e2 business plan template

ZenBusinessPlans

Home » Visa Business Plans

How to Write a Winning Business Plan for E2 Visa Program

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

What is an E2 Visa?

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

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

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

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

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

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

What your E2 Visa Business Plan Should Show  

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

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

What Constitutes ‘Substantial’ Investment in a US Business?

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

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

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

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

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

1. description of the business and executive summary.

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

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

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

2. Purpose of Developing and Directing the Business

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

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

3. Market Analysis

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

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

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

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

4. Marketing and Personnel Plan

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

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

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

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

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

5. The Financial Plan

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

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

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

6. Business strategy

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

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

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

7. Operational strategy

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

8. Your skills and experience

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

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

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

More on Visa Business Plans

Business Plan Development

Masterplans experts will help you create business plans for investor funding, bank/SBA lending and strategic direction

Investor Materials

A professionally designed pitch deck, lean plan, and cash burn overview will assist you in securing Pre-Seed and Seed Round funding

Immigration Business Plans

A USCIS-compliant business plan serves as the foundation for your E-2, L-1A, EB-5 or E-2 visa application

Customized consulting tailored to your startup's unique challenges and goals

Our team-based approach supports your project with personal communication and technical expertise.

Pricing that is competitive and scalable for early-stage business services regardless of industry or stage.

Client testimonials from just a few of the 18,000+ entrepreneurs we've worked with over the last 20 years

Free tools, research, and templates to help with business plans & pitch decks

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

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

A Flexible Path to Immigration

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

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

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

Eligibility Criteria for the E-2 Visa

Treaty country: a basis for eligibility.

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

Substantial Investment and Engagement

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

Commitment to Business and Economic Contribution

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

Viability and Growth Prospects

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

E-2 Visa Application Process

Application and approval: detailed steps.

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

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

Working with E-2 Visa Professionals

Immigration attorney.

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

Immigration Business Plan Writers & Consultants

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

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

The E-2 Business Plan

Demonstrating at-risk investment.

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

Beyond Marginality

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

Comprehensive Market Analysis

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

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

Disadvantages of the E-2 Visa

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

Difficulty in Transitioning to a Green Card

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

Other Potential Disadvantages

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

Sustaining the E-2 Visa Beyond Approval

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

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

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

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

How to Write a Management Summary for Your Business Plan

Entrepreneurs are often celebrated for their uncanny ability to understand others – their customers, the market, and the ever-evolving global...

Understanding Venture Debt vs Venture Capital

Despite growth in sectors like artificial intelligence, venture capital funding has seen better days. After peaking at $347.5 billion in 2021, there...

Going Beyond Writing: The Multifaceted Role of Business Plan Consultants

Most people think of a professional business plan company primarily as a "business plan writer." However, here at Masterplans, we choose to approach...

CALL US: +44 (0)20 8004 3492

E2 visa business plan (what to include).

• September 21, 2023

By Nita Nicole Upadhye

• Last updated September 21, 2023

Table of Contents

Get your e-2 visa business plan right.

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

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

What is the E2 visa business plan?

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

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

What should the E2 visa business plan include?

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

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

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

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

1. About the E2 company

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

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

Consider including the following sections within the business plan:

Financial strategy

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

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

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

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

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

Operational strategy

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

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

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

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

Personnel strategy

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

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

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

Marketing strategy

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

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

2. About the E2 investment

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

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

3. About the E2 applicant

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

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

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

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

Need assistance with your E-2 visa business plan?

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

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

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

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

E2 visa business plan FAQs

How much investment is needed for e2 business visa.

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

What is an E2 compliant business plan?

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

Can I work for another company on an E2 visa?

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

What are the disadvantages of E2 visa?

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

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

Nita Upadhye

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

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

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

• Nita Upadhye https://www.nnuimmigration.com/author/nita/ H1B Visa Cost & Fees 2024
• Nita Upadhye https://www.nnuimmigration.com/author/nita/ Obtaining a Work Visa USA in 2024
• Nita Upadhye https://www.nnuimmigration.com/author/nita/ E2 Visa: An Ultimate Guide
• Nita Upadhye https://www.nnuimmigration.com/author/nita/ The I-129S Form: A Complete Guide

Need legal advice?

