Seller records
Organize tax returns, financial statements, bank or merchant activity, payroll and operating records for professional review.
Service 03 · E-2 business services
Connect seller evidence, transaction terms, investment funds, operational control and professional diligence before acquiring a U.S. business.
Disciplined preparation
Revenue, employees and asking price tell only part of the story. The records must be reliable, the transaction must create real ownership and control, and the investment path must support both commercial closing and E-2 evidence.
The service connects commercial decisions, evidence development and professional responsibilities without confusing strategic coordination with legal, tax, accounting or brokerage work.
Service framework
Each area must support the same investor, business, transaction and evidence story.
Organize tax returns, financial statements, bank or merchant activity, payroll and operating records for professional review.
Identify asset, equity, conditional-closing, escrow and handover questions requiring attorney-led analysis.
Confirm how treaty-country ownership and the investor’s authority will be documented after closing.
Review staffing, customer and supplier continuity, working capital, investor responsibilities and credible growth.
Professional scope
We organize the work and identify what must be independently handled by counsel, CPAs, brokers, valuation specialists or other licensed professionals.
Preliminary acquisition-readiness review
Seller document-request framework
Transaction-and-evidence checklist
Ownership and investor-role review
Closing and working-capital discussion
Professional diligence coordination roadmap
Brokerage, listing or seller representation
Valuation, audit or verification of seller claims
Drafting or approving transaction documents
Legal, tax, accounting, lending or escrow advice
Service process
The sequence is adapted to the investor, enterprise and transaction stage.
Clarify the target, price, structure, role, market and timetable.
Organize the financial, ownership, employee, lease, licensing and operating record request.
Distinguish E-2 strategy from legal, CPA, valuation and brokerage responsibilities.
Align deposits, escrow, closing, control, working capital and application timing.
Create the case-development and professional follow-up roadmap.
Starting information
Do not send confidential documents through the public inquiry form. A secure sharing method can be discussed after the initial contact.
Business listing or confidential memorandum
Seller financial and tax summaries
Proposed LOI or transaction outline
Employee, lease and licensing information
Available acquisition and working-capital budget
Focused service inquiry
Tell us your current stage, business route, investment range and timing so we can identify the most useful next conversation.
Tell us where you are in the E-2 planning process. Do not send passports, bank statements, tax returns or confidential transaction documents through this form.
Submitting this request does not create an attorney-client, brokerage, accounting or fiduciary relationship and does not guarantee E-2 eligibility or approval.
Frequently asked questions
General information only. Every investor, business and filing route requires individualized professional review.
Potentially, yes. E-2 is not limited to new businesses, but employee count alone does not determine eligibility.
No universal fixed minimum applies. The investment must be substantial in relation to the business and sufficient for operation.
Conditional agreements or escrow may be possible, but the wording and sequence require qualified legal review.
We organize readiness questions and professional workstreams. Attorneys, CPAs and valuation professionals conduct their independent reviews.