e2 business plan sample pdf

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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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.

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.

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.

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.

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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.

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.

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.

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.

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.

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.

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

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

E2 Visa Business Plan Overview

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

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

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

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

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

What should be included in an E2 visa business plan?

The Key Elements

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

How to create financial projections that meet the USCIS requirements?

The Importance Of Having Realistic And Accurate Financial Projections

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

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

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

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

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

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

Gathering Data For An E2 Visa Business Plan

Hiring and expansion guidelines for an e2 visa business plan.

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

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

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

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

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

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

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

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

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

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

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

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

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

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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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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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Home Blog Business Plan A Step By Step Guide to Writing Your E-2 Business Plan

A Step By Step Guide to Writing Your E-2 Business Plan

Home » A Step By Step Guide to Writing Your E-2 Business Plan

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The US has a special type of visa known as E-2 visa, which allows a foreign national of a treaty country to be admitted and do business in the US. The primary purpose of the visa is to stimulate the US economy by encouraging more investments that would create jobs and hire US workers.

There are a number of rules that govern an E-2 visa application. To qualify for one, the applicant must be a national of a one of the countries with which the US maintains a trade and navigation treaty; must have invested or in the process of investing a “substantial” amount in a bona fide enterprise in the US; and be only looking to enter the country to develop and direct that enterprise.

Mandatory documents that you will need to bring prior to your visa interview include a valid passport, Nonimmigrant Visa Application (Form DS-160), photograph, Nonimmigrant Treaty Trader/Treaty Investor Application (Form DS-156E), and the application fee payment receipt.

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Do you need a business plan for an E-2 visa application?

A business plan is not an official E-2 visa requirement, but it is highly recommended that you have one prepared as part of the additional documents the embassy or consulate will look for.

According to the US Department of State, you should expect that the consular officer will request additional documentation to determine your eligibility. It stated that it is impossible to determine the exact documentation needed, but business plans are part of the Foreign Affairs Manual 9 FAM 402.9’s document checklist. So you’d do well to have one on hand.

A business plan will help you prove that you have the necessary skills and resources to operate a bona fide business in the US that has a high likelihood of success and the capability to provide jobs to American citizens.

What you should include in your E-2 business plan

The US government offered no mandatory rules in writing an E-2 visa business plan, except that it has to be “thorough” and has “financial projections for next 5 years”. A comprehensive business plan should contain the following key sections:

• Executive Summary
• Company Analysis
• Industry Analysis
• Market Analysis
• Competitive Analysis
• Marketing Plan
• Operations Plan
• Financial Plan

Writing the Executive Summary

The executive summary is the first section that the consular officer will see in your business plan, so it is advisable to make this section exciting, professional, and comprehensive. This section provides the reader with an overview of your business and should contain the highlights of your business plan presented in a concise format.

Your executive summary of an E-2 business plan should be able to let the reader know in a single page what your company does, what separates it from your competitors, who your customers are, how much is your investment, the number and type of jobs you can provide, and the growth prospects of your business.

Writing the Company Analysis

The Company Analysis section provides a more detailed description of your business, including the product or service it provides, and the market opportunity. A thorough Company Analysis should also include the company history, its mission and vision, business model, value proposition, and further plans for expansion.

For E-2-focused business plans, it is highly advisable to include a section detailing how your direct handling of the business in the US will help it maximize revenue and profit potential. In addition, you should also describe your employment plans, particularly the quality and number of jobs you’re planning to offer to the local community.

Market Research

The Industry, Market, and Competitive Analyses are part of the market research section, which is responsible for providing the consular officer with a detailed overview of your market in the US. For an E-2 application, the primary purpose of this section is to prove that your business has the potential to succeed in the US based on industry and market trends and indicators.

In the Industry Analysis section, you’d need to first pinpoint the industry your business belongs in. Afterwards, you should research trends and statistics that can prove that the industry is growing. If your industry has been on a slide in the past few years, you must be able to identify credible signs of a reversal in the near future. 

