Written consent to the transfer, the executed franchise agreement, the disclosure document, the territory description, and confirmation of the remaining term and renewal rights.
Get the second party's paperwork first
The franchisor is not a party to the visa application but it controls facts the application depends on. Written consent proves the transaction can complete. The executed agreement establishes the term, the territory, the fees and the obligations that shape the projections. The disclosure document, where one exists, contains system-wide performance information that can support or undermine a business plan, so read it before writing one. Confirmation of renewal rights matters because a plan whose horizon exceeds the agreement's term needs an explanation. Where training must be completed before the transfer is effective, get the schedule, since it affects when the couple can actually take over. Assemble all of this before drafting the plan, so the plan describes the business the agreements actually permit.
Hypothetical example: a craft-beverage bottling company is being bought with funds from the sale of the applicant's Canadian business. A first review produces a source-and-use schedule linking sale documents, account statements, escrow instructions and each enterprise payment. The signed purchase agreement and payment trail settle whether funds are irrevocably committed and at risk; a bank balance alone does not. A purchase conditioned solely on E-2 visa issuance can still qualify when committed funds are held in escrow for automatic release on approval; the applicant should distinguish that structure from a clause allowing cancellation or recall at the investor’s discretion.