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E-2 Visa Business Plan Sample

Fill the form to download e-2 visa business plan templates.

Foreign entrepreneurs interested in starting or buying a business in the United States can apply for the E-2 visa. An applicant must submit a comprehensive business plan detailing their proposal. If you are unfamiliar with the U.S. business environment, creating an effective E-2 visa business plan can be challenging.

Over 45,000 E-2 visas were issued in fiscal year 2019, which indicates an increasing interest in this visa category. The E-2 visa business plan is often sought by foreign entrepreneurs to help them succeed.

A E-2 business plan should give a clear mission statement, a description of the organization’s programs and services, a market analysis, a fundraising plan, and a financial plan. In this article, our team will explain what should be included in a E-2 visa business plan . Foreign entrepreneurs can increase their chances of obtaining an E-2 visa and starting a successful business in the United States by taking help from the tips and the sample business plan pdf provided below.

To be eligible for an E-2 Visa, it’s essential to be proficient in writing a business plan that can guarantee a thriving business. For this reason, our business plan writers have meticulously included all the relevant sections in our E-2 business plan sample, which can serve as a comprehensive guide for you. Let’s explore and analyze one such sample.

Table of Contents

1. business plan title page.

A business plan title page should include the name of the company, the founder, the address, the telephone number, the email address, and the website of the company. In addition, it should include the date from which the business plan was created.

e2 visa business plan

What makes a great cover page for a business plan?

Take a look at our business plan cover page examples to download our free templates and create your own cover page.

2. Executive Summary

Abroad Education Services is a higher education marketing consultant that provides admission advisory to students and marketing services to colleges, universities, and educational institutes in the USA. Mr. John Smith, the E-2 investor, plans to expand the business beyond the current state of operations in three destinations and invest $105,000 as an E-2 treaty investor.

The executive summary sample states that the company generates revenue based on a certain percentage of fee from students enrolled with the education providers. The number of international students applying to colleges in the USA is increasing, and the total number of international students enrolled in US colleges is 1,095,299.

The primary target market for the services offered by Abroad Education Services will be universities, colleges, and academic institutions in the state of California, with a secondary market of high-end individuals seeking advisory services directly from the company.  Marketing will be done through various mediums, and Mr. John Smith, with 12 years of experience, is the President of the company.

Useful Resource:   How to write an executive summary for a business plan

Download our Free Executive Summary Sample and Master the Art of Crafting a Killer Summary.

executive summary table

3. Market Overview

US Education industry is projected to grow due to expanding enrollment and improving disposable incomes. The Testing and Educational Support industry provides various educational services, which experienced growth in government funding for education and household income levels. However, according to market research, the industry was hit hard by the COVID-19 pandemic in 2020, and revenue is expected to grow at an annualized rate of 6.0% over the five years to 2022. Nevertheless, profit is expected to fall to 7.0% of industry revenue in 2022, and price competition is expected to intensify as more players enter the industry.

market analysis stats

Overall, the industry revenue is forecast to grow at an annualized rate of 1.3% over the five years to 2027, amounting to $26.5 billion, as growth in enrollment in US schools and universities combined with higher levels of disposable income will drive industry growth.

market analysis

Unlock the Key to Business Success – Discover How Market Research Can Propel Your Business Forward Today!

market analysis

4. Competitive Analysis

A competitive analysis is crucial for any business plan. It involves identifying and analyzing your competition, evaluating their strengths and weaknesses, and developing strategies to gain a competitive advantage in the marketplace. These are the main competitors in our industry.

Third competitor

5. Swot Analysis

A SWOT analysis is used to evaluate the strengths, weaknesses, opportunities, and threats of a company. It provides insight into the internal and external factors affecting the business, helping to identify areas for improvement and potential risks. By analyzing these factors, businesses can make informed decisions and develop strategies to enhance their competitive advantage.

e2 swot analysis

6. Marketing Plan

We know that Abroad Education Services will establish brand awareness by promoting its logo and company colors in all marketing materials, fostering word-of-mouth buzz, and building a loyal customer following. The company aims to become a recognized market leader, offering flexible product offerings and a strong customer service model while remaining attuned to the marketplace.

By staying ahead of the competition will require understanding government policies and fast adjustments to changing regulations, having access to a highly skilled workforce, quickly adopting new technology, providing a range of goods/services, and maintaining a good reputation for quality service.

By achieving the objectives and keys to the success of a marketing plan , Abroad Education Services will increase its market share and become a dominant player in the industry.

objectives

7. Funding Request

Proper funds allocation is crucial for a company’s success as it helps ensure that resources are used efficiently and effectively towards achieving the company’s goals. The process of startup funding typically involves careful analysis and planning to determine the best sources for maximizing returns while minimizing risks.

The total start-up funding required to launch the venture is $105K, with the owner contributing the entire amount from personal funds to establish the brand. The funding allocation is as follows: $13.7K for start-up expenses, $50K for purchasing long-term assets, and $41.3K for working capital, as illustrated in the chart and graph above.

funds allocated

8. Management Summary

A seasoned management professional , adept at driving growth and efficiency in organizations through insightful process improvements and efficient operational structures. With a proven track record of identifying opportunities and maximizing resources, this growth-minded analyst has consistently contributed towards an organization’s strategic objectives.

