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E-2 Visa Business Plan Sample

Fill the form to download e-2 visa business plan templates.

Foreign entrepreneurs interested in starting or buying a business in the United States can apply for the E-2 visa. An applicant must submit a comprehensive business plan detailing their proposal. If you are unfamiliar with the U.S. business environment, creating an effective E-2 visa business plan can be challenging.

Over 45,000 E-2 visas were issued in fiscal year 2019, which indicates an increasing interest in this visa category. The E-2 visa business plan is often sought by foreign entrepreneurs to help them succeed.

A E-2 business plan should give a clear mission statement, a description of the organization’s programs and services, a market analysis, a fundraising plan, and a financial plan. In this article, our team will explain what should be included in a E-2 visa business plan . Foreign entrepreneurs can increase their chances of obtaining an E-2 visa and starting a successful business in the United States by taking help from the tips and the sample business plan pdf provided below.

To be eligible for an E-2 Visa, it’s essential to be proficient in writing a business plan that can guarantee a thriving business. For this reason, our business plan writers have meticulously included all the relevant sections in our E-2 business plan sample, which can serve as a comprehensive guide for you. Let’s explore and analyze one such sample.

Table of Contents

1. business plan title page.

A business plan title page should include the name of the company, the founder, the address, the telephone number, the email address, and the website of the company. In addition, it should include the date from which the business plan was created.

e2 visa business plan

What makes a great cover page for a business plan?

Take a look at our business plan cover page examples to download our free templates and create your own cover page.

2. Executive Summary

Abroad Education Services is a higher education marketing consultant that provides admission advisory to students and marketing services to colleges, universities, and educational institutes in the USA. Mr. John Smith, the E-2 investor, plans to expand the business beyond the current state of operations in three destinations and invest $105,000 as an E-2 treaty investor.

The executive summary sample states that the company generates revenue based on a certain percentage of fee from students enrolled with the education providers. The number of international students applying to colleges in the USA is increasing, and the total number of international students enrolled in US colleges is 1,095,299.

The primary target market for the services offered by Abroad Education Services will be universities, colleges, and academic institutions in the state of California, with a secondary market of high-end individuals seeking advisory services directly from the company.  Marketing will be done through various mediums, and Mr. John Smith, with 12 years of experience, is the President of the company.

Useful Resource:   How to write an executive summary for a business plan

Download our Free Executive Summary Sample and Master the Art of Crafting a Killer Summary.

executive summary table

3. Market Overview

US Education industry is projected to grow due to expanding enrollment and improving disposable incomes. The Testing and Educational Support industry provides various educational services, which experienced growth in government funding for education and household income levels. However, according to market research, the industry was hit hard by the COVID-19 pandemic in 2020, and revenue is expected to grow at an annualized rate of 6.0% over the five years to 2022. Nevertheless, profit is expected to fall to 7.0% of industry revenue in 2022, and price competition is expected to intensify as more players enter the industry.

market analysis stats

Overall, the industry revenue is forecast to grow at an annualized rate of 1.3% over the five years to 2027, amounting to $26.5 billion, as growth in enrollment in US schools and universities combined with higher levels of disposable income will drive industry growth.

market analysis

Unlock the Key to Business Success – Discover How Market Research Can Propel Your Business Forward Today!

market analysis

4. Competitive Analysis

A competitive analysis is crucial for any business plan. It involves identifying and analyzing your competition, evaluating their strengths and weaknesses, and developing strategies to gain a competitive advantage in the marketplace. These are the main competitors in our industry.

Third competitor

5. Swot Analysis

A SWOT analysis is used to evaluate the strengths, weaknesses, opportunities, and threats of a company. It provides insight into the internal and external factors affecting the business, helping to identify areas for improvement and potential risks. By analyzing these factors, businesses can make informed decisions and develop strategies to enhance their competitive advantage.

e2 swot analysis

6. Marketing Plan

We know that Abroad Education Services will establish brand awareness by promoting its logo and company colors in all marketing materials, fostering word-of-mouth buzz, and building a loyal customer following. The company aims to become a recognized market leader, offering flexible product offerings and a strong customer service model while remaining attuned to the marketplace.

By staying ahead of the competition will require understanding government policies and fast adjustments to changing regulations, having access to a highly skilled workforce, quickly adopting new technology, providing a range of goods/services, and maintaining a good reputation for quality service.

By achieving the objectives and keys to the success of a marketing plan , Abroad Education Services will increase its market share and become a dominant player in the industry.

objectives

7. Funding Request

Proper funds allocation is crucial for a company’s success as it helps ensure that resources are used efficiently and effectively towards achieving the company’s goals. The process of startup funding typically involves careful analysis and planning to determine the best sources for maximizing returns while minimizing risks.

The total start-up funding required to launch the venture is $105K, with the owner contributing the entire amount from personal funds to establish the brand. The funding allocation is as follows: $13.7K for start-up expenses, $50K for purchasing long-term assets, and $41.3K for working capital, as illustrated in the chart and graph above.

funds allocated

8. Management Summary

A seasoned management professional , adept at driving growth and efficiency in organizations through insightful process improvements and efficient operational structures. With a proven track record of identifying opportunities and maximizing resources, this growth-minded analyst has consistently contributed towards an organization’s strategic objectives.

They have a solid history of streamlining workflows, enhancing operational performance, and implementing best practices, earning recognition for their valuable contributions.

managing chart

9. Financial Highlights

The financial highlights encompass forecasted financial statements that utilize uniform measurement indicators for assessing profitability, leverage, asset turnover, and liquidity. The financial highlights of the company shows:

  • The revenue forecast showing increase from $10,000 in M1 to $893,000 in Y5
  • Gross margin remained consistent at 94% of revenue
  • Operating expenses stayed at $26,000 per month
  • EBITDA improved from -$29,000 in M1 to $52,000 in Y5
  • Net profit improved from -$30,000 in M1 to $47,000 in Y5
  • Net cash flow varied but remained positive overall
  • Cash balance at the end of Y5 was $16,000.

financial indicators

Explore our collection of authentic sample business plans , completely free of charge, and discover how to craft a professional and polished plan, just like this one. This sample guide will surely help you write your own business plan.

Download E-2 Visa Business Plan Sample PDF

We will show you some real-world business plan examples so you may know how to write your own, especially if you are seeking a bank loan or an outside investment and need to use SBA-approved formatting.

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E2 Visa Business Plan: Your Blueprint for Immigration Success

E2 visa business plan defined.

An E2 Treaty Investor Visa is a nonimmigrant visa which allows a foreign investor who is a national of an E2 treaty country to make a substantial investment in a new or existing U.S. enterprise and go to the U.S. to direct and develop this business.

An E2 Business Plan is a document that supports your  E-2 Treaty Visa  application process. It is one of the has many requirements related to the E2 Treaty Investor and the E2 enterprise, and it is also used to show proof of compliance with visa eligibility.

