e2 visa business plan template

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USCIS-Ready E-2 Visa Business Plan

Support your E-2 visa application with a custom-made business plan that meets all the requirements.

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Building Your E-2 Visa Success Story

Tailored to your unique business venture, your E-2 visa business plan will clearly outline your vision, operations, and financial projections, ensuring compliance with immigration standards.

E-2 Visa Overview

E-2 visa business plans

Designed for e-2 treaty investors.

If you’re planning on coming to the US to either purchase or create a new business venture, the E-2 Visa, commonly known as an investor visa, is for you.

At Joorney, we understand the importance of a professionally written immigration business plan for the E-2 visa. Our business plans take into account all the specific USCIS requirements, including marginality, substantial investment, source of funds, business type, and many more.

Our team of business plan writers and project managers has experience in over 180 industries, and we have worked with clients from more than 65 countries.

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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E-2 Visa Business Plan Samples

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Step by Step

We discuss the details of your endeavor, such as visa type, your goals and vision, timelines, and more.

Immediately after the discovery call, we finalize our contract and send you the invoice. We're ready to start your project!

You receive our comprehensive questionnaire, designed specifically to allow you to easily share the details of your endeavor with us. We'll use this knowledge to create your custom-made business plan.

Upon receiving your complete questionnaire, our team analyzes the answers and reaches out to you in case of any missing data or additional questions.

Your dedicated team creates the first draft of your custom business plan, usually within 7 to 10 days (or 5 days for Rush service!).

We optimize the document based on feedback from you and your attorney. We offer unlimited revisions!

Once the content of the business plan is finalized, your dedicated graphic designer creates a beautiful and functional layout. Your business plan is ready!

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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 . 

We Create A Personalized Business Plan According To Your Business Need, Goal, & E2 Application.

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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7 Best Businesses for E2 Visas Application & Investment

Deciding which business is best for an E2 visa can be a hard task. This visa allows foreign nationals to live and work in the United States if they make a substantial investment in a U.S. business. 

With careful planning and consideration of options, you can identify an E2-qualifying business that aligns with your skills, interests and financial resources.

E2 Visa Basics

The E2 visa business program aims to strengthen the U.S. economy by attracting foreign investment. The E2 visa enables citizens of countries with appropriate treaties with the United States, like Canada, the UK, France, Germany and many more, to enter and work here.

To qualify for an E2 visa, you must invest a substantial amount in a U.S. business. There are no minimum investment amounts dictated by regulations, but the funds invested should be sufficient to ensure the successful operation of the business. So, how much to invest to get an E2 visa?

Many applicants invest anywhere from $100,000 to $200,000 to improve their chances of E2 visa approval .

You must also enter the United States to “develop and direct” the enterprise. This means you have to possess the right skills, qualifications or work experience to operate the E2 business. Day-to-day oversight is required. Absentee ownership and purely passive investment do not qualify.

E2 Visa Business Plan Template

When applying for the E2 visa, you must submit a comprehensive E2 business plan . This plan should convey that the enterprise has a clear potential for financial success and could make a significant economic contribution. 

Most applicants work with an experienced immigration attorney to craft a strategic plan that checks all the boxes.

An E2 business plan template serves as a blueprint covering every aspect of the proposed enterprise. While each plan should be tailored to the specific business, common elements include:

• Executive summary
• Company description
• Market analysis
• Organization and management
• Sales and marketing strategy
• Funding requests
• Financial projections
• Supporting documents

Following a template ensures you present a well-researched and viable business worthy of E2 visa approval.

Top 7 Business Ideas for E2 Visas

If you’re wondering which business is best for E2 visa qualification, consider these prime options:

• Franchises Popular U.S. franchises often make reliable E2 visa businesses. Franchises have an established brand and proven business model, increasing the likelihood of success. They also provide training to help foreign investors prepare for day-to-day management. Top franchises like McDonald’s, UPS Store, Jiffy Lube and 7-Eleven are known for smooth E2 visa approvals.
• Restaurants Restaurants remain the go-to E2 visa businesses. They have built-in customer demand and often require less specialized skills to operate. Most types of restaurants can qualify, including fast food, casual dining, coffee shops and bars. Financial projections must still demonstrate the restaurant’s viability.
• Hotels or Motels Hotel and motel franchises frequently work for E2 classification, especially in prime tourism locations. Applicants should have hospitality experience or hire experienced managers. Properties must be sufficiently funded to compete in the lodging industry.
• Retail Stores Clothing boutiques, gift shops, convenience stores and other retail establishments make solid E2 enterprises in busy areas with significant foot traffic. Offering specialized products can help you stand out in the marketplace. Retail margins can be tight, so ample working capital is a must.
• Consulting Firms Management consulting firms consistently gain E2 approval. Applicants typically must possess recognized expertise in business, technology, engineering or other specialized fields. The qualifying employee may consult directly or build a team of consultants in America.
• Tech or Manufacturing Companies Innovative technologies, manufacturing techniques or patented products can provide a competitive edge for E2 classification. Applicants should have a strong business plan and the necessary credentials to oversee technical operations or production.
• Trading Companies Import/export companies are natural fits for E-2 status, giving entrepreneurs a way to leverage international connections. Knowledge of target export markets is a major advantage. Starting as an intermediary trading goods overseas can offer solid long-term prospects.