They have a solid history of streamlining workflows, enhancing operational performance, and implementing best practices, earning recognition for their valuable contributions.

managing chart

9. Financial Highlights

The financial highlights encompass forecasted financial statements that utilize uniform measurement indicators for assessing profitability, leverage, asset turnover, and liquidity. The financial highlights of the company shows:

  • The revenue forecast showing increase from $10,000 in M1 to $893,000 in Y5
  • Gross margin remained consistent at 94% of revenue
  • Operating expenses stayed at $26,000 per month
  • EBITDA improved from -$29,000 in M1 to $52,000 in Y5
  • Net profit improved from -$30,000 in M1 to $47,000 in Y5
  • Net cash flow varied but remained positive overall
  • Cash balance at the end of Y5 was $16,000.

financial indicators

Explore our collection of authentic sample business plans , completely free of charge, and discover how to craft a professional and polished plan, just like this one. This sample guide will surely help you write your own business plan.

Download E-2 Visa Business Plan Sample PDF

We will show you some real-world business plan examples so you may know how to write your own, especially if you are seeking a bank loan or an outside investment and need to use SBA-approved formatting.

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E2 Visa Business Plan: Your Blueprint for Immigration Success

E2 visa business plan defined.

An E2 Treaty Investor Visa is a nonimmigrant visa which allows a foreign investor who is a national of an E2 treaty country to make a substantial investment in a new or existing U.S. enterprise and go to the U.S. to direct and develop this business.

An E2 Business Plan is a document that supports your  E-2 Treaty Visa  application process. It is one of the has many requirements related to the E2 Treaty Investor and the E2 enterprise, and it is also used to show proof of compliance with visa eligibility.

After submission of your application and business plan to the U.S. Embassy or Consulate, you will be invited to attend an interview. During the interview, you will then be asked about any information you have provided about yourself and the business you plan to establish.

The consular officer will scrutinize your business plan to the extent of how it will derive economic benefit to the U.S., so you have to be prepared to explain your plans and projections to prove that your E-2 enterprise will be more than marginal.

Importance of an E2 Business Plan

One of the crucial parts of your  E-2 Visa process  is making your business plan. If it’s poorly written, it could further delay your visa application process as the adjudicator would request more information. Worse, a poorly written business plan will result in a denied application.

Heed caution, however, as using a template might be risky. It’s important to note that the E2 business plan must explain your plans to contribute to the U.S. market and economy through your business.

The purpose of business plans is not really to attract business partners or investors but to convince adjudicators who will review your visa application to approve your visa and your business venture.

An E2 Visa business plan has virtually the may have the same content as that of a standard business plan, but it also has be to tailored to meet the specific E-2 visa requirements. You would need to include your investment funds, the source of your capital, and your operating strategies to establish and direct the enterprise. Further, it would include background information about you, an executive summary, and other business details.

Contents of an E2 Business Plan

It’s common for investors to be unsure of where to begin writing their business plan. There’s no hard and fast rule in creating business plans, and even if you already know what to write, you may still hit some blunders along the way.

There’s a high chance you might use a template if you’re unsure of what to write. However, especially for an E2 business plan, a template will likely leave out vital and necessary information that you would need for your visa application process.

The adjudicator will use the information and business plan you have submitted to decide whether you are qualified for the E2 Visa, so leaving out necessary information or failing to detail important information will likely result in a denial.

Your immigration business plan should include your business objectives, goals and forecast. It should show in detail how you will utilize your investment and how it’s sufficient to make the business operational to meet your goals. The business plan should also provide financial projections on how the business will achieve profitability and economic benefits that will contribute to the U.S.

The contents of your business plan will depend on the nature of your business, the investment amount, and the marketing strategies you’ll adopt to make the business thrive. We always recommend working with professional business plan writers who specialize in immigration-related business plans.

In general, your business plan should cover information regarding:

The company

You should include information regarding the company which is the focus of your investment. It should show whether it’s a new or existing business, its niche, its services or products, its projected economic benefits, and its business or operational strategies. You should prove that the company or enterprise is bona fide and that it will be able to employ qualified U.S. workers.

The investment

Aside from information about the company, you should also be able to detail more about your investment, whether it’s substantial and its lawful source. Your investment must also meet the requirements of the proportionality test

The applicant

Finally, you should also be able to include information about yourself as the investor, whether you can direct and develop the business. Detail as much as you can about your abilities and capabilities to develop and direct the business as well as your credibility so you can sufficiently convince the adjudicator.

Moreover, you have to include your intention to leave the U.S. upon the expiration of your visa as well as your intent to reside in the U.S. for the duration of your visa.