After submission of your application and business plan to the U.S. Embassy or Consulate, you will be invited to attend an interview. During the interview, you will then be asked about any information you have provided about yourself and the business you plan to establish.

The consular officer will scrutinize your business plan to the extent of how it will derive economic benefit to the U.S., so you have to be prepared to explain your plans and projections to prove that your E-2 enterprise will be more than marginal.

Importance of an E2 Business Plan

One of the crucial parts of your  E-2 Visa process  is making your business plan. If it’s poorly written, it could further delay your visa application process as the adjudicator would request more information. Worse, a poorly written business plan will result in a denied application.

Heed caution, however, as using a template might be risky. It’s important to note that the E2 business plan must explain your plans to contribute to the U.S. market and economy through your business.

The purpose of business plans is not really to attract business partners or investors but to convince adjudicators who will review your visa application to approve your visa and your business venture.

An E2 Visa business plan has virtually the may have the same content as that of a standard business plan, but it also has be to tailored to meet the specific E-2 visa requirements. You would need to include your investment funds, the source of your capital, and your operating strategies to establish and direct the enterprise. Further, it would include background information about you, an executive summary, and other business details.

Contents of an E2 Business Plan

It’s common for investors to be unsure of where to begin writing their business plan. There’s no hard and fast rule in creating business plans, and even if you already know what to write, you may still hit some blunders along the way.

There’s a high chance you might use a template if you’re unsure of what to write. However, especially for an E2 business plan, a template will likely leave out vital and necessary information that you would need for your visa application process.

The adjudicator will use the information and business plan you have submitted to decide whether you are qualified for the E2 Visa, so leaving out necessary information or failing to detail important information will likely result in a denial.

Your immigration business plan should include your business objectives, goals and forecast. It should show in detail how you will utilize your investment and how it’s sufficient to make the business operational to meet your goals. The business plan should also provide financial projections on how the business will achieve profitability and economic benefits that will contribute to the U.S.

The contents of your business plan will depend on the nature of your business, the investment amount, and the marketing strategies you’ll adopt to make the business thrive. We always recommend working with professional business plan writers who specialize in immigration-related business plans.

In general, your business plan should cover information regarding:

The company

You should include information regarding the company which is the focus of your investment. It should show whether it’s a new or existing business, its niche, its services or products, its projected economic benefits, and its business or operational strategies. You should prove that the company or enterprise is bona fide and that it will be able to employ qualified U.S. workers.

The investment

Aside from information about the company, you should also be able to detail more about your investment, whether it’s substantial and its lawful source. Your investment must also meet the requirements of the proportionality test

The applicant

Finally, you should also be able to include information about yourself as the investor, whether you can direct and develop the business. Detail as much as you can about your abilities and capabilities to develop and direct the business as well as your credibility so you can sufficiently convince the adjudicator.

Moreover, you have to include your intention to leave the U.S. upon the expiration of your visa as well as your intent to reside in the U.S. for the duration of your visa.

Elements of an E-2 Business Plan

In making your E2 Visa business plan, it should at least include the following:

  • A business summary and description introducing the company briefly, its products and/or its services;
  • A general overview of why you and your business are qualified for an E2 Visa;
  • A detailed description of your intended purpose of developing and directing the business, which includes details that prove you’re entering the U.S. to run the business, that you own 50% of the business, and that you will be responsible for its day-to-day operations;
  • A target market analysis and industry analysis which includes information about business conditions, business competitors, budget and personnel requirements, a description of your diverse client base, and a brief explanation of why the business will succeed in its market;
  • A comprehensive marketing strategy for how the business will gain recognition from its target market, and will engage with the market;
  • A detailed hiring plan which includes a description of each position you intend to hire, how many employees you plan to hire, and information on how your business will create new jobs for qualified U.S. workers for the next 5 years of its operations;
  • A financial strategy includes financial projections, a balance sheet, a cash flow statement, a profit and loss statement, and an explanation for the figures and assumptions in these statements.
  • Information that proves you’re in control of your investment funds, including evidence of the lawful source and substantiality of these funds with a clear paper trail;
  • An operational strategy detailing your venture’s organization and management, a description of your skills and experience, and how these ensure your venture’s success and viability.

E-2 Visa Business Plan Reviewers

The consular officers from your home country’s U.S. Embassy or Consulate, and the United States Citizenship and Immigration Services are the ones who will read the comprehensive immigration business plans. There will be limited communication between you and the officer, so you have to include all necessary information in your business plan.

Issues in Writing an E2 Visa Business Plan

There might be several issues or problems you might come across while writing your business plan. You might ask, along the way, how you can prove that your investment is substantial. While there’s a definitive number on what’s considered a minimum investment, the investment is considered substantial depending on the nature of the business. The investment must be substantial in relation to the costs of setting up your enterprise.

Moreover, on the question if you’d need to indicate a commercial space, take note that a physical space or a commercial lease is not required in an E2 business plan. However, it’s still recommended that you obtain a lease for an office space because most officers still expect to see whether the E2 enterprise has an office and it also contributes in proving that the E2 enterprise is real and operating.

On the question of whether you need to spend money before your visa application is approved, it is an E2 Visa requirement that your investment funds are “at risk” so it’s given that you need to spend the capital before completing your application. However, it is possible to irrevocably commit the funds to your start up E2 enterprise without actually spending them at the time of the filing of the application. Our team can definitely guide you and help you in meeting this requirement and minimizing the risk of losing your investment.

A comprehensive business plan is an essential  E-2 Visa requirement . To show that you are eligible for the visa classification you have to submit a business plan; E2 Visa, after all, is about investing substantial capital in a U.S. business.

You should take your time writing your business plan. Avoid using templates or sample business plans where you’ll just input information. If you’re unsure on what to write and where to start, you can ask help from immigration professionals, especially from those who have experience on handling E2 Visa applications.

The immigration attorneys at  Davies & Associates  can help you prepare for your visa application process, and increase the chances of you getting approved with an E2 Visa with their skills and experience.

Is there a minimum investment needed for an E2 Visa?

The investment capital is one of the most important components of your visa application and your  E-2 Work Visa cost . While there is no definitive minimum amount of investment for an E2 Visa, the requirements are clear that the investment must be substantial. Substantial is measured depending on the nature of the business, its industry, and other relevant factors. It must be substantial enough related to the costs associated with the business.

How does a business plan comply with E2 Visa requirements?

Your business plan should show how your capital investment is going to be utilized together with financial, personnel, operational and marketing strategies.

Is the E2 Visa business plan the same as a standard business plan?

While a standard business plan and an E2 business plan are virtually the same, your E2 business plan must include comprehensive and extensive information about you, the background of your investment, and how beneficial your new venture would be for the U.S.

