E-2 Business Plan Obtaining an (E2) Treaty Investor requires carefully presenting the facts about yourself and your business to the United States Citizenship and Immigration Services (USCIS) in an easy-to-follow business plan. Your E2 Visa business plan should provide solid financial projections and clearly emphasize your own qualifications while also making it clear how the business venture you propose will benefit the U.S. economy.

Developing a plan of this magnitude may sound daunting, but Wise Business Plans has helped people from around the globe craft plans that showcase their company’s strengths. Our professional business plan writers will help you craft an executive summary and financial statements that clearly show what you have to offer by doing business in the United States.

At Wise, our business plan specialists not only understand the requirements for qualifying for your E-series visa, but also know the essential ingredients necessary for crafting a personalized business planning template for success in the U.S. Our custom-created E-2 business plans can help you find success sooner and with less stress as you adapt to your new home.

The E2 Business Plan is about ~30-35 pages in length, including color charts and graphs, and consists of the following components:

Plan Overview

  • Executive Summary
  • Financial objectives
  • Startup or expansion summary
  • Products or Services

Market Analysis

  • Market Size
  • Market segmentation
  • Location
  • Targeted demographics
  • Market needs

Marketing Information

  • Management
  • Keys to success
  • SWOT analysis
  • Barriers to entry
  • Milestones

Operations Analysis

  • Management
  • Keys to success
  • SWOT analysis
  • Barriers to entry
  • Milestones

E-2 Information

  • Qualifying investor contribution
  • Use & allocation of funds
  • Job creation
  • Detailed job descriptions

Complete Financials

5 year proforma financial projection include:

  • Personnel forecast
  • Revenue forecast
  • Break-even analysis
  • Income statement
  • Cash flow statement
  • Balance sheet
  • Sensitivity analysis
  • Financial indicators
  • Financial assumptions

Every plan includes our suite of professional services:

You’ll receive a document written in Microsoft Word, financials custom-built in Microsoft Excel, and a finished plan laid out in professional graphic programs by skilled designers.


PowerPoint Presentation (Optional):
A Wise Business PowerPoint Presentation helps direct investor attention to the points you most want to emphasize while offering an outline to streamline your presentation to potential funding sources. Each concise, visually appealing business plan presentation for investors is carefully written and designed to perfectly support your investor business plan.

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