Elements of an E-2 Business Plan

In making your E2 Visa business plan, it should at least include the following:

  • A business summary and description introducing the company briefly, its products and/or its services;
  • A general overview of why you and your business are qualified for an E2 Visa;
  • A detailed description of your intended purpose of developing and directing the business, which includes details that prove you’re entering the U.S. to run the business, that you own 50% of the business, and that you will be responsible for its day-to-day operations;
  • A target market analysis and industry analysis which includes information about business conditions, business competitors, budget and personnel requirements, a description of your diverse client base, and a brief explanation of why the business will succeed in its market;
  • A comprehensive marketing strategy for how the business will gain recognition from its target market, and will engage with the market;
  • A detailed hiring plan which includes a description of each position you intend to hire, how many employees you plan to hire, and information on how your business will create new jobs for qualified U.S. workers for the next 5 years of its operations;
  • A financial strategy includes financial projections, a balance sheet, a cash flow statement, a profit and loss statement, and an explanation for the figures and assumptions in these statements.
  • Information that proves you’re in control of your investment funds, including evidence of the lawful source and substantiality of these funds with a clear paper trail;
  • An operational strategy detailing your venture’s organization and management, a description of your skills and experience, and how these ensure your venture’s success and viability.

E-2 Visa Business Plan Reviewers

The consular officers from your home country’s U.S. Embassy or Consulate, and the United States Citizenship and Immigration Services are the ones who will read the comprehensive immigration business plans. There will be limited communication between you and the officer, so you have to include all necessary information in your business plan.

Issues in Writing an E2 Visa Business Plan

There might be several issues or problems you might come across while writing your business plan. You might ask, along the way, how you can prove that your investment is substantial. While there’s a definitive number on what’s considered a minimum investment, the investment is considered substantial depending on the nature of the business. The investment must be substantial in relation to the costs of setting up your enterprise.

Moreover, on the question if you’d need to indicate a commercial space, take note that a physical space or a commercial lease is not required in an E2 business plan. However, it’s still recommended that you obtain a lease for an office space because most officers still expect to see whether the E2 enterprise has an office and it also contributes in proving that the E2 enterprise is real and operating.

On the question of whether you need to spend money before your visa application is approved, it is an E2 Visa requirement that your investment funds are “at risk” so it’s given that you need to spend the capital before completing your application. However, it is possible to irrevocably commit the funds to your start up E2 enterprise without actually spending them at the time of the filing of the application. Our team can definitely guide you and help you in meeting this requirement and minimizing the risk of losing your investment.

A comprehensive business plan is an essential  E-2 Visa requirement . To show that you are eligible for the visa classification you have to submit a business plan; E2 Visa, after all, is about investing substantial capital in a U.S. business.

You should take your time writing your business plan. Avoid using templates or sample business plans where you’ll just input information. If you’re unsure on what to write and where to start, you can ask help from immigration professionals, especially from those who have experience on handling E2 Visa applications.

The immigration attorneys at  Davies & Associates  can help you prepare for your visa application process, and increase the chances of you getting approved with an E2 Visa with their skills and experience.

Is there a minimum investment needed for an E2 Visa?

The investment capital is one of the most important components of your visa application and your  E-2 Work Visa cost . While there is no definitive minimum amount of investment for an E2 Visa, the requirements are clear that the investment must be substantial. Substantial is measured depending on the nature of the business, its industry, and other relevant factors. It must be substantial enough related to the costs associated with the business.

How does a business plan comply with E2 Visa requirements?

Your business plan should show how your capital investment is going to be utilized together with financial, personnel, operational and marketing strategies.

Is the E2 Visa business plan the same as a standard business plan?

While a standard business plan and an E2 business plan are virtually the same, your E2 business plan must include comprehensive and extensive information about you, the background of your investment, and how beneficial your new venture would be for the U.S.

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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.

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

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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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E2 visa business plan (what to include).

  • July 31, 2024

By Nita Nicole Upadhye

  • Last updated July 31, 2024

Table of Contents

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?

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

What is the purpose of an E2 visa business plan?

An E2 visa business plan is a crucial document that demonstrates the viability and potential success of your business in the US It helps USCIS assess whether your investment and business meet the requirements for an E2 visa

How detailed should my E2 visa business plan be?

Your business plan should be comprehensive and detailed covering all key aspects such as financial projections market analysis operational strategies and job creation plans It should clearly show how your business will succeed in the US

Do I need to include financial projections in my business plan?

Yes financial projections are a critical part of your business plan They should include revenue forecasts profit margins and cash flow analysis to demonstrate the financial viability of your business

How much investment is considered substantial for an E2 visa?

There is no specific dollar amount defined as substantial by USCIS However the investment must be significant enough to support the business’s start-up and operational costs and ensure its successful operation

Can I write my E2 visa business plan myself or should I hire a professional?

While you can write your business plan yourself many applicants choose to hire a professional to ensure that the plan meets all the requirements and is presented in a clear organized and persuasive manner

Can I modify my business plan after submitting it to USCIS?

Once your business plan is submitted as part of your E2 visa application any significant changes to your business should be communicated to USCIS Modifications may require submitting additional documentation

What happens if my E2 visa business plan is rejected?

If your business plan is rejected it could affect the outcome of your visa application You may need to revise and resubmit the plan addressing any issues or concerns raised by USCIS It’s advisable to seek professional advice if this occurs

Do I need to include a job creation plan in my E2 visa business plan?

Yes your business plan should include a job creation plan that outlines how your business will create jobs for US workers This is an important factor in demonstrating the economic impact of your business

What type of business is eligible for an E2 visa?

Most types of businesses can qualify for an E2 visa as long as they meet the necessary requirements including being a legitimate enterprise having substantial investment and being able to generate income and create jobs for US workers

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.

