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TERREBONNE · E-2 FIELD GUIDE

How do I budget when part of the purchase price is really owed to customers?

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THE DIRECT ANSWER

Build two budgets: the acquisition itself, and the cash needed to deliver inherited obligations while operations restart. Add professional fees, translations, travel, and current government charges checked at the time of each step. Confirm the scope and exclusions of any advance quote, and no spending level produces a guaranteed outcome.

Ask which costs belong to the business and which to the filing

Immigration preparation expenses and business expenditure are treated differently, and not every professional fee is automatically excluded from qualifying investment. Have counsel review the actual invoices and their purpose instead of applying a blanket rule. Ask your advisor for an itemized scope covering eligibility review, document assembly, dependent assistance, and later evidence requests, plus what happens financially if the deposit liability changes the deal before closing.

A budget that leaves out insurance premiums, licences and permits understates what it truly costs to open. Do not assume every option payment qualifies or that the full acquisition price has already been placed at risk. The purchase price in escrow counts once the escrow is irrevocable except for visa refusal. Application costs include the consular visa fee or the USCIS change-of-status fee, plus professional and diligence costs.