Best Businesses for E2 Visas Are Your Specialty

Rather than selecting a business at random, it pays to align your E2 venture with your background and interests. 

Leveraging your unique skills or technical knowledge can increase your odds of running a prosperous company in the USA.

If possible, draw on experience from previous ventures in your home country. For example, an applicant who owned a software company abroad would have an excellent basis for launching a U.S. tech startup.

Conduct in-depth market research to determine if the strength of a particular industry aligns with your goals. Identify growing sectors where consumer demand is high. Review niche categories with room for expansion. 

Seek guidance from SBA.gov, industry trade groups and local economic development councils.

Once you settle on a business sector, evaluate specific concepts within that field. For instance, experienced restaurateurs could choose between opening a pizza place, burger spot or noodle shop. 

Compare financial benchmarks. Weigh advantages and disadvantages. Then hone in on your top E2 business idea.

Meeting investment and job creation requirements

To qualify for the E-2 visa program, foreign nationals must invest substantial capital and other assets . While monetary thresholds may vary, most applicants commit $100,000 to $300,000 or more. Precise investment minimums depend on the nature and scale of the enterprise.

The goal is to demonstrate adequate funds to capitalize on U.S.A. operations and demonstrate the business will generate significant economic benefits. Under guidance from qualified immigration counsel, you can determine an appropriate investment level that aligns with industry standards.

Beyond pure dollar amounts, it helps to create American jobs. Hiring local workers strengthens the argument that the E2 business will make substantive contributions. 

Estimating initial staffing needs and presenting a sound hiring plan is a key element of the visa application.

Managing day-to-day enterprise oversight

To remain compliant with E-2 rules , the primary visa holder must maintain active managerial control over the U.S. business . 

You cannot seek outside employment or remain abroad for extended periods. Owning a company through passive investment does not qualify.

Hands-on oversight ensures the ongoing success of the American enterprise. This may entail corporate strategy, sales, marketing, operations, personnel training, inventory, quality control and more. Typically, the E2 investor directly manages core business functions rather than relying purely on others.

While demanding, running your own E2 company enables entrepreneurs and investors to obtain legal long-term residency in the United States along with their families. 

With the right business model and execution, the growth opportunities can be tremendous.

Seeking expert guidance every step of the way

Attempting to secure E2 classification without experienced legal guidance is extremely difficult. Business immigration rules are complex . Supporting documentation must demonstrate eligibility. 

Understanding specific evidentiary requirements to properly evaluate and prepare your visa application can determine your outcome.

Top E2 visa lawyers have extensive experience representing foreign investors across virtually every permissible business category. They stay up to date with trends in E2 approvals/denials nationwide. 

Seasoned lawyers draw on best practices that give clients an advantage in documenting both investment capital and operational capacity.

Professional assistance proves invaluable in finalizing your business plan, accumulating evidence, completing forms without errors, answering likely consular questions at your visa interview, and facilitating the next steps if additional requests arise.

Investing both time and resources into your E2 application is well worth the positive life changes possible upon securing approval. 

Discover more about successfully launching your company in the United States by connecting with a qualified business immigration lawyer .

E2 Visa Business Plan Writers

Retain our e2 visa business plan writers to position your venture for residency..

Are you an entrepreneur seeking residency in the U.S.A., an investor with an interest in entering new markets, or a sponsor ready to hire local or immigrant workers? Consider the E2 investor visa as a means to obtain permanent residency in the United States.

What is the E2 visa?

An E2 treaty investor visa is a pathway for those seeking to start a life in America. It is a travel permit for entrepreneurs, investors, and sponsors seeking to conduct business and add to the economic output of the United States. With over 180 visas available to immigrants and non-immigrants, the E2 is an attractive opportunity for those with an entrepreneurial or investing proclivity. While entrepreneurs and sponsors must have an operational plan, investors have access to an abundance of companies in San Diego , Washington DC , Miami , Las Vegas , Houston , or other markets requiring capital.

