SERVICES

E-2 Visa
Business Plans

For E-2 treaty investor visa applications, the business plan must demonstrate that the investment is substantial, the enterprise is real, and the applicant will develop and direct the business.

PLAN SNAPSHOT

A structured business document for the E-2 treaty investor approval process.

Investment substantiality analysis

Market research and projections

Attorney-aligned draft and revisions

Business viability and operability

Marginal enterprise compliance

USCIS-compliant

The plan must prove the investment is real and the business will work.

Built around the three pillars every E-2 plan must address.

Substantial Investment

We document the capital invested, show it's at risk, and demonstrate it's proportional to the total cost of the enterprise.

Viable & Non-Marginal

We build projections and market context to show the business will generate more than enough to support the investor and contribute economically.

Active Direction & Control

We establish the investor's operational role, management responsibilities, ownership stake, and day-to-day involvement.

Core components of the E-2 visa business plan.

Investment & Capitalization

Detailed breakdown of funds invested, sources of capital, allocation, and evidence the investment is substantial and at risk.

Business Description

The business model, product or service offering, customer base, legal structure, and operating model explained clearly.

Marketing and Growth

The target audience, customer acquisition methods, sales and distribution channels, promotional activities, and expansion plans

Market & Industry Analysis

Research on the target market, competitive landscape, demand drivers, and positioning within the relevant sector.

Operations & Management

Who owns and directs the business, staffing plan, and how day-to-day operations are managed.

Financial Projections

Three-to-five year revenue model, expense assumptions, and hiring forecasts demonstrating non-marginal enterprise.

Ready to strengthen your petition?

Book a consultation and let’s talk about how Luma can support you.