The Market Analysis section provides a detailed account of the type and size of market your business will serve. A number of free tools are available online, which you can use to do research, such as the Statistical Atlas for the precise number of individuals in a locality and the American FactFinder for the estimated number of businesses in a state.

The Competitive Analysis is performed to provide an overview of your main competition. It also offers you the opportunity to build credibility for yourself by showing your company’s competitive advantage.

Creating the Marketing Plan

Your company’s Marketing Plan should tell the consular officer how you plan on getting US customers to buy your product or service. You should include in this section your main promotional strategy and the advertising and sales tactics that you’re planning to employ to achieve your goals.

Writing Operational Plan

The consular officer will want to know how your business will operate in the US. You’d want to provide in this section a detailed description of your management team, including a list of your professional and advisory support group. You’d also want to include a list of your immediate key hires, which would further drive the point that you’re planning to provide jobs for locals.

Financial Planning

Probably the most important section of an E-2 business plan, the Financial Plan section offers the reader a realistic view of your company’s viability and an estimate of its financial future. Your E-2 visa business plan should contain a detailed financial plan with a five-year profit and loss projection, cash flow projection, projected balance sheet, and breakeven analysis.

Where to find help writing an E-2 visa business plan

Individual writers and companies dedicated to crafting business plans tailored for E-2 visa applications have sprouted all over the world to provide E-2 visa applicants with expert help regarding their business plan requirements. Their rates vary, but expect a standard business plan to cost upwards of $1,500.

Suppose you’re short on cash, we suggest drafting your plan on your own and then commissioning a business plan writer afterwards to polish it for you. Remember to follow the steps we’ve laid out above. 

If you need professional help in writing your E-2 Visa business plan, please don’t hesitate to contact us for a free consultation. We have successfully completed more than 3,000 business plan projects for companies in sundry industries and look forward to working on your business plan project.

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

Interested in an immigration business plan.

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

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

We Specialize in E2 Visa Business Plans

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

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

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

Why You Need an E2 Visa Business Plan

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

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

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

How Should E2 Visa Business Plans Be Written?

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

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

What to Include in an E2 Business Plan

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

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

Elements of an E-2 Business Plan

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

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

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

How Can Samples of E2 Visa Business Plans Help?

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

Where to Find an E2 Business Plan Sample

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

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

Our Experts Can Help With Your Business Plan for E2 Visa

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

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.

[Remember to add link to sample here]

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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USCIS-Ready E-2 Visa Business Plan

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

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It starts with your vision

Building Your E-2 Visa Success Story

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

E-2 Visa Overview

E-2 visa business plans

Designed for e-2 treaty investors.

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

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

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

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

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

See Our Work

E-2 Visa Business Plan Samples

our Process

Step by Step

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

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

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

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

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

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

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

Do You Need an Immigration Attorney?

Having the right legal guidance is crucial for the outcome of your application. if you don't yet have an immigration attorney, we will connect you with a vetted and trusted professional from our invite-only network., what our clients and partners have to say about us.

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Ready to turn your E-2 dream into reality? Contact us today.

Immigration Business Plans

This form is implemented on: —Immigration Business Plans Division Page —Immigration Business Plans Product Pages form ID 40

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Immigration business plans

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E2 Visa Business Plan

JDC Consultancy specializes in writing E2 Visa Business Plans: in fact, it’s all we do. Since 2006, we have written over 1,360 immigration business plans for one purpose: to get client’s E2 visas approved so they can enjoy a better quality of life in America!

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

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

What JDC does for you:

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

Start-up & Investment Table

Five-Year Balance Sheet

Company Summary

Five-Year Employee Hiring Plan

Detailed Job Descriptions

Salaries & Hourly Compensation

Organizational Chart (detailing the reporting structure)

Market Analysis Summary

Industry Analysis Summary

Marketing, Advertising, and Social Media Strategy

Competition Overview & Analysis

Unlimited Revisions

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

Why choose JDC

• We are on the Cutting-Edge

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

• We Guarantee Satisfaction

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

• We Know the Process Inside and Out

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

Call 678-367-3794 or email

Overview of the e2 business plan.