What are the E2 visa business plan requirements?

Since 2006, the E2 visa requirements include a comprehensive immigration business plan. For this reason, entrepreneurs, investors, and sponsors need to include a well-written and presented E2 visa business plan along with the other E2 visa requirements, such as their minimum investment funds. 

The plan will include several elements necessary to complete sufficiently, including an:

• Executive Summary
• Market Analysis
• Personnel Plan (with job descriptions and salaries)
• 5-year Financial Projections (including profit and loss, balance sheet, and cash flow statements)

Your adjudicator will view these documents and your business closely. They will look at whether your business is viable, and if the amount invested is enough runway to continue operations. Additionally, your plan should be built for the long-term when it comes time for visa renewal. The visa provides a two-year maximum stay with extensions of up to two years. The number of extensions is unlimited, but E2 non-immigrants must have a plan to leave America when their expiration is due. 

What is the minimum investment for a Visa E2?

There is no minimum investment amount specified for a visa E2, however BSBCON recommends $100,000 to $150,000 USD. While there can be investments less than this amount, the absolute minimum in our experience is $50,000. As the Foreign Affairs Manual states, “No set dollar figural constitutes a minimum amount of investment to be considered ‘substantial’ for E-2 visa purposes.” [9 FAM 402.9-6(D)]

Your E-2 Visa expert team

With ample experience, our team of business plan consultants is the top choice for E2 visa lawyers across the U.S.A. We provide the highest quality service for entrepreneurs seeking to invest in new ventures within the United States. Our approach is to work collaboratively with you and your E2 visa lawyer to outline your goals, thus crafting a business plan which positions your E2 Visa application for success.  Call or contact us today to put your application into motion. 

Get Your E2 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 .

Poorly formatted visa business plans 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 visas.

Crafting a thorough and well-structured E2 business plan is essential to ensure the success of your visa application. With our expertise in business planning and immigration law, we can help you create a compelling business plan that meets the requirements of USCIS and increases the likelihood of approval.

Our team of experienced professionals understands the intricacies of the E2 visa process and can guide you through the process of developing a comprehensive business plan tailored to your specific needs and goals. By working closely with you and your immigration attorney, we ensure that your business plan accurately reflects your business concept, market analysis , financial projections, and other key components required for a successful E2 visa application.

Don’t leave your business plan for E2 visa application to chance. Partner with E2 visa consulting business companies like BSBCON to get your E2 business plans right the first time.

Why Choose BSBCON?

Creating a comprehensive and effective E2 visa business plan is crucial for entrepreneurs seeking residency in the United States. This type of visa is an attractive opportunity for individuals looking to invest in or start a business in the U.S. However, the process requires meticulous preparation and documentation, especially when it comes to crafting the business plan visa E2 applications.

When it comes to navigating the complexities of immigration business plan E2 visa requirements, BSBCON stands out as your trusted partner. Here’s why you should choose us for your visa business plans:

• Expertise in Immigration Business Plans: Our team comprises seasoned professionals with expertise in crafting immigration business plans specifically tailored for E2 visa applications. We understand the unique requirements and expectations of USCIS adjudicators, ensuring that your business plan meets all necessary criteria for a successful application.
• E2 Visa Business Plan Example and Template: Leveraging our extensive experience, we provide E2 business plan sample and templates to guide you through the process. These resources serve as valuable references, helping you understand the structure and content expected in a compelling business plan.
• Customized E2 Visa Business Plan Template: We offer a customized business plan template for E2 visa that aligns with your business concept, industry, and investment goals. Our template provides a framework for organizing your ideas and presenting them effectively to immigration authorities.
• Personalized Consulting Services: At BSBCON, we believe in personalized service tailored to your unique needs. Our business plan consultants work closely with you to understand your business objectives and develop a customized strategy to meet your immigration goals.
• Convenient Access to Business Plan Consultants: Whether you’re located near our offices or across the globe, our consulting services ensure convenient access to our team of experienced business plan consultants  near me. You can rely on our expertise and guidance regardless of your geographic location.

Partnering with BSBCON for your visa business plans ensures that you have the support and expertise needed to navigate the E2 visa application process successfully. Contact our team of expert business plan writers today to get started. We offer comprehensive E2 visa business plan writing services that cater to your specific needs, ensuring that your application stands out. Let us help you make your American dream a reality.

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E2 Visa Business Plan Template – Why Is It So Important?

