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EB-5 Business Plan for a Consulting Firm

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Consulting firms face the hardest version of the EB-5 job creation challenge among service businesses: a small advisory practice with a handful of high-paid consultants can meet the 10-job requirement on paper while still looking economically fragile if the revenue base supporting that many salaries isn't credible.

Scale the Concept, Not Just the Headcount

Rather than simply listing 10 consultant positions, your plan needs a genuine business case for why the firm will need — and can financially support — that many staff. This usually means building the plan around a larger practice area, multiple service lines, or a scalable delivery model (not just senior consultants, but analysts and support staff at a range of seniority and salary levels) rather than 10 identical senior roles.

Client Pipeline as the Foundation

Because consulting revenue is client-driven, your market analysis should reference concrete evidence of demand — target client segments, realistic contract sizes, and a credible sales/business development plan — since this underpins whether the 10-job headcount is achievable within the required window.

Job Creation Table Specificity

Present a genuine organizational structure: partners/principals, mid-level consultants, analysts, and operations/administrative support — with realistic salaries at each level. A table of 10 identically senior, identically salaried positions reads as unrealistic to an adjudicator familiar with how service firms actually staff up.

Financial Projections Tied to Billable Capacity

Your five-year financials should be built from realistic billable hours or project volume per consultant, not an aggregate revenue figure with no connection to how many people are actually generating that revenue.

This is a draft for your attorney's review before filing — not a legal document itself, and no outcome is ever guaranteed.

Frequently Asked Questions

Is a consulting firm a difficult EB-5 business type?

It can be, because job creation needs to be backed by a credible revenue base — a plan needs a genuine business case for why 10+ staff are needed and financially supportable, not just a headcount list.

Should all 10 positions be senior consultants?

No — a realistic organizational structure with a range of seniority (partners, consultants, analysts, support staff) is more credible than 10 identically senior, identically salaried roles.

What should the financial projections be built from?

Realistic billable hours or project volume per consultant, connected directly to your job creation table — not an aggregate revenue number disconnected from actual staffing.

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