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EB-5 Visa Business Plans

The EB-5 Visa business plan initiative, a federal program making it possible for foreign citizens to get a permanent residency visa green card, is making the American dream come true for entrepreneurs from around the world. But the EB-5 Visa path to citizenship carries with it very specific regulations from the United States Citizenship and Immigration Services (USCIS) that require careful planning to succeed.

EB-5 Visa Revisions

The EB-5 Visa program focuses on job creation and active participation in the U.S. economy. In November of 2019, the EB-5 Immigrant Investor Visa Program was revised for the first time since being enacted in 1990. According to The National Law Review, the revisions:

  • Raised the required investment amount from $500,00 to $900,000
  • Raised non-targeted EB-5 Visa investment amounts from $1 million to $1.8 million.
  • Changed the rules so that only USCIS, rather than state or local governments, can determine if a place qualifies as a targeted employment area or TEA.

Get in-depth information about the changes at USCIS.

Despite these alterations, the EB 5 visa remains a program that greatly benefits the U.S., the economy, and its foreign business owners and investors.

Bottom Line

The EB-5 Investor Visa Program is a way to allow foreign business owners, investors, and entrepreneurs to gain permanent residency by investing in American workers and the U.S. economy. Because this program is focused on career opportunities, there are hiring requirements and a minimum of 10 American workers must be employed. For those able to meet the investment and hiring requirements, the program is a good way to get U.S. residency whole, also supporting the economy of your new home country.

All Wise EB 5 Visa Business Plans are Matter of Ho compliant, with detailed personnel planning and in-depth economic analysis. Whether you need an EB-5 visa business plan for a regional center or for a direct investment project that must meet the requirements set forth in Matter of Ho, Wise can help.

Creating jobs is a key requirement of the program, so Wise helps EB-5 visa business plan clients understand the staffing needs for their proposed business venture and ensure they can support and maintain the 10 jobs necessary for sustaining the Visa.

Our professional Eb 5 business plan writer is experienced in assisting clients with planning for current and future staffing needs, ensuring that you can create a strong business that steps up it’s staffing overtime as needed or required.

Wise also offers in-depth demographics research that can help newcomers understand the market environment. Our business plan specialists include professional researchers who keep up with the latest information on a variety of markets and indicators.


The EB-5 Business Plan is about 40-50 pages in length, including color charts and graphs, and consists of the following components:

Plan Overview

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

Market Analysis

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

Marketing Information

  • Marketing objectives
  • Marketing strategy
  • Competitive analysis
  • Competitive advantages

Operations Analysis

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

Investor 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
Powerpoint Presentation

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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