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Home Blog Business Plan A Step By Step Guide to Writing Your E-2 Business Plan

A Step By Step Guide to Writing Your E-2 Business Plan

Ishan Jetley

Home » A Step By Step Guide to Writing Your E-2 Business Plan

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The US has a special type of visa known as E-2 visa, which allows a foreign national of a treaty country to be admitted and do business in the US. The primary purpose of the visa is to stimulate the US economy by encouraging more investments that would create jobs and hire US workers.

There are a number of rules that govern an E-2 visa application. To qualify for one, the applicant must be a national of a one of the countries with which the US maintains a trade and navigation treaty; must have invested or in the process of investing a “substantial” amount in a bona fide enterprise in the US; and be only looking to enter the country to develop and direct that enterprise.

Mandatory documents that you will need to bring prior to your visa interview include a valid passport, Nonimmigrant Visa Application (Form DS-160), photograph, Nonimmigrant Treaty Trader/Treaty Investor Application (Form DS-156E), and the application fee payment receipt.

Table of Contents

Do you need a business plan for an E-2 visa application?

A business plan is not an official E-2 visa requirement, but it is highly recommended that you have one prepared as part of the additional documents the embassy or consulate will look for.

According to the US Department of State, you should expect that the consular officer will request additional documentation to determine your eligibility. It stated that it is impossible to determine the exact documentation needed, but business plans are part of the Foreign Affairs Manual 9 FAM 402.9’s document checklist. So you’d do well to have one on hand.

A business plan will help you prove that you have the necessary skills and resources to operate a bona fide business in the US that has a high likelihood of success and the capability to provide jobs to American citizens.

What you should include in your E-2 business plan

The US government offered no mandatory rules in writing an E-2 visa business plan, except that it has to be “thorough” and has “financial projections for next 5 years”. A comprehensive business plan should contain the following key sections:

  • Executive Summary
  • Company Analysis
  • Industry Analysis
  • Market Analysis
  • Competitive Analysis
  • Marketing Plan
  • Operations Plan
  • Financial Plan

Writing the Executive Summary

The executive summary is the first section that the consular officer will see in your business plan, so it is advisable to make this section exciting, professional, and comprehensive. This section provides the reader with an overview of your business and should contain the highlights of your business plan presented in a concise format.

Your executive summary of an E-2 business plan should be able to let the reader know in a single page what your company does, what separates it from your competitors, who your customers are, how much is your investment, the number and type of jobs you can provide, and the growth prospects of your business.

Writing the Company Analysis

The Company Analysis section provides a more detailed description of your business, including the product or service it provides, and the market opportunity. A thorough Company Analysis should also include the company history, its mission and vision, business model, value proposition, and further plans for expansion.

For E-2-focused business plans, it is highly advisable to include a section detailing how your direct handling of the business in the US will help it maximize revenue and profit potential. In addition, you should also describe your employment plans, particularly the quality and number of jobs you’re planning to offer to the local community.

Market Research

The Industry, Market, and Competitive Analyses are part of the market research section, which is responsible for providing the consular officer with a detailed overview of your market in the US. For an E-2 application, the primary purpose of this section is to prove that your business has the potential to succeed in the US based on industry and market trends and indicators.

In the Industry Analysis section, you’d need to first pinpoint the industry your business belongs in. Afterwards, you should research trends and statistics that can prove that the industry is growing. If your industry has been on a slide in the past few years, you must be able to identify credible signs of a reversal in the near future. 

The Market Analysis section provides a detailed account of the type and size of market your business will serve. A number of free tools are available online, which you can use to do research, such as the Statistical Atlas for the precise number of individuals in a locality and the American FactFinder for the estimated number of businesses in a state.

The Competitive Analysis is performed to provide an overview of your main competition. It also offers you the opportunity to build credibility for yourself by showing your company’s competitive advantage.

Creating the Marketing Plan

Your company’s Marketing Plan should tell the consular officer how you plan on getting US customers to buy your product or service. You should include in this section your main promotional strategy and the advertising and sales tactics that you’re planning to employ to achieve your goals.

Writing Operational Plan

The consular officer will want to know how your business will operate in the US. You’d want to provide in this section a detailed description of your management team, including a list of your professional and advisory support group. You’d also want to include a list of your immediate key hires, which would further drive the point that you’re planning to provide jobs for locals.

Financial Planning

Probably the most important section of an E-2 business plan, the Financial Plan section offers the reader a realistic view of your company’s viability and an estimate of its financial future. Your E-2 visa business plan should contain a detailed financial plan with a five-year profit and loss projection, cash flow projection, projected balance sheet, and breakeven analysis.

Where to find help writing an E-2 visa business plan

Individual writers and companies dedicated to crafting business plans tailored for E-2 visa applications have sprouted all over the world to provide E-2 visa applicants with expert help regarding their business plan requirements. Their rates vary, but expect a standard business plan to cost upwards of $1,500.

Suppose you’re short on cash, we suggest drafting your plan on your own and then commissioning a business plan writer afterwards to polish it for you. Remember to follow the steps we’ve laid out above. 

If you need professional help in writing your E-2 Visa business plan, please don’t hesitate to contact us for a free consultation. We have successfully completed more than 3,000 business plan projects for companies in sundry industries and look forward to working on your business plan project.

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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

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.

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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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.

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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.

Why You Need an E2 Visa Business Plan

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:

What to Include in an E2 Business Plan

  • 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.

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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. 

Our Experts Can Help With Your Business Plan for E2 Visa

Developing an E2 Visa Business Plan

Are you an entrepreneur dreaming of starting a business in the United States? The E2 visa could be your gateway to not only launching your venture, but also living in the U.S. However, the success of your E2 visa application largely hinges on one crucial component: a successful business plan. 

This detailed blueprint can make or break your aspirations, and that’s where professional business plan writing services come in.

Understanding the E2 Visa Business Plan

The E2 Treaty Investor Visa allows individuals from treaty countries to enter and work inside of the United States based on an investment they will be controlling. This visa requires a substantial investment in a bona fide enterprise , which means a real, active commercial or entrepreneurial undertaking. A well-drafted business plan for E2 visa proves to the U.S. government that your enterprise meets these requirements and has the potential for successful and profitable operations.

What to Include in Your E2 Visa Business Plan

Detailed Executive Summary

This is your first impression—make it count. The executive summary provides a snapshot of your business and must outline what your business is about, the market needs it will fulfill, and why it is expected to thrive in the U.S. It should be clear, concise, and compelling, providing a strong opening to your detailed e-2 business plan sample pdf.

Market Analysis and Industry Evaluation

Demonstrate your understanding of the market environment with a comprehensive analysis. This should include data on industry trends, target market demographics, and competitive landscape analysis. Showcasing a deep understanding of your market not only strengthens your E2 business but also highlights the viability and strategic planning behind your business concept.

Organizational Structure and Operations Plan

Illustrate the day-to-day operations of your business. Detail your organizational structure, the roles and responsibilities of your management team, and your staffing requirements. This section should convincingly outline how your E2 visa business will operate efficiently and effectively within the U.S. market.