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

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

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

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

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

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

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

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

Latest Immigration News on the E-2 Treaty Investor Visa

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

Other Immigration Business Plans

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

A Message From Jason Coles

Welcome to JDC Consultancy

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

Hello! My name is Jason Coles and I have been writing detailed, concise, and results-driven immigration business plans for over 17 years. I look forward to working with you...

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JDC Consultancy

6175 Hickory Flat Highway Suite 110-264

Canton, Georgia, 30115 United States

678-367-3794

[email protected]

© 2024 JDC Consultancy | All Rights Reserved

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Free Business Plan Template for Small Businesses (2024)

Use this free business plan template to write your business plan quickly and efficiently.

A good business plan is essential to successfully starting your business —  and the easiest way to simplify the work of writing a business plan is to start with a business plan template.

You’re already investing time and energy in refining your business model and planning your launch—there’s no need to reinvent the wheel when it comes to writing a business plan. Instead, to help build a complete and effective plan, lean on time-tested structures created by other  entrepreneurs and startups. 

Ahead, learn what it takes to create a solid business plan and download Shopify's free business plan template to get started on your dream today. 

What this free business plan template includes

• Executive summary
• Company overview
• Products or services offered
• Market analysis
• Marketing plan
• Logistics and operations plan
• Financial plan

This business plan outline is designed to ensure you’re thinking through all of the important facets of starting a new business. It’s intended to help new business owners and entrepreneurs consider the full scope of running a business and identify functional areas they may not have considered or where they may need to level up their skills as they grow.

That said, it may not include the specific details or structure preferred by a potential investor or lender. If your goal with a business plan is to secure funding , check with your target organizations—typically banks or investors—to see if they have business plan templates you can follow to maximize your chances of success.

Our free business plan template includes seven key elements typically found in the traditional business plan format:

1. Executive summary

This is a one-page summary of your whole plan, typically written after the rest of the plan is completed. The description section of your executive summary will also cover your management team, business objectives and strategy, and other background information about the brand. 

2. Company overview

This section of your business plan will answer two fundamental questions: “Who are you?” and “What do you plan to do?” Answering these questions clarifies why your company exists, what sets it apart from others, and why it’s a good investment opportunity. This section will detail the reasons for your business’s existence, its goals, and its guiding principles.

3. Products or services offered

What you sell and the most important features of your products or services. It also includes any plans for intellectual property, like patent filings or copyright. If you do market research for new product lines, it will show up in this section of your business plan.

4. Market analysis

This section includes everything from estimated market size to your target markets and competitive advantage. It’ll include a competitive analysis of your industry to address competitors’ strengths and weaknesses. Market research is an important part of ensuring you have a viable idea.

5. Marketing plan

How you intend to get the word out about your business, and what strategic decisions you’ve made about things like your pricing strategy. It also covers potential customers’ demographics, your sales plan, and your metrics and milestones for success.

6. Logistics and operations plan

Everything that needs to happen to turn your raw materials into products and get them into the hands of your customers.

7. Financial plan

It’s important to include a look at your financial projections, including both revenue and expense projections. This section includes templates for three key financial statements: an income statement, a balance sheet, and a cash-flow statement . You can also include whether or not you need a business loan and how much you’ll need.

Business plan examples

What do financial projections look like on paper? How do you write an executive summary? What should your company description include?  Business plan examples  can help answer some of these questions and transform your business idea into an actionable plan.

Professional business plan example

Inside our template, we’ve filled out a sample business plan featuring a fictional ecommerce business . 

