E-2 Visa Business Plan | USCIS-Compliant | Avvale

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🇺🇸 US E-2 Visa

E-2 Visa Business Plan

A USCIS-ready E-2 Treaty Investor business plan with full marginality analysis, 5-year financial projections, and job creation documentation, written by specialists who understand what consular officers look for.

Entrepreneur signing E-2 visa investment documents in a professional legal office setting
300+Plans Written
20+Countries Served
7–14Day Delivery

What USCIS Looks for in an E-2 Business Plan

The E-2 visa requires you to make a substantial investment in a bona fide enterprise. Your business plan is the primary evidence that your investment meets USCIS standards. Consular officers assess it against specific legal criteria, not general business quality.

Non-Marginality Analysis

Your business must demonstrate it will generate significantly more than enough to provide a minimal living for you and your family. Financial projections must show revenue and profit beyond mere subsistence, this is the most common ground for E-2 denial.

Substantial Investment Justification

There is no fixed minimum, but investment must be "substantial" relative to the total cost of the enterprise. For businesses costing $100K, typical investment of $50K+ is expected. The plan must document the source of funds and the proportionality of investment.

Job Creation Plan

The plan must include a staffing plan with a hiring timeline, demonstrating the business will create jobs for US workers. This must be specific: job titles, anticipated hire dates, salary ranges.

Active Direction of the Enterprise

You must demonstrate you will direct and develop the enterprise. The plan must describe your specific operational role and management responsibilities, not just ownership.

What Your E-2 Business Plan Includes

Executive Summary

Concise business overview and investment rationale written for consular officers.

5-Year Financial Projections

P&L, cash flow, balance sheet. Monthly Year 1. Non-marginality analysis explicitly demonstrated.

US Market Analysis

Target market size, competitive landscape, and demand validation for your specific US location and industry.

Staffing & Job Creation Plan

Detailed hiring timeline with job titles, descriptions, salary ranges, and anticipated hire dates for US worker positions.

Investment Proportionality Analysis

Documentation of investment source and proportionality analysis demonstrating substantiality relative to total enterprise cost.

35+ Page USCIS-Ready Plan

Professional format appropriate for consulate submission or attorney package inclusion. All exhibits clearly referenced.

How We Write Your E-2 Business Plan

1

Free Consultation

We confirm your treaty country, investment amount, business type, and attorney involvement.

2

E-2 Questionnaire

Visa-specific brief covering investment source, business model, US market, and staffing plans.

3

USCIS-Compliant Drafting

Written to USCIS E-2 standards, marginality analysis, proportionality, job creation all addressed.

4

Attorney-Ready Delivery

Final plan formatted for inclusion in your attorney's E-2 petition package.

E-2 Visa Business Plan Packages

Essential

From $1,500 / plan

For straightforward E-2 applications with a single business entity and clear investment structure.

  • 35-page E-2 compliant plan
  • 3-year financial projections
  • Non-marginality analysis
  • Job creation plan
  • US market research
  • 1 round of revisions
  • 10–14 day delivery
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Premium

From $4,500 / plan

For complex structures, franchise acquisitions, multi-location businesses, or post-RFE response support.

  • 50+ page comprehensive plan
  • 5-year monthly projections Years 1–2
  • Franchise / acquisition addendum
  • RFE response support available
  • Dedicated consultant
  • Attorney coordination
  • Unlimited revisions (30 days)
  • 5–7 day rush delivery
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E-2 Visa Business Plan, FAQs

What is the minimum investment for an E-2 visa?
There is no fixed minimum. USCIS requires the investment to be "substantial" relative to the total cost of the enterprise. For a business costing $100,000, an investment of $50,000+ is typically expected. For a business costing $500,000, a proportionally lower percentage may satisfy the threshold. Your business plan must document and justify the proportionality of your investment.
What countries qualify for the E-2 visa?
The E-2 is available to nationals of countries that have a qualifying treaty of commerce and navigation with the United States. Major qualifying countries include the UK, Germany, France, Japan, South Korea, Australia, Canada, Italy, Spain, Turkey, and many others. Citizens of China, India, Brazil, Russia, and several other major countries do not qualify for the E-2 visa.
How long should an E-2 visa business plan be?
An E-2 business plan should typically be 35–50 pages. It must be comprehensive enough to address all USCIS criteria, particularly non-marginality, investment proportionality, and job creation, while remaining focused. Plans that are too short raise credibility concerns; plans that are excessively long can obscure key information.
What is a Request for Evidence (RFE) and can a better plan help?
An RFE is a request from USCIS for additional documentation or clarification when the initial submission is insufficient. Common E-2 RFEs relate to marginality concerns, insufficient financial projections, or unclear investment proportionality. A well-written business plan that anticipates and directly addresses these concerns can significantly reduce the risk of an RFE, and we offer RFE response support in our Premium package.
Do I need an immigration attorney as well as a business plan writer?
For most E-2 applications, yes. An immigration attorney manages the legal petition, visa application forms, and consulate coordination. A business plan specialist handles the business plan document specifically. The two work together, your attorney submits the plan as part of the petition package. Avvale works alongside your existing attorney or can provide referrals.

Ready to Write Your E-2 Visa Business Plan?

Book a free 30-minute consultation. We'll review your investment, business type, and treaty country, and tell you exactly what your plan needs.

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