A non-immigrant visa that allows citizens of treaty countries to invest in and run a business in the US
A document that outlines the goals strategies and financial projections of a business
A significant amount of capital required to start and run a business under the E2 visa category
United States Citizenship and Immigration Services the agency responsible for processing visa applications
Estimates of future revenue expenses and profitability of a business included in the business plan
An evaluation of the market demand competition and target audience for a business
A section of the business plan that details the day-to-day operations and management strategies
A part of the business plan that explains how the business will create jobs for US workers
An estimate of the amount of money a business will generate over a specific period
A financial statement that shows the inflow and outflow of cash within a business
A brief overview of the entire business plan highlighting the key points and objectives
A section of the business plan detailing how the investment funds will be used in the business
The formal process of applying for a visa with the necessary documentation submitted to USCIS
A country that has a commerce and navigation treaty with the US allowing its citizens to apply for an E2 visa
The quality and clarity of the business plan ensuring it is well-organized and persuasive
A real and active business that meets all legal requirements for operating in the US
The effect a business has on the local economy particularly in terms of job creation and investment

     

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Nita Upadhye

Founder & Principal Attorney Nita Nicole Upadhye is a recognized leader in the field of US business immigration law, ( The Legal 500 , Who's Who Legal and AILA ) and an experienced and trusted advisor to large multinational corporates through to SMEs. She provides strategic immigration advice and specialist application support to corporations and professionals, entrepreneurs, investors, artists, actors and athletes from across the globe to meet their US-bound talent mobility needs.

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/ How to Renounce US Citizenship: A Complete Guide
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  • Nita Upadhye https://www.nnuimmigration.com/author/nita/ Ultimate Guide to B2 Visa: Requirements & Process
  • Nita Upadhye https://www.nnuimmigration.com/author/nita/ B1 Visa For Business Visitors: Requirements & Process

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

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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.

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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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E2 Visa Business Plan

Develop a solid business plan for your e-2 visa application.

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

What is the E2 visa business plan?

What is the E2 visa business plan?

The E2 visa business plan outlines your venture’s roadmap and how it aligns with U.S. economic interests. A visa application must demonstrate the potential for job creation and contribution to the local economy.

This strategic document includes a thorough market analysis, a clear outline of your business structure, and detailed financial projections. US immigration authorities (USCIS) rely on it to determine your commitment and potential business.

Get your professional business plan template

Access a professional business plan template tailored for E2 visa applicants. This template guides you through all the necessary sections, from executive summaries to detailed market research, ensuring compliance with immigration standards.

Use a well-structured format to highlight your business’ strengths and growth potential. By using it, you can create a compelling narrative that resonates with visa officers. Showcase your readiness and strategic planning for entering the U.S. market.

Get your professional business plan template

Create financial projections max up to 5 years

Develop comprehensive financial projections for up to five years with our AI-powered tools. A financial forecast is crucial to meeting the requirements of an E2 visa application, as it demonstrates your business’s viability and financial planning.

Upmetrics enables you to forecast revenue, expenses, and cash flow precisely. Your business will be able to demonstrate its sustainability and economic impact to visa authorities, increasing the chances of a successful application.

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Having complete control over our business plan has been instrumental in being able to raise funds from investors. Upmetrics is an invaluable product that keeps getting better.

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Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets , creating financial projections, and generating and publishing financial reports take up a lot of a founder's time.

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Every section to prepare an E2 visa business plan

Executive summary.

  • Write a compelling summary that highlights your company's mission and core values, as well as the strategic goals you hope to achieve.

Business Description

  • Describe your business's structure, history, and unique offerings, providing a solid foundation for an E2 visa application.

Industry & Market Analysis

  • Analyze market trends, customer demographics, and competitive positioning to demonstrate your business’s potential for success in the industry.

Operational Plan

  • Outline your operational strategy, from production processes and supplier agreements to facility management and logistics, ensuring smooth day-to-day operations.

Marketing Plan

  • Describe your marketing and sales strategies, highlighting how you plan to attract and retain customers, increase brand visibility, and achieve market penetration.

Financial Projections

  • Present comprehensive financial forecasts that show expected revenue, expenses, and profitability over the next five years, proving your business’s financial viability.

Frequently Asked Questions

How much does a business plan writer cost for e2 visa business plan, what is called an e2 visa-compliant business plan, how much minimum investment is required for an e2 visa application, how are e2 visa business plans different from standard business plans, what are the key elements of an e2 visa business plan, how detailed should the financial projections be for an e2 visa application, your e2 visa business plan is just a few clicks away.

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Developing an E2 Visa Business Plan

Are you an entrepreneur dreaming of starting a business in the United States? The E2 visa could be your gateway to not only launching your venture, but also living in the U.S. However, the success of your E2 visa application largely hinges on one crucial component: a successful business plan. 

This detailed blueprint can make or break your aspirations, and that’s where professional business plan writing services come in.

Understanding the E2 Visa Business Plan

The E2 Treaty Investor Visa allows individuals from treaty countries to enter and work inside of the United States based on an investment they will be controlling. This visa requires a substantial investment in a bona fide enterprise , which means a real, active commercial or entrepreneurial undertaking. A well-drafted business plan for E2 visa proves to the U.S. government that your enterprise meets these requirements and has the potential for successful and profitable operations.