Product or Service Description

Clearly define what your business for e2 visa will offer. Whether it’s a product or service, explain how it meets the market demand, its competitive advantages, and any intellectual property or proprietary technology that it utilizes. This section should emphasize the uniqueness and profitability of your e2 investor visa enterprise.

Marketing and Sales Strategy

Articulate how you intend to attract and retain customers. This should include detailed strategies for marketing, advertising, sales approaches, and distribution channels. A robust marketing strategy demonstrates your business plan visa E2 has the potential for growth and scalability—a critical aspect for the U.S. E2 visa approval.

Financial Projections and Feasibility

Perhaps the most scrutinized section, your financial projections should be both optimistic and realistic. Provide detailed forecasts for revenues, expenses, and profitability over a minimum of five years. These should be supported by data-driven justifications, showing a clear path to financial success and stability.

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Why Professional Business Plan Services Are Essential

Expert Insight and Precision

Drafting E2 business plans that meet the rigorous demands of the E2 visa application can be overwhelming. Professional business plan writers bring extensive experience, with a proven track record of successfully navigating the complex E2 immigration visa requirements for a diverse range of clients. Their expertise means they know precisely what visa officers are looking for—from the financial forecasts to detailed market analysis.

Save Time and Focus on What Matters

Your time is valuable, especially when establishing a new business. By entrusting your business plan E2 visa to experts, you free up essential resources to focus on other integral parts of your business and relocation. An e2 visa consulting business handles the heavy lifting, transforming your business concept into a fully realized business plan E2, ready for submission.

Customization to Your Unique Business Needs

No two businesses are the same, and your E-2 visa business plan shouldn’t be either. Professional writers tailor your E2 business plan to reflect your specific business idea, goals, and market environment. This approach not only aligns with E2 visa requirement but also positions your business as a unique proposition to the market.

Start Your U.S. Business Journey With Confidence

Ready to take the first step towards your American dream? Our team of experienced business plan writers specialize in creating detailed, personalized E2 visa business plans that meet stringent immigration standards. We understand the challenges of E2 visa applications and are equipped to highlight the strengths and potential of your business venture. Contact us today to take the first step towards turning your business dreams into reality!

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How to Write an E-2 Visa Business Plan

Whether the business is a new one, is already functional or is being purchased, the purpose of the business plan is to project and summarize the next five years of operations. In this post, we will discuss how to write an E-2 Visa business plan so you can have confidence when preparing for an E-2 visa. This post will highlight three main categories – the E-2 applicant, investment and the business. This is to address the fact that the official who reviews the application is not familiar with the individual, their investment nor their enterprise, and uses this to determine E-2 visa eligibility .

When writing an E-2 visa business plan, the overall theme should answer specific questions like the following:

  • How will this business enterprise benefit the United States economy?
  • How many jobs will be created because of the presence of this business?
  • Is the applicant capable of directing the business enterprise?
  • How can the contents of the proposal demonstrate the investor’s personal finances reserved for the business are considered “at risk?”
  • Does the enterprise meet the proportionality test?

Writing an E-2 Business Plan

The E-2 visa business plan is the time for petitioners to provide true, yet convincing information to immigration officers about their enterprise. The plan should also demonstrate how the venture is a real business, or truly will be operating in the near future.

  • Has established and is directing, or will establish the business as outlined in the application
  • Has the intention to reside in the U.S. through the duration of their E-2 visa
  • Has the intention to leave the U.S. upon their visa expiration (unless they wish to renew)
  • Proves personal funds were used for the investment
  • Shows proof of credibility 
  • Owns 50% or more of the business
  • Demonstrates the capability to direct the business
  • Is proven to have been reserved for the E-2 business
  • Evidence the source of funds came about by legal and good-faith means
  • Demonstration that the amount invested is substantial
  • Must meet the proportionality test requirements
  • Being purchased, is already functional or is a brand new one
  • Must be a bonafide enterprise
  • Will employ U.S. citizens

Simply put, E-2 visa petitioners must account for everything he or she is proposing in both their application as well as their business plan, by providing a detailed history of their business. 

Furthermore, the foreign investor must demonstrate how they are fully qualified, as well as capable, to develop and direct the business. And that they have invested (or will soon invest) a substantial amount of their own capital into a true and lawful business. As such, he or she must be able to prove their main purpose for entering the United States is to direct the enterprise. Equally as important, the applicant must give an explanation about how the presence of the business will benefit the U.S. as well as create jobs for the citizens.

Who Reads the e-2 Visa Business Plan?

The United States Citizenship and Immigration Services officers, and/or consular officers who read the E-2 business plan. There are no interviews with the officer reading the business plan, and the communication between the foreign investor and the officer is quite limited. For this reason, it is extremely important the applicant include all of the necessary information in their plan. 

Conclusion of How to Write an E-2 Visa Business Plan

Foreign investors looking to open (or purchase) a business in the United States via an E-2 visa  must include a business plan with their visa application. The plan summarizes the next five years, including financial projections, and is a detailed overview regarding the petitioner, the investment and the enterprise. 

The business plan is how the U.S. immigration official will learn about the venture. Though the requirements are quite strict for foreign investors, United States Citizenship and Immigration Services officers use the business plan to decide whether the applicant and their business venture qualifies for an E-2 visa . 

It is crucial the applicant expresses his or her purpose for developing the business as well as their level of capability of directing it. He or she must also prove how their investment demonstrates their commitment to the success of the enterprise.

The investment must be demonstrated to have been put at risk during the establishment of the business. Additionally, all capital must be shown to have come from a legal and bonafide source, and shown to be reserved solely for the investment. 

The last main subject in the business plan is the enterprise itself. The E-2 visa applicant must also prove that the venture is a bonafide one. The foreign investor must also make a case for how their business will benefit the United States economically. Such plans should entail the number of jobs that will be created because of the business’ existence, as well as the value the products and/or services will bring to the consumers. The business plan should speak to the sustainability of the business.  

It is the USCIS and consular officers who read the business plans. As they do not interact with the applicant, it is crucial that all necessary information is presented in the first application. The officers do not communicate with theforeign investor oher than a written response after he or she has reviewed the case.

Frequently Asked Questions About How to Write an E-2 Visa Business Plan

My business is not generating any income yet, how can i write about a business that doesn’t exist yet.

Though the company may not be fully functional yet, the applicant should be able to project future financials and the probability of the business being marginal. Such information should be further explained in the business plan.

I will be establishing a startup business in the United States, what is needed in order to demonstrate that my investment is sufficient?

Some main factors to consider are whether the investment is substantial, if there is a strong forecast of how much it will cost to develop and operate the business, the sustainability of the startup, and if it passes the proportionality test.

Is the E-2 visa business plan the same as any other business plan?

While it is essentially the same, an E-2 visa business plan must include a more extensive history about the petitioner/business owner, the background of his or her investment funds and how the business will be beneficial to the United States.