For specialist advice on your query, get in touch with our team of us immigration attorneys.​, recent articles, h1b visa cost & fees 2024, obtaining a work visa usa in 2024, e2 visa: an ultimate guide, see all blog posts, for specialist advice on your query, get in touch with our team of us immigration attorneys., the i-129s form: a complete guide, share on social, need assistance.

For specialist advice on a US immigration or nationality matter for your business, contact our US immigration attorneys.

Get in touch

For specialist advice on a US immigration or nationality matter for your business, contact our US immigration attorneys. 

More about us

Articles & insights, us immigration services.

NNU Immigration is a leading firm of US immigration attorneys advising companies, entrepreneurs, investors, individuals & families from across the globe.

Keep in touch

+44 (0) 20 8004 3492, [email protected].

© Copyright 2024

Privacy Notice

Web design by Prof Services.

NNU Immigration is registered in England & Wales Company No. 09815477. Address: Thomas House, 84 Eccleston Square, London, UK, SW1V 1PX

US visa & immigration services

Nnu immigration is a leading provider of us immigration support to a wide range of clients across all industry sectors..

Web Design by Prof Services

Web Design by Prof Services.

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.

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. 

Home E2 Business Plans

E2 Business Plans

E2 visa business plan experts.

100% Approval Rate | 14 Day Plan Delivery | Trusted by Over 300+ Immigration Attorneys & 8,000+ Entrepreneurs 

Increase Your Chances of Approval by USCIS

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

• 100% Success & Approval Rate
• 2,300+ E2 Projected Completed in 150+ Industries
• 14 Day Delivery Process

Exceeds USCIS E2 Visa Requirements

We understand the E2 visa requirements of the  USCIS . Your business plan will be written to not only meet but exceed the USCIS’s most stringent requirements.

Only Work With The Best

“These guys are the real deal. I am very picky with vendors but this company was a home run for me.”

Comprehensive business plans for e2 visa approval.

Our E2 Business Plans Include the Following Sections:

Company Analysis

Marketing plan, industry & market analysis, operational plan, competitive analysis, full financial projections, experienced business plan experts & advisors at your service.

Best & Highest Quality E2 Business Plan Service

100% approval rate, we are consultants, not writers, cost effective & affordable, free edits & lawyer reviews, money back guarantee, ready to get started, our consultation process.

Our Clients Are Our #1 Priority

Katharine Walker

Kendra Hendricks

Ronkot Design

What You'll Get In Your Free Proposal

• Business Plan Content Advice
• Market Research Advice
• Custom Marketing Advice
• Custom Funding Advice
• Business Plan Review​
• What We Charge
• Why We Are The Best Choice

Get Started with America’s Best Rated Business Plan Writing Service.

Schedule your consultation and see why thousands of small business owners trust Go Business Plans with their business planning.

Business Type Existing Business Start-Up

Business Plan Investor Funding Bank Funding L1 Visa E2 Visa EB5 Visa EB2 Visa Business Plan Edits Start-Up Consulting Strategic Planning Other

• Service Area
• Our Clients
• Client Press
• Frequently Asks Questions

Services Overview

• Business Plan Writers

• Investor Presentation

• Business Plan Consultants

• Bank Business Plan

Immigration

• E2 Visa Business Plan

• EB-5 Visa Business Plan

• L1 Visa Business Plan

Fully Customized Business Plans – No Templates

Schedule free consultation.

Our business plain team is here to help

Shedule Consulation

Our business plan team is here to help

View sample

Check example of our work

• Business Plan Consulting

Maple Content

E2 Visa Business Plan Template and Framework

If you’re looking to launch a new E2 business , having a comprehensive E2 visa business plan template is essential. This game plan outlines every aspect of your startup, serving as the blueprint that keeps you on track towards profitability and success.

With a well prepared E2 business plan template , you’ll map out your business goals, target market, operations plan, marketing strategy, financial projections, and funding requirements.

Having this vital document prepared makes pitching to investors less intimidating and helps you secure the capital you need.

In this blog post, we’ll explore what an E2 business plan template is, why you need one, and how to create an effective plan tailored to your unique startup. 