E2 visa business plan template is something that could be extremely critical towards ensuring your visa success.  It’s easy to overlook this crucial element when you are dealing with investment avenues and communicating with interested parties. In this article, we tell you the main reasons why your business plan is crucial for a successful visa and who to turn to for help.

When people and businesses are thinking of cracking the American market, it is particularly important to have a good business plan. Many people applying for visas have smaller businesses, a low number of employees and a relatively low revenue – this isn’t always as attractive as large businesses and so a plan demonstrates your intent to succeed in the U.S. This is your chance to explain your concept and your vision. A good  immigration business plan  advisor and writer will spend time with you to ensure that they understand your vision. While there’s a temptation to go with just any business plan you may have put together, it can usually be the case that client-drafted plans do not properly emphasize the matters that the immigration lawmakers are going to be looking out for. Your plan must also meet the requirements for the laws and regulations – which can be much narrower than most applicants actually think. So whether you and your business are looking to put together an  EB5 business plan , an L1 business plan or an E2 visa business plan, it is often far more advantageous to hire an experienced business plan writer with an understanding of these laws.

At Immigration Business Plan, we have that expertise to ensure that your E2 visa business plan template has every  opportunity  of succeeding. We’ve helped businesses in over 120 industries do just that. Visit  https://www.immigrationbusinessplan.com/ , email [email protected] or call us today on +1 (646) 612 7572. 

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I NEED HELP TO PREPARE MY VISA APPLICATION

An E2 visa business plan must address the E2 visa requirements

• Sylvain Perret
• November 22, 2023

E2 Business Plan

• This Article Was Updated On December 13, 2023 @ 4:55 am

An E2 visa business plan is essential for foreign investors who wish to apply for an E2 visa, as it serves as a roadmap for their investment venture in the United States. To ensure approval and meet the strict guidelines set by the U.S. Citizenship and Immigration Services (USCIS), it is crucial for the business plan to address the E2 visa requirements in a comprehensive and detailed manner.

A business plan for an E2 visa application must provide evidence that the venture meets all economic requirements of the visa within a 5-year timeframe. While lawyers ensure legal qualifications are satisfied, the business plan must provide financial and operational details proving economic sustainability.

The United States Department of State outlines E2 criteria in the Foreign Affairs Manual.

Understanding the Basics of an E2 Visa Business Plan

Before diving into the specific requirements, it is important to have a solid understanding of what an E2 visa business plan entails. Unlike a traditional business plan, an E2 visa business plan should focus on describing how the applicant’s investment will meet the required criteria and contribute to the U.S. economy. The plan should include detailed information about the enterprise, the investment amount, and the applicant’s role in managing and developing the business.

When crafting an E2 visa business plan, it is crucial to provide a comprehensive overview of the enterprise. This includes outlining the nature of the business, its products or services, and its target market. By delving into the specifics of the enterprise, the plan demonstrates a thorough understanding of the industry and market dynamics.

Furthermore, the plan should clearly showcase the long-term viability and potential for growth of the enterprise, emphasizing its ability to generate jobs and positively impact the local community. This can be achieved by highlighting the market demand for the products or services offered, as well as any unique competitive advantages the business possesses.

In addition to describing the enterprise, the E2 visa business plan should outline the investment amount and how it will be utilized. This includes detailing the initial capital investment, as well as any ongoing operational expenses. By providing a breakdown of the investment, the plan demonstrates financial acumen and a realistic understanding of the costs involved in establishing and running the business.

Moreover, the plan should clearly define the applicant’s role in managing and developing the business. This includes outlining the applicant’s qualifications, relevant experience, and responsibilities within the enterprise. By showcasing the applicant’s expertise and commitment to the success of the business, the plan instills confidence in the adjudicating officer that the applicant is well-equipped to navigate the challenges of running a business in the U.S.

While the E2 visa business plan should focus on the specifics of the enterprise, it is also important to provide a broader context. This can be achieved by discussing the economic landscape of the target location, including any relevant industry trends or market opportunities. By demonstrating an understanding of the local business environment, the plan further reinforces the potential for success and contribution to the U.S. economy.

Lastly, the plan should outline a realistic timeline for revenue generation and the expected return on investment. This includes projecting the financial performance of the business over a specified period, taking into account factors such as market growth, competition, and operational costs. By providing a clear timeline and financial projections, the plan demonstrates a strategic approach to business development and a commitment to achieving profitability.

Requirement 1: Applicant has invested or is actively in the process of investing

The first requirement for an E2 visa is that the applicant must have already invested or be actively in the process of investing a substantial amount of capital in the U.S. enterprise. The business plan should outline the details of the investment, including the source of funds, the investment amount, and how the funds will be utilized to set up or expand the business.

