E-2 Plans

Business Plans for E-2 Investment

E-2 Treaty Investor visas are for citizens of countries with which the United States maintains treaties of commerce and navigation. A business plan is one form of evidence that can be used to help demonstrate that the E-2 applicant meets program requirements.

The applicant must have invested or be actively in the process of investing a substantial amount of capital, and be in a position to develop and direct the enterprise receiving investment.
The enterprise must be bona fide — a substantial, operating commercial enterprise.

Our E-2 business plans are…

Focused and Substantial

We describe the specific business, not a generic version of the business model;
Recognize and clearly address questions and concerns specific to the E-2 context;
Use professional terms correctly, address appropriate feasibility factors, identify relevant market information, employ relevant business models, and present reasonable financial information;
Cite independent sources to support key facts and projections; and
Tell a compelling and coherent story about substantial E-2 investment in a real and operating commercial enterprise to be developed and directed by the E-2 applicant.

Clear and Concise

We tell the complete story in 20 pages or less;
Favor lists, tables, charts, and images over unbroken blocks of text;
Organize and label all content with numbered headings and subheadings;
Give a descriptive and numbered caption to every table and image;
Define abbreviations, use consistent terms, and avoid ambiguous language; and
Control fonts, colors, spacing, and images for a sharp and pleasing presentation.

E-2 Terms

Timing

We typically deliver a business plan within two weeks of receiving material needed to write the plan. Rush service may be available.

Guarantee

The business plan engagement includes unlimited revisions for a two-month period. We strive to produce clear and compliant business plans that satisfy reviewers the first time.

Process

Consultation

We discuss strategy for the business plan, and define a scope of work.

Discovery

We provide you with a questionnaire, and undertake independent research.

Writing

We prepare a polished first draft based on your information and our research.

Delivery

You receive the completed document and associated exhibits upon final payment.

Follow-Up

We revise the report as needed until it accomplishes your objectives.