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Immigration Visa Business Plans

E-2 Visa Business Plan Sample Structure

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Rather than a generic business plan template, here's the actual section-by-section structure a complete E-2 plan should follow, with what each section needs to accomplish and roughly how much space it deserves.

Executive Summary (600-800 words)

Summarizes the investor, the investment, the business, and explicitly addresses substantiality, non-marginality, and active direction up front — this is the reviewing officer's first impression and needs to be immediately compelling.

1. The Investor & Source of Funds

Background, nationality/treaty basis, and the lawful source of investment funds, with a clear statement that funds are committed and at risk (or the specific timeline for them to become so).

2. Business Description & US Entity Structure

The business concept, legal entity type and justification, ownership structure, and registered location.

3. Investment Breakdown

An itemized table: category, amount, timing, and evidence type needed — reconciling exactly to the figure stated in the executive summary.

4. Market Analysis

Industry overview specific to your business and location, with realistic TAM/SAM/SOM reasoning and competitive landscape — not generic industry statistics.

5. Marketing & Operations Plan

How the business will acquire customers and operate day-to-day — the systems and processes that make this a real business.

6. Personnel Plan — Five-Year Hiring Table

The centerpiece of the non-marginality argument: position titles, timing, and salaries over five years, reconciling to your financials.

7. Five-Year Financial Projections

Revenue, costs, and profit tied directly to your hiring plan and market analysis, with every assumption stated explicitly.

8. Non-Marginality Statement

A dedicated argument, referencing your financials and hiring table, for why this business exceeds subsistence-level income.

9. The Investor's Role

Your specific day-to-day executive role, decision-making authority, and time commitment.

10. Conclusion

Ties substantiality, non-marginality, job creation, and active direction into a closing argument.

A complete plan built to this structure typically runs 35-45 pages. Every section should reconcile numerically with every other — this is a draft for your attorney's review, not a legal filing, and no outcome is ever guaranteed.

Frequently Asked Questions

How long should a complete E-2 business plan be?

Typically 35-45 pages when all sections are fully developed with specific, internally consistent detail — not a short summary document.

Which section is most heavily scrutinized?

The five-year hiring table and the non-marginality statement together carry the most weight, since they directly address one of the three core E-2 legal tests.

Do all sections need to reconcile numerically?

Yes — the investment figure in your executive summary, investment breakdown, and financials all need to match exactly, as do your hiring numbers across the personnel plan and financial projections.

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