Show consulting fees for the actual term, the services covered and any separate training or travel charges. Then budget how the company performs those functions afterward. A forecast that omits either transition costs or replacement costs may overstate the enterprise’s available income and understate the investor’s funding needs.
Compare supported and unsupported operating periods
Prepare one view of costs while the seller assists and another after that support ends. Identify which skills transfer to the investor or staff and which require paid replacements. Ask how prepaid or contingent fees should be treated in the investment evidence. Keep payment records connected to the actual agreement instead of presenting an estimated multi-year fee as already committed capital.
Ask for a written scope separating immigration-preparation work from business spending, and have the actual treatment of each business outlay reviewed rather than assuming every professional fee falls outside qualifying investment. Work from a costed startup budget: premises, build-out, equipment, inventory, licensing, insurance, payroll and several months of operating expenses. Loan proceeds may qualify when the investor is personally liable and the debt is not secured by the assets of the E-2 enterprise; both unsecured personal loans and loans secured by the investor’s personal assets can qualify.