What to Include in Your E2 Visa Business Plan

Detailed Executive Summary

This is your first impression—make it count. The executive summary provides a snapshot of your business and must outline what your business is about, the market needs it will fulfill, and why it is expected to thrive in the U.S. It should be clear, concise, and compelling, providing a strong opening to your detailed e-2 business plan sample pdf.

Market Analysis and Industry Evaluation

Demonstrate your understanding of the market environment with a comprehensive analysis. This should include data on industry trends, target market demographics, and competitive landscape analysis. Showcasing a deep understanding of your market not only strengthens your E2 business but also highlights the viability and strategic planning behind your business concept.

Organizational Structure and Operations Plan

Illustrate the day-to-day operations of your business. Detail your organizational structure, the roles and responsibilities of your management team, and your staffing requirements. This section should convincingly outline how your E2 visa business will operate efficiently and effectively within the U.S. market.

Product or Service Description

Clearly define what your business for e2 visa will offer. Whether it’s a product or service, explain how it meets the market demand, its competitive advantages, and any intellectual property or proprietary technology that it utilizes. This section should emphasize the uniqueness and profitability of your e2 investor visa enterprise.

Marketing and Sales Strategy

Articulate how you intend to attract and retain customers. This should include detailed strategies for marketing, advertising, sales approaches, and distribution channels. A robust marketing strategy demonstrates your business plan visa E2 has the potential for growth and scalability—a critical aspect for the U.S. E2 visa approval.

Financial Projections and Feasibility

Perhaps the most scrutinized section, your financial projections should be both optimistic and realistic. Provide detailed forecasts for revenues, expenses, and profitability over a minimum of five years. These should be supported by data-driven justifications, showing a clear path to financial success and stability.

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Why Professional Business Plan Services Are Essential

Expert Insight and Precision

Drafting E2 business plans that meet the rigorous demands of the E2 visa application can be overwhelming. Professional business plan writers bring extensive experience, with a proven track record of successfully navigating the complex E2 immigration visa requirements for a diverse range of clients. Their expertise means they know precisely what visa officers are looking for—from the financial forecasts to detailed market analysis.

Save Time and Focus on What Matters

Your time is valuable, especially when establishing a new business. By entrusting your business plan E2 visa to experts, you free up essential resources to focus on other integral parts of your business and relocation. An e2 visa consulting business handles the heavy lifting, transforming your business concept into a fully realized business plan E2, ready for submission.

Customization to Your Unique Business Needs

No two businesses are the same, and your E-2 visa business plan shouldn’t be either. Professional writers tailor your E2 business plan to reflect your specific business idea, goals, and market environment. This approach not only aligns with E2 visa requirement but also positions your business as a unique proposition to the market.

Start Your U.S. Business Journey With Confidence

Ready to take the first step towards your American dream? Our team of experienced business plan writers specialize in creating detailed, personalized E2 visa business plans that meet stringent immigration standards. We understand the challenges of E2 visa applications and are equipped to highlight the strengths and potential of your business venture. Contact us today to take the first step towards turning your business dreams into reality!

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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.

Interested in an Immigration Business Plan

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.

Why You Need an E2 Visa Business Plan

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:

What to Include in an E2 Business Plan

  • 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.

E2 Visa Business Plan Sample

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. 

Our Experts Can Help With Your Business Plan for E2 Visa

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Sample Business Plan For E2 Visa – What You Need To Get Your E2 Visa Application Approved

Are you thinking about moving to the U.S. to start a business and are curious about the  E2 visa business plan ? You need to be prepared for all aspects of properly creating this business plan for the E2 visa so that you have the highest possible chance of being approved. Avoiding the mistakes made by many who have tried to create an e2 business plan can be achieved by partnering with the right immigration business plan company.

In order to receive an E-2 visa, you will need to meet multiple requirements for eligibility, one of which is the e-2 business plan. All of these materials must be submitted with your visa application.

What is the Most Important Purpose of the E2 Visa Business Plan?

Although there are several components inside your overall business plan, the primary goal is to show that your level of investment is enough to keep your planned business operational. Furthermore, you should also detail in your business plan for E2 visa purposes how you will meet the growth projections you have outlined.

What Does an E2 Visa Business Plan Sample Include?

While you can expect to be challenged or asked about numerous aspects of your E2 business plan, make sure to take extra care when crafting the sections below in your application and plan.

Financial Strategy for E-2 Visa Business Plan

Make sure you provide clear details about how your intended business will accomplish success and enable enough profit creation for you, your individual dependents, your employees, and future jobs to be created with a maximum five year period. Don’t overstate these projections. Remember that after the five year period, if your E2 business plan is successful, that you can renew and share additional data.

During this portion of the business plan E2 outline, you’ll need to address your source of funds with proper documentation. 

E2 Visa Business Plan Operational Strategy

Once you have covered the source of your investment funds, make sure to mention how your business will truly function in the U.S. once established. This is your E2 business plan visa operational strategy. You must show that a minimum of fifty percent of the business is owned by you and reference the intended corporate strategy, too.

E2 Visa Business Plan Marketing Strategy

How will you keep your company viable once in the U.S.? This is part of your E2 business plan marketing strategy. Discuss your marketing budget and personnel requirements at this part of the plan.