I am planning on opening a business in the United States, am I required to write the business plan myself?

No, not at all. Oftentimes investors seek the assistance from highly professional business plan writers who specialize in writing E-2 visa business plans. In this case, the writers would need as much information from the applicant as possible, so they can put together the business plan in the format necessary.

Table Of Contents

Who Qualifies for an E-2 Visa in 2024

E-2 visa real estate investments in 2024, best e-2 visa business investments in 2022, how to switch from an e-2 visa to a green card.

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E2 Visa Business Plan Sample – Why Go The E2 Route?

An  E2 visa business plan sample  can be a great idea for those looking to make a living in the United States. But, with over 180 different visas available for both immigrants and non-immigrants, what is it about the E-2 treaty investor visa that makes it so appealing to so many people?

For many people, the ‘American Dream’ is a very real thing. People want to come to the United States to become business owners and enjoy a high quality of life. Not only that, but many people do not qualify for the majority of the other 180 visas for various reasons. 

An E2 visa can be someone’s ticket to the United States: as long as they can prove that they are going to boost the country’s economy with their presence. And it’s not just about demonstrating that you have plans to create (or invest in) an American business. 

Since 2006, the United States Citizenship and Immigration Services (USCIS) made it a requirement that all of the E2 visa applications it received would be required to include a comprehensive  immigration business plan . Because of that, it is now crucial to have a well-written, well-presented  E2 visa business plan  to complement the substantial investment funds also required. 

These plans will generally include a market analysis, a personnel plan (including job descriptions and salaries), a 5-year financial projection (including profit and loss, a balance sheet and a cash flow forecast) and, of course, an executive summary.

During the visa application process, the adjudicator will evaluate your company with a critical eye. Do you have a genuine business? Is the invested amount enough to make the business successful? 

A solid e-2 visa business plan should address these concerns as well as your business marketing strategies, operating strategies, financial forecasts and explain how the firm will achieve adequate growth and profitability in order to support you (the investor), your dependents, and staff while also creating new employment opportunities during the course of your E-2 visa (maximum 5 years). All this lets the adjudicator know that you have a good idea about what it takes to properly start and operate a company.

E2 Visa Length - How A Business Plan Can Impact The Duration

A solid business plan can assist you in maximizing the potential of your E2 treaty visa. A good plan can pave the way for visa renewals.

Qualified treaty investors are eligible for a two-year maximum stay, with extensions of up to two years granted in smaller increments. There is no limit to the number of extensions that may be given to E2 nonimmigrants. All E2 nonimmigrants must, however, have a plan for departing the United States when their visa expires

It is critical to plan for the long term when it comes to your visa renewal. ImmigrationBusinessPlan.com can help you develop an E-2 business plan to aid you in improving your E-2 investment visa application and laying the groundwork for its successful renewal.

Dangers Of Using A Business Plan Template For E2 Visa Application

The business plan is a difficult portion of the E-2 visa application procedure, but it’s crucial that you get it right. Typically, the Embassy is looking for consistent company expansion, and your business plan must be able to show how your firm meets the requirement.

When it comes to a visa application, using a business plan template might be risky. You understand the importance of having an immigrant company plan for your application, but that’s just the beginning of the struggle.

This business plan must explain your plans to promote and contribute to the United States economy during your stay in the country. If essential details are missing or parts are left out, your application is likely to be denied. To prevent rejection, take the time to thoroughly complete the business plan. This necessitates significant study, which begins with research on the company you wish to invest in.

Many people are unsure where to begin when it comes to writing a business plan. Even once you’ve learned what you need to know, you may still be in the dark. Many people will look for a business plan template or a sample business plan at this point, but you must refrain from doing so. Even though a business plan template can be useful in many cases, using a template does not cut it for a visa application.

Why You Shouldn't Use A Template/Sample Business Plan

  A template/sample is highly likely to leave out vital information that could be the key to your application approval.

 You should be careful of anything that makes the job too simple. If you discover that you can simply plug in the data and go, you may rejoice knowing that the template you have picked is not nearly detailed enough to contain all of the information you must present.

That is why so many individuals have turned to the services of several business plan authors. While this service does make the process easier for you, you should be aware that it is not at all easy. Neither will this tool be inexpensive. If you discover a writing service that claims to provide a product that seems too good to be true, you should be wary because in most cases it will be too good to be true.

When you use a company plan template or a writing service that does not consider the document’s significance, you can be certain that it will contain sections that make no sense. A template may cause the plan to appear bland, whereas an inferior writing service could deliver nonsense and call it polished. You can’t afford to take such a risk with something as important as your E-2 visa business plan.

A Solution That Works

Take the time to look for a writing company that can assist you in creating a polished and well-written immigrant company plan. Make certain you are involved in the process from beginning to end so that you may answer any questions about your business plan during your interviews. 

You should know your business plan by heart, regardless of who creates it. With a competent writing partner, you can rest confident that you’re putting out something of value and that it will aid in securing your E2 visa for working and investing in the United States.

Now that you know a lot is riding on a successful and professional E2 visa business plan sample. At Immigration Business Plan, we will help you write a good business plan. We’ll work with you to build a business plan that you can be proud of and will help give your application the best chance of succeeding.  Call us today on +1 (646) 612 7572, email us via [email protected] for more information.

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E2 Business Plan Sample: What It Will Contain

The Dangers of Using A Business Plan Template For Visa Approval

E-2 Visa: Ultimate Guide For Your Visa Application

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E2 visa business plan (what to include).

  • September 21, 2023

By Nita Nicole Upadhye

  • Last updated September 21, 2023

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Get your e-2 visa business plan right.

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.

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. 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 with your E-2 visa business plan?

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

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.

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

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Nita Upadhye

Founder & Principal Attorney Nita Nicole Upadhye is a recognized leader in the field of US business immigration law ( AILA ) and trusted adviser to large corporates through to SMEs, providing strategic immigration and global mobility advice to support employers with both US and UK operations to meet their workforce needs through corporate immigration.

Nita successfully acts for corporations and professionals, entrepreneurs, artists, actors, and athletes from across the globe, providing expert guidance on all aspects of US visa and nationality applications, and talent mobility to the USA.

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/ L1 Visa: Ultimate Guide to US Intracompany Transfers
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E-2 Visa Business Plan

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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.

See Our Work

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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Having the right legal guidance is crucial for the outcome of your application. if you don't yet have an immigration attorney, we will connect you with a vetted and trusted professional from our invite-only network., what our clients and partners have to say about us.

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Immigration Business Plans

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JDC Consultancy

E2 Visa Business Plan

JDC Consultancy specializes in writing E2 Visa Business Plans: in fact, it’s all we do. Since 2006, we have written over 1,360 immigration business plans for one purpose: to get client’s E2 visas approved so they can enjoy a better quality of life in America!

