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E2 visa business plan (what to include).

July 31, 2024

By Nita Nicole Upadhye

Last updated July 31, 2024

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.

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

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

Operational strategy

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

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

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

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

Personnel strategy

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

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

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

Marketing strategy

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

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

2. About the E2 investment

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

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

3. About the E2 applicant

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

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

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

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

Need Assistance?

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

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

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

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

E2 visa business plan FAQs

What is the purpose of an E2 visa business plan?

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

How detailed should my E2 visa business plan be?

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

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

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

How much investment is considered substantial for an E2 visa?

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

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

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

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

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

What happens if my E2 visa business plan is rejected?

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

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

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

What type of business is eligible for an E2 visa?

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

How much investment is needed for E2 business visa?

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

What is an E2 compliant business plan?

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

Can I work for another company on an E2 visa?

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

What are the disadvantages of E2 visa?

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

Nita Upadhye

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

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

Nita Upadhye https://www.nnuimmigration.com/author/nita/ E2 Visa Renewal Guide: Requirements & Process (2024)
Nita Upadhye https://www.nnuimmigration.com/author/nita/ J1 Visa Program: Eligibility & Process Guide
Nita Upadhye https://www.nnuimmigration.com/author/nita/ O1 Visa: Requirements & Application Guide
Nita Upadhye https://www.nnuimmigration.com/author/nita/ Green Card: Types, Fees & Requirements

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

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E-2 Treaty Investors

ALERT: As of Dec. 23, 2022, Section 101 (a)(15)(E) of the Immigration and Nationality Act (INA) was amended to define the eligibility criteria for E visas. See Section 5902 of the James M. Inhofe National Defense Authorization Act for Fiscal Year 2023, Pub. L. 117-263, December 23, 2022, 136 Stat 2395. For all E-1 and E-2 filings received on or after Dec. 23, 2022, USCIS may request additional documentation related to how the applicant obtained treaty country nationality to ensure compliance with the amended language. In addition, for those individuals who obtained treaty country nationality through a financial investment, USCIS may require additional documentation to show that the applicant has been domiciled in the treaty country indicated in the application for a continuous period of at least 3 years at any point before applying for E-1 or E-2 classification. The current text of the statute is as follows:

(E) an alien entitled to enter the United States under and in pursuance of the provisions of a treaty of commerce and navigation between the United States and the foreign state of which the alien is a national, or, in the case of an alien who acquired the relevant nationality through a financial investment and who has not previously been granted status under this subparagraph, the foreign state of which the alien is a national and in which the alien has been domiciled for a continuous period of not less than 3 years at any point before applying for a nonimmigrant visa under this subparagraph, and the spouse and children of any such alien if accompanying or following to join such alien;

The E-2 nonimmigrant classification allows a national of a treaty country (a country with which the United States maintains a treaty of commerce and navigation, or with which the United States maintains a qualifying international agreement, or which has been deemed a qualifying country by legislation) to be admitted to the United States when investing a substantial amount of capital in a U.S. business. Certain employees of such a person or of a qualifying organization may also be eligible for this classification. (For dependent family members, see “Family of E-2 Treaty Investors and Employees” below.)

See U.S. Department of State's Treaty Countries for a current list of countries with which the United States maintains a treaty of commerce and navigation.

If the treaty investor is currently in the United States in a lawful nonimmigrant status, they may file Form I-129 to request a change of status to E-2 classification. If the desired employee is currently in the United States in a lawful nonimmigrant status, the qualifying employer may file Form I-129 to request a change of status to E-2 classification on the employee’s behalf.

A request for E-2 classification may not be made on Form I-129 if you are physically outside the United States. Interested parties should refer to the U.S. Department of State website for further information about applying for an E-2 nonimmigrant visa abroad. Upon issuance of a visa, the person may seek admission at a United States port of entry as an E-2 nonimmigrant.

To qualify for E-2 classification, the treaty investor must:

Be a national of a country with which the United States maintains a treaty of commerce and navigation;
Have invested, or be actively in the process of investing, a substantial amount of capital in a bona fide enterprise in the United States; and
Be seeking to enter the United States solely to develop and direct the investment enterprise. This is established by showing at least 50% ownership of the enterprise or possession of operational control through a managerial position or other corporate device.

investment is the treaty investor’s placing of capital, including funds and/or other assets, at risk in the commercial sense with the objective of generating a profit. The capital must be subject to partial or total loss if the investment fails. The treaty investor must show that the funds have not been obtained, directly or indirectly, from criminal activity. See 8 CFR 214.2(e)(12) for more information.

A substantial amount of capital is:

Substantial in relationship to the total cost of either purchasing an established enterprise or establishing a new one
Sufficient to ensure the treaty investor’s financial commitment to the successful operation of the enterprise
Of a magnitude to support the likelihood that the treaty investor will successfully develop and direct the enterprise. The lower the cost of the enterprise, the higher, proportionately, the investment must be to be considered substantial.

A bona fide enterprise refers to a real, active, and operating commercial or entrepreneurial undertaking which produces services or goods for profit. It must meet applicable legal requirements for doing business within its jurisdiction.

The investment enterprise may not be marginal. A marginal enterprise is one that does not have the present or future capacity to generate more than enough income to provide a minimal living for the treaty investor and his or her family. Depending on the facts, a new enterprise might not be considered marginal even if it lacks the current capacity to generate such income. In such cases, however, the enterprise should have the capacity to generate such income within five years from the date that the treaty investor’s E-2 classification begins. See 8 CFR 214.2(e)(15).

