How to Write a Winning E-2 Visa Business Plan (with Sample Outline)
Introduction: What Is an E-2 Visa Business Plan?
The E-2 Treaty Investor Visa allows foreign nationals to invest in and run a U.S.-based business. But a strong investment alone isn’t enough—the business plan is critical to proving the enterprise is real, viable, and meets USCIS requirements.
At Wise Business Plans, we’ve crafted thousands of E-2 visa business plans for global entrepreneurs, immigration attorneys, and consular officers across the U.S. and abroad. This guide explains exactly what USCIS looks for in an E-2 business plan—and provides a ready-to-use sample outline.
Key Requirements for an E-2 Business Plan
To get approved, your business plan must prove the following:
Requirement | What USCIS Wants to See |
Substantial Investment | Evidence of significant capital invested or at-risk |
Real & Operating Business | A viable business with commercial activity |
Marginality Test | Business generates more than just minimal income |
Investor Role | You control and direct the business |
U.S. Job Creation | Plan to hire U.S. workers within 5 years |
5-Year Outlook | Financial projections and growth strategy |
Sample E-2 Visa Business Plan Outline (2025 Format)
A USCIS-compliant E-2 plan must be detailed, structured, and evidence-based. Below is the outline our experts at Wise Business Plans use to get E-2 plans approved:
- Executive Summary
- Overview of business concept
- E-2 investor nationality and investment amount
- Business structure and location
- Summary of business goals
Tip: Establish trust by clearly showing the investor’s experience, business intent, and U.S. market fit.
- Business Description
- Legal entity (LLC, S Corp, etc.)
- Ownership structure
- History of the business (if applicable)
- Products or services offered
- Industry overview
- Market Analysis
- U.S. industry trends and market size
- Target customer demographics
- Competitive analysis
- Location advantages (if physical presence)
At Wise Business Plans, we use verified data from IBISWorld, Statista, NAICS codes, and government databases to back up claims.
- Marketing & Sales Strategy
- Marketing channels (digital, print, SEO, local)
- Customer acquisition plan
- Sales process overview
- Pricing strategy and value proposition
- Job Creation Plan
- Timeline for hiring U.S. workers (Year 1 to Year 5)
- Roles, wages, and full-time equivalency (FTE)
- Organizational chart (projected)
USCIS expects the plan to show job creation beyond just the investor and their family.
- Operations Plan
- Day-to-day business functions
- Facilities, equipment, and inventory (if applicable)
- Vendors, suppliers, or franchise partners
- Permits and licenses
- Investment Summary
- Total investment amount
- Itemized list of capital expenditures
- Evidence of “at-risk” investment
- Timeline of investment deployment
Investment Item | Amount |
Franchise Fee | $35,000 |
Equipment & Furniture | $20,000 |
Lease Deposit | $10,000 |
Working Capital | $15,000 |
Total | $80,000 |
- Financial Projections (5 Years)
- Income Statement (P&L)
- Cash Flow Statement
- Balance Sheet
- Assumptions Page
- Break-even Analysis
USCIS likes to see credible, detailed, and conservative projections with margin analysis and staffing plans.
- Supporting Documents
- Articles of incorporation
- Bank statements or wire transfers
- Lease agreements
- Purchase contracts
- Investor passport and resume
- Business licenses
Real Client Success
“Our E-2 visa was approved in under 3 weeks. The officer said the plan was extremely well-prepared. Thank you Wise for making a stressful process simple.”
– Natalie, Investor from the U.K.
Why Immigration Attorneys Trust Wise
- 15,000+ approved immigration business plans
- USCIS and consulate-compliant formats
- Co-branded with top law firms
- Plans available in 3–5 business days
- Trusted by clients in 60+ countries
Final Thoughts: Don’t Leave Your E-2 Visa to Chance
The E-2 business plan is not optional—it’s a defining part of your visa application. USCIS wants to see structure, substance, and scalability. If your plan isn’t professionally prepared, it may lead to RFEs (requests for evidence) or outright denial.
Get a Visa-Ready E-2 Business Plan
Wise Business Plans is the global leader in U.S. immigration business planning. We’ll guide you through the process with accuracy, speed, and compliance.