E-2 Business Plan Obtaining an (E2) Treaty Investor requires carefully presenting the facts about you and your business to the United States Citizenship and Immigration Services (USCIS) in a clearly written, easy-to-follow business plan. Your plan should provide solid financial projections and clearly emphasize your qualifications.

This may sound daunting, but Wise has helped people from around the globe craft business plans that showcase their strengths. Our MBA-educated writers will help you craft an executive summary and financial statements and projections that clearly show what you have to offer by doing business in the United States.

We not only understand the requirements for qualifying for your E-series visa, but also the essential ingredients necessary for crafting a roadmap to successfully doing business here 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

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

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 professional service:

Document written in Microsoft Word, financials built custom in Microsoft Excel, and plan created in professional graphic programs by skilled designers.

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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 presentation is carefully written and designed to perfectly support your E-2 business plan.