To qualify for E-2 classification, the employee of a treaty investor must:

Be the same nationality of the principal alien employer (who must have the nationality of the treaty country);
Meet the definition of “employee” under relevant law; and
Either be engaging in duties of an executive or supervisory character, or if employed in a lesser capacity, have special qualifications.

If the principal alien employer is not an individual, it must be an enterprise or organization at least 50% owned by persons in the United States who have the nationality of the treaty country. These owners must either: (a) be maintaining nonimmigrant treaty investor status or (b) if the owners are not in the United States, they must be, if they were to seek admission to this country, classifiable as nonimmigrant treaty investors. See 8 CFR 214.2(e)(3)(ii).

Duties that are of an executive or supervisory character are those which primarily provide the employee ultimate control and responsibility for the enterprise’s overall operation, or a major component of it. See 8 CFR 214.2(e)(17) for a more complete definition.

Special qualifications are skills and/or aptitudes which make the employee’s services essential to the efficient operation of the treaty enterprise. There are several qualities or circumstances that could, depending on the facts, meet this requirement. These include, but are not limited to:

The degree of proven expertise in the employee’s area of operations
Whether others possess the employee’s specific skills
The salary that the special qualifications can command
Whether the skills and qualifications are readily available in the United States.

Knowledge of a foreign language and culture does not, by itself, meet this requirement. Note that in some cases a skill that is essential at one point in time may become commonplace, and therefore no longer qualifying, at a later date. See 8 CFR 214.2(e)(18) for a more complete definition.

Qualified treaty investors and employees will be allowed a maximum initial stay of two years. Requests for extension of stay in, or changes of status to, E-2 classification may be granted in increments of up to two years each. There is no limit to the number of extensions an E-2 nonimmigrant may be granted. All E-2 nonimmigrants, however, must maintain an intention to depart the United States when their status expires or is terminated.

An E-2 nonimmigrant who travels abroad may generally be granted, if determined admissible by a U.S. Customs and Border Patrol Officer, an automatic two-year period of readmission when returning to the United States.

A treaty investor or employee may only work in the activity for which he or she was approved at the time the classification was granted. An E-2 employee, however, may also work for the treaty organization’s parent company or one of its subsidiaries as long as the:

Relationship between the organizations is established;
Subsidiary employment requires executive, supervisory, or essential skills; and
Terms and conditions of employment have not otherwise changed.

See 8 CFR 214.2(e)(8)(ii) for details.

USCIS must approve any substantive change in the terms or conditions of E-2 status. A “substantive change” is defined as a fundamental change in the employer’s basic characteristics that would affect the alien’s eligibility for E classification, such as, but not limited to:

Acquisition;
Sale of the division where the alien is employed; or
Other event that affects the treaty investor or employee’s previously approved relationship with the treaty enterprise.

Where there has been such a substantive change, the treaty investor or enterprise, if it wishes to continue to employ the alien in E-2 status, must notify USCIS by filing a new Form I-129 with fee, and may simultaneously request an extension of stay for the treaty investor or affected employee. The Form I-129 must include evidence to show that the treaty investor or affected employee continues to qualify for E-2 classification. An employer who no longer employs an E-2 nonimmigrant is urged to inform USCIS of this upon termination of the E-2 nonimmigrant’s employment.

A treaty investor is not required to file a new Form I-129 to notify USCIS about non-substantive changes. A treaty investor or E-2 employee enterprise may seek advice from USCIS, however, to determine whether a change is considered substantive. To request advice, the treaty investor or enterprise must file Form I-129 with fee and a complete description of the change.

See 8 CFR 214.2(e)(8) for more information on terms and conditions of E-2 treaty investor status.

A strike or other labor dispute involving a work stoppage at the intended place of employment may affect a Canadian or Mexican treaty investor or employee’s ability to obtain E-2 status. See 8 CFR 214.2(e)(22) for details.

Treaty investors and employees may be accompanied or followed by spouses and unmarried children who are under 21 years of age. Their nationalities need not be the same as the treaty investor or employee. Spouses and children may seek E-2 nonimmigrant classification as dependents and, if approved, generally will be granted the same period of stay as the employee. If the family members are already in the United States and are seeking changes of status to or extensions of stay in an E-2 dependent classification, they may apply by filing a single Form I-539, Application to Change/Extend Nonimmigrant Status , with fee.

Spouses of E-2 workers in valid E-2 or E-2S status are considered employment authorized incident to status, except for spouses of long-term investors in the Commonwealth of the Northern Mariana Islands (E-2 CNMI Investors) who are required to apply for employment authorization per 8 CFR 274a.12(c)(12).

DHS-issued evidence of such employment authorization, particularly that may be presented to employers for completion of Form I-9, Employment Eligibility Verification, include:

An unexpired Form I-94 with a notation reflecting E-2S nonimmigrant status. As of Jan. 30, 2022, USCIS and CBP began issuing Forms I-94 with a new admission code for certain spouses of E-2 workers: E-2S. An unexpired Form I-94 reflecting this new code is acceptable as evidence of employment authorization under List C of Form I-9;
An unexpired Form I-94 with a notation reflecting E-2 nonimmigrant status, together with a notice from USCIS regarding the new admission code. USCIS will send E spouses with a Form I-94 issued by USCIS before Jan. 30, 2022, that was notated with E-2 nonimmigrant status and who are employment authorized incident to status, a notice regarding the new admission code that, together with an unexpired Form I-94 reflecting E-2 nonimmigrant status, serves as evidence of employment authorization for such spouses under List C of Form I-9. For more information, see this web alert ;
An unexpired Employment Authorization Document (EAD). E spouses who are employment authorized incident to status are not required to request employment authorization by filing Form I-765, Application for Employment Authorization, but may still file Form I-765, with fee, in order to obtain an Employment Authorization Document (Form I-766 or EAD). EADs are acceptable evidence of both identity and employment authorization under List A of Form I-9; or
A facially expired EAD with additional documentation to show the EAD is automatically extended. See our Automatic Employment Authorization Document (EAD) Extension page for more information on this automatic extension.

