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FOR IMMIGRANT INVESTORS · SAINT-JEAN-BAPTISTESaint-Jean-Baptiste

Invest in anew chapter.

A Saint-Jean-Baptiste applicant considering an older U.S. business may be told that a forty-percent expansion solves the new-enterprise question. Identify the legal basis actually being used and the starting figures. The regulatory expansion route concerns a substantial increase in net worth or employee numbers resulting from the investment; it is not a forty-percent ownership share, sales target or promised return. Hypothetical example: a floodgate-actuator maker that buys an established workshop, adds technicians, and sells older machinery. A first review assembles the dated records, identifies which person can confirm each material fact, and separates completed evidence from an assumption. It then produces a concrete decision about sequencing: obtain the missing record, revise the proposed arrangement, or pause before making an irreversible commitment. The investor’s capital must be at risk, required jobs must be supported, and conditional residence follows the applicable immigrant admission or adjustment decision. The review should not substitute projected sales or equipment value for the required measurement. The file should show not only the favourable fact, but also the document that fixes its date, source, and practical consequence.

Talk about EB-5
Standard capitalUS$1,050,000
Qualifying reduced levelUS$800,000
Job creationAt least 10 qualifying full-time jobs

IN THIS GUIDE · Understand what an EB-5 expansion calculation measures before relying on a forty-percent claim

Start with the EB-5 eligibility and application overview

01

Identify the enterprise-establishment route

Review the business’s history and why the proposed arrangement satisfies the new commercial enterprise requirement. Under the expansion provision in 8 CFR 204.6(h)(3), substantial change means at least a forty-percent increase in net worth or employee numbers, reaching at least 140 percent of the pre-expansion figure. Do not apply that formula as a universal requirement for every EB-5 business. The next review should preserve the dated source document, identify who can confirm it, and record the consequence if it remains incomplete; a label alone does not settle the point.

02

Support the starting point and the claimed change

Keep appropriate financial or employee records supporting the baseline and resulting expansion, and connect the change to the investment. A percentage without its underlying figures is not a complete explanation. Do not substitute increased revenue for increased net worth or assume an ownership percentage measures expansion. The next review should preserve the dated source document, identify who can confirm it, and record the consequence if it remains incomplete; a label alone does not settle the point.

03

Do not replace capital and jobs with the expansion percentage

Current general capital thresholds are US$1.05 million or US$800,000 for a qualifying targeted-employment-area or infrastructure case, with statutory adjustments beginning January 1, 2027 under applicable filing-date rules. Lawful source and path, at-risk capital, ten qualifying full-time jobs per investor and management or policy participation remain required. The expansion route does not waive the applicable capital and job requirements. The next review should preserve the dated source document, identify who can confirm it, and record the consequence if it remains incomplete; a label alone does not settle the point.

04

Tie the evidence to the correct case stage

Explain what has occurred and what is supported as a future plan under the applicable requirements. Conditional residence starts with applicable immigrant admission or adjustment approval, not reaching an expansion target. I-829 is generally filed in the 90 days before its second anniversary; a commercial percentage milestone does not set that date. The next review should preserve the dated source document, identify who can confirm it, and record the consequence if it remains incomplete; a label alone does not settle the point.

05

Standalone counting differs from a regional center

The enterprise must create at least ten full-time positions for qualifying U.S. workers, directly or, through a regional center, using the methodology the program allows.

SOURCES FOR THIS GUIDE

Sources reviewed 2026-09-07. This guide covers a preparation focus; it is not an individual eligibility assessment.

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