You’ll also find plenty of tips and examples to help craft a winning E2 visa business plan .

What is an E2 Business Plan Template?

An E2 business plan template is a customizable blueprint detailing every key aspect of your proposed entrepreneurial startup venture. 

This strategic document includes an overview of your company, products/services, market analysis, competitive landscape, marketing plan, operations model, management team, financial projections, and funding requirements.

Essentially, an effective E2 business plan template tells the complete story of your vision to launch and scale a profitable startup. It validates why your idea is viable in the real world and how you’ll execute it by outlining major milestones. Every decision you make for your venture should align back to sections within your comprehensive plan.

A good E2 business plan template is:

• Well-researched – Includes accurate market analysis, competitive research, buyer personas, etc.
• Realistic – Makes honest projections and assumptions.
• Concise – Highlights key points without superfluous info.
• Professional – error-free and follows the expected format.
• Adaptable – Allows pivoting as needed.

Why You Need an E2 Business Plan Template

Having a well-structured E2 business plan template is invaluable for turning your promising E2 business idea into an operating venture, especially when seeking startup funding from banks, investors, or E2 visa sponsors.

Here are 5 key reasons all entrepreneurs need an E2 business plan template before launch:

• Defines Your Venture’s Direction An E2 business plan template requires mapping out every aspect of your operations, target customers, market positioning, budget, milestones, and funding requirements upfront. This exercise is invaluable for defining the strategic direction of your startup and understanding exactly what it will take to scale towards profitability.
• Attracts Investors One of the biggest challenges entrepreneurs face is securing startup capital to turn ideas into reality. An E2 business plan template that demonstrates extensive market opportunity, profit potential, and capabilities makes your venture extremely attractive to investors.
• Secures E2 Visas Foreign entrepreneurs often leverage E2 visas for running U.S.-based startups. To qualify, your E2 business plan template must prove substantial investment and that the venture develops bilateral trade between countries. A strong plan checks all the required boxes.
• Minimizes Risk Meticulously researching your market, mapping out financial projections, identifying threats and challenges, and anticipating worst-case scenarios allows for minimizing risk substantially. An E2 business plan template safeguards your ideas and personal assets.
• Saves Significant Time Planning every business detail upfront, securing funding, and strategically launching prevents wasting months or years going in the wrong direction. An E2 business plan template leads to efficiency.

How to Create an Effective E2 Business Plan Template

Now that you understand what an E2 business plan entails and why it’s so invaluable for launching your startup, let’s explore how to craft an effective template tailored to your entrepreneurial venture.

Follow this step-by-step guide:

Step 1. Define your Mission and Vision

Before detailing the specifics of your company, you need to define why it exists in the first place. What societal need does your business address? How will you make the world better through your products/services? Paint an inspiring picture of the future you envision by successfully executing your idea.

Step 2. Analyze the Market Opportunity

Research your target industry extensively to demonstrate a compelling market opportunity that your startup is uniquely positioned to capitalize on. Determine the total addressable market (TAM), provide growth projections, discuss consumer needs and pain points, highlight opportunities competitors are missing, etc. Establish that sufficient demand exists.

Step 3. Outline Your Products and Services

Clearly explain the products and services you will develop to serve your target market. Focus on how you’ll differentiate from competitors by catering to unaddressed consumer needs to carve out your niche.

Step 4. Define Your Target Customers

Once prospective investors understand the market opportunity, they’ll want to know the specifics of who your paying customers will be. Creating detailed buyer personas is key. Outline customer demographics, behaviors, motivations and profile examples of your ideal type. Validate why this segment will buy.

Step 5. Analyze Your Competition

Conduct in-depth competitive analysis detailing the strengths and weaknesses of established companies and new players. Benchmark your positioning and prove why customers will choose you over alternatives.

Step 6. Map Out Operations

Provide specifics of how you will operate your E2 business by outlining daily processes, billing, tools, suppliers, systems, equipment, facilities and hiring plan with job duties. Mapping this out is crucial for executing efficiently.

Step 7. Develop Your Marketing Plan

A marketing strategy tailored to your buyer personas is vital within your E2 business plan template to attract customers amidst stiff competition. Highlight the positioning, pricing, promotional strategies, lead generation, sales process and distribution channels you’ll leverage.