As discussed above, the E-2 treaty investor or employee may travel abroad and will generally be granted an automatic two-year period of readmission when returning to the United States. Unless the family members are accompanying the E-2 treaty investor or employee at the time the latter seeks readmission to the United States, or the family members separately travel abroad and return to the United States within the new readmission period, the new readmission period will not apply to the family members. To remain lawfully in the United States, family members must carefully note the period of stay they have been granted in E status and apply for an extension of stay before their own validity expires.

Employment Based Forms

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

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

7. Operational strategy

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

8. Your skills and experience

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

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

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

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E-2 Visa Business Plan Sample

Published Aug.24, 2013

Updated Nov.08, 2024

By: Shawn Jensen

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Table of Content

Introduction: A Look at the E-2 Visa and the business plan

The USA has offers a unique type of visa, known as e2 visa. The fundamental objective of the e2 visa is allowing the immigrants a path for starting or investing in a business that will contribute to the USA economy. In fact, e2 visa has become quite popular with the immigrants to start and invest in a business and settle down in USA. The reason for creating the e2 business visa is to make sure more immigrants are interested and provided scope for new businesses in USA as USA economy is partially driven by the business investors from outside of the USA.

On the other hand, to get the e2 visa for business and investment in the USA, the USCIS, which is the US citizenship and immigration services, has some rigorous prerequisites and documents requirements that should be met by the prospective immigrant investors, in order to become eligible for e2 visa. One of the main prerequisite that is required by the USCIS is to submit the e2 visa business plan example for the prospective business. The main purpose of the e2 visa business plan sample is that it will provide the immigration officer the idea that the prospective business is indeed a successful one and to help the officer to make the decision of granting the e2 visa and to provide the investor with the status of immigration in the US.

The prospective foreign business investor needs to fulfill the standard requirements by the USCIS to get the application for the e2 visa to be considered. Although some of the requirements by USCIS are very difficult to meet, yet there are many successful foreign investors who succeed as they are able to present a very high quality e2 plan business in front of the UCSIS, which allows them to get eligible for the e2 visa.

A look at the e2 visa business plan:

This segment will take a look at the sample business plan for e2 visa and the e2 visa business plan example. You will be able to see why a sample is necessary to check. The e2 visa sample business plan allows the UCSIS to show that the person, i.e. the investor has the necessary skills, background, experience, the necessary resources, which will allow the foreign investor to start or make an investment in a successful business that will contribute to the US economy and increases workspace for US employees. The e2 visa sample business plan should be of similar quality and content as the regular policy for business which is prepared for the sophisticated investor(s) or any bank. In simple words, it should be professional and of high quality which is similar as the prospective venture and it should properly represent the foreign capitalist. There should be about 15+ pages for the e2 plan business and this plan should include tables, various informative chart, several types of graph and images. The e2 plan business should include the following segments to introduce the venture, which is mentioned below:

Executive summary: it is an important section of the e2 plan for business. Executive summary is a brief synopsis at the beginning of the plan that should act like a hook to catch the attention of the officer who will handle the document. If the required interest is built, then the immigrant officer then look forward to the rest of the business e2 plan, or otherwise it will suffer if the synopsis fails to catch the attention of the officer. Now, the summary should explain some important things such as precisely explain when the business will be created or when were it created and the function of it, where the business operation be conducted etc. In addition to these, it should also clearly explain the: focused market, the business growth, the marketing strategies and also the ownership of the venture and who and how the venture is going to be managed etc. Even if these information can seem large in amount to place into a short summary, it should give a nice description to convince the officer to carry on to continue reading the whole plan for the venture.
An excellent account of the business that the foreign capitalist is going to start
An explanation of the product which is to be produced by the venture or the service that is going to be provided by the venture
Meeting of the e-2 visa pre requisites: this section will show that if the foreign capitalist was able to meet the prerequisites that were set by the UCSIS and the way they were met. But the foreign capitalist will need to remember that the UCSIS will go on to reject the request if the pre-requisites are not met by the foreign capitalist.
Value proposition: this is considered to be an important section of the business plan template for e2 visa. For the segment of the value proposition, the foreign capitalist will need to explain how the prospective venture that the foreign capitalist is going to start will add to the USA economy by contributing to the economy. The foreign capitalist will need to convince the UCSIS about the prospective venture that it will be successful enough to make space for new employment and also to provide the essential services to benefit the citizens.
A synopsis of the prospective of the business and this should include the important details information regarding the prospective venture that the foreign capitalist is going to start, such as: the location of the enterprise from where the enterprise will operate, agreements mentioning the specifics of the acquiring or the tenure agreements, what the reason behind selecting the specific site for the prospective venture, the work that is undertaken by the venture, products or services which will be offered by the venture, the work hours of the venture operation, the structure of the venture and various relevant and important information.
The structure for the ownership of the venture and the administration procedure of the venture: The foreign capitalist will need to explain the involvement and the capitalist’s function within the venture. UCSIS generally presume that the foreign capitalist to own and also to conduct the administration of the prospective venture. There can also be partnership in the prospective venture and each of the partners being candidate for the application of the e2 visa individually. Also the capitalist must explain the duties of the other people in the venture such as, managers and employees etc.
Analysis of the market
Analysis of the venture niche, industry
The strategies for marketing of the venture products or services
The sustainable strategy for the venture
Venture operating plan
facts regarding financing the venture

List of the necessary important papers which are required for submission to USCIS?

