Skip to content
MCBRIDE · PLANNING GUIDE

McBride E-2 guide: trace co-owner funds and directing rights accurately

USAvisa field guide · 2 minute readReviewed 7 September 2026

Read the general investor planning overview

THE SHORT ANSWER

Joint ownership can make a business plan harder to explain if all contributions and authority are merged into one account. Identify who actually owns, funds and directs the enterprise.

01

Establish the relevant treaty ownership and investor control

At least 50% of the enterprise must be owned by nationals of the relevant treaty country. The applicant must develop and direct through at least 50% ownership or other qualifying operational control. A family relationship or shared contribution does not automatically establish those rights for each owner.

02

Trace the genuine capital commitment and security

Lawful capital must be substantial in relation to the enterprise and committed at risk; there is no universal minimum. Properly structured visa-contingent escrow may qualify. Personal unsecured borrowing or debt secured solely by non-enterprise personal assets may count; enterprise-secured debt is excluded even with personal collateral. Do not attribute every co-owner payment to one applicant merely to simplify the evidence.

03

Explain the actual operation and individual work

The business must be real and nonmarginal, supporting more than minimal living for the investor and family or a significant economic contribution; future capacity should generally be realizable within five years of normal business activity. Intent to depart when E status ends is required, and Canadians generally need an E visa. Ownership and closing do not automatically authorize every co-owner’s U.S. work.

SOURCE NOTES

Editorial source review: 2026-09-08. General preparation guidance, not an individual assessment.

A CONVERSATION IS A GOOD PLACE TO START.

WHAT’S YOUR
NEXT CHAPTER?

Tell us where you are today.
Let’s talk about where you want to go.

Book a free consultation Or call +1 778 764 1150