Additionally, the plan should provide evidence of the applicant’s commitment to the investment, such as contracts, lease agreements, or purchase orders for equipment or property required for the business.

Requirement 2: Enterprise is a real and operating commercial enterprise

Another crucial requirement is that the enterprise must be a real and operating commercial entity. The business plan should clearly demonstrate that the enterprise is not a paper entity, but rather an actual business that engages in legitimate commercial activities.

The plan should include information about the nature of the enterprise, its products or services, the target market, and any existing or potential business contracts or partnerships. Providing financial statements, marketing strategies, or client testimonials can further support the claim that the enterprise is actively operating.

Requirement 3: Applicant’s investment is substantial

For an E2 visa approval, the applicant’s investment must be considered substantial. The business plan should provide a detailed breakdown of the investment amount, including the funds already committed and those to be invested in the future.

Besides the capital investment, the plan should also highlight any additional costs associated with establishing or expanding the business, such as equipment purchases, lease agreements, or marketing expenses. The applicant should emphasize the significance of the investment in relation to the overall value of the enterprise and the industry standards.

Requirement 4: Enterprise is more than a marginal one solely for earning a living

It is crucial to demonstrate that the enterprise is not merely a means for the applicant to earn a living, but rather a venture that significantly contributes to the U.S. economy. The business plan should describe the potential growth and scalability of the enterprise, emphasizing its ability to generate employment opportunities and make a substantial economic impact.

Financial projections, competitive analysis, and market research can be useful in showcasing the enterprise’s long-term viability and potential for expansion. The plan should also outline the applicant’s strategic plans for marketing, sales, and business development, illustrating their commitment to developing a thriving and sustainable enterprise.

Requirement 5: Applicant is in a position to “develop and direct” the enterprise

The final requirement for an E2 visa is that the applicant must be in a position to “develop and direct” the enterprise. The business plan should clearly outline the applicant’s role in managing and overseeing the daily operations of the business, highlighting their relevant skills, experience, and qualifications.

Additionally, the plan should include an organizational chart that demonstrates the management structure and the responsibilities of key personnel within the enterprise. Providing resumes, references, or letters of intent from potential employees or partners can further support the applicant’s ability to develop and direct the business effectively.

When preparing an E2 visa business plan, addressing the specific requirements set by the USCIS is crucial for a successful visa application. By thoroughly understanding and efficiently addressing each requirement, foreign investors can enhance their chances of obtaining an E2 visa and pursuing their business endeavors in the United States. A well-crafted and comprehensive business plan not only demonstrates the applicant’s commitment to the investment but also showcases the potential economic benefits that their enterprise can bring to the U.S. market.

E2 Business Broker

Sylvain Perret is a business professional who has been living in the United States since 2010. Along with his wife Daphnee, he has established several businesses in the country, including Integrity International Brokers, an agency based in Orlando where he works as a business broker, real estate broker, business consultant, and business plan writer. Over the years, he has helped numerous clients from around the world achieve success in their projects to create or take over a company in the United States with an E2 visa. He is highly knowledgeable about U.S. immigration issues and is the author of the book "S'expatrier aux USA grâce aux visas d'entrepreneurs" , which is soon to be translated into English. Sylvain is also a Certified Business Intermediary (CBI) by the International Business Brokers Association and is regularly consulted on issues related to this field. At the age of 50, Sylvain chose to enhance his expertise in finance and strategy by pursuing a Master of Business Administration from the University of Central Florida. He successfully graduated in May 2023, adding a valuable finishing touch to his knowledge. He is active on LinkedIn and Twitter, where he shares his insights and experiences with a wider audience.

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Last Updated on December 13, 2023 by Sylvain Perret

E2 Visa Business Plan

JDC Consultancy specializes in writing E2 Visa Business Plans: in fact, it’s all we do. Since 2006, we have written over 1,370 immigration business plans for one purpose: to get client’s E2 visas approved so they can enjoy a better quality of life in America!

If you are interested in starting or purchasing your own business or franchise, the E2 Visa is a popular choice to get to the United States and enjoy its higher quality of living and better business opportunities. A substantial investment is required, but this varies based on the business you are starting or purchasing.

However, you cannot just apply for the E2 Visa—you must submit an E2 Visa Business Plan with your visa application. A detailed, highly professional 5-year business plan is a critical component of your overall application that provides evidence that you have a proper plan in place to develop your new business.