The segment is going to take a look at the necessary documents that should be prepared for submission to UCSIS. These necessary official papers are listed below:

The submission of the online non-emigrant visa electronic application. There is a webpage of DS-160 which is of the state department that provides with the necessary information which are needed for the processing of online DS-160 form.
A DS -156E non immigrant treaty trader application, which is for the venture employees, should be filled and then completed with a signature.
An authentic passport that has not been expired, enables the foreign capitalist to travel to US and the passport should not expired and it should at least contain 6 months validity beyond the specific period of stay at the US. In case there are multiple people involved in the venture, then each individual should complete the form application similar to the capitalist.
A photograph of the applicant which measures 2×2 inches (5×5 cm)
For any e2 visa applicants, they are required to appear for interview at the US consular department which is a part of the processing for the e2 visa application.
A plausible business plan template for e2 visa that shows that the venture in the US which will provide sufficient income for the applicant and dependents while staying in the US and also the venture capitalist must remember that the prospective venture must not be insignificant, otherwise the venture will face rejection.
The registration of the venture for the US businesses.
A valid evidence of wire transfer
A valid evidence of funding of the venture capitalist
The e-2 visa doesn’t allow dual intent; capitalist will need to show a reasonable evidence of intent that will show that the capitalist will return to the home country.

What is dual intent?

Dual intent is the concept of the US immigration law. The concept is that the elements that certain US visa holders, who are outsiders to be present for a certain period of time in the US, with the required legal status as an immigrant. The H-1B professionals stay in the US and at the same time seeks the legal permanent status of residency as an entrant. Or in the contrary, the holder of the visa will be recognized with the immigrant status.

How should someone make an application for the e2 visa?

To ensure that e-2 visa is submitted properly, one should know the necessary steps. The capitalist should apply to the US embassy which is situated at the country or with American consulate. The applicant of the e-2 visa should make a payment of non refundable $205 that is required for e2 visa. There are also specific countries, whose residents applying for the e2 visa are required to pay an extra fee known as the visa issuance reciprocity fee, along with the $205, which was submitted for the e-2 visa.

For processing period of the e-2 visa, a digitized fingerprint scan of the e-2 visa applicant will also be required and this is generally required right before the interview at the embassy. The applicants of the e2 visa, aged from fourteen to seventy nine, will need to appear for an interview at the embassy. However, for the person who is aged below fourteen and above seventy nine years old are not required to appear for the interview for e-2 visa at the embassy, unless the interview is specifically asked by the embassy.
Some e-2 visa applicants are required to appear for extra screening and the applicant will be notified of the extra screening when they apply for the e-2 visa at the embassy. The procedure of application for the e2 visa varies with each country due to differences of legal rules, policies and the regulations.

Some things to remember about e2 visa:

Applicants need to remember some things about e2 visa. The enterprise and funding need to be in sufficient amount to enable the capitalist to start and administer the venture successfully in the US. The necessary funding for the enterprise will differ according to the enterprise and also according to enterprise size. USCIS uses a special type of scale and this scale is used for determining if the funding is enough in quantity to total value of the venture.
After the capitalist’s venture is concluded, capitalist should go back to home country or they can make changes in the status as an immigrant by getting green card to become permanent resident of US, allowing residence for a longer period of time.
The e-2 visa should be renewed per two year with no limit on the number of times renewal of the e2 visa. However, venture capital should be substantial and the e2 visas are generally available to the people of specific regions only.
This e2 visa obtainable for the non-venture capitalists, i.e. workforce venture, but the person must be of similar nationality as venture capitalist. Their duty should be as a supervisory role or any duty that requires special set of skills and of higher position that will allow the person to run the US venture successfully. The person who is holding the e2 visa can also leave US at any time with no legal restrictions regarding this fact.

Which type of dependants can accompany the capitalist?

This segment is going to show the types of dependants who can legally accompany the capitalist, i.e. e-2 visa applicant. No dependant visa class is dedicated for an e2 business visa. Although, e2 derivative visa can be received by any unmarried children and wife of the venture capitalist allowing them to successfully accompany the main applicant of the e2 visa to the US.
In case the family member is from a different nationality than the main applicant of the e-2 visa, then the period of stay is decided by reciprocal agreement which exists between the two countries from where the family member hails from. However, if no such type of contract exists between the two countries regarding the e-2 visa, in such case the period of residing in US for the person of the different nation is similar to the period of residing in US of the main applicant of the e2 visa. The main applicant of the e-2 visa dependants are eligible to seek employment in US and to do this they should apply with the Form I-765, with the e-2 visa, which is the employment authorization form, which needs to be submitted. But if the dependent child/children below 21 years old cannot apply for any type of employment in US.

Which countries are e2 visa qualified?

