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RURAL MUNICIPALITY OF ROCKWOOD · E-2 FIELD GUIDE

Does paying annual provider fees establish the E-2 investment requirement?

Sources checked:

THE DIRECT ANSWER

Not by itself. Assess actual qualifying capital, commitment and risk relative to the enterprise.

Explain the full transaction

Service spending is only part of the proposal. Review source, financing security, business ownership and operating capacity rather than treating a fee total as a universal qualifying amount.

Professional licensing costs, commercial and immigration legal fees, accounting and valuation work, visa application fees published by the government, working capital, and the first year's operating shortfall that a realistic plan should show. List the business purchase price, working capital, professional fees, licence costs, inventory, payroll, lease obligations, and family expenses separately. Revenue that remains contingent on future performance belongs in the operating forecast; it is not automatically investor capital, cannot demonstrate that funds are irrevocably committed, and does not show they are at risk. Set the working-capital figure by asking what the business needs in order to trade through its first two years, not by counting whatever happens to remain after the purchase price is paid. Ask for an itemized scope covering revised documents, family assistance and later questions, and agree on what happens if the review shows the new plan needs more capital than expected.