The scope, authority, duration and compensation should fit the business plan’s description of the investor’s role. Bring the actual agreement and related governance documents for review. An application saying the buyer controls operations should not be paired with a contract assigning all meaningful decisions to the seller.
Resolve conflicting authority before describing the transition
Create a responsibility table that the parties confirm against the signed agreements. Identify whether the seller advises, performs a task or approves a decision, and who can change that arrangement. Preserve legitimate amendments with their dates. The table organizes the evidence; it does not override a contract or create authority the investor does not actually have.
The purchase agreement should be signed by both parties and show the price, what is being bought and any conditions, including a visa contingency if one is used. The state contractor or trade licence in the buyer's name or in the name of a qualifying individual the business employs, together with the business's own registrations, insurance and current contracts. Create a line-by-line reconciliation using the purchase agreement, bill of sale, lease, serial-number schedule, payment records, and any third-party consents. Where an existing business is being acquired, its own accounts, tax filings and customer contracts are usually better evidence than any projection.