Take the advice first. Once money has moved, its characterization is largely fixed by the records created at the time, and restructuring afterwards is expensive and looks retrospective. A short delay to confirm the corporate authority, the tax treatment and the intended ownership of the U.S. enterprise usually costs far less than unwinding a transfer.
Sequence the corporate steps ahead of the commercial ones
Put the structuring decisions, board approvals and tax confirmations before signing a lease, paying a deposit or making an offer on a U.S. business. Fiscal year ends, dividend declaration dates and accounting deadlines may constrain when a distribution can sensibly be made, so gather those dates early.
If the company's position changes while an application is pending — a lost contract, a shareholder dispute, a revised valuation — tell the adviser rather than waiting. There is one constraint that regularly forces this sequence and is easy to miss: the source company's own calendar. A dividend may need to follow a year end, a valuation may be required before a share purchase, and an accountant may be unavailable in a filing season.
Gather those dates in the first conversation and place the corporate steps against them, then put the commercial commitments afterwards. A lease signed before the distribution can be made is a commitment funded by hope, and the pressure it creates tends to produce exactly the hasty characterisation the sequence was designed to avoid.