Skip to content
FOR ENTREPRENEURS · MACDONALD, MEREDITH AND ABERDEEN ADDITIONALMacdonald, Meredith and Aberdeen Additional

Your ambition.Your enterprise.

E-2 is a treaty-investor classification for an applicant with the nationality of a qualifying treaty country, including Canada. The investor must place a substantial investment into a genuine US enterprise, with funds committed in a way that exposes them to ordinary commercial loss rather than leaving them safely revocable. The investment is judged in relation to the cost of buying or creating the business; there is no one published amount that answers every case. The enterprise must be more than a marginal way to support only the investor and household, and the investor must be positioned to develop and direct it. Source, transfer, and deployment of the funds need a traceable record. A business plan can explain forecasts, but paid invoices, agreements, premises, and operating evidence often explain what has actually happened. E-2 offers no direct path to permanent residence, so families should not treat it as one. Business materials should tell one commercial story. A lease, purchase agreement, supplier invoice, payroll plan, customer pipeline, and financial forecast need not be perfect, yet unexplained contradictions can undermine the proposition that the enterprise is real and ready to operate. Show the investor’s practical authority in the governing documents and explain how the investor will make key decisions. If funds are held in escrow or subject to a contingency, describe precisely when they are released and what risk the investor bears. Nonmarginality is forward-looking as well as present-focused, so explain credible growth, employment, revenue, and household-support assumptions rather than offering a bare statement that the business will expand. Retain accounting records after approval because later renewals may examine how the enterprise actually developed. Before submission, compare the personal financial narrative with the bank trail and the commercial narrative with the business records. Each major amount should have a source, movement, recipient, and purpose. Each forecast should state its assumptions. A decision-maker can then see a real enterprise and a real investor role instead of a collection of optimistic labels. The final package should be internally consistent, complete enough for the selected procedure, and limited to facts the records can genuinely support. If an essential premise changes, revisit the route before relying on an earlier assessment. Keep the controlling evidence available for any later government question or extension review.

Talk about E-2
PurposeDevelop and direct a business
InvestmentSubstantial and at risk
Fixed minimumNo universal dollar threshold

Start with the E-2 eligibility and application overview

01

Establish treaty nationality

Confirm the applicant’s nationality and the enterprise’s treaty-country ownership structure, which generally requires at least 50% ownership by nationals of the relevant treaty country. Where a company rather than an individual applies, ownership and control records must be current and intelligible. A Canadian permanent resident without Canadian citizenship cannot rely on Canadian treaty nationality.

02

Follow the capital

Trace the funds from lawful source through transfer and business deployment. The amount must bear a credible relationship to the business’s total cost and must be exposed to commercial risk. Personal savings sitting outside the transaction may not do the same work as funds already committed to the enterprise.

03

Test the operating enterprise

Show a real commercial business rather than a dormant shell or a speculative concept. Explain customers, suppliers, staffing, revenue assumptions, and the timing of material commitments. Seasonal activity may qualify, but the annual plan needs to show how the operation can meet the standard.

04

Show direction and control

The investor must be able to guide and control the enterprise, ordinarily through majority ownership or comparable operational control. A passive investor profile does not fit. Identify the decisions the investor will make, the people who perform day-to-day tasks, and the authority held under the business documents.

05

Plan for changing facts

Maintain records as revenue, staffing, ownership, or investment changes. A visa or status request is assessed on its own record and timing. Avoid promising a family move, lease, or payroll date that assumes a result before the applicable process is complete.

SOURCES FOR THIS GUIDE

Sources reviewed 2026-09-08. This guide covers a preparation focus; it is not an individual eligibility assessment.

PUT THE DETAILS TO WORK

Guides for your next decision.

E-2 · MACDONALD, MEREDITH AND ABERDEEN ADDITIONAL

YOUR QUESTIONS.
A CLEARER START.

KEEP EXPLORING

A LITTLE MORE CLARITY.