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Crafting a Comprehensive Immigration Business Plan: Essential Elements for L-1 and E-2 Visa Success

L-1 and E-2

Navigating L-1 and E-2 Visa Applications: The Role of a Tailored Business Plan

When applying for an L-1 Visa for a new office or an E-2 Visa for a novel business venture, presenting a meticulously crafted immigration business plan is crucial. Unlike standard business plans designed for banking or investment purposes, an immigration business plan must align with specific visa requirements. Here, we break down the essential elements that constitute a successful immigration business plan.

1. Business Overview

Your plan should start with a clear, comprehensive description of your business. This section serves as an introduction to the immigration officer, offering insight into what your business entails and its objectives.

2. Proof of Investment

Detail the financial commitment made towards the U.S. enterprise. This includes initial investments, operational costs, and projections, demonstrating your commitment to the success of the business.

3. Business Requirements

Showcase how your business complies with U.S. operational standards, including necessary licenses, permits, and compliance with local and federal regulations.

4. Employment Outlook

Illustrate your business’s potential to create jobs for U.S. workers. Include an organizational chart, future hiring plans, job descriptions, and projected growth that highlight the positive impact on the U.S. labor market.

5. Sufficient Physical Premises

Demonstrate that you have secured a physical location in the U.S. that is apt for your business operations, be it an office, a retail space, or a manufacturing unit.

6. Market Analysis and Strategy

Conduct and present a thorough market analysis along with a robust marketing strategy. This should reflect your business’s market viability, competitive edge, and long-term sustainability.

7. Ability to Develop and Direct

Highlight your ability to develop and direct the enterprise. This includes your educational background, relevant experience, and any unique skills or insights that contribute to the business’s success.

Consult the Experts

Crafting an immigration-specific business plan requires a nuanced understanding of visa requirements and business dynamics. If you’re not well-versed in this area, it’s advisable to engage with professional immigration business plan writers. Their expertise can significantly enhance your L-1 or E-2 visa application, ensuring that all necessary criteria are proficiently addressed.

The Bottom Line

A well-conceived business plan is more than just a document; it’s a testament to your commitment and capability to contribute to the U.S. economy. Remember, the strength of your business plan can be a decisive factor in the approval of your visa application.

Additional Outside Resources

  • 9 FAM E Visas: Treaty Traders and Investors
  • 9 FAM L1 Visas for Intracompany Transferees
  • USCIS: E Visas for Treaty Traders and Investors
  • USCIS: L Visas for Intracompany Transferees 
  • Matter of Ho – Business Plan Requirements

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We Can Help!

You may have questions regarding U.S. immigration laws and visas. We invite you to reach out to our team at Richards and Jurusik for detailed guidance and assistance. Our goal is to provide you with the most accurate and up-to-date information to make your immigration process smoother and less stressful. The immigration lawyers at Richards and Jurusik have decades of experience helping people to work and live in the United States. Read some of our hundreds of 5-star client reviews ! Contact us today for an assessment of your legal situation.

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  • Business Templates
  • Sample Plans

FREE 9+ Immigration Business Plan Samples in PDF | MS Word

business debt schedule image

One of the crucial goals that you may want to achieve for your consultancy business or any business is to expand it to a different country, which is a great way to increase your market share. However, if you intend to extend your business operations to a foreign country, you will have to comply with the particular requirements for that specific country, such as E-2 Visa, L-1 Visa, and EB-5 Visa. To obtain one, you need to develop an immigration  business plan . In this article, we will discuss more of it. We also included a set of templates and examples that you can use as a reference if you are planning to develop this type of document.

Immigration Business Plan

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An Immigration Business Plan is a business plan that the immigration authorities require for the business people to operate in a foreign country, such as Canada, along with the residency requirements and other legal documents.

Additionally, it is the only way to communicate with the authorities about your business goals. Therefore, if you decide to operate your business in another country, you have to make sure that this  business proposal  follows the United States Citizenship guidelines and Immigration Services(USCIS) and Visa standards. By adhering to these standards, you will get a high chance of getting the approval to proceed.

If you are planning to expand the operations of your business to Canada or other countries, you have to make sure to include all the necessary details. Depending on what type of investor Visa you are going to apply for, the number of pages may differ. Nevertheless, regardless of which one you choose, it should include items, such as executive summary, business overview, employee hiring plan,  market analysis , competition overview, marketing strategy, industry analysis, job descriptions, and  organizational chart . It should also include a 5-year projection of profit and loss statement and balance sheet projection.

