EB-5 Visa Business Plan | Matter of Ho Compliant | Avvale
EB-5 Visa Business Plan
A USCIS-compliant EB-5 business plan built to satisfy Matter of Ho standards, with full economic impact analysis, 10-job creation documentation, and 5-year financial projections prepared by immigration business plan specialists.
Matter of Ho: What Every EB-5 Business Plan Must Include
Matter of Ho (1998) is the binding USCIS precedent that defines the required elements of an EB-5 business plan. Every EB-5 petition is assessed against these criteria, a plan that omits any element is grounds for an RFE or denial.
Business Description & Objectives
Full description of the new commercial enterprise, its legal structure, ownership, location, and the specific products or services it will provide, with documented objectives for the investment period.
Job Creation Analysis
Documentation that the investment will create at least 10 full-time positions for qualifying US workers. Must include specific job titles, descriptions, hire dates, and wage rates, direct jobs for direct EB-5; economic impact for RC-pooled investments.
Comprehensive Market Analysis
Target market sizing, competitive landscape, and demand evidence specific to the enterprise's location and industry. USCIS requires this to be sourced from credible, cited data, not estimates.
Financial Projections with Assumptions
5-year P&L, cash flow, and balance sheet. All assumptions must be explicitly documented and cross-referenced. Monthly projections for Year 1. Revenue projections must reconcile with the job creation plan.
Management & Personnel
Organisational chart, management team CVs, and planned staffing schedule. USCIS scrutinises whether the management team has the experience to execute the stated business plan.
Investment Deployment Timeline
Specific timetable for how and when EB-5 capital will be deployed, USCIS requires evidence that funds will be "at risk" and actively invested, not parked.
EB-5 Investment Requirements (2024)
| Investment Type | Minimum Investment | Job Requirement | Route |
|---|---|---|---|
| Standard (non-TEA) | $1,050,000 | 10 direct full-time US jobs | Direct EB-5 |
| Targeted Employment Area (TEA) | $800,000 | 10 direct or indirect jobs | Direct EB-5 or Regional Centre |
| Regional Centre, TEA | $800,000 | 10 direct/indirect/induced jobs | USCIS-designated RC |
| Set-Aside, Rural | $800,000 | 10 jobs (priority processing) | Rural TEA set-aside |
How We Write Your EB-5 Business Plan
Free Consultation
Confirm investment route (direct vs RC), TEA status, industry, and attorney involvement.
Matter of Ho Brief
Comprehensive questionnaire covering all nine required Matter of Ho elements.
Compliance Drafting
Plan written to strict Matter of Ho standards, every required element documented and cross-referenced.
Attorney-Ready
Final plan packaged for inclusion in your I-526E or I-526 petition package.
EB-5 Business Plan Packages
Essential
For straightforward direct EB-5 applications with a single enterprise and clear job creation structure.
- Matter of Ho compliant plan
- 45-page minimum
- 3-year financial projections
- 10-job creation documentation
- Market analysis
- 1 revision round
- 10–14 day delivery
Standard
Full Matter of Ho compliant plan for direct or regional centre EB-5 applications.
- 60-page comprehensive plan
- 5-year projections, monthly Year 1
- Economic impact analysis
- Full job creation timeline
- Investment deployment schedule
- Competitor analysis
- 2 revision rounds
- 7–10 day delivery
Premium
For complex regional centre projects, real estate developments, or RFE response support.
- 80–100 page full plan
- 5-year monthly projections
- Full economic impact study
- RC-specific compliance
- Dedicated consultant
- Attorney coordination
- RFE response support
- Unlimited revisions (30 days)
EB-5 Business Plan, FAQs
Ready to Write Your EB-5 Business Plan?
Book a free 30-minute consultation. We'll confirm your investment route, TEA status, and exactly what your Matter of Ho compliant plan needs to include.