Identify the unresolved amount and assess readiness against the actual evidence.
Do not present an estimate as a final closing fact
A forecast can be labelled honestly, but should not conceal conditions that still control the purchase. Coordinate the transaction and immigration process without guaranteeing a filing or visa date.
List each unresolved closing condition and identify who can finalize it. A preliminary count may aid planning, but the record should distinguish estimates from completed purchases, released escrow and binding orders. Filing before the amount settles can make substantiality and at-risk evidence inconsistent. E-2 requires treaty nationality and qualifying enterprise ownership, capital irrevocably committed and exposed to loss, a substantial investment, and a real non-marginal business. At least one-half ownership or other operational control ordinarily demonstrates the investor’s ability to direct it. Sequence the transaction around authentic documents, not a promised government date; E-2 is not a direct permanent-residence route.
Hypothetical example: A bookbinder in Sainte-Catherine-de-Hatley plans to acquire a specialty binding studio, but rare-paper inventory remains under review near the intended filing date. She marks the draft valuation as provisional, extends the closing condition by signed amendment and postpones the final capital schedule. Meanwhile, she completes nationality, ownership, lease and operating-plan evidence. Once the parties approve the count, the closing statement and wire can use the same verified figure. Treating an estimate as a completed purchase could misstate both price and commitment; a short delay is more defensible than a supposedly final record known to be changeable.