Visa Financials - From Origin to Investment
U.S. GREEN CARD • EB-5

EB-5 Business Plans That Meet the Matter of Ho Standard

USCIS expects a comprehensive, credible plan that shows how your investment will create at least 10 full-time U.S. jobs. We build that case with specific numbers, timelines, and assumptions an economist and an officer can test.

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

EB-5 at a glance

Key statutory thresholds established under the EB-5 Reform and Integrity Act of 2022 (RIA) governing job creation, capital minimums, and visa set-asides.

Investment:

$1,050,000, or $800,000 in a Targeted Employment Area (rural or high-unemployment) or infrastructure project.

Jobs:

at least 10 full-time positions for qualifying U.S. workers.

Routes:

Regional Center (Form I-526E; indirect jobs may count) or direct/standalone investment (Form I-526; direct jobs only).

Set-aside visas:

20% rural, 10% high unemployment, 2% infrastructure.

Lawful funds:

every dollar traced to a lawful source.

What a Matter of Ho-compliant plan includes

USCIS adjudicators test the evidentiary credibility of every statement. We address all mandatory components defined under 22 I&N Dec. 206.

Request Full Ho-Compliance Checklist
Business description, products or services, and objectives
Market analysis: target customers, competitors, pricing
Permits and licenses required, and their status
Marketing and sales strategy
Organizational structure and staffing timetable
Job descriptions for every position counted
Detailed 5-year financial projections with stated assumptions
Clear link between the capital deployed and the jobs created

Direct EB-5 vs Regional Center plans

Understanding the distinct structural and evidentiary requirements between direct standalone petitions and regional center capital syndicates.

ELEMENTDIRECT (I-526)REGIONAL CENTER (I-526E)
Jobs countedDirect employees only (payroll)Direct, indirect, and induced (economic model)
Plan focusPayroll proof, hiring timelineProject budget, construction schedule, economist inputs
Our roleFull plan + projectionsPlan + financial inputs for the economist; investor SOF

Our EB-5 deliverables

Institutional-grade petition files formatted for direct USCIS exhibit indexing or seamless regional center project data rooms.

Timeline & Review:
Standard Turnaround: 7–10 business days
Emergency Rush: Available upon request
Matter of Ho-compliant business plan
Job-creation schedule linked to the payroll model (direct) or economist inputs (regional center)
5-year projections: P&L, cash flow, balance sheet, use of funds
Optional: Source of Funds report for the same investor
Up to 2 revision rounds; RFE/NOID support included

Frequently asked questions

Key questions on Matter of Ho requirements, TEA qualifying investments, economist coordination, and RFE rebuttal support.

Ask about your EB-5 case
Matter of Ho is the precedent USCIS decision (22 I&N Dec. 206) establishing the legal requirements for an EB-5 business plan. It requires a comprehensive, detailed, and credible plan containing market analysis, competitor comparison, permits, organizational charts, job descriptions, and 5-year financial projections with verifiable assumptions.

Ready to build a plan
that holds up?

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