Ask for the family history review to be scoped and priced on its own, apart from the investment case. It may involve record retrieval, analysis of the stated ground, and possibly further steps. Government charges should be confirmed as current at each step rather than quoted from an old estimate.
Two scopes, two decisions
Separating the fees lets you decide each question on its own information. If the history review turns up something serious, you still hold a costed picture of the business case and can choose whether to continue, pause, or restructure the household plan. Also ask what happens financially if the review changes the recommendation before filing. And keep immigration-preparation fees distinct from the enterprise's own business expenses in your accounts.
The investment is the amount the buyer has placed at risk in the enterprise. Identify actual payments and qualifying commitments rather than add every transfer entry to the investment total. Government application charges are set by the State Department or USCIS, and professional, valuation and legal costs come on top. Financing secured by the van or the business does not count, so it reduces the investment shown rather than increasing it.
Review any contractual refund or cancellation terms rather than assuming all money spent automatically helps eligibility.