In creating a business plan, you have to determine the purpose of obtaining this type of document. By doing so, you can focus your business plan writing in a way that will compel its target audience. This time, your target audience is the immigration authorities. Thus, you have to design it in a way that will convince these particular people. Below are the templates and examples that you can use as your guideline in creating one.

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Obtaining the approval of the immigration authorities can be challenging. Thus, it is crucial to create your immigration business plan strategically. To do it, adhere to the following best practices

Creating a good immigration business plan may take a few weeks. Thus, it is crucial to start doing it as soon as you can. Also, the immigration authorities may require you to submit additional information. By submitting your proposal ahead of time, you will have more time to take further requests from them. Creating a  timeline  may help you budget your time effectively.

As we have mentioned earlier, your business plan is your only chance to communicate with the immigration authorities about your business. Thus, you have to ensure that you are doing it correctly. However, creating this type of document can be tough. Therefore, it is essential to ask for help if necessary, to make sure that you will get the approval to operate your business in the preferred foreign country. Hiring a third party, such as the JDC consultancy, to assist you with the process, can be a great move as well. By employing a third party company’s assistance, you can save your time and effort since they know the ins and outs of the immigration process. Additionally, they can also help you increase your chance of getting approved.

Due to the numerous items that the authorities require, there are possibilities that you will unintentionally miss out on a process or a document that you have to comply with. As a result, they will delay the process so that you can submit the missing materials. The problem is the entire approval process takes time, and missing a document will unnecessarily extend the time requires to accomplish this process. Thus, it is vital to ensure that you have all the items that they need before submitting it. Creating a  checklist  may help you prevent these misses.

Your goal of creating an immigration plan is to convince the immigration authorities to allow you to operate in a particular foreign country. However, if you confuse them or if they do not understand your business plan, you will lose the chance of getting approved. Thus, it is essential to make it clear and concise. Take time to organize and double-check your work. Be conscious of the grammar and spelling of the contents of your proposal.

Now that you reached the end part of this article, you should have learned the essential points in creating an immigration business plan. However, you should know that getting approved to operate your business to another country is just a step to get a chance of extending your market. In  starting a business overseas , you still need to win the trust of the people in that country by conversing with the locals and understanding their culture. You may also have to learn the ins and outs of that specific country pertaining to your business operation.

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ProfitableVenture

Immigration Consulting Business Plan [Sample Template]

By: Author Tony Martins Ajaero

Home » Business Plans » B2C Sector

Are you about starting an immigration consulting firm ? If YES, here is a complete sample immigration consulting business plan template & feasibility report you can use for FREE .

If you are a lawyer or someone who has a background in immigration matters, and you yet are thinking about starting your business, then you should consider starting your own immigration consulting firm. There are many migrants who are trapped simply because they don’t know who to talk to when they have challenges with immigration issues that is why it is important to set up your own immigration attorney agency.

Being an immigration consultant or attorney means that you will help your clients handle all their immigration concerns, help to become a citizen of a new country of their choice, you will help defend your clients who have deportation case with the government from being deported.

You can also help your clients obtain work permits in their new country of residence; you can help your client start a business in another country and any other immigration related issues. Starting an immigration consulting firm is not too expensive except for the money required to rent and furnish an office space.

Running this type of business requires that you should be trained as a lawyer and it is indeed a very lucrative business in the United States, Canada, Australia and The United Kingdom simply because of the inflow of migrants from different parts of the world.

If you are truly convinced that starting an immigration consulting firm is the right business for you to do, then you need to write your own business plan. Below is a sample immigration consulting firm business plan template that will help you successfully write yours with little or no stress;

A Sample Immigration Consulting Firm Business Plan Template

1. industry overview.

Players in the immigration consulting firms industry offer services relating to the legal status of individuals, including permanent residency and visa services. These services include submitting visa applications, providing visa advice, and preparing for and representing before a court of review authority in relation to visa applications and related matters.

Basically, immigration lawyers and attorneys who are major players in this industry assist individuals in obtaining visas and gaining US citizenship, defend the rights of immigrants, navigate the issues of illegal immigration and assist businesses in understanding immigration issues in a global marketplace.

In spite of high levels of immigration, the growth experienced in the industry was stifled due to falling per capita disposable income and corporate profit, causing individuals and corporations to find alternatives to industry services. Nevertheless, revenue is expected to rise as post – recessionary conditions benefit corporate profit and stricter federal and state immigration laws are implemented.