Step 8. Define Milestones

One of the most important elements of any E2 business plan template is outlining the key objectives and milestones required for turning your idea into reality. Establish specific metrics and deadlines over the next 1-3 years demonstrating how you’ll scale towards profitability. This validates you understand what’s required.

Step 9. Assemble Your Management Team

Explain why your startup’s founding management team and key players have the ideal background, qualifications and skill sets to profitably build your venture. Highlighting proven leadership attracts investor confidence.

Step 10. Project Finances

Supplementing your E2 business plan template with projected financial statements demonstrates analytical abilities and provides greater credibility regarding growth expectations. Include forecasting for your startup’s income statement, balance sheet, cash flow statement and capital requirements over the next 3-5 years. Be conservative with estimates to account for unforeseen events.

Step 11. Determine Funding Requirements

When pitching investors, you must specify how much capital you need, how you’ll leverage it and key milestones tied to securing additional funding rounds. Identify minimums required for launching and optimals to accelerate growth. Outline how you’ll deliver returns on investment.

Step 12. Appendices

Close out your E2 business plan template with references, supporting documents and other supplementary materials providing greater context regarding projections and assumptions made throughout your plan.

By following this comprehensive 12-step guide and customizing each section to tell your unique story, you’ll craft an extremely compelling E2 business plan template.  

This significantly increases the likelihood of securing crucial startup funding from investors, partners or E2 visa sponsors enabling you to turn bold ideas into breakthrough realities.

Final Thought: E2 business plan template

An E2 business plan template serves as the backbone blueprint strategically guiding all decisions and next steps for your new entrepreneurial venture. 

While the process requires extensive upfront research and analysis, having this game plan leads to clarity, conviction, capital and capability essential for massive success. What startup dream will your plan unlock?

The time for hesitancy is over. Commit to meticulously crafting your own winning E2 business plan template today using the actionable framework above!

We use cookies to make interactions with Joorney easier and to improve communications.

By continuing to use this site, you agree to the use of cookies as described in our  Privacy Policy.

E-2 Visa Business Plan

• L-1 Visa Business Plan
• EB-2 NIW Visa Business Plan
• EB-5 Visa Business Plan
• Regional Center Business Plan
• Investor Business Plan
• Financial Model
• SBA/Bank Loan Business Plan
• Grant Business Plan
• Landlord Deck
• Pro Bono Business Plan
• Confidential Information Memo (CIM)

We’re here to help! Call now:

Want to better support your clients?

What clients and partners say about working with Joorney.

Learn about our purpose and vision for the future.

Joorney is the people and culture behind it.

Looking to make an impact? Explore open positions on the Joorney team.

We're always here for you.

Latest company updates and industry insights.

Upcoming Joorney special events, webinars, and conferences.

Answers to common questions about our services.

Learn from our experts.

USCIS-Ready E-2 Visa Business Plan

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

• Regional Center

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.

Get a Quote

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

" * " indicates required fields

Get in touch

ARE YOU AN IMMIGRATION ATTORNEY?

Join the Partner Program

Immigration business plans

Explore Our Related Products

• Customer Reviews
• Net 30 Account
• Wise Services
• Steps & Timeline
• Work at a Glance
• Market Research at a Glance
• Business Plan Writing Services
• Bank Business Plan
• Investor Business Plan
• Franchise Business Plan
• Cannabis Business Plan
• Strategic Business Plan
• Corporate Business Plan
• Merge and Acquisition Business Plan (M&A)
• Private Placement Memorandums (PPM)
• Sample Business Plans
• Professional Feasibility Study
• PowerPoint Presentations
• Pitch Deck Presentation Services
• Business Plan Printing
• Market Research
• L-1 Business Plan
• E-2 Business Plan
• EB-5 Business Plan
• EB-5 Regional Centers
• Immigration Attorneys
• Nonprofit Business Plan
• Exit Business Planning
• Business Planning
• Business Formation
• Business License
• Business Website
• Business Branding
• Business Bank Account
• Digital Marketing
• Business Funding Resources
• Small Business Loans
• Venture Capital
• Net 30 Apply

E2 Visa Business Plan At A Glance

Thrive in the american marketplace by expanding your partner-country business into the u.s, talk to expert.

