Visa Financials - From Origin to Investment
U.S. VISA • E-2

E-2 Visa Business Plans That Prove Your Investment Is Real, Substantial, and Not Marginal

The E-2 officer has one question behind every page of your file: is this a real business that will grow beyond supporting your family? Our plans answer it with numbers, not adjectives.

Not a law firm. We work alongside your attorney or authorized representative.

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Is your E-2 business "more than marginal"?

Check investment proportionality, funds at risk, U.S. jobs and the year your business moves beyond a family living. Instant results, no sign-up.

What an E-2 business plan must show

USCIS and consular posts adjudicate E-2 petitions strictly against the Foreign Affairs Manual (9 FAM 402.9). Every plan must affirmatively satisfy each statutory prong.

Treaty nationality:

the investor and at least 50% of the business are owned by nationals of an E-2 treaty country.

Substantial investment:

proportional to the total cost of buying or starting the business.

At risk and committed:

funds spent or irrevocably committed, not idle in a bank account.

Real and operating enterprise:

an active business producing goods or services, not a passive investment.

Not marginal:

capacity to generate more than a minimal living for the investor and family, or a significant economic impact, typically within five years.

Develop and direct:

the investor controls the business through ownership or operational control.

How we build your E-2 plan

Our 6-step analytical process ensures full mathematical reconciliation and evidentiary substantiation before filing.

01

Investment map

every dollar spent or committed, matched to receipts, contracts, and the lease.

02

Market proof

local demand, competitors, and pricing from cited public sources.

03

Hiring plan

U.S. jobs by year, with job descriptions, wages, and payroll in the model.

04

5-year financial model

revenue tied to capacity and pricing; P&L, cash flow, break-even.

05

Marginality test

we show when the business pays wages and profit beyond the investor's household needs.

06

Consistency check

plan, model, and Source of Funds reconciled before delivery.

Plans for every E-2 scenario

Whether you are acquiring a turnkey operating business, opening a new territory for a national franchise, or seeking a 5-year visa renewal.

Discuss Your Specific Scenario
New business start-up
Purchase of an existing business (with valuation logic and historicals)
Franchise E-2 (franchise disclosure details reflected accurately)
E-2 renewal (actuals vs prior projections, and an updated forecast)
E-2 employee or manager cases (company-level plan)

Common E-2 RFE triggers we design against

Consular officers and USCIS review officers issue standard boilerplate RFEs when plans fail to address specific financial criteria. We proactively answer each one.

RFE TRIGGERHOW OUR PLAN ANSWERS IT
Investment "not substantial"Proportionality table: investment vs total start-up cost
Funds "not at risk"Committed-spend schedule with signed contracts and receipts
"Marginal enterprise"Year-by-year payroll and profit vs household need
Unsupported revenueRevenue built from capacity × price × utilization
Unclear role of investorOrganization chart and duties showing direction and control

What you receive

Complete, filing-ready exhibit deliverables formatted for immediate insertion into your attorney's petition binder.

Delivery Turnaround:
Standard: 5–7 business days
Rush: 24–48h business days
Filing-ready E-2 business plan (PDF) with executive summary written for the officer
Editable Word file and Excel financial model
Hiring plan and organization chart
Up to 2 revision rounds; RFE support included

Frequently asked questions

Everything you need to know about E-2 business plans, substantiality thresholds, and non-marginality standards.

Ask about your case
An E-2 business plan is a comprehensive legal-financial document prepared for consular or USCIS officers demonstrating that your business meets all statutory treaty requirements: substantial capital irrevocably committed, real and operating commercial activity, and non-marginality with U.S. worker job creation within 5 years.

Ready to build a plan
that holds up?

Tell us your visa category and timeline. We reply with scope, price, and delivery date.