The Immigration Consulting Firms cum Immigration Lawyers & Attorneys Industry is indeed a large industry and pretty much active in countries such as United States of America, United Kingdom, France, Italy, Holland, Switzerland, Australia and Canada et al.

Statistics has it that in the united states of America alone, there are about 6,171 registered and licensed immigration consulting firm scattered all across the United States responsible for employing about 39,677 and the industry rakes in a whooping sum of $6 billion annually.

The industry is projected to grow at 0.1 percent annual growth within 2011 and 2016. It is important to state that there is no establishment in this industry that has a lion market share. The geographic distribution of immigration consulting firms and revenue in the industry is based on population levels and business locations.

Immigration consulting firms tend to be located in areas with high populations; as such areas tend to have higher migrant levels, which can lead to visa applications for family members and for students. As businesses use immigration consulting firms for employer sponsored visa applications, many industry firms generally tend to locate near business regions.

Lastly, one thing is certain about starting an immigration consulting firm, if you are able to conduct your market research and feasibility studies, you are more likely not going to struggle to secure clients because there are always individuals, and corporate organization who would want to hire your services from time to time.

2. Executive Summary

Johnson & Calvin® Consulting, LLP is a registered and licensed immigration consulting firm that will be based in New York City – New York.

The firm will handle all aspect of immigration related services; services such as assisting individuals in obtaining visas and gaining US citizenship, defend the rights of immigrants, navigate the issues of illegal immigration and assist businesses in understanding immigration issues in a global marketplace.

We are aware that to run a standard immigration consulting firm can be demanding which is why we are well trained, certified and equipped to perform excellently well. Johnson & Calvin® Consulting, LLP is a client – focused and result driven immigration consulting firm that provides broad- based services at an affordable fee that won’t in any way put a hole in the pocket of our clients.

We will offer a standard and professional immigration consulting services to all to our individual clients, and corporate clients at national, and international level. We will ensure that we work hard to meet and surpass our clients’ expectations whenever they hire our services.

At Johnson & Calvin® Consulting, LLP, our client’s best interest would always come first, and everything we do is guided by our values and professional ethics. We will ensure that we hire professionals who are well experienced in the immigration consulting industry

Johnson & Calvin® Consulting, LLP will at all times demonstrate her commitment to sustainability, both individually and as a firm, by actively participating in our communities and integrating sustainable business practices wherever possible.

We will ensure that we hold ourselves accountable to the highest standards by meeting our client’s needs precisely and completely. We will cultivate a working environment that provides a human, sustainable approach to earning a living, and living in our world, for our partners, employees and for our clients.

Our plan is to position the business to become the leading brand in the immigration consulting industry in the whole of New York City – New York, and also to be amongst the top 20 immigration consulting firms in the United States of America within the first 10 years of operations.

This might look too tall a dream but we are optimistic that this will surely be realized because we have done our research and feasibility studies and we are enthusiastic and confident that New York City – New York is the right place to launch our immigration consulting firm before sourcing for clients from other cities in The United States of America.

Johnson & Calvin® Consulting, LLP is founded by Johnson Brownstone and Calvin Jefferson, his business partner for many years. The organization will be managed by both of them since they have adequate working experience to manage such business.

Johnson Brownstone has well over 5 years of experience working at various capacities within the immigration consulting industry in the United States of America. Johnson Brownstone and Calvin Jefferson are Immigration Attorneys. They both have the required experience and qualifications to build a world class immigration consulting firm.

3. Our Products and Services

Johnson & Calvin® Consulting, LLP is going to offer varieties of services within the scope of the immigration consulting industry in the United States of America. Our intention of starting our immigration consulting firm is to favorably compete with leading players in the immigration consulting industry both in the United States of America and in the world at large.

We are well prepared to make profits from the industry and we will do all that is permitted by the law in the United States to achieve our business goals, aim and ambition. Our business offerings are listed below;

  • Provide legal advice about the ability to reside in the United States and country of their choice
  • Collect and submit appropriate documentation to prove a case
  • Helps obtain the type of documentation needed to legally reside within the country
  • Obtain immediate access to citizenship in emergency situations
  • Represent our clients in court
  • Assist with citizenship tests
  • Defend a person’s case to prevent him or her from being deported
  • Handle family-sponsored immigrants, employment-based immigrant visas, Diversity programs, Refugees and Asylees and other categories

4. Our Mission and Vision Statement

  • Our vision is to build an immigration consulting brand that will become the number one choice for both individual and corporate clients in the whole of New York City – New York. Our vision reflects our values: integrity, service, excellence and teamwork.
  • Our mission is to position our immigration consulting firm to become the leading brands in the immigration consulting industry in the whole of New York City – New York, and also to be amongst the top 20 immigration consulting firms in the United States of America within the first 10 years of operations.