If you already have some contracts in place, this can help your E2 business plan strategy significantly.

E2 Visa Business Plan Personnel Strategy

Who will be helping you to run this business and how will you expand to add more jobs? This is the key question to be answered in your E2 visa business plan personnel section. Decide what the key roles will be, how many jobs in the U.S. you estimate will be created by your company, and when you intend to create them.

E2 Visa Business Plan Experience and Skills

Don’t forget to highlight your own skills and experience within your E2 business plan for the visa. It’s not enough to submit details about the company itself; you must also be prepared to talk about your background and why you are the right person to head this company.

We have links to sample E2 visa business plan for companies, investors, and consultants available for you to review.

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What Happens After I Submit the E2 Visa Business Plan?

Approximately 4-6 weeks after you have submitted the business plan and application to the US Embassy, you can expect to get an interview invitation. This interview is important since you can detail more about your E2 visa business plan and answer questions in person.

The business plan for E2 visa that you have submitted will be evaluated and scrutinized at this time. The goal of the reviewer is also to tell how much economic benefit your company would bring to the U.S.

If you want to ensure that your E2 visa business plan is set up for success from the moment you apply, partner with immigrationbusinessplan.com to prepare a compelling package of your company’s projections and impact.

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Increase Your Chances of Approval by USCIS

The E2 Investor Visa allows investors to work inside of the United States based on a $50,000 to $250,000 investment. As part of the visa application, investors need to present a credible business plan for their new venture. Our business plans are custom written to address these requirements.

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Our E2 Business Plans Include the Following Sections:

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E-2 VISA Business Plans

An e-2 business plan.

Many of the most innovative companies in the United States were started by immigrants. In fact, one of the pillars on which the US economy stands is held strong by investors from outside. That is the reason why the US government has created special visas just for immigrant investors. Immigration by investment has also become one of the most popular means of settling in the country. However, to qualify for this kind of visa, applicants must meet strict documentation requirements, as defined by the US Citizenship and Immigration Services. The business plan needs to provide all the information that an immigration officer needs to make a decision as to whether the foreign investor should be granted immigration or not.

THE REQUIREMENTS

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A foreign investor has to invest in a new or existing business in the United States.

An investment is defined as placing capital in the form of money or assets into a new or existing venture for profitable outcomes.

The money invested must be in the possession of the entrepreneur and some of it must be irrevocably committed to the enterprise.

The money must be in the investor’s funds.

The money must be legitimately obtained.

The business must be a real one; that is, the entrepreneurial undertaking will produce goods or services for earning profits.

OTHER REQUIREMENTS

Uscis requirements.

Writing an E-2 business plan is not that simple, since this document is written to impress USCIS. It contains some additional sections that directly address the requirements of USCIS which are as follows:

Executive Summary

Executive and Business Summary

The first two pages can be an executive summary of the business. These introductory pages of the plan can grab the attention of the immigration officer. The summary should briefly portray a nice, well-rounded picture of the enterprise.

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E-2 Visa Fulfillment and Value Proposition

This section of the plan describes how the mentioned requirements of the USCIS are met. Also, it describes how the business venture can be profitable to the U.S. economy.

market and industry

Market and Industry Analysis

This section explains a complete analysis of the market and the competitors. It demonstrates the market segment the business is targeting and the demographics of that segment. The industry analysis demonstrates an in-depth analysis and research on the industry.

Sustainability strategies

Financial and Sustainability strategies

In this section, the financial condition of the entrepreneur is projected. The USCIS prefers to approve those business plans that present an enterprise with planned growth strategies.

Value proposition

Value proposition

It describes how the business venture can be profitable to the U.S. economy.

Ownership structure and management

Ownership structure and management

This section describes the involvement of the investor in the business and the roles and qualifications of the management team hired.

Operating plan

Operating plan and Marketing strategies

This section will provide a wealth of information regarding the operating strategies of the business. Also, the plan will include the marketing strategies of a company.

OUR SAMPLES

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Certain documents are required to write a proper E-2 business plan. These documents endorse the information in the business plan:

Real estate purchase or sales contract if purchasing some commercial space.

Franchise agreement.

Lease agreement if renting some commercial space.

Purchase or sales contract if buying some other business.

Resume of the immigrant investor.

Resume of any executive or manager already hired.

Articles of incorporation if the business is a corporation.

Articles of organization if the company is a limited liability company.

Explanation of the capital invested.

Choosing The Plan Writers

The Plan Writers team comprises professionals who have years of experience in preparing business plans. We help our clients by paving their way to success. Our business plans incorporate the expert advice of immigration lawyers across the United States. Our business plans are customized, not only according to your business needs but also in line with the immigration requirements. We will guide you with our professional expertise so that you can attain your objective of working and living in the United States.

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What our client say about us, skip brittenham founding partner, ziffern brittenham llp.

"I'm the lead investor on a disruptive health and wellness device. Matt and his team prepared an outstanding business plan that resulted in a $4mm capital raise from numerous high-profile individuals. They are truly experts in their field, and I will continue to use them for my other ventures."

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What is E2 Visa

An E2 visa is a travel permit for entrepreneurs, investors, and sponsors to get residency in America.  They need the permit to begin a business there. To establish a company in America, entrepreneurs must have a comprehensive operational plan to get successful approval.