The sample is set up to help you get a sense of each section and understand how they apply to the planning and evaluation stages of a business plan. If you’re looking for funding, this example won’t be a complete or formal look at business plans, but it will give you a great place to start and notes about where to expand.

Lean business plan example

A lean business plan format is a shortened version of your more detailed business plan. It’s helpful when modifying your plan for a specific audience, like investors or new hires. 

Also known as a one-page business plan, it includes only the most important, need-to-know information, such as:

• Company description
• Key members of your team
• Customer segments

💡 Tip: For a step-by-step guide to creating a lean business plan (including a sample business plan), read our guide on how to create a lean business plan .

Benefits of writing a solid business plan

It’s tempting to dive right into execution when you’re excited about a new business or side project, but taking the time to write a thorough business plan and get your thoughts on paper allows you to do a number of beneficial things:

• Test the viability of your business idea. Whether you’ve got one business idea or many, business plans can make an idea more tangible, helping you see if it’s truly viable and ensure you’ve found a target market. 
• Plan for your next phase. Whether your goal is to start a new business or scale an existing business to the next level, a business plan can help you understand what needs to happen and identify gaps to address.
• Clarify marketing strategy, goals, and tactics. Writing a business plan can show you the actionable next steps to take on a big, abstract idea. It can also help you narrow your strategy and identify clear-cut tactics that will support it.
• Scope the necessary work. Without a concrete plan, cost overruns and delays are all but certain. A business plan can help you see the full scope of work to be done and adjust your investment of time and money accordingly.
• Hire and build partnerships. When you need buy-in from potential employees and business partners, especially in the early stages of your business, a clearly written business plan is one of the best tools at your disposal. A business plan provides a refined look at your goals for the business, letting partners judge for themselves whether or not they agree with your vision.
• Secure funds. Seeking financing for your business—whether from venture capital, financial institutions, or Shopify Capital —is one of the most common reasons to create a business plan.

Why you should you use a template for a business plan

A business plan can be as informal or formal as your situation calls for, but even if you’re a fan of the back-of-the-napkin approach to planning, there are some key benefits to starting your plan from an existing outline or simple business plan template.

No blank-page paralysis

A blank page can be intimidating to even the most seasoned writers. Using an established business planning process and template can help you get past the inertia of starting your business plan, and it allows you to skip the work of building an outline from scratch. You can always adjust a template to suit your needs.

Guidance on what to include in each section

If you’ve never sat through a business class, you might never have created a SWOT analysis or financial projections. Templates that offer guidance—in plain language—about how to fill in each section can help you navigate sometimes-daunting business jargon and create a complete and effective plan.

Knowing you’ve considered every section

In some cases, you may not need to complete every section of a startup business plan template, but its initial structure shows you you’re choosing to omit a section as opposed to forgetting to include it in the first place.

Tips for creating a successful business plan

There are some high-level strategic guidelines beyond the advice included in this free business plan template that can help you write an effective, complete plan while minimizing busywork.

Understand the audience for your plan

If you’re writing a business plan for yourself in order to get clarity on your ideas and your industry as a whole, you may not need to include the same level of detail or polish you would with a business plan you want to send to potential investors. Knowing who will read your plan will help you decide how much time to spend on it.

Know your goals

Understanding the goals of your plan can help you set the right scope. If your goal is to use the plan as a roadmap for growth, you may invest more time in it than if your goal is to understand the competitive landscape of a new industry.

Take it step by step

Writing a 10- to 15-page document can feel daunting, so try to tackle one section at a time. Select a couple of sections you feel most confident writing and start there—you can start on the next few sections once those are complete. Jot down bullet-point notes in each section before you start writing to organize your thoughts and streamline the writing process.

Maximize your business planning efforts

Planning is key to the financial success of any type of business , whether you’re a startup, non-profit, or corporation.

To make sure your efforts are focused on the highest-value parts of your own business planning, like clarifying your goals, setting a strategy, and understanding the target market and competitive landscape, lean on a business plan outline to handle the structure and format for you. Even if you eventually omit sections, you’ll save yourself time and energy by starting with a framework already in place.