Our Business Structure

Normally we would have settled for two or three full – time staff members, but as part of our plan to build a standard immigration consulting firm in New York City – New York, we have perfected plans to get it right from the beginning which is why we are going the extra mile to ensure that we have competent, honest and hardworking employees to occupy all the available positions in our organization.

The picture of the kind of immigration consulting firm we intend building and the business goals we want to achieve is what informed the amount we are ready to pay for the best hands available in and around New York City – New York. We will ensure that we only hire people that are qualified, honest, hardworking, customer centric and are ready to work to help us build a prosperous business that will benefit all the stakeholders (the owners, workforce, and customers).

As a matter of fact, profit-sharing arrangement will be made available to all our senior management staff and it will be based on their performance for a period of five years or more depending how fast we meet our set target. In view of that, we have decided to hire qualified and competent hands to occupy the following positions;

  • Chief Executive Officer
  • Immigration Lawyers / Attorneys and Consultants

Admin and HR Manager

Marketing and Sales Executive

  • Customer Care Executive / Front Desk Officer

5. Job Roles and Responsibilities

Chief Executive Office:

  • Increases management’s effectiveness by recruiting, selecting, orienting, training, coaching, counseling, and disciplining managers; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results; developing incentives; developing a climate for offering information and opinions; providing educational opportunities.
  • Creates, communicates, and implements the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
  • Responsible for fixing prices and signing business deals
  • Responsible for providing direction for the business
  • Responsible for signing checks and documents on behalf of the company
  • Evaluates the success of the organization

Immigration Attorneys / Lawyers and Consultants

  • Provides legal advice about the ability to reside in the United States and country of their choice
  • Collects and submits appropriate documentation to prove a case
  • Obtains immediate access to citizenship in emergency situations
  • Represents our clients in court
  • Assists our clients with citizenship tests
  • Defends a person’s case to prevent him or her from being deported
  • Handles family-sponsored immigrants, employment-based immigrant visas, Diversity programs, Refugees and Asylees and other categories
  • Responsible for overseeing the smooth running of HR and administrative tasks for the organization
  • Designs job descriptions with KPI to drive performance management for clients
  • Regularly hold meetings with key stakeholders to review the effectiveness of HR Policies, Procedures and Processes
  • Maintains office supplies by checking stocks; placing and expediting orders; evaluating new products.
  • Ensures operation of equipment by completing preventive maintenance requirements; calling for repairs.
  • Defines job positions for recruitment and managing interviewing process
  • Carries out staff induction for new team members
  • Responsible for training, evaluation and assessment of employees
  • Responsible for arranging travel, meetings and appointments
  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
  • Oversees the smooth running of the daily office activities.
  • Identifies, prioritizes, and reaches out to new partners, and business opportunities et al
  • Identifies development opportunities; follows up on development leads and contacts; participates in the structuring and financing of projects; assures the completion of relevant projects.
  • Writes winning proposal documents, negotiate fees and rates in line with company policy
  • Responsible for handling business research, marker surveys and feasibility studies for clients
  • Responsible for supervising implementation, advocate for the customer’s needs, and communicate with clients
  • Develops, executes and evaluates new plans for expanding increase sales
  • Documents all customer contact and information
  • Represents the organization in strategic meetings
  • Helps to increase sales and growth for the organization
  • Responsible for preparing financial reports, budgets, and financial statements for the organization
  • create reports from the information concerning the financial transactions recorded by the bookkeeper
  • Prepares the income statement and balance sheet using the trial balance and ledgers prepared by the bookkeeper.
  • Provides managements with financial analyses, development budgets, and accounting reports; analyzes financial feasibility for the most complex proposed projects; conducts market research to forecast trends and business conditions.
  • Responsible for financial forecasting and risks analysis.
  • Performs cash management, general ledger accounting, and financial reporting for one or more properties.
  • Responsible for developing and managing financial systems and policies
  • Responsible for administering payrolls
  • Ensures compliance with taxation legislation
  • Handles all financial transactions for the company
  • Serves as internal auditor for the organization