• +1-800-496-1056

E2 Visa Business Plan Writer

(Write your E2 visa business plan with a professional)

What Is E2 Visa?

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

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

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

E2 Visa Eligibility

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

Schedule Your Consultation Today!

View e2 visa business plan, plan template.

Why Choose Us

Expert u.s. mba business plan writers.

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

15,000+ Projects in 400+ Industries

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

2011- 2023 Best Custom Business Plans

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

Outstanding Reviews Online & BBB

Wise Business Plans® has a perfect A+ rating with the BBB (Better Business Bureau) and hundreds of 5 Star Testimonials from real customers. Click to read Customer Testimonials.

Top-Tier Market Research

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

Professionally Designed Plans

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

What Our E2 Visa Business Plan Includes:

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

Bottom Line

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

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

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

Every plan includes our suite of professional services

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

PowerPoint Presentation (Optional)

A Wise Business PowerPoint Presentation helps direct investor attention to the points you most want to emphasize while offering an outline to streamline your presentation to potential funding sources. Each concise, visually appealing m&a Business Plan presentation for investors are carefully written and designed to perfectly support your investor business plan .

Get in Touch

Need to get in touch with us either fill out the form with your inquiry or call us at 1-800-496-1056 ., quick links.

• Investor Business Plans
• M&A Business Plan
• Private Placement
• Feasibility Study
• Hire a Business Plan Writer
• Business Valuation Calculator
• Business Plan Examples
• Real Estate Business Plan
• Business Plan Template
• Business Plan Pricing Guide
• Business Plan Makeover
• SBA Loans, Bank Funding & Business Credit
• Finding & Qualifying for Business Grants
• Leadership for the New Manager
• Content Marketing for Beginners
• All About Crowdfunding
• EB-5 Regional Centers, A Step-By-Step Guide
• Logo Designer
• Landing Page
• PPC Advertising

• Business Entity
• Business Licensing
• Virtual Assistant
• Business Phone
• Business Address
• E-1 Visa Business Plan
• EB1-A Visa Business Plan
• EB1-C Visa Business Plan
• EB2-NIW Business Plan
• H1B Visa Business Plan
• O1 Visa Business Plan
• Business Brokers
• Merger & Acquisition Advisors
• Franchisors

Proud Sponsor of

• 1-800-496-1056

• (613) 800-0227

• +44 (1549) 409190

• +61 (2) 72510077

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 1,350 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...

Popular Immigration Resources

E2 Visa Countries

E2 Visa Investment Amount

British vs American Words

Search Our Website

Proud to have written US Immigration Business Plans for:

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

Need a business plan? Call now:

Talk to our experts:

• Business Plan for Investors
• Bank/SBA Business Plan
• Operational/Strategic Planning
• L1 Visa Business Plan
• E1 Treaty Trader Visa Business Plan
• E2 Treaty Investor Visa Business Plan
• EB1 Business Plan
• EB2 Visa Business Plan
• EB5 Business Plan
• Innovator Founder Visa Business Plan
• UK Start-Up Visa Business Plan
• UK Expansion Worker Visa Business Plan
• Manitoba MPNP Visa Business Plan
• Start-Up Visa Business Plan
• Nova Scotia NSNP Visa Business Plan
• British Columbia BC PNP Visa Business Plan
• Self-Employed Visa Business Plan
• OINP Entrepreneur Stream Business Plan
• LMIA Owner Operator Business Plan
• ICT Work Permit Business Plan
• LMIA Mobility Program – C11 Entrepreneur Business Plan
• USMCA (ex-NAFTA) Business Plan
• Franchise Business Planning 
• Landlord Business Plan 
• Nonprofit Start-Up Business Plan 
• USDA Business Plan
• Cannabis business plan 
• eCommerce business plan
• Online Boutique Business Plan
• Mobile Application Business Plan
• Daycare business plan
• Restaurant business plan
• Food Delivery Business Plan
• Real Estate Business Plan
• Business Continuity Plan
• Buy Side Due Diligence Services
• ICO whitepaper
• ICO consulting services
• Confidential Information Memorandum
• Private Placement Memorandum
• Feasibility study
• Fractional CFO

How it works

• Business Plan Examples

Get an E2 Visa Business Plan fully compliant with all USCIS requirements from OGScapital

Our approval rate is above 95%.

