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RURAL MUNICIPALITY OF HEADINGLEY · DECISION WORKSHEET

Headingley guide: compare ownership links with investor control

USAvisa field guide · 2 minute readReviewed 7 September 2026

Read the general pathway comparison overview

THE SHORT ANSWER

A corporate chart may be relevant to both L-1 and E-2, but each classification asks different questions about it. Build the comparison from actual employment and investment arrangements rather than the applicant’s preferred title.

01

Describe the two legal relationships

Hypothetical example: a group employee considers transfer to a related company or buying an independently operated franchise. For the transfer, identify qualifying organizations, foreign employment and the U.S. managerial, executive or specialized-knowledge role. A share purchase does not manufacture the required qualifying foreign employment history.

02

Identify what the investment would establish

For E-2, examine qualifying treaty nationality, generally at least 50% treaty-country-national enterprise ownership, substantial lawful capital committed at risk and the investor’s ability to develop and direct a real nonmarginal enterprise. Corporate affiliation alone does not establish an individual investment; an investment alone does not establish a qualifying L relationship.

03

Ask which evidence belongs to which proposal

Keep the transfer’s employer records apart from the purchase’s financing and rights. Explain genuinely shared facts and unresolved differences. The decision should account for actual duties, business viability and family plans without presenting either route as an automatic consequence of signing a company agreement.

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