for the sale documents, an accountant for the valuation and cross-border tax questions, and separate immigration advice. Ask each for a written scope and for the point at which extra work would be charged. Keep receipts and invoices in the company records, since spending patterns are part of how the enterprise's substance is later described.
Hypothetical example: a topsoil blending and compost supplier budgets the asset price and the legal fees, then discovers the site needs a weighbridge, a stormwater permit and three months of rent before it can trade at all. Those outlays belong to the business and should appear in the plan from the start, because a plan that omits them reads as optimistic the moment the invoices arrive. Build the estimate in three columns matching the three groups, and put a date beside each figure showing when it was obtained.
Ask each adviser what would trigger additional charges, and ask specifically what a response to a request for further evidence would cost, since that is the item most often left out of an estimate and most often needed.