As said above, E2 Visa comes in a visa classification for investors who are not immigrants of the USA pursuing to establish a business in America.  E2 visa with solid business plans allows entrepreneurs to invest in any company that is operational in America.  With this visa classification, business owners can begin a new venture in the country.

Why select us?

Full compliance.

Your E2 Visa Business Plan will be prepared in compliance with USCIS requirements. Our team regularly checks for requirement changes and we revise our plans appropriately. This is one of the reasons we can boast a success rate above 95%.

Results-driven business plan

Your document will clearly show that your business idea has growth potential, that your value propositions are supported by the market research, and that your financial forecast and action plan will lead to a fully developed and viable company.

Full Customization

The OGS capital team prepares all documents from scratch using modern design and full-color tables, graphs and pie charts. You will get a fully customized solution with the proper highlights and structure that will increase your chances of visa approval.

Industry knowledge

OGScapital will add our knowledge of best practices to your business—knowledge that is a result of over 5,000 business plans covering 42 industries. This knowledge helps us ensure that each document is industry-specific.

Experienced team

Our Immigration Service Line deals with nothing but immigration cases. OGScapital has a separate team of writers that have focused exclusively on immigration cases for the last 15 years. We develop 150-170 E2 visa business plans per year.

Operational guide

Your E2 business plan can serve as a business development roadmap. Thanks to our experts and their 12+ years of experience working in globally recognized consulting companies, we know we can stand behind each of our plans.

Our solution

Our detailed business plan will help ensure that your E2 visa application will be approved.

E2 visa business plan:

Users:   E2 visa applicants and immigration lawyers

Document size:  30-40 pages

Timeframe:   10-12 days

Graphic design:  included

Assigned team:   2 senior consultants with a team lead

Unlimited revisions:  3 weeks

Rush Delivery Service:  Available

Document contents:

  • Executive Summary
  • Competitive Analysis
  • Goals, Mission, Vision
  • Operational Strategies
  • Organizational structure and Recruitment Plan
  • Financial Model
  • Market Research
  • Company Overview
  • Action Plan
  • Marketing Plan and Mix
  • Use of Proceeds
  • Management Team

Illustrative sample business plan for e2 visa

OGS E2 Business Plans are created using an extremely user-friendly and stunningly modern format. An OGS business plan will substantially increase the success rate of your USCIS. We do not use a e2 visa business plan template or any other ready-made solutions.

E2 Visa Business Plan (USA)

What is an E-2 visa?

The E-2 visa is applicable for residents of treaty countries who want to enter and work in the US and are committed to making a substantial investment in their business. The successful applicant will need to renew their E-2 visa every 2 years.

Who is eligible to participate in the E-2 visa program?

The E2 Treaty Investor Visa is applicable for individuals who want to invest substantial amount of money, set-up and develop their business in the US.

Emplovees from Treaty countries may also quality for E2 visa if they occupy supervisory or managerial positions, if they are important for the running of the business, or if they meet the definition of “employee” in law.

What is the cost of the OGS capital business plan?

The cost of the business plan varies depending on the needs of the clients. The document of the business plan includes model description, strategies, financial model, and market analysis.

What sections will the business plan include?

Business plan structures vary depending on the client’s needs. All documents, though, include the following key sections: market analysis, business model description, operational strategy, goals, financial model, etc.

What will you do if my application is refused by USCIS?

We boast a success rate over 95%, so the chance of a rejected application is very low. If it does happen, though, OGS will make all the necessary changes to the business plan without charge

How can you create an E-2 Visa business plan?

Read the guide to writing an E2 visa business plan or consult professional business plan writers to create an E2 visa business plan.

What is the investment limit for an E2 visa?

There is no fixed amount of investment for entrepreneurs to apply for or get approval for E2 visas. However, your investment capital should not be less than $50,000 to $80,000. Having an operational plan with this capital ensures approval.

E2 Visa Business Plan

E2 Visa Business Plan

OGSCapital will provide you with a complete business plan for e2 visa for a reasonable fee.

e 2 business plan sample

Special Offer for Legal Attorneys, Solicitors!

Join OGS partner program now

The process of having OGS write your business plan is easy and straightforward

Getting your E2 visa business plan in 4 easy steps

e 2 business plan sample

Fill out our  online form .

Within 10-12 days, we will prepare a draft, which will include market research.

Once your comments have been considered, we will issue the final business plan to you.

Payment methods:  debit/credit card and wire transfer

Any questions? Get in Touch!

e 2 business plan sample

OGScapital was founded by 8 partners in 2006. Since then, we have prepared more than 5,000 business plans covering 42 industries. This makes us the #1 business plan company focused on immigration business plans. Our team serves 170 E2 Visa applicants per year. We regularly analyze USCIS policies to make sure our business plans comply with their requirements.

OGScapital was established in 2006

Our approval rate is 95%

Our team members have experience in 42+ industries

OGS develops 170 E2 Visa Business Plans annually

Our team consists of 60 senior experts

OGScapital successfully cooperates with 45 solicitors and law firms

Testimonials

We take clients satisfaction extremely seriously, trying to exceed all of our clients’ expectations.

