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A Comprehensive Guide to the E-2 Investor Visa Business Plan

Originating from bilateral treaties between the United States and specific countries, the E-2 visa provides a platform for foreign entrepreneurs to invest in and manage businesses on U.S. soil.  This non-immigrant visa grants temporary residence, enabling qualified individuals to oversee and operate businesses they have invested substantial capital in.

A Flexible Path to Immigration

The E-2 visa program offers foreign nationals from treaty countries a versatile path to invest and live in the United States . Unlike other immigration routes, this program emphasizes flexibility, allowing visa holders to reside in the U.S. and actively participate in their business.

Investments must be substantial and in a bona fide enterprise, reflecting genuine commercial engagement. Treaty investors must show clear intent to develop and direct the business, contributing positively to the American economy.

The E-2 visa is not merely a business decision; it embodies the pursuit of the American dream. Through investment, immigration, and embracing opportunities, foreign nationals can build a new life and contribute to American society.

Eligibility Criteria for the E-2 Visa

Treaty country: a basis for eligibility.

The E-2 visa is open to nationals from treaty countries that have specific agreements with the United States. The list of treaty countries is dynamic and reflects international agreements. To see if your country of origin qualifies, the U.S. Department of State keeps an updated list of E visa-eligible treaty countries.

Substantial Investment and Engagement

The essence of the E-2 visa program is the substantial investment made by the foreign investor in a U.S. enterprise. The focus is on the proportionality of the investment, its relevance to the business, and the investor's commitment to actively manage and direct the enterprise.

Commitment to Business and Economic Contribution

E-2 status demands more than financial investment. An E-2 visa applicant must demonstrate a sincere intent to contribute to the U.S. economy and a dedication to the success of the business. Engagement with immigration law and specific legal requirements are essential to maintain E-2 visa holder status.

Viability and Growth Prospects

Investors can choose to invest in an existing business or establish a new one. The focus lies in the viability, growth potential, and employment generation. Immigration officials scrutinize the business plan, including market analysis, to ensure it meets the E-2 classification standards.

E-2 Visa Application Process

Application and approval: detailed steps.

The application process starts with completing required forms, such as the DS-160, and assembling a comprehensive package of supporting documents. Key components include:

• Business Plan : An E-2 business plan detailing investment, market analysis, and operational strategy.
• Investment Proof : Evidence of a substantial investment, including sources and allocation.
• Treaty Country Citizenship : Documentation confirming treaty country citizenship.
• Visa Interview : Preparation for an immigration official interview, highlighting the genuine intent.
• Visa Approval : Navigation through challenges, ensuring alignment with immigration law, transparent documentation, and a compelling business case presentation.

Working with E-2 Visa Professionals

Immigration attorney.

An immigration attorney's expertise is pivotal in crafting a persuasive application and addressing complex legal matters. An immigration lawyer with E-2 visa specialization can provide additional insights, supporting the applicant throughout the process by preparing the applicant for interactions with immigration officials.

Immigration Business Plan Writers & Consultants

In the complex landscape of E-2 visa applications, especially for unconventional or young business models like entertainment, influencer, or app development, the role of a professional business plan writer is indispensable. Business plans that lack credibility or feasibility often face pushback from consular officers or USCIS. Far too often, E-2 visa business plans may not align with the ambitious goals for revenue and employment creation, leading to questions about the business's marginality and the proportionality of the investment.

A professional immigration business plan writer, such as the award-winning team at Masterplans, brings to the table specialized market research tools and invaluable experience. With access to vast collections of financial models and industry-specific data, they offer robust substantiation for the investment plan. Their expertise extends to understanding industry average rates, employee salaries, and other key metrics that ensure the business plan is grounded in reality and aligned with market conditions. Working with a professional immigration business plan writer not only strengthens the credibility of the E-2 application but also enhances the overall success prospects by providing accurate forecasting and evidence-based planning. It is not a step to overlook; instead, it's a strategic collaboration that adds substantial value to the E-2 visa application process.

The E-2 Business Plan

Demonstrating at-risk investment.

The investment plan must lucidly demonstrate the substantial investment made by the foreign national , outlining the source of funds, allocation, and commitment to the business, in compliance with E-2 investor visa guidelines.

Beyond Marginality

An E-2 business must project potential growth beyond mere sustenance for the investor and family. The business plan must articulate a path to growth, including job creation, market expansion, and economic contribution.

Comprehensive Market Analysis

The market analysis is integral to the E-2 business plan, offering insights into the industry landscape, competition, target market, and growth opportunities. It includes:

• Industry Overview : Understanding trends and challenges.
• Competitor Analysis : Evaluating competitors to gain a competitive edge.
• Target Market : Defining customer segments and strategies.
• Growth Opportunities : Identifying expansion and development avenues.

Disadvantages of the E-2 Visa

The E-2 Visa, while offering certain advantages such as the ability to invest and operate a business in the United States, does come with notable drawbacks that must be considered:

Difficulty in Transitioning to a Green Card

One of the most significant challenges associated with the E-2 Visa is the complexity and difficulty in transitioning to permanent residency or obtaining a green card. The E-2 is a non-immigrant visa, and its primary focus is on temporary business activities. As a result, it doesn't inherently provide a clear or straightforward pathway to permanent residency.

Other Potential Disadvantages

• Limited Scope : The E-2 Visa is restricted to nationals of countries that have a Treaty of Commerce and Navigation with the United States. This limits eligibility.
• Investment Requirements : Substantial investment in a bona fide enterprise is required, and the definition of "substantial" can vary, leading to uncertainty.
• Renewal Challenges : Although renewable, each renewal can be an arduous process, requiring proof that the business is still viable and fulfilling the treaty investor visa requirements.
• Dependent Restrictions : Family members under the E-2 may face limitations in employment opportunities.

Sustaining the E-2 Visa Beyond Approval

The journey continues after the E-2 visa is approved. Sustaining the visa requires an ongoing commitment to the U.S. enterprise, including:

• Continuous Business Operation : Ensuring the business remains active and profitable.
• Ongoing Compliance : Regular legal checks and alignment with visa requirements.
• Coordination with Legal Professionals : Collaborating with immigration attorneys and lawyers for integrated business planning and legal compliance.

The E-2 visa serves as a gateway for treaty investors to foster growth, innovation, and job creation in the U.S. economy. It stimulates investment and supports local businesses, industries, and economic development.

For E-2 visa holders, this program embodies a journey towards success, stability, and personal fulfillment. It aligns with the core principles of opportunity, hard work, and aspiration, facilitating personal and professional growth. 

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How to Write a Winning Business Plan for E2 Visa Program

Are you applying for E2 visa? If YES, here is a sample template on how to write a winning business plan for E2 visa program that is immigration compliant.

What is an E2 Visa?

An E-2 Investor Visa is one that allows an individual to enter and work inside of the United States based on an investment he or she will be controlling while inside the United States. The E2 visa is usually valid for three months to five years and can be extended indefinitely if the holder wishes.

International investors seeking to migrate to the US with the goal of starting their own business may qualify for the E-2 visa. For the investor in question to qualify, he or she needs to come from a treaty country and he has to commit a ‘substantial’ amount of capital towards the business.

This essentially means that the business must have something substantial on ground before the E-2 visa is granted, and since substantial is not defined by the USCIS, in theory there is no minimum. This requirement allows the USCIS or Department of State to grant visas to those investors that are serious about their intentions and are really making a transition.

To demonstrate that all the requirements of the E-2 visa have been fulfilled, US embassies and the USCIS rely heavily on the business plan. They want you to document all your achievements as regards the business.

For most applications, a business plan is required to illustrate key aspects of the E-2 company, including what the business is going to do, how it is going to do it, and when it will accomplish its goals. While developing a business plan may seem like an intimidating idea for most people, it is a crucial step to assembling a strong E-2 application.

Also, a business plan is the best method for cultivating your business idea and developing a deep understanding of what your business is and how it will grow. E-2 visas are often granted or denied based on the quality of your business plan, as many reviewing officers (and especially USCIS) examine the plan to determine whether your business is viable and whether you are serious about running it.

What your E2 Visa Business Plan Should Show  

E2 visas are only available to citizens of countries with which the US has a treaty of commerce and navigation. Applicants must be citizens of these countries, they are not allowed to be just permanent residents.

An applicant must be able to prove that he/she has invested (or is in the proven process of investing) a substantial amount in a bona fide US business. An applicant must be able to prove that he/she is entering the US for the sole purpose of developing and directing the specific business being written about.

What Constitutes ‘Substantial’ Investment in a US Business?

For an investor to be granted the E2 visa, one of the requirements is that they make substantial investments on their business. Another way of putting it is that the USCIS requires that the investor’s capital must be at risk in a commercial sense. The investor should be able to prove that the capital was invested with the goal of making profit, and that it can be lost (completely or partially) if the investment fails.

But you should know that for an investment to be deemed substantial is usually based on context. However, there are a few general guidelines that can help an investor know know what the USCIS is looking out for. The following guidelines can help you.

• An investment is considered substantial by the USCIS if it can be considered a significant portion of the total cost of purchasing/starting the business in question.
• An investment is substantial if it is large enough to prove the investor’s financial commitment to the success of the business.
• If it is enough to make it likely that the investor will be successful in his development of the business.
• In the case of a startup, an investment must be shown to be enough to start and operate the business.
• Although E2 visa applications have been approved and can be approved for investments of less than $100 000 if all criteria are met, a general guideline is that the E2 investment amount ought to be more than $100,000 to be considered substantial.
• Finally, it must also be shown that the enterprise that is being invested in is actually a business. This requires proof that the business is an entrepreneurial venture that produces goods or services with the express goal of making profit. The business must not be considered marginal – i.e. it must be proven that the company is making more than is needed to support the livelihood of the applicant and his/her family.

It is also possible to prove that, while the company is not currently generating more than this amount, it has a high likelihood of doing so in the future.

How to Write a Winning Business Plan for E2 Visa Program That is Immigration Compliant

1. description of the business and executive summary.

When writing your E2 visa business plan , you have to start off with the description of the business and your executive summary. The executive summary should introduce the company, its key products and/or services, and the target market for the company’s products or services. The details of the company, such as where and when it was founded, should be included here, as well as the highlights of the company’s key projected metrics.

For E-2 purposes, it is important to focus on data points that prove your company will qualify for the visa, such as how much money it makes and how many employees it will hire (the company should make enough to hire at least three to five employees in a five-year period).

The Executive Summary provides the examiner with a snapshot of your company, and if done properly, will emphasize why you and your company qualifies for the E-2 visa. This is an essential part of the plan and it will be the first (and in some cases the only) thing the examiner reviews.