Client Service Executive / Front Desk Officer

  • Welcomes guests and clients by greeting them in person or on the telephone; answering or directing inquiries.
  • Ensures that all contacts with clients (e-mail, walk-In center, SMS or phone) provides the client with a personalized customer service experience of the highest level
  • Through interaction with clients on the phone, uses every opportunity to build client’s interest in the company’s products and services
  • Manages administrative duties assigned by the manager in an effective and timely manner
  • Consistently stays abreast of any new information on the organization’s products, promotional campaigns etc. to ensure accurate and helpful information is supplied to clients
  • Receives parcels / documents for the organization
  • Distributes mails in the organization
  • Handles any other duties as assigned the line manager

6. SWOT Analysis

Johnson & Calvin® Consulting, LLP engaged the services of a core professional in the area of business consulting and structuring to assist the firm in building a well – structured immigration consulting firm that can favorably compete in the highly competitive immigration consulting industry.

Part of what the team of business consultant did was to work with the management of our organization in conducting a SWOT analysis for Johnson & Calvin® Consulting, LLP. Here is a summary from the result of the SWOT analysis that was conducted on behalf of Johnson & Calvin® Consulting, LLP;

Our core strength lies in the power of our team; our workforce. We have a team of highly qualified immigration attorneys and support staff members that can go all the way to give our clients value for their money; a team that are trained, qualified and equipped to pay attention to details and to deliver excellent immigration consulting services. We are well positioned and we know we will attract loads of clients from the first day we open our doors for business.

As a new immigration consulting firm, it might take some time for our organization to break into the market and gain acceptance especially from big corporate clients in the already saturated immigration consulting industry; that is perhaps our major weakness. So also, we may not have the required cash to give our business the kind of publicity we would have loved to.

  • Opportunities:

The opportunities in the architectural services industry is massive considering the number of construction and real estate companies who can’t do with key services provided by only the architectural industry. As a standard and well – positioned architectural service firm, we are ready to take advantage of any opportunity that comes our way.

Some of the threats that we are likely going to face as an immigration consulting firm operating in the United States are unfavorable government policies , the arrival of a competitor within our location of operations and global economic downturn which usually affects purchasing / spending power.

There is hardly anything we can do as regards these threats other than to be optimistic that things will continue to work for our good.

7. MARKET ANALYSIS

  • Market Trends

The immigration consulting industry is indeed a very large industry and of course it is one industry that works for individuals and corporate organizations.

The big catch in this industry is the fact that loads of people from other countries especially from developing countries will give up anything to migrate and become legal citizens of the United States or to visit, study and do business in the United States. This is the chief reason why the immigration consulting industry is a thriving business venture in the United States

It is a bit challenging for new entrant to come into this industry; the primary barrier to the entry for new establishment is the stiff registration requirements applicable in most countries not just the United States of America.

As a matter of fact, immigration consulting firms cum immigration attorneys must comply with local licensing criteria set out by registration boards and professional associations to obtain registration in their country or the state they want to operate from.

This usually requires applicants to hold an accredited tertiary qualification before they can undertake written tests of skills, knowledge and abilities.

Lastly, the geographic distribution of immigration consulting firms and revenue in the industry is based on population levels and business locations. Immigration consulting firms tend to be located in areas with high populations; as such areas tend to have higher migrant levels, which can lead to visa applications for family members and for students.

As businesses use immigration consulting firms for employer sponsored visa applications, many industry firms generally tend to locate near business regions.

8. Our Target Market

The demographic and psychographics composition of those who need the services of immigration consulting services providers cut across individuals, small businesses and large corporations.

Johnson & Calvin® Consulting, LLP will initially serve small to medium sized business, from new ventures to well established businesses and individual clients, but that does not in any way stop us from growing to be able to compete with the leading immigration consulting firms in the United States.

As a standard and licensed immigration consulting firm, Johnson & Calvin® Consulting, LLP offers a wide range of immigration consulting services hence we are well trained and equipped to services a wide range of clientele base. Our target market cuts across businesses of different sizes in both the individual and corporate clients.

We are coming into the industry with a business concept that will enable us work with individuals, small businesses and bigger corporations in and around New York City – New York and other cities in the United States of America. Below is a list of the people and organizations that we have specifically design our products and services for;

  • International Students
  • Undocumented Migrants
  • Sport Clubs
  • Construction Companies
  • Real Estate Firms
  • Individuals
  • Blue Chips Companies
  • Corporate Organizations
  • Religious Organizations
  • Hotels and Restaurants
  • The Government (Public Sector)

Our competitive advantage

The level of competitions in the immigration consulting services industry depends largely on the location of the business and of course the Business model . If you can successfully create a unique brand identity for your immigration consulting firm or carve out a unique market, you are likely going to experience less competition.