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Business plan template FAQ

What is the purpose of a business plan.

The purpose of your business plan is to describe a new business opportunity or an existing one. It clarifies the business strategy, marketing plan, financial forecasts, potential providers, and more information about the company.

How do I write a simple business plan?

• Choose a business plan format, such as a traditional or a one-page business plan. 
• Find a business plan template.
• Read through a business plan sample.
• Fill in the sections of your business plan.

What is the best business plan template?

If you need help writing a business plan, Shopify’s template is one of the most beginner-friendly options you’ll find. It’s comprehensive, well-written, and helps you fill out every section.

What are the 5 essential parts of a business plan?

The five essential parts of a traditional business plan include:

• Executive summary: This is a brief overview of the business plan, summarizing the key points and highlighting the main points of the plan.
• Business description: This section outlines the business concept and how it will be executed.
• Market analysis: This section provides an in-depth look at the target market and how the business will compete in the marketplace.
• Financial plan: This section details the financial projections for the business, including sales forecasts, capital requirements, and a break-even analysis.
• Management and organization: This section describes the management team and the organizational structure of the business.

Are there any free business plan templates?

There are several free templates for business plans for small business owners available online, including Shopify’s own version. Download a copy for your business.

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Together Against Trafficking in Human Beings

Trafficking in human beings is a crime that should have no place in today’s society. It destroys individuals’ lives by depriving people of their dignity, freedom and fundamental rights. It is often a violent crime committed by organised crime networks.

Facts about trafficking in human beings

37% of the victims of trafficking in the EU are EU citizens, and a significant number of them are trafficked within their own country. However, non-EU victims have increased in recent years and they now outnumber victims with an EU citizenship. The majority of victims in the EU are women and girls who are mainly trafficked for sexual exploitation. The ratio of male victims has more than doubled in the last years.

Around 15% of victims of trafficking in the EU are children.

The most common forms of trafficking in the EU is sexual exploitation and labour exploitation . Both forms of exploitation amount to an equal share of victims. Most traffickers in the EU are EU citizens and often of the same nationality as their victims. More than three quarters of perpetrators are men.

Links with organised crime

This crime brings high profits to criminals and carries with it enormous human, social and economic costs. Trafficking in human beings is often linked with other forms of organised crime such as migrant smuggling, drug trafficking, extortion, money laundering, document fraud, payment card fraud, property crimes, cybercrime and other.

This complex criminal phenomenon continues to be systematically addressed in a wide range of EU policy areas and initiatives from security to migration, justice, equality, fundamental rights, research, development and cooperation, external action and employment to name a few.

Discover the 'End human trafficking. Break the invisible chain' campaign

Learn about EU Anti-trafficking actions

A comprehensive EU approach to fight trafficking in human beings is anchored in the EU Anti-trafficking Directive, and complemented by the EU Strategy on Combatting Trafficking in Human Beings (2021-2025).

The EU Anti-Trafficking Coordinator is responsible for improving coordination and coherence among EU institutions, EU agencies, Member States and international actors, and for developing existing and new EU policies to address Trafficking in Human Beings.

Part of the mandate of the EU Anti-Trafficking Coordinator is to foster cooperation and policy coherence, including the EU Networks of the National Rapporteurs and Equivalent Mechanisms, the EU Civil Society Platform and the cooperation with the EU Agencies.

This section provides comprehensive information on how each EU country, tackles, prevents and identifies instances of trafficking in human beings.

Recent calls for proposals and EU projects and Funding for projects addressing trafficking in human beings are presented.

This section provides an overview of relevant publications and studies on EU anti-trafficking actions.

News on combatting trafficking

• News article
• 27 May 2024

• 22 May 2024

• 28 February 2024

• 24 January 2024

• 10 November 2023

• 18 October 2023

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