2. Purpose of Developing and Directing the Business

Having done with the executive summary, you should now state the purpose of the business. You must prove to the reviewers that you are entering and staying in the US for the sole purpose of ensuring the success of the enterprise in which you have invested.

This can be proven if the applicant has 50% or more ownership of the venture. Alternatively, an applicant must be able to prove that he/she is responsible for the day-to-day operations of the business. This will have to be proven with reference to his/her managerial position within the company.

3. Market Analysis

An E-2 compliant business plan should contain a detailed market analysis that studies the conditions of the local market in which your company will compete, identify your company’s competitors, and provide an explanation as to why your company will successfully compete in the local market.

As the data cited in the market analysis section often forms the foundation for your financial projections, it is crucial that you thoroughly develop this section, identifying competitors by name, comparing the relative strengths and weaknesses and comparing the products and business models.

This demonstrates to a reviewing officer that you understand the market that you will be competing in, as well as provides an opportunity for you to further develop an understanding for your company and the marketplace in which it will operate. The market analysis section should also contain a detailed analysis on your target market and prospective customers or clients.

The key is providing as much relevant detail as possible. If you have contacts to tap into, or meetings lined up, present them. Perhaps you already have contracts in place, or signed letters of intent, use these also. The more documents you have, the better.

4. Marketing and Personnel Plan

Your business plan should include a comprehensive marketing plan that describes how the company will make itself known to its target market, and how it intends to engage this market to purchase its products and services. The marketing plan can include standard methods of marketing such as print advertisement commercials, as well as online marketing and the use of a website.

The important thing is that each marketing plan should be tailored to your specific business. If your consulting agency does not use ads to get clients, then it is important to describe how your company secures customers (through networking or referrals, for example).

Yet another crucial part of an E-2 compliant business plan is a comprehensive hiring plan for the next five years of the E-2 company’s operations. The E-2 visa requires that the company hire US workers and provides for more than just a living for the treaty investor and his/her family.

The plan should include a description of each position the company intends to employ, how many employees the company intends to hire, and when they intend to hire them. While there is no exact number of how many employees the E-2 company must hire, it is recommended that the company in question hires no fewer than three, and strive to hire at least three by the company’s third year of operation.

The management structure should allow you as the E-2 visa holder to develop and direct the company, with other individuals performing the skilled or unskilled labor demands of the business. You must be able to demonstrate that you will create jobs within your company for resident workers. How many US jobs will result from your enterprise, what roles will they be and when do you expect they will be created? All these questions must be answered.

5. The Financial Plan

Your E2 visa business plan should also contain your company’s financial plan. This financial plan is the business’s projected financial statements as well as an explanation that provides a basis for the assumptions and figures in the statement. A company’s financial statements consist of a balance sheet, the profit and loss statement, and a cash flow statement.

These statements quantify the company’s history (or in this case, the company’s future) in monetary terms. They provide information that can be useful in making a determination regarding the company’s financial health and future, and are the primary means through which financial information is communicated to the reviewing officer.

It is absolutely crucial that the business plan contains a credible financial plan, as the plan’s strength depends on realistic fiscal plan. Again, the key is providing as much detail as possible as to how the financial plan was developed. This helps to strengthen the plan and also helps an examiner to better understand your business.

6. Business strategy

The plan should provide financial projections and elaborate on how the business will achieve sufficient success and profitability to support you (the investor), your dependents and employees, and create new jobs within the duration of the E-2 visa (maximum 5 years).

It’s important to be realistic. If your application is successful, look ahead to the renewal stage (up to 5 years). When you apply to renew, you will be required to present documentation and figures that show business performance for the duration of the visa, with the expectation that you will have achieved these projections.

In the business plan, you will also need to show you have control and possession of your investment funds. This requires documentary evidence of the source of funds, with a clear paper trail, for example, sale of property or assets, savings, employment income. With no threshold or arbitrary minimum amount, the size of your investment must be considered ‘substantial’ in proportion to the total cost of the business project.

7. Operational strategy

The Embassy will want to understand how your business will actually function in the US. There are a multitude of corporate structures permissible for securing the E-2 visa. You will need to decide which you will operate under. The management specifics of the business will also require detail. You will also be required to provide evidence that at least 50 percent of the business is owned by you, being a citizen of a treaty country.

8. Your skills and experience

A further requirement for an E2 visa is that the business in question be related, connected or relevant to the professional experience, skills or qualifications of the E-2 applicant.

The Embassy will be seeking assurance of your credibility and capability, as well as the viability of the enterprise, and questions would arise at the interview if there is a perceived lack of synergy between your capabilities and the company’s line of work.

Developing a good business plan takes a particular expertise and you should hire a qualified professional to develop your plan. This is particularly the case if you are seeking bank financing and/or applying for an immigration petition.

More on Visa Business Plans

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E2 visa business plan (what to include).

• September 21, 2023

By Nita Nicole Upadhye

• Last updated September 21, 2023

Table of Contents

Get your e-2 visa business plan right.

If you’re planning to move to the US to start a business, it’s likely you’re looking at the  E-2 visa. As well as meeting the many eligibility requirements of the E2 visa,  you will be required as part of your application to submit an E2 visa business plan.

A poorly formatted business plan can result in delayed processing, if more information is requested by the adjudicator, or even a refused application if the adjudicator concludes from the business plan that the visa requirements are not met. As such, the business plan is a critical document in establishing eligibility for the E2 visa.

What is the E2 visa business plan?

The E2 visa business plan is a document produced specifically to support your application for an E2 Treaty Investor visa for the USA. The E2 visa carries many requirements in relation to the E2 visa applicant and the E2 company, and the business plan should be used to evidence compliance with the visa criteria.

4- 6 weeks after submitting your application and business plan to the US Embassy, you should expect to be invited to attend an interview. During the E2 visa interview , you will be questioned on the information you have provided about yourself and the business. The business plan will be scrutinized to ascertain the degree of economic benefit your business would bring to the US market. You’ll need to be comfortable being challenged on the content of the business plan, and explaining how you will get the business to an operational stage for the point you would arrive in the US.

What should the E2 visa business plan include?

Put simply, the business plan should set out your company goals and projections, it should detail how your E-2 investment is going to be utilized and it should demonstrate that the level of investment is sufficient to make the business operational and to allow you to meet your growth projections. You will also need to outline the projected economic benefits the company will contribute in the US.

The contents of the business plan will largely depend on the nature of your business, the level of investment being made and the strategies you intend to adopt to make the business viable. Taking professional advice will help to ensure you are providing the adjudicator with the relevant information.

While there isn’t a single winning formula or a prescribed format for the E-2 business case, we know from our years of experience in managing E2 visa applications the key information that can help the visa adjudicator understand how your plans and projections meet the visa requirements. A successful E2 visa business plan would typically cover information about:

• The company – whether it is an established or new business, what its activities will be, its projected economic benefits and the strategies to develop the business
• The investment – proving it is both ‘substantial’ and with legitimate source of funds
• The applicant – evidencing your suitability to direct and develop the business

1. About the E2 company

The plan will need to state whether the E2 company is an established enterprise or a new venture. In either case, you will need prove it is bona fide and legitimate. The business must be an active, profit-making, entrepreneurial undertaking, such as producing goods or delivering services. For example, buying land or property in the US may not in itself qualify for the E2 visa if being used for passive income; there would typically need to be some property management activity requiring you to manage operations on a day-to-day basis,

Importantly, you will also need to provide indication of the number of jobs you intend to create within your company for US resident workers, and any other relevant economic benefits you would bring to the US market.

Consider including the following sections within the business plan:

Financial strategy

The plan should provide financial projections and elaborate on how the business will achieve sufficient success and profitability to support you (the investor), your dependents and employees, and create new jobs within the duration of the E-2 visa (maximum 5 years).

It’s important to be realistic. If your application is successful, look ahead to the renewal stage (up to 5 years). When you apply to renew, you will be required to present documentation and figures that show business performance for the duration of the visa, with the expectation that you will have achieved these projections.

In the business plan, you will also need to show you have control and possession of your investment funds. This requires documentary evidence of the source of funds, with a clear paper trail, for example, sale of property or assets, savings, employment income.

With no threshold or arbitrary minimum amount, the size of your investment must be considered ‘substantial’ in proportion to the total cost of the business project. We explain in more detail here about the E-2 investment amount, but put simply – it is a relative test with no defined minimum threshold. It will be for you to make your case and explain why your investment amount qualifies as ‘substantial’ relative to your enterprise and its specific needs.

There must also be an at-risk element to the investment, which again you will need to detail within the plan of investments to date in the business (lease, set up costs etc) and to prove that the business will be operational from day 1 of you arriving in the US.

Operational strategy

The Embassy will want to understand how your business will actually function in the US.

There are a multitude of corporate structures permissible for securing the E-2 visa. You will need to decide which you will operate under.

The management specifics of the business will also require detail. The E-2 visa holder is authorized on the basis of directing and developing the business – what does this mean in practical terms given your corporate structure and personnel strategy?

You will also be required to evidence that at least 50 percent of the business is owned by you, being a citizen of a treaty country .

Personnel strategy

The management structure should allow you as the E-2 visa holder to develop and direct the company, with other individuals performing the skilled or unskilled labor demands of the business.

You must be able to demonstrate that you will create jobs within your company for resident workers. How many US jobs will result from your enterprise, what roles will they be and when do you expect they will be created?

Interestingly, the E-2 visa also allows the business to petition for other foreign employees with the same nationality as the treaty employer. By leveraging this advantage the enterprise could petition for executives, supervisors, or other essential employees with special qualifications.

Marketing strategy

How will you approach marketing within the US? Document your plans including budget and personnel requirements for marketing activity.

Do you have contacts to tap into, or meetings lined up? Perhaps you already have contracts in place, or signed letters of intent? Clearly, the more solid these lines of activity, the better for your case.

2. About the E2 investment

You have to be clear on the level of investment made in the E2 company and why this level is appropriate and compliant with the visa conditions of being “substantial” and “not marginal”.

The investment sum must be shown to be reserved and available for use by the E2 company, and the source of funds will also need to be given to prove it has been lawfully obtained.

3. About the E2 applicant

You will need to show that your role within the business is to direct and develop, whether as an established or existing enterprise, and that you own at least 50% of the company. The investment sum must be in your possession and have been legitimately obtained. You must also be able to show that the investment carries financial risk personally for you.

You will need to prove your intention to live in the US while you carry out these activities and to leave the US when your visa expires (although you may apply to extend the visa).