What is E2 Visa

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

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

Why select us?

Full compliance.

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

Results-driven business plan

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

Full Customization

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

Industry knowledge

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

Experienced team

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

Operational guide

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

Our solution

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

E2 visa business plan:

Users:   E2 visa applicants and immigration lawyers

Document size:  30-40 pages

Timeframe:   10-12 days

Graphic design:  included

Assigned team:   2 senior consultants with a team lead

Unlimited revisions:  3 weeks

Rush Delivery Service:  Available

Document contents:

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

Illustrative sample business plan for e2 visa

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

E2 Visa Business Plan (USA)

What is an E-2 visa?

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

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

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

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

What is the cost of the OGS capital business plan?

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

What sections will the business plan include?

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

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

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

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

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

What is the investment limit for an E2 visa?

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

E2 Visa Business Plan

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

Special Offer for Legal Attorneys, Solicitors!

Join OGS partner program now

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

Getting your E2 visa business plan in 4 easy steps

Fill out our  online form .

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

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

Payment methods:  debit/credit card and wire transfer

Any questions? Get in Touch!

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

OGScapital was established in 2006

Our approval rate is 95%

Our team members have experience in 42+ industries

OGS develops 170 E2 Visa Business Plans annually

Our team consists of 60 senior experts

OGScapital successfully cooperates with 45 solicitors and law firms

Testimonials

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

OGScapital has a 9.5/10 Trustpilot score

133 REVIEWS on TrustPilot

32 REVIEWS on TrustPilot

Highly Efficient Service

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

∙ Loga Mathangi

Great Work!!

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

Great Service

Great Service. On point and on time!

∙ Franck Boursier

Amazing service

Amazing service. Very happy

Awesome job!

∙ Elizabeth

Very Helpful in preparing

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

Business Plan Request

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

∙ Cisco Schipperheijn

Extremely recommended.

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

Our clients

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

We have been

mentioned in the press:

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

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

How to Start a Business on E2 Visa?

To qualify, entrepreneurs have to devise an operational plan for visa approval. Include sole purpose and objective to enter, establish, and develop a corporation in America. Demonstrate the intention to set up a company in the E2 visa business plan. As an applicant, make sure your operational plan must show that you own 50% of the company or have a headship position with sheer operational control.

Also, your application for an E2 visa portrays the “possibility of capital loss” in unfavorable conditions to qualify. Before documenting a business plan for an E2 visa, ensure that all the funds you have planned to use in the company have come from legal means.

Whether you need an E2 visa for an online business or consulting company, your E2 plan for running it must demonstrate that you have a sufficient workplace to work.

An E2 company can’t run its operations from the home of investors. A company based on an E2 visa, whether it is a new venture or an established corporation, must meet the criteria for E2 funds.

If you’re an individual investor, you can’t use your assets to create a job for yourself.

Plus, the best business for E2 visas employs 3 to 5 people to work in the company. Typically, qualifying for an E2 visa to establish a company in America, you must;

• Have a headship position or administrative designation
• Have necessary funds, place, and staff to the iterate the business
• Fulfill the legal criteria to hire employees
• Must be a citizen of a country with t E2 treaty
• Must exist from America after your E2 status completes
• Your corporation makes a substantial investment in America

Is It Easy to Get an E2 visa?

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

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

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

What Can You Do with an E2 Visa?

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

• A permit to start a venture in America and run it
• A legal way to get family comprising unmarried kids (under 21) and a partner’s E2 visas.
• You kids can study in America
• Start a venture with no fixed investment with an E2 visa.
• Extention of an E2 visa is possible multiple times with residency status for over 15 years.
• There is no requirement to maintain or have an overseas residence to get apply for an E2 visa.

What is the Success Rate of E2 Visa

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

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

OGS Capital- Your Trusted E2 Visa Business Plan Writers

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

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

Search the site: