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WATERLOO · DECISION WORKSHEET

Waterloo guide: compare reporting authority with ownership-based direction

USAvisa field guide · 2 minute readReviewed 7 September 2026

Read the general pathway comparison overview

THE SHORT ANSWER

A company assignment and a shared investment may both offer influence over a business. Explain the actual source of that authority and the other conditions for each route.

01

Describe the transfer role in its organization

Hypothetical example: a manager directs a distributed team while considering a shared acquisition. L-1 requires qualifying organizations, relevant foreign employment and an eligible managerial, executive or specialized-knowledge assignment. Collaboration with many people is not itself managerial authority.

02

Describe the investment and actual control

E-2 requires treaty nationality, generally at least 50% relevant treaty-national enterprise ownership, substantial lawful committed capital and a real nonmarginal enterprise the principal develops and directs. Read decision provisions instead of assuming a share percentage settles every control question.

03

Keep the alternatives internally accurate

Do not borrow the employer’s existing staff to describe support for an unrelated investment or a proposed owner’s rights to describe an employment role. Identify the arrangement actually pursued and review the permission needed before work begins.

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