A further requirement is that the nature of the business is, in some logical sense, related, connected or relevant to the professional experience, skills or qualifications of the E-2 applicant, ie that you have the ability to successfully direct the company.

The Embassy will be seeking assurance of your credibility and capability, as well as the viability of the enterprise, and are likely to question at interview where there is a perceived lack of synergy between your capabilities and the company’s line of work.

Need assistance with your E-2 visa business plan?

The business plan is a challenging part of the E-2 visa application process, but critical to get right. Remember, planning for growth will be central to your E2 visa business plan. Typically, the Embassy is looking for steady enterprises achieving growth, and you need to be able to demonstrate how your business meet this. There’s also the risk of including too much information – aim for thorough but succinct!

You will also need to ensure you follow any instructions from the E visa unit that is processing your application, as many have specific formatting requirements for business plans. We can advise on such requirements.

NNU Immigration are US attorneys with specialist expertise in the E-2 visa , helping entrepreneurs, business owners and investors realise their ambitions for growth in the US.

If you have a question about an E-2 visa application, including the E-2 visa business plan, contact NNU Immigration and speak with one of our attorneys.

E2 visa business plan FAQs

How much investment is needed for e2 business visa.

There is no set threshold or investment amount for the E2 business visa, however, the requirements are that the investment is “substantial”, which will be assesed taking into account the nature of the business activity, its industry and other factors deemed relevant.

What is an E2 compliant business plan?

The E2 business plan should show how your E-2 investment is going to be utilized, with insight into areas such as the business’ financial, personnel and marketing strategies.

Can I work for another company on an E2 visa?

E2 visa holders are only permitted to work for the E2 company.

What are the disadvantages of E2 visa?

The main disadvantage of the E2 visa is that it does not lead to a Green Card or permanent settlement in the US, although there are no restrictions on the number of times the visa can be extended, provided the visa holder remains eligible.

This article does not constitute direct legal advice and is for informational purposes only.

Nita Upadhye

Founder & Principal Attorney Nita Nicole Upadhye is a recognized leader in the field of US business immigration law ( AILA ) and trusted adviser to large corporates through to SMEs, providing strategic immigration and global mobility advice to support employers with both US and UK operations to meet their workforce needs through corporate immigration.

Nita successfully acts for corporations and professionals, entrepreneurs, artists, actors, and athletes from across the globe, providing expert guidance on all aspects of US visa and nationality applications, and talent mobility to the USA.

Nita is an active public speaker, thought leader , immigration commentator, and immigration policy contributor and regularly hosts training sessions for employers and HR professionals

• Nita Upadhye https://www.nnuimmigration.com/author/nita/ The I-129S Form: A Complete Guide
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• Nita Upadhye https://www.nnuimmigration.com/author/nita/ Guide to L1 Blanket Visa
• Nita Upadhye https://www.nnuimmigration.com/author/nita/ L1 Visa Renewal - A Complete Guide

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E2 Visa Business Plan

Jump to section.

An E2 visa business plan is a legal document produced specifically to support a person's application anywhere in the U.S. for an E2 treaty investor visa . The visa has several requirements related to a specific visa applicant as well as the respective company. Moreover, the specific business plan must be used in compliance with the associated visa criteria.

Meanwhile, check out this sample E2 visa business plan for your reference.

What Should be Included in the E2 Visa Business Plan

The E2 visa business plan should set out the respective company’s goals and projections. It should also detail how the E2 investment is going to be utilized. The same must showcase that the level of investment is sufficient to make the business operational and meet growth projections. It must include:

• E2 Company: The plan must state whether the particular E2 company is an established enterprise or a new venture. In either case, the business owner will need to prove it is bona fide and legitimate. The business must be profit-making, entrepreneurial undertaking, and an active venture that produces goods or delivers services.
• E2 Investment: The interested person must have to be clear on the level of investment made in the respective E2 company. They must also explain why this level is appropriate and compliant with the respective visa conditions. The investment sum must be reserved and available for use specifically by the E2 company. Moreover, the source of funds will also be given to prove it was lawfully received.
• E2 Applicant: The interested person must show that their respective role within the business is to direct and develop. It can be as an established or an existing enterprise. Moreover, the same person must also own at least 50% of the particular company. The investment sum must be in this person’s possession and have been obtained legitimately. They must also be able to show that the investment carries financial risk personally themselves.

Eligibility Criteria for the E2 Visa Business Plan

The entire E2 visa business process involves multiple factors. This involves confirming treaty agreements, assessing substantial investments, participating in the enterprise, and more. The other important aspects include:

• Having a Bilateral Agreement with the United States: The applicant must always establish the existence of a valid commerce. This must also include a treaty between their home country and the United States. The investor must also provide evidence that the capital was controlled by an individual with citizenship from a treaty country. This specific capital was always intended for investment in the enterprise.
• Investing from the Applicant’s Side: The E2 visa does not set a minimum investment threshold for anyone. Rather, the entire investment must be relative to the respective business expenses.
• Doing Additional Investments: The foreign national must have either already invested in the enterprise or initiated some kind of investment steps. This may further include actions like signing leases, incorporating a business , or purchasing equipment. The interested parties must also know that the funds must be unconditionally committed to the business.
• Possessing an Active, Real, and Substantial Commercial Venture: The applicant must provide a five-year plan that outlines the business’s operations, profit generation, and economic contribution. This helps establish the business as an actively operating, genuine, and non-marginal commercial enterprise.
• Leading and Guiding the Enterprise: The applicant must prove that the investment is in an active state. They must also prove that the business will directly engage in the operation of the commercial enterprise.

Required Documents for the E2 Visa Business Plan

A few important documents are required to write a perfect E2 visa business plan. The same documents also endorse the information in the respective business plan:

• Lease agreement if any commercial space is rented out
• Real estate purchase or sales contract if some commercial space is purchased
• Franchise agreement
• Purchase or sales contract if some other business is bought
• Resume of the immigrant investor.
• Resume of any manager or executive already hired
• Articles of incorporation if it is an operational corporation
• Articles of organization if it is a limited liability company
• Explanation of the invested capital

Benefits of the E2 Visa Business Plan

The benefits of the E2 visa business plan can be numerous, but the major ones are:

• Establishing Success: Franchises are always part of established businesses with a proven track record in and around the United States. This often aligns with operational, real, and other non-marginal criteria.
• Having Familiarity With Consular Officers: These professionals are often familiar with franchises, which makes them more likely to view franchise investments favorably.
• Doing Traditional Investments: All franchises involve several traditional elements like physical storefronts, inventory, and equipment. It reduces the perception of speculative ventures.
• Needing Easier Oversight: Franchising agreements require oversight and guidance from the respective franchisor . This makes it easier for foreign nationals to meet the requirement of actively developing and managing the enterprise.

Disadvantages of the E2 Visa Business Plan

There are also notable drawbacks that often arise when any specific investor in the United considers an E2 visa business plan on investment.

• Timing Challenges: Franchises often involve some kind of extended training period. These are usually before the franchise can be opened or even purchased. This timing requirement often delays the filing of the business application and can seem to be problematic after the E2 visa plan proposal.
• Facing Escrow Complications: Several investors often opt to buy established businesses. This usually happens via an escrow setup to reduce risk. Moreover, franchises tend to bring about several added intricacies. These include specific franchisor demands and all kinds of franchise agreements. It can always complicate the application of an escrow arrangement and then meet the irrevocable commitment prerequisites.
• Reducing Control: A specific franchise investment can always diminish the investor’s level of control. This is because these people can often become dependent on the franchisor for documentation g when submitting their application.

Key Terms for the E2 Visa Business Plan

• Business Description: An explanation that summarizes what a particular company does, its purpose, and what specifically makes it unique.
• Marketing Strategy: The general scheme of a particular business to develop a customer base for the product or service that the business provides.
• Hiring Plan: A strategy that involves aligning hiring resources with all kinds of business goals and long-term staffing needs.
• Franchise: A joint venture between an original business and the franchisor under an existing trademark or a model.
• Operational Strategy: A set of decisions a particular organization makes regarding the production and delivery of several goods.

Final Thoughts on the E2 Visa Business Plan

Foreign investors who want to purchase or open a business in the United States via an E2 visa must always include a business plan within the application. The plan usually summarizes the next five years, financial projections, and a detailed overview regarding the petitioner, the investment, and the respective enterprise. The business plan is how the immigration official in the United States will learn about the venture. That is why it is necessary to craft the same plan with dedication and caution. The best thing to do here is approach a lawyer who is already well-versed in the process.

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L-1 & E-2 Visas: The Need of a Immigration Business Plan

When navigating the complexities of L-1 and E-2 visa applications, a tailored immigration business plan is not just beneficial—it’s essential. Such a plan goes beyond the scope of traditional business plans by focusing on specific visa requirements and demonstrating your venture’s potential contribution to the U.S. economy. Below, we go into each critical component of a successful immigration business plan, offering insights and guidance to bolster your application.

1. Comprehensive Business Overview

Objective: This section aims to introduce your business to immigration officials comprehensively and concisely. It should lay out the foundation of your business, explaining what it does, its target market, and its unique value proposition.

Details to Include:

• Nature of the Business: Explain whether it’s a service, manufacturing, or product-oriented venture and the industry it operates within.
• Business Goals and Objectives: Outline what your business aims to achieve in the short and long term.
• Unique Selling Proposition: Highlight what sets your business apart from competitors in the same market.

2. Detailed Proof of Investment

Objective: To demonstrate your financial commitment and the viability of your business through a detailed financial plan.

• Capital Investment: Provide specifics on the amount of capital invested in the business and the sources of this capital.
• Operational Costs: Break down the operational expenses, including rent, payroll, utilities, and marketing.
• Financial Projections: A five-year financial forecast showing projected revenue, expenses, and profitability.

3. Compliance with Business Requirements

Objective: Showcase your business’s adherence to all relevant U.S. laws, regulations, and standards.

• Licenses and Permits: List all the necessary operational licenses and permits you have acquired or are acquiring.
• Regulatory Compliance: Explain how your business complies with relevant local, state, and federal regulations, including environmental, health, and safety standards.

4. Job Creation and Employment Outlook

Objective: Illustrate your business’s potential to contribute positively to the U.S. labor market.

• Organizational Structure: Present an organizational chart detailing current and future positions.
• Hiring Timeline: Offer a timeline for new hires, including the types of positions and the expected impact on business growth.
• Job Descriptions: Provide detailed descriptions for each role, emphasizing the qualifications and responsibilities.

5. Establishment of Physical Premises

Objective: Demonstrate the suitability of your U.S. business premises for operational needs.

• Location Details: Describe the location of your business, including advantages related to logistics, market access, or clientele.
• Lease or Purchase Agreements: Present evidence of ownership or lease agreements for the property.
• Facility Readiness: Discuss any modifications or preparations to ensure the facility meets your business needs.

6. In-depth Market Analysis and Strategy

Objective: To affirm your business’s viability and competitive edge within the U.S. market.

• Market Analysis: Conduct a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats) to evaluate market conditions, competition, and potential challenges.
• Marketing Strategy: Outline your approach to capturing your target market, including digital marketing, advertising, and sales strategies.
• Long-term Sustainability: Discuss how your business plans to adapt and grow over time, ensuring long-term success.

7. Demonstrating Ability to Develop and Direct

Objective: Prove your capability to lead and grow your business effectively.

• Background and Experience: Detail your educational background, relevant work experience, and any entrepreneurial ventures, highlighting how these contribute to your ability to manage the business.
• Leadership Qualities: Share examples of leadership experience, problem-solving skills, and any recognitions or awards.
• Vision for the Business: Convey your strategic vision for growth and how you plan to achieve it.

A detailed and well-structured immigration business plan is pivotal to your L-1 or E-2 visa application. It demonstrates your commitment and capability to operate a successful business in the U.S. and how your venture will positively impact the economy. By thoroughly addressing each of these components, your business plan will stand as a robust testament to the viability and value of your business proposition, significantly enhancing the likelihood of visa approval. We recommend working with a professional business plan writer with specific expertise in immigration business plans.

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How to write an e-2 visa business plan.

Whether the business is a new one, is already functional or is being purchased, the purpose of the business plan is to project and summarize the next five years of operations. In this post, we will discuss how to write an E-2 Visa business plan so you can have confidence when preparing for an E-2 visa. This post will highlight three main categories – the E-2 applicant, investment and the business. This is to address the fact that the official who reviews the application is not familiar with the individual, their investment nor their enterprise, and uses this to determine E-2 visa eligibility .

When writing an E-2 visa business plan, the overall theme should answer specific questions like the following:

• How will this business enterprise benefit the United States economy?
• How many jobs will be created because of the presence of this business?
• Is the applicant capable of directing the business enterprise?
• How can the contents of the proposal demonstrate the investor’s personal finances reserved for the business are considered “at risk?”
• Does the enterprise meet the proportionality test?

Writing an E-2 Business Plan

The E-2 visa business plan is the time for petitioners to provide true, yet convincing information to immigration officers about their enterprise. The plan should also demonstrate how the venture is a real business, or truly will be operating in the near future.

• Has established and is directing, or will establish the business as outlined in the application
• Has the intention to reside in the U.S. through the duration of their E-2 visa
• Has the intention to leave the U.S. upon their visa expiration (unless they wish to renew)
• Proves personal funds were used for the investment
• Shows proof of credibility 
• Owns 50% or more of the business
• Demonstrates the capability to direct the business
• Is proven to have been reserved for the E-2 business
• Evidence the source of funds came about by legal and good-faith means
• Demonstration that the amount invested is substantial
• Must meet the proportionality test requirements
• Being purchased, is already functional or is a brand new one
• Must be a bonafide enterprise
• Will employ U.S. citizens

Simply put, E-2 visa petitioners must account for everything he or she is proposing in both their application as well as their business plan, by providing a detailed history of their business. 

Furthermore, the foreign investor must demonstrate how they are fully qualified, as well as capable, to develop and direct the business. And that they have invested (or will soon invest) a substantial amount of their own capital into a true and lawful business. As such, he or she must be able to prove their main purpose for entering the United States is to direct the enterprise. Equally as important, the applicant must give an explanation about how the presence of the business will benefit the U.S. as well as create jobs for the citizens.

Who Reads the e-2 Visa Business Plan?

The United States Citizenship and Immigration Services officers, and/or consular officers who read the E-2 business plan. There are no interviews with the officer reading the business plan, and the communication between the foreign investor and the officer is quite limited. For this reason, it is extremely important the applicant include all of the necessary information in their plan. 

Conclusion of How to Write an E-2 Visa Business Plan

Foreign investors looking to open (or purchase) a business in the United States via an E-2 visa  must include a business plan with their visa application. The plan summarizes the next five years, including financial projections, and is a detailed overview regarding the petitioner, the investment and the enterprise. 

The business plan is how the U.S. immigration official will learn about the venture. Though the requirements are quite strict for foreign investors, United States Citizenship and Immigration Services officers use the business plan to decide whether the applicant and their business venture qualifies for an E-2 visa . 

It is crucial the applicant expresses his or her purpose for developing the business as well as their level of capability of directing it. He or she must also prove how their investment demonstrates their commitment to the success of the enterprise.

The investment must be demonstrated to have been put at risk during the establishment of the business. Additionally, all capital must be shown to have come from a legal and bonafide source, and shown to be reserved solely for the investment. 

The last main subject in the business plan is the enterprise itself. The E-2 visa applicant must also prove that the venture is a bonafide one. The foreign investor must also make a case for how their business will benefit the United States economically. Such plans should entail the number of jobs that will be created because of the business’ existence, as well as the value the products and/or services will bring to the consumers. The business plan should speak to the sustainability of the business.  

It is the USCIS and consular officers who read the business plans. As they do not interact with the applicant, it is crucial that all necessary information is presented in the first application. The officers do not communicate with theforeign investor oher than a written response after he or she has reviewed the case.

Frequently Asked Questions About How to Write an E-2 Visa Business Plan

My business is not generating any income yet, how can i write about a business that doesn’t exist yet.

Though the company may not be fully functional yet, the applicant should be able to project future financials and the probability of the business being marginal. Such information should be further explained in the business plan.

I will be establishing a startup business in the United States, what is needed in order to demonstrate that my investment is sufficient?

Some main factors to consider are whether the investment is substantial, if there is a strong forecast of how much it will cost to develop and operate the business, the sustainability of the startup, and if it passes the proportionality test.

Is the E-2 visa business plan the same as any other business plan?

While it is essentially the same, an E-2 visa business plan must include a more extensive history about the petitioner/business owner, the background of his or her investment funds and how the business will be beneficial to the United States.

I am planning on opening a business in the United States, am I required to write the business plan myself?

No, not at all. Oftentimes investors seek the assistance from highly professional business plan writers who specialize in writing E-2 visa business plans. In this case, the writers would need as much information from the applicant as possible, so they can put together the business plan in the format necessary.

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Who Qualifies for an E-2 Visa in 2024

E-2 visa real estate investments in 2024, best e-2 visa business investments in 2022, how to switch from an e-2 visa to a green card.

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Writing an E2 Visa Business Plan – Step-by-Step Guide

Preparing for the E2 visa business process can seem daunting, but having a solid business plan is key. This step-by-step guide breaks down everything you need to know to write an E2 visa business plan that checks all the boxes.

What is an E2 Visa?

The E2 visa business offers an exciting opportunity for aspiring entrepreneurs from treaty countries to live and do business in the United States. 

Often referred to as the “investor visa”, the E2 visa program has specific requirements related to the investment amount, nature of the business, job creation, and source of funds. 

Meeting these requirements begins with writing a comprehensive E2 visa business plan .

Writing E2 visa business plan not only helps you organize and formalize your ideas but also allows immigration officials to better evaluate your visa eligibility . 

With the right preparation, you can mitigate risk and pave the way for securing your E2 status.

Determine E2 Visa Eligibility

Before outlining your business plan, first confirm that you and your company qualify for the E2 program. The prerequisites are:

• Citizenship from a qualifying treaty country – The E2 has specific country eligibility based on trade treaties and agreements with the U.S. Verify that your citizenship meets this requirement.
• Substantial capital investment – You must invest a “substantial amount” defined as enough capital to start a viable, operating enterprise. Typically, $100,000 or higher is considered substantial .
• Direct and active management of the business – You must have a controlling interest in the business (50% or more ownership) and be directly involved in the day-to-day operations.
• Company is real and operating – The E2 cannot be used for idle investment. The business must be legitimate and actively doing trade or services, as indicated by an operating office, website, invoices, contracts, etc.

With the fundamentals covered, let’s examine the key sections to include in your written E2 visa business plan.

Related : 7 Best Businesses for E2 Visas Application & Investment

Write E2 Visa Business Plan

Kicking things off with a high-level overview of 1-2 pages, the executive summary of the E2 visa business plan covers the crux of your planned operations. Succinctly explain:

• Overview of company and objectives
• Ownership structure
• Products/services offered
• Target markets and customers
• Capital investment amount
• Expected financial performance

This section makes an initial case for how your business meets E2 eligibility requirements.

Company Description

The company description fleshes out details on your E2 business ownership, team, location, and more. Essential areas to cover include:

• Legal business name and ownership structure
• Bios on owners/key management, highlighting credentials
• Office headquarters location and any other operational facilities
• Number of existing and/or expected employees

Certain corporate structures like LLCs or S-Corps are generally more advantageous for E2 applicants compared to partnerships or sole proprietorships.

Business Industry Analysis

Gaining context through industry research is crucial for multiple aspects of your E2 application. In this section, provide an overview of:

• Description of your niche, sector, products, and services
• Analysis of overall industry size, growth trends, opportunities
• Competitor profiling – Direct and indirect rivals in the space
• Differentiators – What sets your business apart

Conducting this competitive analysis not only displays due diligence to immigration officials but also benefits your actual operations.

Target Markets and Customers

Defining your target customer base is particularly important for the E2 to determine eligibility. Provide specifics on:

• Geographic market scope – Local, domestic, and/or international
• Target customer profiles and audience segments
• Total addressable market size
• Key demands, preferences, and purchasing criteria

Explicitly note if you plan to export products/services outside the U.S., as this trading activity directly aligns with E2 program goals .

Marketing and Sales Strategy

Expanding on competitive positioning, provide an overview of key marketing and sales strategies such as:

• Branding – Logo, colors, messaging
• Advertising Channels – SEM, social media, trade publications
• Sales approach – Direct sales, resellers, digital e-commerce
• Sales collateral – Brochures, presentations, free trials
• Partnerships – Relevant strategic alliances and partnerships

Address specifics on how you will attract U.S. clientele and grow the business post-E2 approval.

Operations Plan

The operations plan has a dual significance, explaining logistics while also showing substantial business activity beyond a passive investment. Discuss:

• Geographic location(s) and facilities
• Workflow processes, systems, and software
• Supply chain and sourcing partners
• Ongoing R&D and product development
• Necessary licenses, permits, regulations
• Key operational milestones and timelines

Elaborate on any specialized equipment, intellectual property, patents, proprietary tech/processes intrinsic to operations.