What JDC does for you:

JDC creates E2 Visa Business Plans that are constantly customized not only to your specific business but to immigration requirements. Our plans, averaging 24+ pages and over 8,000 words, include:

Start-up & Investment Table

Five-Year Balance Sheet

Company Summary

Five-Year Employee Hiring Plan

Detailed Job Descriptions

Salaries & Hourly Compensation

Organizational Chart (detailing the reporting structure)

Market Analysis Summary

Industry Analysis Summary

Marketing, Advertising, and Social Media Strategy

Competition Overview & Analysis

Unlimited Revisions

Plus much more – customized to your specific business and the E-2 visa

Why choose JDC

• We are on the Cutting-Edge

JDC Consultancy regularly works with and communicates with immigration lawyers across the United States. We incorporate their expert advice into each plan, so your E-2 Visa Business Plan is created to the exacting standards required by immigration, giving you the best chance of E2 visa approval success.

• We Guarantee Satisfaction

When we write your U.S. immigration business plan, we do a thorough job the first time to minimize the number of changes needed. However, we allow our clients and their immigration lawyers to make unlimited changes so everyone is 100% satisfied with the final document.

• We Know the Process Inside and Out

Not only have we helped thousands of people navigate the process of relocating to the U.S. to run their own business or franchise, but we have done it ourselves, so we know how life-changing and complex it is. We are here to help you, guide you, advise you, and provide you with a comprehensive, professionally written E2 Visa Business Plan that achieves your goal of living and working in the United States.

Call 678-367-3794 or email

Overview of the e2 business plan.

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 you (the foreign national) has invested, or is in the process of investing a substantial amount of capital.

For more information on what is considered “substantial,” please read our E2 Visa Investment Amount page for more specific details.

The fact that you are investing in a start-up business or purchasing an existing business or franchise is not enough evidence to demonstrate that you may qualify for an E-2 Visa; a comprehensive US immigration business plan is required, and seeking the help of an experienced professional firm such as JDC Consultancy is essential.

For a complete list of E2 Visa Countries , look at our page that lists them all alphabetically to see if you are a national from a qualifying country.

There are several different components and information that are required to support an E2 visa application, and an E2 business plan is one of the most important parts of the overall application.

The E2 visa investment amount is by far the most significant part of the criteria that must be satisfied, but the employment of U.S. workers is also very important, and your professionally created E2 business plan will detail your hiring plan over the next five years, including detailed job descriptions of each employee you plan to hire.

Read What Our Clients Say About our E-2 Visa Business Plan Services

Please see all our client reviews to read more testimonials from clients who have successfully obtained their E-2 visa by having JDC Consultancy write them a professional U.S. Immigration Business Plan.

Latest Immigration News on the E-2 Treaty Investor Visa

• The E-2 Treaty Investor Visa for Entrepreneurs and Investors from Israel is now available – E2 Visa Israel
• See How E-2 Visas Can Now Help New Zealand’s Entrepreneurs Invest in the U.S. – E2 Visa New Zealand
• Alabama Welcomes Europe’s Auto Supply Powerhouse and JDC Consultancy wrote their E2 Business Plan

Other Immigration Business Plans

We also write EB5 Direct Investment Business Plans with an investment level of $800,000 or $1,050,000 if that visa is more suited to your circumstances since it can result in obtaining a green card. We also write L1 Visa Business Plans if that visa suits your needs.

A Message From Jason Coles

Welcome to JDC Consultancy

People around the world dream of living in America, the land of opportunity. Parents dream of giving their children a better life here. I play an integral part in them achieving their lifelong ambitions by writing their immigration business plan.

Hello! My name is Jason Coles and I have been writing detailed, concise, and results-driven immigration business plans for over 18 years. I look forward to working with you...

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What does a business plan for immigration look like?

You must produce a business plan if you apply for a new office L-1 Visa or an E-2 Visa for a new business. A business plan for immigration differs from a traditional one, which is obtaining funding from a bank or other business purposes. When applying for a new office L-1 Visa or E-2 visa for a new investment, make sure your business plan is immigration compliant. We discuss the basic requirements of a business plan for immigration purposes here.

What does a business plan for immigration purposes look like?

