The company's financial statements and tax returns, payroll records, service contracts, licences and leases, the current ownership records, and a signed operating agreement reflecting the new share split and her management authority. The partner's cooperation is a precondition, not an afterthought.
The partner supplies the enterprise; the investor supplies the money
An E-2 application built around an existing U.S. business divides naturally into what the partner holds and what the investor holds. From the partner: several years of financial statements and business tax returns, current payroll showing employees, the main service contracts, state licences for the trade, the premises lease, vehicle and equipment lists, and the existing formation and ownership documents.
From the investor: passport proving Canadian citizenship, the purchase or subscription agreement for her share, escrow or payment records, the new operating agreement naming her as manager, and a complete source-of-funds trail from her Québec business income or asset sales to the U.S. payment, with certified translations. Hypothetical example: a Shannon cleaning-company owner funding her share from retained earnings needs her company's financial statements, dividend records and personal tax returns to connect the two.
A five-year business plan with hiring projections completes the file. If the partner hesitates to share records, that is diligence information as well as a visa problem.