Organizational Structure and Management Team

The management team section directly connects to the E2 criteria requiring direct and active control of the business. For each major role, define:

• Position titles and hierarchy flowchart
• Individual profiles and prior experience
• Salary levels and compensation
• Specific day-to-day responsibilities
• Plans for directing hiring as operations grow

Emphasizing C-level positions and the controlling stake of the E2 investor affirms your central role.

Capital Investment and Funding Sources

The crux of your whole E2 application lies in quantifying your capital investment. This section should capture:

• Breakdown of investment amount, assets, collateral
• Sources of capital – business vs personal funds
• Documentation verifying funds – bank/investment statements
• Plans for sustained future investment

Common qualifying assets include cash, equipment, intellectual property, inventory, premises, and operational expenses.

Financial Plan and Projections

The final components to include are current and projected financial statements. Provide historic data if available, along with pro forma projections covering:

• Startup capitalization table – assumptions and allocation
• P&L statements – 3-year annual projections
• Revenue forecast – sales cycle modeling
• Expense budget – fixed vs variable costs
• Breakeven analysis – ROI milestones

Conservative growth estimates aligned to industry benchmarks carry more credibility than exaggerated hype. Pad projections to absorb unforeseen events.

Writing E2 Visa Business Plan

With proper preparation, an E2 business plan not only articulates operational specifics to immigration adjudicators but also serves as an indispensable blueprint for actually launching and running your U.S. company. 

Pay particular attention to assembling evidence and paperwork that supports claims made in the plan.

By proactively answering likely E2 RFE requests upfront, you can avoid lengthy delays from USCIS. Common additional documents required include:

• Capital evidence – bank/investment account statements
• Prior business registration docs – licences, tax records
• Client contracts – validating trading activity
• Office lease agreement, deeds – proving operational premises
• Marketing examples – website, ads, brochures
• Staff payroll records – demonstrating job creation

With all these key pieces in place, you can confidently submit a compelling E2 business plan and petition packet, achieving your dreams of living and doing business in America. Just be sure to incorporate any specific suggestions from your immigration lawyer.

Stay tuned for our next instalment offering a downloadable E2 business plan template and sample.

Creating A USCIS-Approved E2 Visa Business Plan: Key Elements and Best Practices

Learn how to create a USCIS-approved E2 visa business plan. We break down the key elements needed and our best practices from 19+ years doing an E2 visa.

E2 Visa Business Plan Overview

What's the difference between e2 visa business plan and a regular business plan.

The E2 visa is a non-immigrant visa that allows individuals to invest in and operate a business in the United States. To qualify for an E2 visa, applicants must meet certain criteria, including having a well-prepared business plan that outlines the viability and potential of the business. As a consulting service that has a specialty in E2 visa business plans, E2VisaFranchises.com is dedicated to helping individuals navigate the complexities of the application process and achieve their business and immigration goals.

An E2 visa business plan is a comprehensive document that outlines the proposed business venture for which an applicant is seeking an E2 visa. It includes a detailed analysis of the business’s market, competition, financial projections, and management structure. The purpose of an E2 visa business plan is to demonstrate the potential success and viability of the proposed business to USCIS .

Unlike a regular business plan, an E2 visa business plan must also include specific information that meets USCIS requirements. This includes providing evidence of the proposed investment, demonstrating that the applicant has sufficient funds to invest and operate the business, and showing that the business will generate enough income to support the applicant and their dependents.

It is essential to tailor the E2 visa business plan to meet USCIS requirements, as failure to do so can result in the application being denied . An experienced consultant can help ensure that the business plan meets all the necessary criteria and stands the best chance of success. 

What should be included in an E2 visa business plan?

The Key Elements

An E2 visa business plan should include several key elements to demonstrate the potential success and viability of the proposed business venture. These elements include:

Executive Summary  – A brief overview of the business plan, highlighting key elements of the proposed venture.

Company Description  – An overview of the proposed business, including its business model, legal structure, management team, and location.

Market Analysis  – An analysis of the growth and projection of the industry and market in which the business will operate, including target customers, competitors, SWOT analysis, and market trends.

Products and Services  – A detailed description of the products or services the business will offer and how they will meet the needs of the target market.

Marketing and Sales Strategy  – A plan for reaching and attracting customers, including pricing strategy, advertising, promotions, and sales channels.

Management and Organization  – An overview of the business’s management structure, including roles, responsibilities of key personnel, current hire, and future hire plan.

Financial Projections  – A detailed analysis of the financial viability of the proposed business, including income statements, balance sheets, cash flow statements, revenue forecast, break-even analysis, and income projection.

Investment Summary  – A summary of the proposed investment and the funding sources, including the applicant’s personal funds and potential loans or investments. Ensure also to include proof of fund source, such as bank account.

It is essential to provide evidence and data to support each element of the E2 visa business plan to demonstrate the potential success and viability of the proposed business to USCIS. This will help ensure the application is approved and the applicant can begin their business venture in the United States . 

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Defining business goals for an e2 visa business plan , importance of setting clear and achievable business goals.

Defining business goals is a critical component of an E2 visa business plan. It is important to demonstrate to USCIS that the business has clear objectives and a plan for achieving them. When defining business goals, it is essential to consider both short-term and long-term goals.

Short-term goals are goals that can be achieved within a year or less. These goals are typically focused on immediate business needs, such as increasing revenue or reducing costs. Long-term goals, on the other hand, are goals that take more than a year to achieve. These goals are typically focused on growth and expansion, such as opening new locations or expanding product lines.

To define business goals, it is essential to have a clear understanding of the business’s mission and vision. Business goals should be specific, measurable, achievable, relevant, and time-bound. This means they should be clearly defined, quantifiable, realistic, aligned with the business’s overall strategy, and have a timeline for completion.

Setting clear and achievable business goals is essential to the success of an E2 visa business plan. It demonstrates to USCIS that the business has a clear direction and plan for growth and expansion.

How to create financial projections that meet the USCIS requirements?

The Importance Of Having Realistic And Accurate Financial Projections

Creating realistic and accurate financial projections is a crucial element of an E2 visa business plan. The financial projections must demonstrate the potential profitability and success of the proposed business to USCIS. The financial projections should include the following key elements:

Income Statement  – This statement outlines the projected revenues, costs, and expenses of the business over a specified period, usually three to five years.

Balance Sheet  – This statement shows the financial position of the business, including assets, liabilities, and equity.

Cash Flow Statement  – This statement outlines the projected inflows and outflows of cash for the business, including operating activities, investing activities, and financing activities.

It is important to ensure that the financial projections are based on realistic assumptions and accurate data. This means researching the market and industry trends, as well as the costs of running a business in the proposed location. It is also important to include any potential risks or challenges that may impact the financial projections, such as competition, changes in the market, or unexpected expenses.

Having realistic and accurate financial projections is critical to the success of the E2 visa application. USCIS will review the financial projections to determine the viability of the proposed business venture and the applicant’s ability to support themselves and their dependents. An experienced consultant can help ensure that the financial projections meet USCIS requirements and stand the best chance of success.

Gathering Data For An E2 Visa Business Plan

Hiring and expansion guidelines for an e2 visa business plan.

To create a strong E2 visa business plan, it is essential to gather and present accurate data to demonstrate the viability of the proposed business. The following are some key types of data that should be included in an E2 visa business plan:

Market Research  – This includes data on the target market, customer demographics, competitors, and industry trends. This data is important to demonstrate that the proposed business has a viable market and that the applicant has a strong understanding of the industry.

Financial Data  – This includes data on the costs of running the business, such as rent, utilities, salaries, and other expenses. This data is important to demonstrate that the proposed business is financially feasible and that the applicant has a clear understanding of the financial requirements of running the business.

Legal and Regulatory Information  – This includes data on the legal and regulatory requirements for the proposed business, such as licenses, permits, and zoning regulations. This data is important to demonstrate that the applicant has a clear understanding of the legal and regulatory requirements for the proposed business.

To gather the necessary data, it is important to conduct thorough research using reliable sources. This includes conducting online research, consulting industry associations, and speaking with experts in the field. It is also important to gather financial data from reliable sources, such as financial statements, tax returns, and bank statements.

When presenting the data in the E2 visa business plan, it is important to ensure that it is accurate, up-to-date, and presented in a clear and concise manner. Any assumptions or estimates should be clearly stated, and any sources used should be cited.

In addition to demonstrating the viability of the proposed business, an E2 visa business plan should also include hiring and expansion guidelines that demonstrate the potential for growth and success. The following are some key guidelines to consider:

Hiring Guidelines  – The E2 visa business plan should outline the expected hiring timeline, including the number of employees to be hired and their job roles. The hiring plan should be realistic and based on the needs of the business. It should also take into account the labor market conditions and any applicable labor laws and regulations.

Expansion Guidelines  – The E2 visa business plan should also outline the expected timeline for business expansion, including the location and size of the new operation. The expansion plan should be based on market research and financial projections and should demonstrate the potential for growth and profitability. It should also take into account any applicable zoning and regulatory requirements.

When outlining the hiring and expansion guidelines, it is important to follow a rule of thumb for hiring and expansion in an E2 visa business plan. This generally means that the business should aim for steady and sustainable growth rather than rapid expansion. A growth rate of 15-20% per year is considered reasonable for most businesses, although this may vary depending on the industry and market conditions.

Demonstrating the potential for growth and expansion is important to USCIS, as it shows that the business has a clear path to success and can contribute to the U.S. economy. An experienced consultant can help develop a hiring and expansion plan that meets USCIS requirements and maximizes the chances of success. 

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An E2 visa business plan is a crucial component of a successful E2 visa application. It is important to understand the key elements of an E2 visa business plan, including financial projections, hiring and expansion guidelines, and data-gathering requirements. Applicants can increase their chances of success by tailoring the plan to meet USCIS requirements and including realistic and accurate information.

It is, therefore, essential to work with experienced consultants who can help develop a comprehensive and compelling plan. If you are seeking to apply for an E2 visa, our company E2VisaFranchises.com offers expert consulting services to help you find the best franchise and develop a well-prepared E2 visa business plan. Contact us today to learn more and take the first step toward a successful E2 visa application.

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Everything You Need to Know About Creating an E2 Visa Business Plan

Interested in an immigration business plan.

