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RIVERVIEW · INVESTOR PLANNING

Read the purchase price as several obligations

USAvisa field guide · 2 minute readReviewed 7 September 2026
THE SHORT ANSWER

An E-2 acquisition can contain cash, financing, contingent payments and operating resources. Separate them before describing the investment as substantial. The analysis needs the actual business cost, genuine commitment, risk and direction of the enterprise; E-2 has no universal minimum amount that makes every purchase qualify.

01

Identify the contribution the evidence supports

A signed price cap and a cleared payment are different facts. Trace each contribution and explain the actual financing or escrow terms. Do not assume a seller’s earn-out maximum is capital already invested, or that all working capital is excluded from consideration.

02

Assess operations and marginality

Review revenue, staffing, expenses and a credible plan. The enterprise must satisfy the applicable nonmarginality standard rather than merely generating a personal living allowance. E-2 does not impose the EB-5 ten-job rule; inventing that rule can distort the business plan.

03

Coordinate commercial and immigration review

Read closing, refund and release conditions with appropriate advisers. A transaction can be commercially enforceable yet fail an immigration requirement, and an immigration strategy does not guarantee commercial success. Confirm lawful work authorization before operating the business in the United States.

SOURCE NOTES

Editorial source review: 2026-09-07. General preparation guidance, not an individual assessment.

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