Eligibility must be established at filing, and the qualifying relationship must continue for the requested period. A proposed transaction should not be presented as a completed ownership link.
Coordinate legal and immigration closing dates
Gather executed records when a transaction becomes effective and reconcile them with the chart. If financing or a sale is pending, ask counsel how it affects timing and any later amendment. Government processing cannot resolve a relationship that is only anticipated.
Build the transfer schedule around the actual structure and document readiness, followed by the applicable petition, visa and admission steps. Sequence the immigration steps against the corporate calendar rather than beside it. Eligibility must be established at the filing date and the qualifying relationship must continue for the requested period, so a transaction that is merely anticipated cannot be presented as a completed link.
Identify the date each record becomes executed and available, then treat that as the earliest possible filing date. Where a financing or sale is pending, ask counsel at the outset whether to file on the current structure and amend later, or to wait, because that decision is cheaper to make before the packet is assembled than after. Build the start date from document readiness and the applicable petition, visa and admission steps in that order.
Government processing cannot resolve a relationship that does not yet exist, and no commercial deadline changes the order in which these facts must become true.