If you’re planning to relocate to the United States to operate or start a new business, you’re most likely looking at the E-2 treaty investor visa. The E-2 visa is a non-immigrant visa issued to people from treaty nations who have invested or are actively planning to invest a substantial amount of money in a United States business.

The term “substantial amount” is quite unclear and might imply any quantity because no exact minimum has been defined. However, at E-2VisaWorld , we recommend a financial investment of at least $80,000. The E-2 treaty investor visa is generally valid for 3 months to 5 years and can be extended for an indefinite amount of time if the holder desires.

We Specialize in E2 Visa Business Plans

In addition to fulfilling the many eligibility requirements, obtaining an E2 visa requires thoroughly laying out all relevant details about you and your business to the U.S. immigration officials in a simple, easy-to-follow business plan.

To demonstrate that all the E2 visa requirements have been fulfilled, your business plan needs to clearly highlight your qualifications and supply strong financial forecasts . While this might sound complicated, having an expert’s assistance can make all the difference in turning your visa application process into a visa.

At E-2VisaWorld, we have helped individuals from around the world craft comprehensive immigration business plans and applications that highlight their strengths. Here, our experts guide you through everything you need to know about E2 Visa business plans to help you get started.

Why You Need an E2 Visa Business Plan

It’s probably no surprise that your company requires a business plan. As an E2 visa candidate, however, your business plan covers a range of unique needs.

Because the purpose of this plan is to encourage USCIS to approve your business enterprise and to ensure that it meets the requirements for job creation, it isn’t being written for business partners or investors, but instead for the immigration authorities who will review your visa application.

When creating E2 visa business plans , you’ll need to include much of the same content as standard business plans. But you will want to further elaborate on your investment, source of capital, and ability to establish and direct the business. An immigration business plan also requires more background details on you as the candidate in addition to the executive summary and business details that standard business plans set out.

How Should E2 Visa Business Plans Be Written?

Additionally, due to the fact that E2 visa business plans are written explicitly for USCIS , its language and tone should follow both immigration laws and legal business guidelines. The immigration authorities who review your application might not have the same business background as typical readers of business plans, so it’s important to ensure that it is written in clear and straightforward English without any grammar or spelling mistakes.

Because a business plan for immigration has unique needs and is essential to a successful application, having specialized legal assistance is vital to beginning your journey of entrepreneurship in the United States. At E-2VisaWorld , we put the candidate’s interests first and work tirelessly to help them build an application and business plan that will present them as a successful and capable business professional.

What to Include in an E2 Business Plan

To be successful, E-2 business plans should show that candidates have the requisite abilities, skills, background, experience, and resources to effectively begin and grow businesses that offer bona fide products or services and will leverage American employees.

Your E-2 visa business plan will likely be at least 15 pages in length and consist of helpful charts, tables, graphs, and images that will assist in offering the immigration official who reviews your application a thorough understanding of business.

Elements of an E-2 Business Plan

At a minimum, E2 visa business plans should consist of the following:

• An executive summary and business description introducing the company, its products and/or services, and a general overview of why you and your business venture qualify for the E2 visa
• A description of your intended purpose of developing and directing the enterprise, including details that prove that you are entering the United States for the sole purpose of running the business, that you own at least 50% of the business, and that you are responsible for the day-to-day operations of the business
• A target market analysis with information on its conditions, competitors, and an explanation of why your business will succeed in this market
• A comprehensive marketing strategy describing how the business will gain acknowledgment in its target market and how it intends to engage with this market
• A detailed hiring plan for the next 5 years of the company’s operations, including a description of each position they intend to hire and how many employees they intend to hire, that proves that the business will create new jobs for local residents
• A discussion on finances with a 3-5 year financial projection, including a balance sheet, a cash flow statement, and a profit and loss statement, as well as an explanation for the figures and assumptions in these statements
• A section proving that you have possession and control of your investment funds, accompanied by evidence of the source of funds with a clear paper trail and proof that the investment is “substantial” under E-2 investor visa guidelines
• An operational strategy section explaining the company’s organization and management, as well as a description of your skills and experience as the E2 visa applicant and how they relate to the business to ensure its viability

In order to fully, accurately, and effectively capture the above elements, consulting a professional with specialized knowledge is essential. Whether you’re obtaining an E-2 visa by purchasing a franchise or starting an entirely new business from the ground up, we can help. At E-2VisaWorld, our team of experts consists of professionals with backgrounds in both business and immigration and substantial experience managing complex matters from a diverse client base and dozens of industries. Get started by filling out our E-2 eligibility survey today.

How Can Samples of E2 Visa Business Plans Help?

While the above requirements for E2 business plans offer a great starting point when beginning your E2 visa journey, seeing them in action is even better. One of the simplest ways to do this is to take a look at samples of E2 visa business plans, which will help you determine whether the E-2 route is right for you and give you a good idea of the format your business plan will need to follow.

Where to Find an E2 Business Plan Sample

Numerous E2 visa business plans can be found online. These can be great resources for understanding what to expect when creating your business plan. However, it’s best not to rely on them in an attempt to do it yourself.

Your business plan will need to be completely customized based on your business’ specific circumstances . This requires the guidance of a professional who knows exactly what USCIS wants to see. As such, we recommend using business plan samples as a reference point and seeking the services of our attorneys for specialized assistance.

Our Experts Can Help With Your Business Plan for E2 Visa

In our experience, the preparation of a strong, comprehensive business plan that shows how your enterprise satisfies the requirements of the E-2 visa program is vital. Because of that, our business immigration attorneys use their extensive skills, resources, and experience to prepare immigration business plans that satisfy the approval of the toughest immigration and consular officers. Contact the experts at E-2VisaWorld today to schedule a free consultation and begin bringing your international entrepreneurship dreams to life. 

E2 Visa Business Plan

For foreign entrepreneurs seeking to establish a business in the United States, the E2 visa presents an attractive opportunity to invest in and manage a business venture. Central to the E2 visa application process is the submission of a robust and well-structured business plan that effectively demonstrates the viability, sustainability, and growth potential of the proposed business. A carefully crafted E2 visa business plan not only serves as a crucial document for obtaining the visa but also acts as a strategic roadmap for guiding the entrepreneurial journey in a new market.

How to Create an ES Visa Business Plan

Here’s a comprehensive guide to creating an impactful E2 visa business plan:

1. Comprehensive Market Analysis: Conduct an in-depth analysis of the target market, including market trends, consumer demographics, competitive landscape, and growth projections. Highlight the market demand for your products or services and showcase a clear understanding of the market dynamics and potential challenges.

2. Detailed Business Description and Model: Provide a detailed overview of your business, outlining its legal structure, products or services, operational processes, and value proposition. Define your business goals and objectives, and articulate a comprehensive business model that outlines revenue streams, pricing strategies, and projected profit margins.

3. Investment Structure and Financial Projections: Present a detailed investment plan that outlines the capital requirements, initial investment structure, and breakdown of how the investment funds will be utilized. Develop comprehensive financial projections, including income statements, cash flow analysis, and balance sheets, to demonstrate the financial sustainability and growth potential of the business.

4. Management Team and Organizational Structure: Showcase the expertise and experience of the management team, highlighting key members’ roles and responsibilities. Define the organizational structure of the business, emphasizing the delegation of tasks and the strategic allocation of resources to ensure operational efficiency and effective management.

5. Marketing and Sales Strategies: Outline a robust marketing and sales plan that encompasses targeted marketing initiatives, customer acquisition strategies, and branding efforts. Highlight the use of digital marketing tools, social media engagement, and strategic partnerships to maximize market penetration and foster customer engagement and retention.

6. Risk Assessment and Mitigation Strategies: Identify potential risks and challenges that may impact the business’s operations, and develop comprehensive risk mitigation strategies that demonstrate your ability to proactively address and navigate potential obstacles. Showcase contingency plans and adaptive measures to ensure the sustainability and resilience of the business in a dynamic market environment.

7. Compliance with Legal and Regulatory Requirements: Ensure that your business plan demonstrates compliance with all legal and regulatory requirements, including licensing, permits, and industry-specific regulations. Highlight your understanding of the legal framework and your commitment to operating the business in full adherence to the prescribed guidelines and standards.

8. Executive Summary and Conclusion: Summarize the key highlights and overarching vision of the business plan in a concise and compelling executive summary. Emphasize the unique value proposition of the business, its competitive advantage, and the potential economic impact it can generate, reinforcing the viability and sustainability of the proposed business within the U.S. market.

Crafting a comprehensive E2 visa business plan requires meticulous research, strategic planning, and a thorough understanding of the U.S. market landscape and regulatory framework. By following this definitive guide, foreign entrepreneurs can develop a compelling and well-documented business plan that not only fulfills the requirements for the E2 visa application but also serves as a strategic blueprint for establishing and managing a successful business venture in the United States.

Example of an E2 Business Plan

Here is a brief sample of each section of an E2 Business Plan:

Executive Summary: Our company, XYZ Consultancy, aims to establish a management consulting firm in the United States. With a focus on providing innovative solutions to small and medium enterprises, we seek to leverage our expertise in business strategy and operational efficiency to foster growth and sustainability for our clients. Our mission is to become a trusted partner in driving business success through strategic planning and implementation.

Market Analysis: Through comprehensive market research, we have identified a growing demand for specialized consultancy services in the target market. The increasing number of startups and SMEs seeking professional guidance presents a lucrative opportunity for our consultancy firm. With our tailored services and competitive pricing, we aim to capture a significant market share within the first three years of operation.

Business Description and Model: XYZ Consultancy will operate as a limited liability company (LLC) headquartered in [City, State]. Our service portfolio includes strategic planning, market research, operational optimization, and financial analysis. By offering customized consultancy packages tailored to each client’s unique requirements, we aim to deliver sustainable and tangible business outcomes that drive profitability and long-term success.

Investment Structure and Financial Projections: We plan to invest $150,000 in the initial setup, encompassing office space, technology infrastructure, and human resources. With an anticipated growth rate of 20% annually, we project a revenue of $500,000 in the first year, with a gradual increase to $1 million by the third year. Our detailed financial projections indicate a positive cash flow and a steady increase in profitability, ensuring the sustainability and expansion of our consultancy firm.

Management Team and Organizational Structure: The XYZ Consultancy management team consists of seasoned professionals with extensive experience in business consulting and project management. Each member brings unique expertise in areas such as strategic planning, marketing, finance, and operations. Our flat organizational structure fosters effective communication and streamlined decision-making, enabling us to deliver superior consultancy services and personalized client experiences.

