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WICKHAM · PLANNING THE EXIT

Choose between a transfer and an investment by asking how it ends

USAvisa field guide · 3 minute read Reviewed 7 September 2026

Read the general pathway comparison overview

THE SHORT ANSWER

Hypothetical example: Ariane is the sole shareholder of a technical-textiles converter near Wickham. She could transfer herself into a new American subsidiary as a manager, or invest personally and apply as a treaty investor. Both are available on her facts, and most comparisons stop at speed and paperwork. The more useful question is what happens in five years if she sells the American operation, merges it, or brings in an American partner, because the two categories react to those events very differently.

01

A transfer depends on a relationship that a sale can dissolve

The managerial transfer rests on a continuing qualifying relationship of parent, branch, subsidiary or affiliate, with both entities doing business. Sell the American subsidiary to an unrelated buyer and the relationship ends, and with it the basis of the status, whatever Ariane's role in the purchased company might be. A merger can have the same effect or none, depending entirely on what survives on the share register. The category also carries a maximum of seven years in the managerial classification, five in the specialized-knowledge one, so even an uneventful decade runs out. On the other hand, nothing in this route requires Ariane to keep a majority personally, so bringing in investors on the Canadian side is straightforward.

02

An investment depends on control that a partner can dilute

The treaty-investor route requires that the enterprise be at least 50 per cent owned by nationals of the treaty country and that Ariane develop and direct it. Selling a majority to an American partner ends her eligibility even though the business thrives, and diluting herself below the threshold does the same. Renewal is possible for as long as the conditions hold, which can exceed the transfer route's ceiling, but the conditions are personal to her and to the ownership structure. The category also offers no direct path to permanent residence, so a family intending to settle should not treat renewals as a substitute for an immigrant plan.

03

Write the exit down before choosing the entry

The decision becomes easier once Ariane writes three sentences: who will own the American business in five years, whether she personally intends to keep running it, and whether the household wants permanent residence. If the answer involves selling to an American buyer, the transfer route is fragile and she should plan for what replaces it. If the answer involves taking on an American majority partner, the investment route is fragile in the same way. If the answer is permanent settlement, neither category delivers it by itself, and the immigrant route should be examined in parallel rather than deferred until a ceiling is approaching.

WICKHAM · PATHWAY COMPARISON

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