If you are interested in starting or purchasing your own business or franchise, the E2 Visa is a popular choice to get to the United States and enjoy its higher quality of living and better business opportunities. A substantial investment is required, but this varies based on the business you are starting or purchasing.

However, you cannot just apply for the E2 Visa—you must submit an E2 Visa Business Plan with your visa application. A detailed, highly professional 5-year business plan is a critical component of your overall application that provides evidence that you have a proper plan in place to develop your new business.

What JDC does for you:

e 2 business plan sample pdf

JDC creates E2 Visa Business Plans that are constantly customized not only to your specific business but to immigration requirements. Our plans, averaging 24+ pages and over 8,000 words, include:

Start-up & Investment Table

Five-Year Balance Sheet

Company Summary

Five-Year Employee Hiring Plan

Detailed Job Descriptions

Salaries & Hourly Compensation

Organizational Chart (detailing the reporting structure)

Market Analysis Summary

Industry Analysis Summary

Marketing, Advertising, and Social Media Strategy

Competition Overview & Analysis

Unlimited Revisions

Plus much more – customized to your specific business and the E-2 visa

Why choose JDC

  • We are on the Cutting-Edge

JDC Consultancy regularly works with and communicates with immigration lawyers across the United States. We incorporate their expert advice into each plan, so your E-2 Visa Business Plan is created to the exacting standards required by immigration, giving you the best chance of E2 visa approval success.

  • We Guarantee Satisfaction

When we write your U.S. immigration business plan, we do a thorough job the first time to minimize the number of changes needed. However, we allow our clients and their immigration lawyers to make unlimited changes so everyone is 100% satisfied with the final document.

  • We Know the Process Inside and Out

Not only have we helped thousands of people navigate the process of relocating to the U.S. to run their own business or franchise, but we have done it ourselves, so we know how life-changing and complex it is. We are here to help you, guide you, advise you, and provide you with a comprehensive, professionally written E2 Visa Business Plan that achieves your goal of living and working in the United States.

Call 678-367-3794 or email

Overview of the e2 business plan.

e 2 business plan sample pdf

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 you (the foreign national) has invested, or is in the process of investing a substantial amount of capital.

For more information on what is considered “substantial,” please read our E2 Visa Investment Amount page for more specific details.

The fact that you are investing in a start-up business or purchasing an existing business or franchise is not enough evidence to demonstrate that you may qualify for an E-2 Visa; a comprehensive US immigration business plan is required, and seeking the help of an experienced professional firm such as JDC Consultancy is essential.

For a complete list of E2 Visa Countries , look at our page that lists them all alphabetically to see if you are a national from a qualifying country.

There are several different components and information that are required to support an E2 visa application, and an E2 business plan is one of the most important parts of the overall application.

The E2 visa investment amount is by far the most significant part of the criteria that must be satisfied, but the employment of U.S. workers is also very important, and your professionally created E2 business plan will detail your hiring plan over the next five years, including detailed job descriptions of each employee you plan to hire.

Read What Our Clients Say About our E-2 Visa Business Plan Services

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Please see all our client reviews to read more testimonials from clients who have successfully obtained their E-2 visa by having JDC Consultancy write them a professional U.S. Immigration Business Plan.

Latest Immigration News on the E-2 Treaty Investor Visa

  • The E-2 Treaty Investor Visa for Entrepreneurs and Investors from Israel is now available – E2 Visa Israel
  • See How E-2 Visas Can Now Help New Zealand’s Entrepreneurs Invest in the U.S. – E2 Visa New Zealand
  • Alabama Welcomes Europe’s Auto Supply Powerhouse and JDC Consultancy wrote their E2 Business Plan

Other Immigration Business Plans

We also write EB5 Direct Investment Business Plans with an investment level of $800,000 or $1,050,000 if that visa is more suited to your circumstances since it can result in obtaining a green card. We also write L1 Visa Business Plans if that visa suits your needs.

A Message From Jason Coles

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Welcome to JDC Consultancy

People around the world dream of living in America, the land of opportunity. Parents dream of giving their children a better life here. I play an integral part in them achieving their lifelong ambitions by writing their immigration business plan.

Hello! My name is Jason Coles and I have been writing detailed, concise, and results-driven immigration business plans for over 17 years. I look forward to working with you...

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E-2 VISA Business Plans

An e-2 business plan.

Many of the most innovative companies in the United States were started by immigrants. In fact, one of the pillars on which the US economy stands is held strong by investors from outside. That is the reason why the US government has created special visas just for immigrant investors. Immigration by investment has also become one of the most popular means of settling in the country. However, to qualify for this kind of visa, applicants must meet strict documentation requirements, as defined by the US Citizenship and Immigration Services. The business plan needs to provide all the information that an immigration officer needs to make a decision as to whether the foreign investor should be granted immigration or not.

THE REQUIREMENTS

For e-2 business plan.

check

A foreign investor has to invest in a new or existing business in the United States.

An investment is defined as placing capital in the form of money or assets into a new or existing venture for profitable outcomes.

The money invested must be in the possession of the entrepreneur and some of it must be irrevocably committed to the enterprise.

The money must be in the investor’s funds.

The money must be legitimately obtained.

The business must be a real one; that is, the entrepreneurial undertaking will produce goods or services for earning profits.

OTHER REQUIREMENTS

Uscis requirements.

Writing an E-2 business plan is not that simple, since this document is written to impress USCIS. It contains some additional sections that directly address the requirements of USCIS which are as follows:

Executive Summary

Executive and Business Summary

The first two pages can be an executive summary of the business. These introductory pages of the plan can grab the attention of the immigration officer. The summary should briefly portray a nice, well-rounded picture of the enterprise.

1-Apr-17-2024-03-00-54-1386-PM

E-2 Visa Fulfillment and Value Proposition

This section of the plan describes how the mentioned requirements of the USCIS are met. Also, it describes how the business venture can be profitable to the U.S. economy.

market and industry

Market and Industry Analysis

This section explains a complete analysis of the market and the competitors. It demonstrates the market segment the business is targeting and the demographics of that segment. The industry analysis demonstrates an in-depth analysis and research on the industry.

Sustainability strategies

Financial and Sustainability strategies

In this section, the financial condition of the entrepreneur is projected. The USCIS prefers to approve those business plans that present an enterprise with planned growth strategies.

Value proposition

Value proposition

It describes how the business venture can be profitable to the U.S. economy.

Ownership structure and management

Ownership structure and management

This section describes the involvement of the investor in the business and the roles and qualifications of the management team hired.

Operating plan

Operating plan and Marketing strategies

This section will provide a wealth of information regarding the operating strategies of the business. Also, the plan will include the marketing strategies of a company.

OUR SAMPLES

View e-2 visa business plan samples.

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Business Plan

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Business plan

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Certain documents are required to write a proper E-2 business plan. These documents endorse the information in the business plan:

Real estate purchase or sales contract if purchasing some commercial space.