Marketing and Sales Strategies: We plan to implement a multi-channel marketing approach, combining digital marketing initiatives, networking events, and strategic partnerships with local business communities and industry associations. Our sales strategy focuses on building long-term relationships with clients, offering value-added services, and delivering measurable results that contribute to their business growth and success.

Risk Assessment and Mitigation Strategies: Recognizing potential challenges such as market competition and economic fluctuations, we have developed comprehensive risk mitigation strategies. These include diversifying our service offerings, maintaining strong client relationships, and continuously monitoring market trends and industry developments. Our adaptive approach and proactive risk management will ensure the resilience and sustainability of our consultancy firm.

Compliance with Legal and Regulatory Requirements: We are committed to operating in full compliance with all legal and regulatory requirements governing consultancy services in the United States. We have secured all necessary licenses and permits, and our business operations adhere to the industry standards and guidelines prescribed by relevant regulatory authorities.

This E2 business plan for XYZ Consultancy outlines our commitment to excellence, innovation, and client-centric consultancy services, emphasizing our vision to become a leading management consultancy firm that drives sustainable growth and success for businesses across diverse industries.

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E-2 Visa Business Plan Writing

The E-2 Treaty Investor Visa, more commonly called the E-2 visa, is the visa category most relied upon by individuals that purchase or create a business in the United States.  If you’re planning to relocate to the US to work hands-on in this business, it’s likely you have either received or are seeking E-2 visa approval for you and your family. 

The E-2 Treaty Investor Visa is a non-immigrant, temporary visa for nationals of a country with which the United States maintains a treaty of friendship, commerce, and navigation who desire to go to the United States to develop and direct the operations of an enterprise in which they have invested, or are in the process of investing a substantial amount of capital. 

The fact that you are investing in a start-up business or purchasing an existing business or franchise is not on its own enough evidence to demonstrate that you may qualify for an E-2 Visa.  A crucial part of any application is a comprehensive business plan that clearly provides USCIS all of the information that they need in order to ascertain that your petition meets the criteria for approval for an E-2 visa. 

There are several important criteria by which an E-2 visa application will be assessed.  The most important of these as they relate to your business plan include:

Invest in a Bona Fide Enterprise - The E2 visa requirement is that you invest in a bona fide enterprise. A bona fide enterprise is defined by the immigration authorities as “a real, active commercial or entrepreneurial undertaking which produces services or goods for profit”.  

National of a Treaty Country - The investor must be a national of a treaty country.  Treaty countries currently include:

Argentina, Armenia, Australia, Austria, Bangladesh, Belgium, Bulgaria, Cameroon, Canada, Colombia, Costa Rica, Czech Republic, Democratic Republic of the Congo, Ecuador, Egypt, Ethiopia, Finland, France, Georgia, Germany, Grenada, Honduras, Ireland, Italy, Jamaica, Japan, Kazakhstan, Korea, Kyrgyzstan, Liberia, Luxembourg, Mexico, Moldova, Mongolia, Morocco, Netherlands, Norway, Oman, Pakistan, Panama, Paraguay, Philippines, Poland, Republic of Congo, Romania, Senegal, Slovak Republic, Spain, Sri Lanka, Suriname, Sweden, Switzerland, Thailand, Togo, Trinidad & Tobago, Tunisia, Turkey, Ukraine, United Kingdom, and Yugoslavia.

Investment is "Substantial" - A substantial investment is determined by the proportion of funds being invested compared to the total cost to develop the business to the point of being operational. Therefore, no minimum investment amount is specified in the regulations but the investment must be “at risk” and dedicated to the development and growth of the U.S. enterprise.  More often than not, the majority of the required investment funds have already been invested or otherwise "irrevocably committed" at the time of application.  The percentage of investment that is irrevocably committed to a comparatively low-cost business enterprise must be higher than the percentage of investment in a high-cost enterprise.   

In terms of establishing some kind of minimum investment amount so those considering an E-2 visa can budget accordingly, we have worked with several clients that have invested between $50,000 and $90,000 and been successful in obtaining their E-2 visa. With that said, the larger the investment, the greater the chance of the application being successful.  An investment of $100,000+ will stand a much better chance of being approved for E-2 purposes, all other things being equal, than an investment that is less than $100,000. 

Satisfy the Marginality Requirement  - The investment enterprise cannot be marginal.  A marginal enterprise is one that does not have the present or future capacity to generate more than enough income to provide a minimal living for the treaty investor and his or her family.  A new enterprise might not be considered marginal even if it lacks the current capacity to generate such income.  In such cases, however, the enterprise should have the capacity to generate such income within five years from the date that the treaty investor’s E-2 classification begins.  

The legal Statute does not mention employees but does explicitly state that the E-2 business cannot be set up just to support the investor and family, which in essence means that the E-2 entity must hire U.S. workers.  Showing in the visa application that you will hire or have hired full-time employees (W-2 employees) greatly increases the probability of success of an application, especially since President Trump signed the Buy American and Hire American executive order in April 2017.  

A well-written business plan is the best way to provide USCIS with all of the information that they need in order to ascertain that your E-2 Visa petition meets the criteria for approval.  At Continuous Business Planning, we understand the USCIS’ E2 visa requirements intimately.  Not only have we created dozens of E-2 Visa compliant business plans for clients but we have also completed the process ourselves since key members of our team are E-2 visa holders themselves.  

Trust Continuous Business Planning to provide you with a comprehensive, professionally written E2 Visa Business Plan that helps you to achieve your goal of living and working in the United States.  The business plan we create with you will exceed the USCIS requirements for supporting evidence and will provide you with the insight you need to hit the ground running in your business as you start to live your American dream.    

Don't entrust something so important to a "here today, gone tomorrow" business consultant that you find on Fiverr, Upwork or some other freelancer platform, who most likely disappear as soon as their payment is released from escrow.  The application process can last several months and ultimately the business plan needs to stack up with the visa application.  We will work with you and your lawyers for as long as it proves necessary, continuously updating your business plan as required by you and your immigration attorney right up to the day you receive E-2 visa approval. 

We will even help prepare you for your interview, to which you should expect to be invited 4- 6 weeks after submitting your application and business plan to the US Embassy, if you need it.  In this interview, you will be questioned about the information you have provided about yourself and the business in these documents.  Your business plan will be scrutinized to ascertain the degree of economic benefit your business would bring to the US market and you will need to be comfortable being challenged on the content of the business plan, and explaining how you will grow the business as you have outlined both before and after you arrive in the US. 

Engage the services of Continuous Business Planning and watch us hold your hand from the beginning to the very end of the E-2 visa application process.  Nobody works harder for your visa success!  For a free, no-obligation initial consultation, contact us today .       

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E2 Business Plan: How to secure your treaty investor visa?

If you’re considering applying for an E2 visa, having a solid business plan is crucial. A well-crafted E2 visa business plan not only helps demonstrate the viability of your business to immigration authorities , but it also serves as a roadmap for your company’s success . From outlining your business concept to detailing financial projections, a comprehensive E2 visa business plan is essential for showcasing your investment’s potentia l and your a bility to create jobs for U.S. workers . Whether you’re starting a new venture or purchasing an existing business, a well-prepared business plan can significantly increase your chances of E2 visa approval .

What is an E2 Visa?

An  E2 visa  allows you to live in the United States anywhere from a few months up to 5 years , depending on your home country’s treaty. This is contingent on you creating a new business or taking over an existing one that is located within the United States. The investment funds must be yours and  considered a substantial amount . In addition, the E2  visa requires that this business  provides sufficient income for you and your family to comfortably live on with no additional government assistance. The business must impact the US economy by creating or maintaining jobs.

The E2 visa application can be obtained by filing documentation with a U.S. embassy aboard, including a good immigration business plan. People who already have an immigration status in the US can apply for a change of status at the USCIS. Many investors choose to work with an immigration attorney throughout the process. Although this isn’t required, it’s recommended to limit the risk of refusal from the consular officers who will make the final decision.

Do I Need an immigration business plan for an E2 visa?

Yes, a business plan is a mandatory document in the E2 visa application process.  The purpose of the plan is to show that the business is real, well-thought-out, and will make money. This document must demonstrate that your business will meet the E2 visa requirements.

Your plan also allows you to show the potential of your business if it hasn’t started yet and that it has the potential to earn enough money to support you and your family as well as your employees. This is critical when it comes to deciding your visa status.

Your plan also shows your ability, as the investor, to carry out the business and the impact it will have on the U.S. economy. Clear goals,  market analysis , and defined operating plans will help in the decision-making process if you can effectively explain your position and qualifications.

What is the goal of an E2 Business Plan?

The ultimate goal of an E2 visa business plan is to convincingly demonstrate and convince the immigration officer that the applicant fulfills the key criteria set forth by the E2 visa program.

Firstly, the business plan must provide evidence that the applicant is investing a substantial amount of capital, ensuring the enterprise’s success and viability.

Secondly, it should highlight the applicant’s capability to effectively develop and direct the business, showcasing their relevant knowledge and experience in the chosen industry.

Lastly, the plan must emphasize that the proposed business will generate significant economic impact, ensuring it will not be marginal in nature.

By addressing these criteria, the E2 visa business plan aims to secure the applicant’s eligibility for the visa and contribute to the growth of the U.S. economy.

What Should Be Included in Your Plan?

There are a few components of your plan that are required to be remitted, including:

• An executive summary
• A funding plan
• A sales projection table
• A table that outlines upcoming jobs and salaries, a hiring plan including job descriptions
• A table that shows how much income you make from the business
• Projected income statements
• Projected balance sheets

The financial projections are over a 5-year period . U.S. officials want to determine the longevity of your business and the income potential it provides for your family. Additionally, due to inflation and other economic events, your business income should be growing as your business expands into a new customer base. The  financial statements  should be realistic and accurate and include data from research and other companies in the same industry.

The general information about your business and operations will be included in a text section. This is followed by numerical data. If English isn’t your first language, or you are unfamiliar with the accounting principles needed to create the financial elements, you may want to contact a professional.

E2 Visa Business Plan Summary Example:

• Executive Summary
• Keys to Success
• Company Summary
• Start-up Summary
• Products & Services
• Industry Analysis
• Local Market
• Competitors
• Competitive Edges
• Marketing Strategy
• Five-year Sales Forecast
• Personnel Plan
• Manager Profile
• Five-year Profit & Loss Projection
• Five-year Balance Sheet Projection

The Critical Role of the Executive Summary in Your E2 Business Plan

The Executive Summary in your E2 Visa Business Plan is very important. It’s not just an introduction but a key part that can change the result of your visa application. Some immigration officers might only read this part. So, it’s crucial to make sure the Executive Summary is clear and detailed. It should quickly give the main ideas, important numbers, and show that the business meets the E2 visa needs. This approach makes sure that even a quick look gives all the needed information, increasing the chance of a positive response to your visa application.