Here we will take a look at some countries which has been qualified for e2 visa. Only some states are listed here and some nations for e2 visa qualified are listed below:

Republic of Albania – (effectual time: 4 th January 1998)
Argentina- (effectual time: 20 th October 1994)
Republic of Armenia- (effective date: 29 th march 1996)
Commonwealth of Australia- (effective date: 27 th December 1991)
Republic of Austria- (effective date: 1931 May 27 th )
Azerbaijan- (effective date: 2001 August 2 nd )
Kingdom of Bahrain- (effective date: 2001 May30 th )
People’s republic of Bangladesh-(effective date: 1989 July25 th )
Kingdom of Belgium-(effectual date: 1963 October3 rd )
Plurinational State of Bolivia- (effective date: 2001 June6 th )
Bosnia and Herzegovina- (effectual time: 1882 November 15 th )
Republic of Bulgaria-(effective date: June 1994 2 nd )
Republic of Cameroon- (effective date: 1989 April 6 th )
Canada- (effectual date: 1993 January 1 st )
Republic of Chile- (effectual date: 2004 January 1 st )
People’s Republic of China- (effectual date: 30 th November 1948)
Egypt- (effective date: 27 th June 1992)
Korea (south) – (effectual date: 7 th November 1957)
Oman- (effective date: 11 th June 1960)
Pakistan- (effective date: 12 th February 1961)
Singapore- (effectual date: 1 st January 2004)
SriLanka- (effective date: 1 st May 1993)
Turkey- (effective date: 18 th May 1990)
United Kingdom- (effective date: 3 rd July 1815)

What is the explanation of citizen of a treaty nation for the e2 visa purpose?

The national of a treaty nation shows that the e-2 visa candidate of the nation is in treaty with the US for e2 visa purpose. The permanent status is not enough and e-2 visa applicant will require a valid passport from pact nation for e2 visa. Residence of the e2 visa candidate is not important, unless the person UK citizen. One simple example is: the candidate with a passport from one pact nation from above list except UK such as Spain and applicant have not lived in Spain for a long time, even then the person will be qualified for applying for an e2-visa and this is because the person is a citizen of Spain.
On the other hand for the UK residents, the person will need to reside in UK for making an application for the e2 visa and be qualified for the e-2 visa. There are various types of factors that will decide whether UK is the actual residence of e-2 visa applicant. But there are certain requirements which will make a candidate eligible in case applicant doesn’t reside in UK.
A person of dual nationality, i.e. several passports is not used for deciding the qualification of e2 visa because candidate is citizen of one of the pact nation; this passport of the pact nation determines the qualification of the candidate of e2 visa.

Why the pact nations only qualify for an e2 visa?

There is a reason for this and this reason for the pact nations for being qualified for the US e2 visa is described here. The e-2 visa is derived from the international treaties that US has between the other countries and this international treaty is the specific agreement or contract between the country/countries whose aim is to make a promotion of the good relations, growth of economy and also trade and if the country has the same laws as US and US capitalist can also get a e2 visa and start a new venture in the country. The treaty between the US and the individual countries in the list were signed at different times for the e-2 visa.

What are some key features of e2 visa?

This segment will take a look at the key features of an e2 visa. These key features of an e-2 visa are listed in the following points:

In the residing period at US, capitalist or employee are only restricted to work for sponsor of e-2 visa.
Primary e-2 visas can only last for about 5 years. This length of e2 visa will depend on the pact nation of which the person hails from. And as mentioned earlier, the candidate is qualified for extension of the e-2 visa for unlimited time, with renewing an e-2 visa every 2 year.
As an e2 visa holder enters USA, e-2 visa holder has about 2 year, while e-2 visa can be extended while being in US only.
Holder of e-2 visa can only be accompanied with wife and minor, unmarried children.

A look at the required qualification for an e-2 visa applicant who is applying for the e2 visa:

Here we will see required qualification for an e-2 visa applicant who is applying for the e2 visa and these qualifications of the e2 visa are listed in the following points:

Applicant should hail from one of the pact nation that is in contract with US for qualifying for an e-2 visa.
Approximately half of the prospective venture must be owned by similar nationals of the pact nation from where the person is from.
The e-2 visa applicant who made the application must be owner of venture or an upper and important position held in the prospective venture.
The venture should make a very good amount of investments in the US and contribute to the US economy
The venture should not be a mean to support the e2 visa applicant but the venture should be occupied in various types of commercial activities and should also be eligible for the legal prerequisites of the state where the venture is going to operate. Also it should actively create a lot of job opportunity for the American citizens.

What are the requirements of the e2 visa for the visa applicant by the USCIS?

This section will take a look at the e-2 visa requirements that are set by the USCIS. As mentioned earlier, the e-2 visa applicant will need to fulfill these requirements along with the e2 business policy. These requirements for the e-2 visa are mentioned below:

The e-2 visa applicant should come to US to fund in a new business or a previous on-going venture and for this requirement, the person should show the USCIS adequate amount of fund that is meant for investment in the venture.
The funding should not be marginal and it must be bona fide venture. Some necessary documents should be shown to prove this as mentioned:
The IRS provided number of employer identification
tax returns
The papers showing monetary statements
The summaries of payroll or the reports of the quarterly wage
License of the venture
Lease contracts
Statements from the banks or any other bills.
The escrow documentations
Contract of customers

To show that the business funding is not marginal, applicant should show following evidences:

A good e2 venture plan which shows the working of the venture and the way the funding will be used and the growth potential of business and the way business is capable of creating good portion of workspace, with the contribution made towards economy.
Tax return documents of the US or the country from where the person is from.
Monetary statements
The summaries of the payroll.
The applicant should possess a required amount of money for making investments for business and the e2 venture plan which the candidate possesses certain amount that for business purpose only.
Applicant must also provide the source of the money and should possess half of venture and direct the venture, with holding the high position.
The applicant should show the capability of developing and running venture successfully.

How can an applicant show the capability of developing and running venture successfully?