Business plans for immigration purposes must contain specific details to meet visa requirements. This is especially important for business plans supporting new office L-1 and E-2 visa applications based on a new business. The necessary factors for an immigration business plan can be found in the Board of Immigration Appeals decision, Matter of Ho – Business Plan,   9 FAM 4029 TREATY TRADERS INVESTORS AND SPECIALTY OCCUPATIONS – E VISAS. , and 9 FAM 40212 U INTRACOMPANY TRANSFEREES – L VISAS . Accordingly, the following should be included in a proper immigration business plan:

• Business Overview – The immigration officer reviewing the business must be able to understand the business venture. This is a very important factor. If the immigration officer is not able to grasp the concept of your business and the likelihood of success,  they could deny your application. Explain in detail what service or product your business provides.
• Proof of Investment or Financial Commitment – Your immigration business plan should detail the investment made or your financial commitment to the success of the US enterprise. In general, the plan should include the source of the funds invested and financial commitment to guarantee the successful operations of the US enterprise. Depending on the visa type, this should include an estimate of your company’s income in the next three to five years.
• Business Requirements – Your immigration business plan should explain how you have or will meet all necessary requirements to do business in the United States. This means you have secured or will secure all necessary business licensing and/or permits for your business to operate.
• Employment Outlook – One of the main requirements for either the L1 or E2 visa is the present or future capacity of the US enterprise to hire US workers. Your immigration business plan should provide a detailed hiring plan. This includes a projected organizational structure, present and future positions to be filled with detailed job descriptions, and wages to be paid. Depending on the visa type, projects should look out for three to five years.
• Sufficient Physical Premises – Depending on your business type, your immigration business plan must demonstrate that sufficient physical premises have been secured in the United States to support the successful operations of the US enterprise. This could be a small 200-square-foot office for a consulting firm or a 50,000-square-foot facility for a manufacturing company.
• Market Analysis and Strategy – One of the factors of an L1 or E2 visa is the present or future capacity for success in the marketplace. A properly formatted immigration business plan will include an in-depth market analysis that includes a future outlook for the industry, competitive analysis, financial outlook, growth projections, etc. This includes a description of your target market, business already being performed, current contracts, and future contracts.  In addition, your immigration business plan must include a detailed overview of your marketing strategy with the marketing mediums you expect to use along with any supporting marketing materials.
• Ability to Develop and Direct the Enterprise – Your immigration business plan must demonstrate your ability to develop and direct the new enterprise in the United States. This explanation should include any relevant education, experience, and background that positions you to successfully develop and direct the enterprise. 

Unless you are experienced with immigration-specific business plans, you should seek the support of a qualified immigration business plan company. There are many companies out there that provide immigration-specific business plans. When handling your L-1 new office or E-2 investment case, we work with experienced immigration business plan writers. Failure to provide a properly executed business plan supporting your immigration application could often result in a denial.

Schedule a Consultation with an Immigration Lawyer

• 9 FAM E Visas: Treaty Traders and Investors
• 9 FAM L1 Visas for Intracompany Transferees
• Matter of Ho – Business Plan Requirements

We Can Help!

The US immigration lawyers at Richards and Jurusik Immigration Law have more than 30+ years of experience helping people to invest and do business in the United States under an L-1 visa and E-2 visa status. Read some of our hundreds of 5-star client reviews ! Contact us today to assess your legal situation.

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E2 Visa Business Plan At A Glance

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What Is E2 Visa?

The E2 visa program offers business visionaries in countries that already partner with the U.S. through treaties to expand and find success in the vast marketplace the American public provides.

Obtaining an E2 Treaty Investor requires carefully presenting the facts about you and your business to U.S. immigration authorities in a clearly written, easy-to-follow E2 Visa business plan .

Your plan should provide solid financial projections and clearly emphasize your qualifications. This may sound daunting, but Wise has helped people from around the globe craft E2 business plan that showcases their strengths.

E2 Visa Eligibility

You may be eligible for an E-2 visa if you invest a substantial amount of money in a new or existing U.S. business. You must be from a country that has a treaty of commerce and navigation with the United States or a country designated by Congress as eligible for participation in the E-2 nonimmigrant visa program. For a list of treaty countries , visit the Department of State website.

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Each of our Business Plan writers has been writing plans for Wise for at least five years. This means your writer has over 10,000 hours of writing and consulting business owners with their planning needs.

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Our business plan consultants have completed more than 15,000 projects in over 400 industries worldwide. Projects range from restaurants to biotechnology and funding from $50,000 to $100MM+.

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Wise Business Plans® has over a decade of accolades and awards across the U.S. and the globe. We are the only business planning company that writes plans for Fortune 100 and 500 Company customers.

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Wise only subscribes to top-tier research to help analyze and forecast your business model. Databases we use include IBISWorld, Hoovers, Statista and many more.

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Each cannabis business plan receives a final polish, professional graphic design from our award-winning graphic design team.

What Our E2 Visa Business Plan Includes:

Executive summary, marketing strategy, competitive advantages, management & personnel, investment analysis, product & service description, company overview, use of funds, swot analysis, barriers to entry, branding & marketing, pro-forma financials.