Do I Need to Hire Someone to Write it?

Although it’s not mandatory that you hire someone to write the business plan, it can be beneficial.  As we mentioned before, a strong business plan requires descriptions of your tables and operations. You must use the correct grammar, which can be difficult if your native language is different from English.

Additionally, there are extensive financial data that needs to be put together to create valid projections. Many current and prospective business owners are unfamiliar with the requirements of accounting standards, which leads them to create inaccurate reports. A plan that is poorly put together, does not match the immigration requirements, or contains mistakes can delay your application process, making it beneficial to work with an expert from the start.

Why Should I Have Professional Help Instead of Using an Online Template?

There are numerous online templates that you can use, but this increases your risk of failure.  The immigration officer will realize if your plan is a copy from another project and can rule that your endeavor hasn’t been seriously studied.  Each business plan must be unique and tailored to your specific situation. You want to follow all the applicable rules from the start to increase your chances of a smooth visa process with no dismissals.

Will a Business Plan Accurately Describe My Situation as an investor?

Your plan should be the most realistic version available,  based on market analysis and the average ratios of each profession. Nevertheless, a business plan isn’t able to predict the future, meaning actual results may vary from the estimates and projections. Having an expert that works with you throughout the process can help create the most realistic version.

Owning Your E2 Business Plan: A Key to Visa Approval

For E2 visa applicants, knowing the ins and outs of your business plan is not just a requirement but a pathway to success. It’s essential to have a deep, comprehensive understanding and mastery of your business plan. You should be prepared to defend and explain any part of it confidently. The immigration officers may ask detailed questions about your plan to assess your knowledge and commitment to the proposed business. Making the business plan truly yours by internalizing every aspect of it not only demonstrates your readiness and dedication but also significantly enhances the credibility of your application, bolstering your chances for visa approval. Your ability to articulate and stand by every detail of your business plan is a testament to your capability to steer the business to success, a factor that is crucial for obtaining the E2 visa.

What is the Turnaround Time?

The turnaround time for a business plan depends on your communication level with your professional . We must know the activity, location, investment needs, and personnel to determine which market data to pull. Moreover, for some business plans, it’s possible to refer to sectoral averages, but the more precise your preliminary data, the more convincing the plan will be. Each immigration lawyer will come up with their own requirements, which is why we contact them at the beginning of the process to ensure compliance.

What is the Cost of an E-2 Business Plan?

The average cost of business plans for an E2 visa is between $1,600 to $3,500 . However, a business plan with the experts at E2 Visa Consulting costs around $2,250 with no revision limits. We pride ourselves on offering you an affordable price with excellent quality.

Why is Working With E2 Visa Consulting Beneficial?

Our team at E2 Visa Consulting has over 13 years of experience preparing business plans for E2 visas.  We have worked in numerous businesses and immigration services, giving us expertise in various industries. Furthermore, each plan we create is unique to your situation. Our team also opens communication lines throughout the process, allowing our clients to benefit from our experience in the United States and related fields, such as business broker, real estate broker, and professional financing specialist.

The financial forecast is always done by Sylvain Perret, the founder of E2 Visa Consulting, a  business broker , and a former E2 visa holder himself, while the text part is elaborated by our writers, whose native language is U.S. English. These individuals work remotely throughout the United States and have their work checked by a specialized proofreader. We also include photos, charts, and colors to boost the reading of your business plan and improve your chances of success. You will benefit from unlimited revisions until you and your immigration lawyer are fully satisfied, whether you are planning to buy an existing business or create a new business venture. Reach out today to learn more.

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E2 Visa Business Plan Writing Details

If you’re planning on coming to the US to either purchase or create a new business venture , the E2 Visa , commonly known as an investor visa , this visa is for you.

At Joorney, we understand the importance of a professionally written immigration business plan. Business plans are written to help convince readers and approvers that your project will thrive and that you and your team are the most qualified to meet the business objectives outlined in the plan.

Each year we work with 1500+ clients that trust in our immigration services. We have a team of 30+ skilled specialists that can create custom-tailored business plans for you, making you one step closer to getting approved.

All of our business plans are written by a team that has expertise in over 120 industries and has worked with clients from 65+ different countries.

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The Role of a Good Business Plan in a Franchise Visa Application

The United States continues to be an attractive destination for those who want to participate in its many business immigration programs .

If you’ve decided that a franchise-based visa application to the United States is your best path forward, you know that you have a lot of work and planning ahead of you.

One of the most important things on your to-do list is creating a business plan to accompany your visa application to the United States. This is a required element in your application package and essential to your success in obtaining a visa.

It’s important to recognize that your goal of owning and operating a franchise business in the U.S. may depend on the strength of your business plan .

This is because the business plan can satisfy three key areas of concern that U.S. immigration officials will have regarding your proposed franchise business:

• That you do, in fact, have a franchise-related business idea that is likely to succeed
• That you have addressed the relevant business issues and challenges for a franchise owner
• That your activities as a franchisee align with the requirements of the visa

In this article, put together by Joorney Business Plans, we’ll look at how the business plan answers these concerns by taking each point in turn.

How your business plan shows that you are likely to succeed

Among other things, a strong business plan shows that you have carefully considered the most important aspects of the franchise you want to start in the United States. It also shows immigration authorities that the business has genuine potential for success and growth, and that your projections and estimates are based on solid data and reasonable assumptions.

Professional business plans do more than just satisfy the requirements of certain visa programs. They serve as a valuable resource as you move forward and encounter the issues that everyone has to face in the business world. Putting together a business plan makes you take the time to consider all the variables that can impact your business’ performance, bringing issues to light that may not have attracted your attention before.

The foundation of your business plan consists of industry and market research, statistical analyses, and informed financial projections that show the franchise’s projected path to profitability. Business plans typically include the first five years of operations, including income statements, balance sheets, cash flow statements, and capital expenditure budgets. The inclusion of other elements like a break-even analysis, revenue projections, and profit & loss statements add to the ability of US immigration officers to clearly evaluate the profitability of the business and recognize that it satisfies the requirements of the visa program.

How your business plan addresses the business issues and challenges you will face

A business plan is more than a necessary document for a visa application — it’s a roadmap for your business, a reference manual for how to proceed, and a guide to dealing with adversity.

That last point is important because U.S. immigration officials want to be convinced that you, as the franchise owner, are equipped with the skills and mindset that will guide the business to success. A detailed business plan shows that you are prepared to manage your franchise business through potential challenges in a number of ways:

• It shows you have the resources and skills to make the business successful .  A comprehensive business plan shows that the applicant has the financial resources and knowledge to start and run the business.
• It demonstrates your commitment to the business. A well-prepared business plan shows that you have done your homework, understand the market, and are aware of the potential threats your business can encounter. By detailing every aspect of the business and the market, you show immigration authorities that you have a clear plan for success.
• It clarifies that your skills, experience, and qualifications are suitable for the challenges ahead. Even if the business idea is a good one, that doesn’t mean you are the person who should lead it. A good business plan shows how your background and professional history provide the necessary skills to guide the business to success.

A professional business plan shows that you are not only aware of potential threats and challenges — one section of the business plan is usually dedicated to this very subject — but that you are prepared to deal with them should they arise. Demonstrating this awareness and preparation is what American officials are looking for when they are trying to confirm that your visa application meets the relevant requirements.

How your business plan shows you meet the requirements of the visa 

There are other standards you have to meet in order to qualify for a franchisee visa, in addition to showing that you are ready to deal with the challenges that any business faces.

Every type of business immigration visa to the United States has certain criteria that must be met by the applicant. These can satisfied if your business plan sufficiently addresses these points:

• Your business will be an asset to the U.S. economy. Immigration authorities need to be convinced that your business will contribute to the U.S. economy and will not fail shortly after opening. Remember that the whole idea behind the visa program is to promote the general economic development of the United States . Everything in your business plan should be oriented towards showing this.
• Your franchise will create jobs and generate tax revenue . Your business plan should emphasize the fact that your franchise will employ a certain number of workers, pay various taxes, and contribute to the overall development of the community.

Remember that the primary purpose of all franchise visa programs is to generate benefits for the American economy, and that is the guiding principle for measuring compliance with the required standards. When your business plan is specifically oriented towards this requirement, it makes it easier for U.S. immigration officials to agree that your application is in alignment with the goals of the program.

Don’t overlook the role of your business plan in a franchise visa application!

Understand that your business plan is a detailed summary of the most essential information regarding the franchise business that you want to own in the United States. This is the document that American immigration officials will use to evaluate the potential of the idea itself, your ability to guide it to success, and how well it supports the goal of the visa program to which you are applying.

Your business plan showcases all of these things, so preparing the best possible plan should be your highest priority. This means dedicating more time and resources to it than maybe you thought until now.

The time, effort, and research skills that a good business plan needs are reasons why many turn to third-party specialists. These experts focus on keeping up with the latest analyses, reports, and studies that supply the information that market research and business plans require.

You may want to consider the benefits of working with a third-party specialist like Joorney for your business plan. Among other things, you’ll get: 

• Specialist knowledge . We’ve written more than 25,000 business plans for entrepreneurs working in over 180 fields and industries.
• A customized plan tailored to your goals . Joorney will create a business plan oriented towards demonstrating compliance with the goals of the visa program you have selected.
• Time and resources to use for other things. As we mentioned earlier, you have a lot of things to take care of as an entrepreneur, and creating a good immigration business plan will take more time than you probably think. Our team can create a detailed, comprehensive business plan in about 7–10 days.
• Support for the most difficult component of a business plan – financial statements . This is perhaps the most difficult element of all to do on your own. Financials are of the utmost importance in your immigration business plan. A successful visa application requires a thorough understanding of the company’s financials, and you must include up to five years’ worth of profit and loss statements, balance sheets, and cash flow statements.

Visit us at Joorney.com for more information and resources to help you with your franchise business plan.

*Disclaimer: Joorney Business Plans is not a law firm nor an immigration consulting firm, and all information provided in this document should not be considered as legal advice or any advice or recommendation on any immigration application program. All information provided in this document should be verified by a licensed or certified immigration professional before the reader can act on this information. As such, it is understood that Joorney Business Plans Inc. shall not be liable for any loss or damage of whatever nature (direct, indirect, consequential, or other), whether arising in contract, tort, or otherwise, which may arise as a result of your use of (or inability to use) this document, or from your use of (or failure to use) the information on this document.

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