OGScapital has a 9.5/10 Trustpilot score

133 REVIEWS on TrustPilot

32 REVIEWS on TrustPilot

Highly Efficient Service

Highly Efficient Service! I am incredibly happy with the outcome; Alex and his team are highly efficient professionals with a diverse bank of knowledge.

∙ Loga Mathangi

Great Work!!

Had the pleasure of working with Alex on a BP for a new venture. The end result looks very professional. His communication is always prompt and he was very patient with my detailed requests. I would definitely work with this company in the future.

Great Service

Great Service. On point and on time!

∙ Franck Boursier

Amazing service

Amazing service. Very happy

Awesome job!

∙ Elizabeth

Very Helpful in preparing

I found OGS Capital very responsive and helpful in preparing a business plan.

Business Plan Request

Diamond Sun Labs, Inc. The key to any successful business can be found in its employees. The staff at OGS Capital performed beyond our expectations, the Business Plan delivered in depth analysis and was professionally composed. All of this was accomplished on time and budget. We would not only recommend there service, we will further be engaging them in future projects. Incredible Job, Thank You

∙ Cisco Schipperheijn

Extremely recommended.

Alex is very talented and creative. He is very dedicated and work with you with so much support. Always answers your questions even if it is after work hours. Deliver outstanding and professional results. On time and great work didn’t even need to make any changes to the work he delivered. Thank you so much for making the first step of my dream come true.

Our clients

More than 5,000 companies have used OGScapital’s services.

client

Investing substantial capital is one of the mandatory requirements to get an E2 visa. Your strategic plan to enter the business world has to indicate your significant investment or intention to direct a company.  Use a comprehensive business plan in order to apply and get approval for an E2 visa. Invest in the corporation or a new venture.

It is worth mentioning that an E2 visa is for the citizens who belong to the countries that have an E2 treaty with America.

How to Start a Business on E2 Visa?

To qualify, entrepreneurs have to devise an operational plan for visa approval. Include sole purpose and objective to enter, establish, and develop a corporation in America. Demonstrate the intention to set up a company in the E2 visa business plan. As an applicant, make sure your operational plan must show that you own 50% of the company or have a headship position with sheer operational control. Also, your application for an E2 visa portrays the “possibility of capital loss” in unfavorable conditions to qualify. Before documenting a business plan for an E2 visa, ensure that all the funds you have planned to use in the company have come from legal means. Whether you need an E2 visa for an online business or consulting company, your E2 plan for running it must demonstrate that you have a sufficient workplace to work. An E2 company can’t run its operations from the home of investors. A company based on an E2 visa, whether it is a new venture or an established corporation, must meet the criteria for E2 funds. If you’re an individual investor, you can’t use your assets to create a job for yourself. Plus, the best business for E2 visas employs 3 to 5 people to work in the company. Typically, qualifying for an E2 visa to establish a company in America, you must:

Have a headship position or administrative designation

Have necessary funds, place, and staff to the iterate the business, fulfill the legal criteria to hire employees, must be a citizen of a country with t e2 treaty, must exist from america after your e2 status completes, your corporation makes a substantial investment in america, is it easy to get an e2 visa.

While no particular amount counts as a significant investment for an E2 visa, applicants with below an €80,000 investment budget don’t get the E2 visa approval. The consular officer thoroughly studies a business plan for an E2 visa to determine its efficacy and capacity to generate revenues.

If your E2 visa business plan fails to show your company’s ability to reach a sustainable level of profit within three to five years, your application will be denied. Seek the help of professional E2 visa business plan writers as they have the rights set of skills to represent your finances for company and potential to succeed in the future.

If you have never written a plan for E2 visa businesses or read the guide to writing an E2 visa business plan, you may find meeting the criteria of the visa approval a difficult task. You need to demonstrate that your E2 business isn’t a subsidiary enterprise and can produce sufficient income to spend life in America.

What Can You Do with an E2 Visa?

With An E2 visa, you can avail plenty of benefits that include;

A permit to start a venture in America and run it

A legal way to get family comprising unmarried kids (under 21) and a partner’s E2 visas.

You kids can study in America

Start a venture with no fixed investment with an E2 visa.

Extention of an E2 visa is possible multiple times with residency status for over 15 years.

There is no requirement to maintain or have an overseas residence to get apply for an E2 visa.

What is the Success Rate of E2 Visa

The number of E2 visas has grown rapidly to over 40,000 approvals annually.  As per the recent survey by the Department of State, the E2 visas that accompany solid business plans have reached 80%.

However, most of the applicants who get the approval are from France, Great Britain, Germany, and Canada and have a well-written E2 visa business plan.

OGS Capital – Your Trusted E2 Visa Business Plan Writers

OGS Capital has a reputation for creating the highest-quality E2 visa business plans for sale. The dedicated team at OGS Capital comprises immigration-focused consultants with years of experience in the field. They have helped hundreds of new arrivals and applicants write impeccable and effective business plans for E2 visa approval.

Benefit from the industry spanning experience of our competent developers to write an E2 visa business plan.

EB-5 Business Plan

Content on page reviewed by:

Alex Silensky – co-owner of the leading business consultant firm OGS Capital.

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Linkedin: https://www.linkedin.com/in/alex-silensky-45b94961/

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