Franchise agreement.

Lease agreement if renting some commercial space.

Purchase or sales contract if buying some other business.

Resume of the immigrant investor.

Resume of any executive or manager already hired.

Articles of incorporation if the business is a corporation.

Articles of organization if the company is a limited liability company.

Explanation of the capital invested.

Choosing The Plan Writers

The Plan Writers team comprises professionals who have years of experience in preparing business plans. We help our clients by paving their way to success. Our business plans incorporate the expert advice of immigration lawyers across the United States. Our business plans are customized, not only according to your business needs but also in line with the immigration requirements. We will guide you with our professional expertise so that you can attain your objective of working and living in the United States.

Testimonials

What our client say about us, skip brittenham founding partner, ziffern brittenham llp.

"I'm the lead investor on a disruptive health and wellness device. Matt and his team prepared an outstanding business plan that resulted in a $4mm capital raise from numerous high-profile individuals. They are truly experts in their field, and I will continue to use them for my other ventures."

Free PDF Business Plan Templates and Samples

By Joe Weller | September 9, 2020

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We’ve gathered the most useful collection of business plan PDF templates and samples, including options for organizations of any size and type.

On this page, you’ll find free PDF templates for a simple business plan , small business plan , startup business plan , and more.

Simple Business Plan PDF Templates

These simple business plan PDF templates are ready to use and customizable to fit the needs of any organization.

Simple Business Plan Template PDF

Simple Business Plan Template

This template contains a traditional business plan layout to help you map out each aspect, from a company overview to sales projections and a marketing strategy. This template includes a table of contents, as well as space for financing details that startups looking for funding may need to provide. 

Download Simple Business Plan Template - PDF

Lean Business Plan Template PDF

Lean Business Plan Template

This scannable business plan template allows you to easily identify the most important elements of your plan. Use this template to outline key details pertaining to your business and industry, product or service offerings, target customer segments (and channels to reach them), and to identify sources of revenue. There is also space to include key performance metrics and a timeline of activities. 

Download Lean Business Plan Template - PDF

Simple 30-60-90 Day Business Plan Template PDF

Simple 30-60-90 Day Business Plan Template

This template is designed to help you develop and implement a 90-day business plan by breaking it down into manageable chunks of time. Use the space provided to detail your main goals and deliverables for each timeframe, and then add the steps necessary to achieve your objectives. Assign task ownership and enter deadlines to ensure your plan stays on track every step of the way.

Download Simple 30-60-90 Day Business Plan Template

PDF | Smartsheet

One-Page Business Plan PDF Templates

The following single page business plan templates are designed to help you download your key ideas on paper, and can be used to create a pitch document to gain buy-in from partners, investors, and stakeholders.

One-Page Business Plan Template PDF

e 2 business plan sample pdf

Use this one-page template to summarize each aspect of your business concept in a clear and concise manner. Define the who, what, why, and how of your idea, and use the space at the bottom to create a SWOT analysis (strengths, weaknesses, opportunities, and threats) for your business. 

Download One-Page Business Plan Template

If you’re looking for a specific type of analysis, check out our collection of SWOT templates .

One-Page Lean Business Plan PDF

One Page Lean Business Plan Template

This one-page business plan template employs the Lean management concept, and encourages you to focus on the key assumptions of your business idea. A Lean plan is not stagnant, so update it as goals and objectives change — the visual timeline at the bottom is ideal for detailing milestones. 

Download One-Page Lean Business Plan Template - PDF

One-Page 30-60-90 Day Business Plan Template

One Page 30-60-90 Day Business Plan Template

Use this business plan template to identify main goals and outline the necessary activities to achieve those goals in 30, 60, and 90-day increments. Easily customize this template to fit your needs while you track the status of each task and goal to keep your business plan on target. 

Download One-Page 30-60-90 Day Business Plan Template

For additional single page plans, including an example of a one-page business plan , visit " One-Page Business Plan Templates with a Quick How-To Guide ."

Small Business Plan PDF Templates

These business plan templates are useful for small businesses that want to map out a way to meet organizational objectives, including how to structure, operate, and expand their business.

Simple Small Business Plan Template PDF

Simple Small Business Plan Template

A small business can use this template to outline each critical component of a business plan. There is space to provide details about product or service offerings, target audience, customer reach strategy, competitive advantage, and more. Plus, there is space at the bottom of the document to include a SWOT analysis. Once complete, you can use the template as a basis to build out a more elaborate plan. 

Download Simple Small Business Plan Template

Fill-In-the-Blank Small Business Plan Template PDF

Simple Fill In The Blank Business Plan Template

This fill-in-the-blank template walks you through each section of a business plan. Build upon the fill-in-the-blank content provided in each section to add information about your company, business idea, market analysis, implementation plan, timeline of milestones, and much more.

Download Fill-In-the-Blank Small Business Plan Template - PDF

One-Page Small Business Plan Template PDF

One Page Business Plan For Small Business Template

Use this one-page template to create a scannable business plan that highlights the most essential parts of your organization’s strategy. Provide your business overview and management team details at the top, and then outline the target market, market size, competitive offerings, key objectives and success metrics, financial plan, and more.

Download One-Page Business Plan for Small Business - PDF

Startup Business Plan PDF Templates

Startups can use these business plan templates to check the feasibility of their idea, and articulate their vision to potential investors.

Startup Business Plan Template

Startup Business Plan Template

Use this business plan template to organize and prepare each essential component of your startup plan. Outline key details relevant to your concept and organization, including your mission and vision statement, product or services offered, pricing structure, marketing strategy, financial plan, and more.

‌Download Startup Business Plan Template

Sample 30-60-90 Day Business Plan for Startup

Sample 30-60-90 Day Business Plan for Startup

Startups can use this sample 30-60-90 day plan to establish main goals and deliverables spanning a 90-day period. Customize the sample goals, deliverables, and activities provided on this template according to the needs of your business. Then, assign task owners and set due dates to help ensure your 90-day plan stays on track.

‌Download Sample 30-60-90 Day Business Plan for Startup Template 

For additional resources to create your plan, visit “ Free Startup Business Plan Templates and Examples .”

Nonprofit Business Plan PDF Templates

Use these business plan PDF templates to outline your organization’s mission, your plan to make a positive impact in your community, and the steps you will take to achieve your nonprofit’s goals.

Nonprofit Business Plan Template PDF

Fill-in-the-Blank Nonprofit Business Plan Template

Use this customizable PDF template to develop a plan that details your organization’s purpose, objectives, and strategy. This template features a table of contents, with room to include your nonprofit’s mission and vision, key team and board members, program offerings, a market and industry analysis, promotional plan, financial plan, and more. This template also contains a visual timeline to display historic and future milestones.

