Ask before the work starts. Some engagement letters cover ongoing case management; others treat a material project change as new scope billed separately. Clarify whether reviewing amended fund documents, revising the petition evidence, or responding to a request for evidence is included. Also ask whether the sponsor is charging any fee connected to the restructuring itself.
Get a scoped estimate in writing
Request a short written estimate covering the review of the change, any amended filing work, and a contingency for follow-up questions from the agency. Compare it against the cost of proceeding without advice, which is rarely the cheaper option. If a further capital contribution is being requested, price that separately and ask what happens to an investor who declines.
Keep these figures apart from the qualifying capital in the household's budget. Request a short written estimate covering the review of the change, any amended filing work, and a contingency for follow-up questions, then compare it against the cost of proceeding without advice, which is rarely the cheaper option. Ask before the work starts whether the engagement letter covers ongoing case management or treats a material project change as new scope billed separately, and clarify whether reviewing amended fund documents, revising the petition evidence, or responding to a request for evidence is included.
Ask also whether the sponsor is charging any fee connected to the restructuring, and if a further contribution is requested, price it separately.