This segment will take a look at how the applicant can show the necessary capacity to develop and run the business successfully. The applicant must submit the necessary documents to show the capacity to developing and running the venture successfully. These documents which require to be submitted are mentioned below:

A complete and well informed partners’ list in the venture and the percentage of the venture which is acquired by the partners who are involved in the business. For the partners who have 50% share of business, then document that is to be submitted must contain signatures of other partners with shares in venture.
The business capitalization table
The contracts relating to the purchase of stocks, the term sheet & letter of intent. The candidate may also submit the note of understanding.
ledger of stock
Franchise contacts
Partnership contracts
Articles regarding the business
Annual reports or one can also submit the US securities & the exchange commission (SEC) form 10-K

How to seek for an e2 business plan sample?

This section will take a look at how to find an e2 business plan sample. An e2 business plan sample will provide a person with better idea what to include, also way of inclusion of the relevant details in the e2 visa business plan example as it is shown in the sample. You can find varieties of e2 visa business plan sample for more or less similar format. The plan of the business must not be taken lightly as the officer puts weight on the plan of the business to determine whether to give one with the status as an immigrant. One simple way of looking for e2 plan of the business sample is to search online. The sample will simply show the format, plus what sections you can add, which is shown in the sample. You can find a lot of business plan sample online. You need to type the important keywords for example, “e2 business plan sample” or sample e2 business plan ”, “e2 plan sample” would show the results which you can check and that would assist you to understand the e2 business policy through the e2 business plan sample. However, you must understand that any exact detail of e2 business plan sample must not be copied and be unique. Sample must be only used as format. Otherwise it may cause a case of fraudulency with misrepresentation that can bring about some serious consequences if any content is copied exactly from the sample.
Another way to get help regarding e2 business strategy, by contacting consulting agency, who will provide the service and advice regarding e2 business policy. You can use the similar way to look for an agency as the above mentioned paragraph, i.e. use a search engine to search the relevant consulting agency. Type the required keyword such as: “consulting agency for the e-2 business plan template” “e-2 business plan consulting agency”, to get the desired result. Website of the consulting agency is hosted online, through which the required details about e-2 visa and business plan sample can be found. You can also call them up for consultation, plus advices for e-2 visa and business sample. The website provides the email ID, telephone or mobile number or any other reliable method of contacting them for advices and the sample. You can also visit them by using their physical address. When looking for a consulting agency, from whom you will find the sample and the advice, you would require checking the reputation and the services offered by the consulting agency, the fees and the customer satisfaction by the consulting agency. In addition to this, if you plan to go to a consulting agency, you would also require to take the relevant documents with you which will help them to check if the application which you are going to submit to the UCSIS is correct or not or whether do you need any additional papers to strengthen your application for the e-2 visa.
Many consulting agencies, on whose website; one can leave name, email ID, city, country.

Why a business plan needed?

There are various advantages of the business plan. A business or venture plan shows the business structure. Entrepreneurs must draft business plan, but not get too indulged in preparation for the e2 visa business plan pdf. One should not open the business lacking a proper business plan. Several benefits of a business plan are there and these benefits of business plan have been mentioned below:

The business plan will provide the business having the opportunity to check out the new ideas for business
This business plan provide the business and offer a concise statement of business mission and the visions for business
This business plan provide with idea allowing business clear away from any trouble if it faces any problems.
This plan allows to focus on enterprise
This plan allow tracking performance of business
This plan offer a truthful verification of business performance
This plan offer a report of services or the product business sells
This plan offer the business marketing strategies
This plan offer the solution to face the competitors of the business and the business strategy to face them

Now you may see why businesses plan necessary for any business. It is very important to know the various benefits of having a policy before starting up a venture. The plan has importance for the e2 visa. The e2 visa sample business plan is checked and reviewed. Business plan must show that business offers promising future. This is why one should carefully write down the plan for the business as plan needs to be made carefully. Various e2 visa sample business plan formats are found online and you are able to check business plan online and decide any business plan as suitable. It is recommended to go through several policies before narrowing down to the one that suits your needs. But remember, you must include relevant points in your business plan to make it appear strong and a unique plan presented to immigration officer. Your strategy must be strong enough to get accepted by the immigration officer. So, care must be taken while making it.

Download Sample From Here

The factors that can get e-2 visa denial:

This section will take a look at the various factors that can contribute for denial of e-2 visa, to avoid denial of e-2 visa is by knowing the circumstances. Candidate for e-2 visa is called at US embassy for a short interview. Details which are obtained through the interview are then reviewed. Along reviewing of document submitted by the applicant for e-2 visa, this e-2 visa can be granted or it can also be denied.

According to US legal rules, there are various strict rules and regulations under which an e-2 visa may be denied in case the candidate doesn’t meet required pre requisites as stated. Some other reasons of denial for e-2 visa by US embassy can be any one of the mentioned points:

US embassy doesn’t have relevant details of the candidate for e-2 visa for qualifying the candidate of e-2 visa.
a doesn’t qualify due to any shortcomings that makes the candidate unable to meet the pre-requisites of e-2 visa
Previous acts with current actions of e-2 visa candidate, for example: illegal medication history or any crimes convicted.

If candidate has been denied e-2 visa which particular candidate has applied to, candidate will be given the particular rules and regulations that made the candidate not eligible of e-2 visa. Loss of their disqualification for the e-2 visa will be offered to a few candidates.

Some details regarding the denial of e-2 visa may be check from US Immigration and the Nationality Act (INA).

Candidate deemed as not eligible for e-2 visa and not given the e-2 visa, candidate won’t be able to get e-2 visa processing fee as it is not refundable.