Download Nonprofit Business Plan Template - PDF

One-Page Business Plan for Nonprofit Organization PDF 

One Page Business Plan for Nonprofit Organizations Template

This one-page plan serves as a good starting point for established and startup nonprofit organizations to jot down their fundamental goals and objectives. This template contains all the essential aspects of a business plan in a concise and scannable format, including the organizational overview, purpose, promotional plan, key objectives and success metrics, fundraising goals, and more.

Download One-Page Business Plan for Nonprofit Organization Template - PDF

Fill-In-the-Blank Business Plan PDF Templates

Use these fill-in-the-blank templates as a foundation for creating a comprehensive roadmap that aligns your business strategy with your marketing, sales, and financial goals.

Simple Fill-In-the-Blank Business Plan PDF

The fill-in-the-blank template contains all the vital parts of a business plan, with sample content that you can customize to fit your needs. There is room to include an executive summary, business description, market analysis, marketing plan, operations plan, financial statements, and more. 

Download Simple Fill-In-the-Blank Business Plan Template - PDF

Lean Fill-In-the-Blank Business Plan PDF

Fill-in-the-Blank Lean  Business Plan Template

This business plan is designed with a Lean approach that encourages you to clarify and communicate your business idea in a clear and concise manner. This single page fill-in-the-blank template includes space to provide details about your management team, the problem you're solving, the solution, target customers, cost structure, and revenue streams. Use the timeline at the bottom to produce a visual illustration of key milestones. 

Download Fill-In-the-Blank Lean Business Plan Template - PDF

For additional resources, take a look at " Free Fill-In-the-Blank Business Plan Templates ."

Sample Business Plan PDF Templates

These sample business plan PDF templates can help you to develop an organized, thorough, and professional business plan.

Business Plan Sample 

Basic Business Plan Sample

This business plan example demonstrates a plan for a fictional food truck company. The sample includes all of the elements in a traditional business plan, which makes it a useful starting point for developing a plan specific to your business needs.

Download Basic Business Plan Sample - PDF

Sample Business Plan Outline Template

Simple Business Plan Outline Template

Use this sample outline as a starting point for your business plan. Shorten or expand the outline depending on your organization’s needs, and use it to develop a table of contents for your finalized plan.

Download Sample Business Plan Outline Template - PDF

Sample Business Financial Plan Template

Business Financial Plan Template

Use this sample template to develop the financial portion of your business plan. The template provides space to include a financial overview, key assumptions, financial indicators, and business ratios. Complete the break-even analysis and add your financial statements to help prove the viability of your organization’s business plan.

Download Business Financial Plan Template

PDF  | Smartsheet

For more free, downloadable templates for all aspects of your business, check out “ Free Business Templates for Organizations of All Sizes .”

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Audit planning memorandum, understanding and writing the audit planning memorandum (audit plan memo).

An essential tool in the auditor ’s arsenal is the Audit Planning Memorandum, often referred to as the Audit Plan Memo. This comprehensive blueprint is fundamental to the success of an audit , ensuring that the process is structured, thorough, and results-focused. In this guide, we will walk through the purpose of an audit planning memorandum, its key components, and provide clear steps to write an effective memo that facilitates high-quality audits.

The importance of the audit planning memorandum

Before we launch into the intricacies, it’s vital to underline the significance of the audit planning memo. In the realm of accounting and audit, meticulous planning is not a luxury but a necessity. The memo serves as the fundamental framework upon which the entire audit is built. It's the precursor to detailed procedures, guiding the auditor's actions , laying down timelines, and ensuring that the audit addresses the most pressing risks.

Section 1: Understanding the basics of an audit planning memorandum

Definition and purpose.

An audit planning memorandum is a formal document prepared by the lead auditor at the onset of the audit or preceding the fieldwork. It outlines the planned approach and strategy for conducting the audit. This includes the identification of material audit areas, estimation of resources required, and the intended audit procedures .

Objectives and benefits

The principal aim of the audit planning memo is to encapsulate the audit plan in a single document, ensuring all team members are aligned regarding the direction of the audit. Key benefits of a well-crafted memo include:

  • Ensures that the audit complies with professional standards and regulations .
  • Provides a structured format for risk assessment and determination of audit objectives.
  • Outlines the methodologies to be used in the audit, providing a consistent framework for all audit team members.

Section 2: Components of an effective audit planning memorandum

The audit planning memorandum is composed of several critical sections. Each serves a unique purpose in ensuring the thoroughness and success of the audit.

Risk assessment

The risk assessment section is arguably the most critical component of the memo. It identifies potential areas where financial statements might hold significant errors and the factors contributing to these risks. The depth of the analysis in this section informs the overall focus of the audit.

Materiality considerations

Materiality is a foundational concept in auditing, determining the significance of an error or misstatement in the financials. The audit planning memo includes the auditor's plan for establishing a materiality threshold, which in turn influences the audit's scope and procedures.

Scope of the audit

Defining the scope is about setting boundaries for the audit. Considerations such as the client's industry, past audit findings, or changes in the business landscape are part of this crucial part of the memo. It ensures that the audit remains comprehensive but also targets the right areas.

Timeline and resource allocation

This section is where the rubber meets the road. The timeline and allocation of resources must be detailed and realistic, outlining who will be doing what and when. It also considers any dependencies the audit has on client-provided information or other external factors beyond the auditor’s control.

Documentation plans

In this part, you will lay out the plans for documenting the audit process. This includes what documentation will be maintained, how and where it will be stored, and ensures compliance with all relevant standards.

Section 3: Steps to write an audit planning memorandum

Understand the client's business and industry.

Before penning a single word, it is imperative to develop a profound understanding of the client’s business and the industry in which it operates. Familiarity with industry best practices, common risks, and regulations is foundational in creating a tailored audit plan.

Conduct risk assessment

Utilize available data from various sources within the client's firm, industry benchmarking, and discussions with management to assess where potential risks lie. Consider both internal and external factors that could impact the financial statements.

Determine materiality thresholds

While auditing is a meticulous examination, it is neither possible nor practical to scrutinize every aspect of a client's financials. Determining what is material is crucial, and this decision is rooted in not only quantitative but also qualitative aspects.

Plan audit procedures

This step involves translating the general risk assessment and materiality thresholds into specific audit procedures. These are the tests and tasks that the audit team will perform to gather evidence.

Document the audit plan memo

Finally, compile the findings, analyses, and plans into a structured audit planning memorandum. Think of it as the narrative that tells the story of how the audit will unfold. Ensure that it is clear, comprehensive, and capable of being executed by any competent audit professional.

The audit planning memorandum is more than a checklist; it's a living document that evolves as the audit progresses. By following the template laid out in this guide, you set the stage for a rigorous, focused, and successful audit. Remember that the success of the plan lies not only in its creation but also in its execution. Regularly review and revise the audit plan memo as new information emerges to maintain the flexibility necessary in the dynamic field of auditing. A well-prepared memorandum not only safeguards the integrity of financial reporting but is also the hallmark of a professional audit.

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e 2 business plan sample pdf

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