Bottom Line

Wise Business Plans’ custom-crafted E2 business plan is tailor-made to comply with all requirements of the E2 visa USA program . In addition, the plan can be used to showcase the unique strengths of the company as E2 entrepreneurs seek to acquire funding from investors, look to raise capital through venture capitalists, or work with private investors.

A Wise E 2 business plan can help smooth your way through the visa process, so you can concentrate on building a business that will last, and that will benefit the economy for decades to come.

At Wise Business Plans , our business plan specialists not only understand the E2 Visa requirements for qualifying for your E-series visa but also know the essential ingredients necessary for crafting a personalized business planning template for success in the U.S. Our custom-created E-2 business plans can help you find success sooner and with less stress as you adapt to your new home.

Every plan includes our suite of professional services

You’ll receive a document written in Microsoft Word, financials custom-built in Microsoft Excel, and a finished plan laid out in professional graphic programs by skilled designers.

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E2 Visa Business Plan

We render services on e2 visa business plan.

The E2 Visa or an investor visa is granted to individuals who come to the US to purchase a business or create a new one. We know how important your project is. Our team of expert writers has lots of experience with E2 visa applicants and their visa requirements. You can become one of our teaming clients who trust our highly professional services year in, year out and give a call to one of our consultants to learn more about the services we render regarding the  E2 visa business plan .

The aim of writing business plans is to convince the readers that your project has a very high potential to succeed and that you already have in place a team of highly qualified experts to fulfill your set objectives.

We pride ourselves on the provision of top-rated services to our business-oriented clients. Our experts are highly professional and can develop original business plans rather than utilizing business plan software, thus always producing high-quality documents.

It is important to note that we have, online, an array of business plan samples and templates that will help you attain the level of success you desire.

The traditional business plan differs from the one you write to apply for an E2 visa. The former is composed of investors and people who manage businesses. At the same time, the latter is put together for USCIS officers to grant an E2 immigration visa to an applicant to enable them to live legally and work in the USA. Thus, the two forms of business plans are totally different in purpose, language, tone, content, and format.

The main differences between the business plans written to apply for an E2 immigration visa and a regular one are:

• Purpose:   A business plan written to apply for an immigration visa aims to convince the officer at the USCIS that the business enterprise which the applicant is investing in can create the stipulated number of jobs that will make them eligible for an E2 immigration visa, whereas a regular business plan aims to woo investors as well as assist managers in running their businesses more efficiently.
• Content:   Although the contents of both business plans  are similar,  the content of an E2 immigrant visa business plan is  intended  to prove that the business is  genuine (this includes financial statements, tax returns, payroll summaries or quarter wage reports, bank statement, and so on),  proofing that the  investment is not marginal and that it is substantial and  there is no going back on it ( crossed checks or money orders,  a list of materials and goods  bought for the lease agreement, start-up, etc.),  providing information about the sources of capital (money orders or wire transfers,  foreign tax returns, foreign bank statements, etc.), and  showing that the  applicant can develop  as well as direct  their business (a list of owners plus the percentage of ownership, minutes of meetings,  etc.)
• Format:   A business plan for an immigration visa has a format quite different from that of a regular investment plan. Usually, a business plan for an E2 immigration visa includes detailed information about the petitioner and his/her background,  besides the sections that are generally present in other forms of business plans,  like an executive summary (introduction, objectives, mission,  organization chart, an overview of the setup costs, anticipated sales for the 5-year period, and so on), information about the company (ownership and startup details), services, analysis of the market (segmentation of the market, strategy for the target market segment, competition as well as buying patterns), strategy plus implementation (marketing strategy, sales forecast, sales strategy,  as well as a competitive edge), and management (executives and managers,  salary forecasts, and personal plan).
• Language and tone:  The language used for writing a business plan for the USCIS to obtain an immigration visa must reflect the immigration rules and business guidelines stipulated by the law. The language and tone used for writing should be very easy for the immigration officer to read and understand what the document contains. Also, it must be written in perfect English, leaving no room for spelling and grammatical errors.

Therefore, a business plan for an immigration visa differs from other forms of business plans, which are put together primarily based on what is pleasing to managers and investors.   As an application for an E2 visa has stringent requirements, it is advisable for you to hire an expert visa business plan writer who is well-versed in immigration rules as well as business guidelines stipulated by the law of the US. The business plan is a significant determinant of the success or otherwise of your application for an E2 visa; therefore, it must be error-free.

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HOW TO WRITE A STRONG IMMIGRATION BUSINESS PLAN WITH THESE SECRETS AND STRATEGIES