A look at the ineligibility waiver of e-2 visa:

This section will take a look at the ineligibility waiver. INA contains certain legal clauses that may enable candidate denied of e-2 visa due to not being eligible to apply for the certain ineligibility waiver. All ineligibility waivers are examined by the homeland security department (DHS) of US. These ineligibility waivers are discretionary in nature; with no guarantee that the ineligibility waiver approval of DHS. Although, if the ineligibility waiver is offered through homeland security department, the candidate is then issued e-2 visa that was previously denied.
However, not every candidate denied of e-2 visa is considered as qualified for non-eligible waiver, rather the consular office confirms the candidate denied from getting the e-2 visa for the suitability for the banning waiver. Factors that can allow someone to get qualified for ineligibility waiver has been listed below:
If the certain ineligibility waiver is under law section available to the candidate which previously deemed candidate as not qualified for the e-2 visa.
Candidate should be completely eligible, otherwise certain minor ineligibility that was the cause of the rejection.
If the candidate was recommended for the ineligibility waiver to DHS from the embassy, if candidate seeks the visa of non immigrant US.

If you want to apply for the ineligibility waiver, consular office will provide the required details regarding the procedure of ineligibility waiver.

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E-2 Visa Business Plan Writing

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

What is an E2 Visa?

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

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

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

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

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

Determine E2 Visa Eligibility

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

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

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

Related : 7 Best Businesses for E2 Visas Application & Investment

Write E2 Visa Business Plan

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

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

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

Company Description

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

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

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

Business Industry Analysis

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

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

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

Target Markets and Customers

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

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

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

Marketing and Sales Strategy

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

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

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

Operations Plan

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

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

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

Organizational Structure and Management Team

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

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

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

Capital Investment and Funding Sources

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

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

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

Financial Plan and Projections

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

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

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

Writing E2 Visa Business Plan

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

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

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

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

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

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

E2 Visa Business Plan

Written by Dave Lavinsky

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.

The Importance of an E2 Visa Business Plan

Hello to our valued audience looking to explore the realm of US immigration possibilities! We warmly welcome you back to the realm of E2 Visa insights, where we, together, navigate the intricate pathways of visa applications. Today, we embark on an enlightening journey to uncover the profound significance of a meticulously constructed business plan for E2 your E2 Visa aspirations. Let’s dive in and unravel the pivotal role of this critical document.

E2 Visa: Your Gateway to Entrepreneurial Dreams

Before we plunge into the essence of today’s discussion, let’s briefly acquaint ourselves with the E2 Visa. This visa category stands as a beacon of opportunity for visionary investors eager to plunge into the dynamic US business landscape. The E2 Visa offers a unique chance to invest in a US business, with the promise that, upon fulfilling specific E2 Visa prerequisites,entrepreneurs applicants can gain the privilege of operating their business on American soil. It’s an extraordinary avenue, tailor-made for entrepreneurial spirits seeking to weave their investment dreams into reality.

The heart of the investor application consists of a powerful document: the E2 business plan. Its significance and role is the focus of today’s blog.

Navigating the Seas of Substantial Investment Requirements

One of the cornerstone requisites of an E2 Visa application is showcasing a substantial investment in a US business. And here, the business plan takes center stage. This document serves as your staunch ally, meticulously breaking down the layers of your investment. With meticulous charts and detailed breakdowns, your business plan unfurls the grand tapestry of your total investment amount. It deftly narrates how your investment has been allocated – whether towards insurance, lease payments, marketing endeavors, or other strategic endeavors. The business plan becomes the clarion call that echoes your investment choices, substantiating your claims with a robust presentation of your financial decisions.

Battling the Marginal Business Conundrum

Transitioning into the E2 Visa realm also means shedding the constraints of a marginal business. A marginal business essentially caters solely to the investor and often remains confined to a petite scale. Your business plan steps into this narrative, projectingshowcasing a dynamic five-year outlook adorned with pro forma figures that expertly predict your business’s financial trajectory. These projections form a formidable stronghold in substantiating that your business transcends the realm of marginality, presenting itself as a robust and promising endeavor.

Showcasing Your Entrepreneurial Skillset: The Resume’s Ally

Beyond the realms of numbers, an E2 Visa applicant must portray their aptitude for steering the business towards success. This is where your business plan joins hands with your resume. Not only does it meticulously detail your background, but it also underlines your unique skillset, which resonates as a testament to your capability in overseeing the business’s operations.

Elevating Active Business Ventures

An E2 Visa is distinctly tailored for active business investments, disqualifying passive endeavors like property investments. And once again, the business plan takes the spotlight. It offers an intricate portrait of your chosen business, spotlighting its products, services, and strategic plans for the future. The business plan dissolves ambiguity, standing as a staunch declaration of your unwavering commitment to actively propel your business forward.

Synthesizing E2 Visa Requisites: The Tapestry of the Business Plan

In essence, the E2 business plan is not a mere document; it’s a comprehensive narrative expertly weaving the threads of varied E2 Visa requisites. From validating substantial investment claims to dismantling the marginal business notion, from showcasing your capabilities to illuminating your business’s vigor, the business plan harmoniously intertwines these facets into a seamless fabric of narrative.

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Michael Ashoori, Esq.

President of ashoori law.

I’m a U.S. immigration lawyer and I help families, professionals, investors, and entrepreneurs get visas, green cards, and citizenship to the United States.

Since starting my law firm, I’ve helped thousands of people from all over the world with their immigration needs. I’m very passionate, hard-working, and committed to my clients.

Got a question? Send me an email.

CALL +1-818-741-1117

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

Interested in an immigration business plan.

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

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

Interested in an Immigration Business Plan

We Specialize in E2 Visa Business Plans

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

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

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

Why You Need an E2 Visa Business Plan

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

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

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

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.

