An individual from a treaty country and want to invest a lot of money to start a new business or buy one in the US, you might qualify for the E2 Treaty Investor visa. Having a solid E2 Visa Business Plan is crucial for this visa.Your E2 visa business plan should show that you’re serious about reaching your business goals and making a positive impact on the US economy.

Many kinds of businesses trading locally or internationally may qualify as an E-2 enterprise, ranging from retail or service-oriented businesses to manufacturing or franchised operations. It’s important to show how the investor’s skills, experience, and goals in the US match the growth plans of the chosen business and what the E-2 visa program requires.

Also Read: The US has treaty agreements with a handful of countries. Read our exclusive guide on countries that have treaty agreements with the US.

E2 Visa Requirements And Eligibility

The E-2 Treaty Investor (non-immigrant) visa allows you to enter the United States temporarily—for up to two years at a time (renewable)—to develop and direct the invested enterprise. However, it does not provide a direct pathway to permanent residence or US citizenship.

  • The investor must be a citizen of a E2 treaty country.
  • A substantial investment must be made in a bona fide US enterprise. Substantiality is established based on a proportionality test comparing it with the start-up cost (bootstrapped business) or purchase price (acquired business).
  • The invested funds or assets must be put ‘at risk’ (in the commercial sense) in acquiring or establishing the business and generating profits (i.e., there must be a risk of losing the capital, providing an incentive for successfully managing it).
  • Evidence that the invested funds are obtained through lawful means must be provided.
  • Confidence must be established that the investor is coming to the US to direct and develop the invested business
  • The investor must demonstrate a controlling interest in the invested business and managerial control of its operations.
  • Evidence of the investor’s qualifications to run the business must be provided.
  • The investor must depart the US when the business is completed or terminated.
  • The invested enterprise must establish its capacity to generate sufficient returns to make significant economic contributions (including creating jobs) besides supporting the investor and their family in the US.
  • For detailed information, please refer to the USCIS guidelines for E-2 Treaty Investors.

The E2 Visa Business Plan is the most important part of your visa application. It needs to convince the adjudicator that your substantial capital investment is compliant and purposeful and that there is a commitment to spending it in whole by a commercial venture in the US, resulting in a positive economic impact. Our team of expert business plan writers can help you prove these in your E2 Visa Business Plan.

Let’s strategize and build a strong business plan, together.

Get in touch with your bespoke requirements and we will design a customized package for you.

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Our Methodology

We can take the business planning work off your plate. So that, you shall focus on other things that  matter the most for your company. Our methodology to prepare The E2 Visa Business Plan is outlined below:

Discover

1. Discover
We begin by discussing your E2 visa business plan idea with you. Next, we’ll outline the plan of action, detailing the project scope, deliverables, and timeline. Additionally, we’ll send you a survey to gather essential information about your idea or company. This is typically followed by another interactive Q&A phase to ensure a thorough understanding of your business and project specifications.

Preparation

2. Preparation
Based on the insights from the previous phase, we’ll begin developing your E2 visa business plan. Projections will be finalized and sent to you for verification within the first week. The initial plan draft will follow in the second week with a comprehensive business plan circulated by the third week of starting the development process.

Completion

3. Completion
We expect you to review the entire e2 visa business plan and provide valuable feedback. Any necessary amendments will be made in the business plan and the final business plan will be circulated for your use.

4. Retain Us
Retain our services to keep your business plan up-to-date in the long-run. We will be responsible for updating the business plan as circumstances and variables change in the future. We will ensure you always have access to the up-to-date business plan to productively engage with any investors at any time.

Our Value Proposition

100%

WINNING BUSINESS PLANS

Our business plans are proven to generate results, whether it would be raising capital or steering the company’s operations to success. Our methodology also ensures your productive participation in developing the plan so that we can tailor it to exceed your expectations.

3w

AVERAGE PROCESSING TIME

Our average processing time is 3 weeks (15 working days). We can always expedite the business plan preparation to complete it quicker than 3 weeks. The fastest turnaround time we can achieve is 7 working days. The expedition is subject to our team’s availability and other terms and conditions.

2x

VALUE FOR MONEY

With our business plan services, you get two times more value for your money because of affordable pricing and amazing results.

How to Write an E2 Visa Business Plan?

The development of a business plan for every company requires a unique approach, making the plan content vary case by case. However, the following layout shall help in understanding our approach to develop a standard E-2 visa business plan.

Executive summary provides glimpses of the entire business plan. It shall enable readers to gain basic understanding of the company, market and financial outlook without having them read the rest of the sections. In our approach for business plan, the core elements of the executive summary include company overview, industry overview, investment, objectives (strategic, operational and financial) and keys to success.

This section shall provide high-level description about the company and its operations. In the section, we will describe the company’s shareholding, founding team, management team, legal and advisory team, hiring plan, organisational structure, location and equipment, plant and machinery among other operations.

This section describes the company’s offerings and value proposition. It should help in building basic understanding about the company’s product/service categories, properties and features and unit economics (e.g., price and direct cost per unit).

It is imperative to analyse the external environment of your company in which it operates and understand market factors that will have a positive or negative impact on its operations and revenue potential. This section will mainly deliver insights into the industry size and trends, demand drivers, competition and SWOT analysis.

Sales and marketing strategy is crucial for your business plan as it describes who your customers are and how you intend to increase your exposure to them. We will clarify the company’s sales channels, customer type, segments, target market strategies and advertising and promotion strategies, among others.

Five-year financial forecasts will be provided, leveraging existing or estimated data of your business. The projections will include underlying assumptions, start-up costs, break-even analysis, profit and loss statement, cash flow statement and balance sheet.

This final section of the business plan provides supplementary information that may validate or support information provided in the main business plan. For instance, if a strategic partnership is mentioned in the business plan, a copy of the partnership agreement or memorandum of understanding can be provided as evidence in the appendix.

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