Guides to the numbers behind business-immigration cases
Practical guides on business plans, projections and Source of Funds, written for applicants and the attorneys who represent them.
Latest guides
E-2 Marginality Explained: How Officers Decide Your Business Is "Enough"
What makes an E-2 business marginal, how officers test it, and how to show capacity beyond your family's needs, with a worked example.
EB-5 Source of Funds: The Complete Document Guide by Fund Type
The documents you need to prove a lawful source of EB-5 funds, by type: salary, property, business, gifts, loans, inheritance and crypto.
Matter of Ho, Explained: What an EB-5 Business Plan Must Include
Matter of Ho sets the standard for EB-5 business plans. Here is each required element, what officers look for, and common mistakes.
Free checklists and tools
Request any of these and we'll send it by email.
E-2 Document Checklist
Everything to gather before your E-2 plan, by business type.
EB-5 Source of Funds Checklist
Documents by fund type: salary, property, gifts, loans, inheritance.
7 Business-Plan RFE Triggers
A short briefing for attorneys on the issues that most often draw RFEs.
E-2 Marginality Calculator
A simple sheet comparing payroll and profit with household need.
India-to-U.S. Funds Transfer Planner
Plan remittances across family members and financial years.
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