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USCIS-Ready E-2 Visa Business Plan

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

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It starts with your vision

Building Your E-2 Visa Success Story

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

E-2 Visa Overview

E-2 visa business plans

Designed for e-2 treaty investors.

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

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

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

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

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

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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!

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An E2 visa business plan must address the E2 visa requirements

Sylvain Perret
November 22, 2023

E2 Business Plan

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

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

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

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

Understanding the Basics of an E2 Visa Business Plan

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

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

E2 visa business plan & E2 visa requirements

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

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

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

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

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

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

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

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

Requirement 2: Enterprise is a real and operating commercial enterprise

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

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

Requirement 3: Applicant’s investment is substantial

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

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

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

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

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

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

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

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

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

E2 Business Broker

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

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Last Updated on December 13, 2023 by Sylvain Perret

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Federal Trade Commission Announces Final “Click-to-Cancel” Rule Making It Easier for Consumers to End Recurring Subscriptions and Memberships

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The Federal Trade Commission today announced a final “click-to-cancel” rule that will require sellers to make it as easy for consumers to cancel their enrollment as it was to sign up. Most of the final rule’s provisions will go into effect 180 days after it is published in the Federal Register.

“Too often, businesses make people jump through endless hoops just to cancel a subscription,” said Commission Chair Lina M. Khan. “The FTC’s rule will end these tricks and traps, saving Americans time and money. Nobody should be stuck paying for a service they no longer want.”

The Commission’s updated rule will apply to almost all negative option programs in any media. The rule also will prohibit sellers from misrepresenting any material facts while using negative option marketing; require sellers to provide important information before obtaining consumers’ billing information and charging them; and require sellers to get consumers’ informed consent to the negative option features before charging them.

The final rule announced today is part of the FTC’s ongoing review of its 1973 Negative Option Rule, which the agency is modernizing to combat unfair or deceptive practices related to subscriptions, memberships, and other recurring-payment programs in an increasingly digital economy where it’s easier than ever for businesses to sign up consumers for their products and services.

Commission approval and publication follows the March 2023 announcement of a notice of proposed rulemaking which resulted in more than 16,000 comments from consumers and federal and state government agencies, consumer groups, and trade associations.

While negative option marketing programs can be convenient for sellers and consumers, the FTC receives thousands of complaints about negative option and recurring subscription practices each year. The number of complaints has been steadily increasing over the past five years and in 2024 the Commission received nearly 70 consumer complaints per day on average, up from 42 per day in 2021.

The final rule will provide a consistent legal framework by prohibiting sellers from:

misrepresenting any material fact made while marketing goods or services with a negative option feature;
failing to clearly and conspicuously disclose material terms prior to obtaining a consumer’s billing information in connection with a negative option feature;
failing to obtain a consumer’s express informed consent to the negative option feature before charging the consumer; and
failing to provide a simple mechanism to cancel the negative option feature and immediately halt charges.

Following an evaluation of public comments, the Commission has voted to adopt a final rule with certain changes, most notably dropping a requirement that sellers provide annual reminders to consumers of the negative option feature of their subscription, and dropping a prohibition on sellers telling consumers seeking to cancel their subscription about plan modifications or reasons to keep to their existing agreement without first asking if they want to hear about them.

The Commission vote approving publication of the final rule in the Federal Register was 3-2, with Commissioners Melissa Holyoak and Andrew N. Ferguson voting no. Commissioner Rebecca Kelly Slaughter issued a separate statement and Commissioner Holyoak issued a separate dissenting statement . Commissioner Ferguson’s dissenting statement is forthcoming.

FTC staff has developed a fact sheet summarizing the changes to the rule. The primary staffer on this matter is Katherine Johnson in the FTC’s Bureau of Consumer Protection.

The Federal Trade Commission works to promote competition and protect and educate consumers . The FTC will never demand money, make threats, tell you to transfer money, or promise you a prize. Learn more about consumer topics at consumer.ftc.gov , or report fraud, scams, and bad business practices at ReportFraud.ftc.gov . Follow the FTC on social media , read consumer alerts and the business blog , and sign up to get the latest FTC news and alerts .

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COMMENTS

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Table of Contents

What is the E2 visa business plan?

What should the E2 visa business plan include?

1. About the E2 company

2. About the E2 investment

3. About the E2 applicant

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E2 visa business plan FAQs

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E-2 Treaty Investors

How to Write a Winning Business Plan for E2 Visa Program

What is an E2 Visa?

What your E2 Visa Business Plan Should Show

What Constitutes ‘Substantial’ Investment in a US Business?

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

2. Purpose of Developing and Directing the Business

3. Market Analysis

4. Marketing and Personnel Plan

5. The Financial Plan

6. Business strategy

7. Operational strategy

8. Your skills and experience

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E-2 Visa Business Plan Sample

Introduction: A Look at the E-2 Visa and the business plan

A look at the e2 visa business plan:

What is dual intent?

How should someone make an application for the e2 visa?

Some things to remember about e2 visa:

Which type of dependants can accompany the capitalist?

Which countries are e2 visa qualified?

What is the explanation of citizen of a treaty nation for the e2 visa purpose?

Why the pact nations only qualify for an e2 visa?

What are some key features of e2 visa?

A look at the required qualification for an e-2 visa applicant who is applying for the e2 visa:

What are the requirements of the e2 visa for the visa applicant by the USCIS?

To show that the business funding is not marginal, applicant should show following evidences:

How can an applicant show the capability of developing and running venture successfully?

How to seek for an e2 business plan sample?

Why a business plan needed?

The factors that can get e-2 visa denial:

A look at the ineligibility waiver of e-2 visa:

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