For instance, if you are one of the few immigration consulting firms in your locations that has the most qualified and experienced immigration attorney under your payroll, you are likely going to have a competitive advantage over your competitors.

We are quite aware that to be highly competitive in the immigration consulting industry means that we should be able to deliver expected results, our clients should be able to pay for our services and we should be able to meet the expectations of clients.

Johnson & Calvin® Consulting, LLP might be a new entrant into the immigration consulting industry in the United States of America, but the management staffs and owners of the business are considered gurus. They are people who are core professionals and licensed and highly qualified immigration attorneys and experts in the United States. These are part of what will count as a competitive advantage for us.

Lastly, our employees will be well taken care of, and their welfare package will be among the best within our category (start – ups immigration consulting firms) in the industry meaning that they will be more than willing to build the business with us and help deliver our set goals and achieve all our aims and objectives.

9. SALES AND MARKETING STRATEGY

  • Sources of Income

Johnson & Calvin® Consulting, LLP is established with the aim of maximizing profits in the immigration consulting industry and we are going to go all the way to ensure that we do all it takes to attract clients on a regular basis. Johnson & Calvin® Consulting, LLP will generate income by offering the following immigration consulting services;

10. Sales Forecast

One thing is certain, there would always be undocumented migrants, international students, individuals, sport clubs, expatriates and corporate organizations et al that would need the services of professional architectural services providers.

We are well positioned to take on the available market in New York City – New York and other key cities in the United States of America and we are quite optimistic that we will meet our set target of generating enough income / profits from the first six month of operations and grow the business and our clientele base beyond New York City to other cities in New York and other states in the U.S.

We have been able to critically examine the immigration consulting services market and we have analyzed our chances in the industry and we have been able to come up with the following sales forecast. The sales projections are based on information gathered on the field and some assumptions that are peculiar to similar startups in New York City – New York.

Below are the sales projections for Johnson & Calvin® Consulting, LLP, it is based on the location of our business and the wide range of immigration consulting and advisory services that we will be offering to our clients;

  • First Fiscal Year-: $250,000
  • Second Fiscal Year-; $450,000
  • Third Fiscal Year-: $950,000

N.B : This projection is done based on what is obtainable in the industry and with the assumption that there won’t be any major economic meltdown and natural disasters within the period stated above. There won’t be any major competitor offering same additional services as we do within same location. Please note that the above projection might be lower and at the same time it might be higher.

  • Marketing Strategy and Sales Strategy

We are mindful of the fact that there are stiffer competitions amongst immigration consulting firms and other related immigration service providers in the United States of America; hence we have been able to hire some of the best business developer to handle our sales and marketing.

Our sales and marketing team will be recruited base on their vast experience in the industry and they will be trained on a regular basis so as to be well equipped to meet their targets and the overall goal of the organization.

We will also ensure that our excellent job deliveries speak for us in the market place; we want to build a standard and world – class immigration consulting firm that will leverage on word of mouth advertisement from satisfied clients (both individuals and corporate organizations).

Our goal is to grow our immigration consulting firm to become one of the top 20 immigration consulting firms in the United States of America which is why we have mapped out strategy that will help us take advantage of the available market and grow to become a major force to reckon with not only in the New York City – New York, but also in other cities in the United States of America.

Johnson & Calvin® Consulting, LLP is set to make use of the following marketing and sales strategies to attract clients;

  • Introduce our immigration consulting firm business by sending introductory letters alongside our brochure to migrant communities, sport clubs, corporate organizations, households and key stake holders in New York City and other cities in New York.
  • Advertise our business in relevant magazines, newspapers, TV stations, and radio station.
  • List our immigration consulting firm business on yellow pages’ ads (local directories)
  • Attend relevant international and local immigrations, international studies and business expos, seminars, and business fairs et al
  • Create different packages for different category of clients (start – ups and established corporate organizations) in order to work with their budgets and still deliver quality immigration consulting services to them
  • Leverage on the internet to promote our immigration consulting firm
  • Engage in direct marketing approach
  • Encourage word of mouth marketing from loyal and satisfied clients
  • Join local chambers of commerce and industries with the aim of networking and marketing our services.

11. Publicity and Advertising Strategy

Any business that wants to grow beyond the corner of the street or the city they are operating from must be ready and willing to utilize every available means (both conventional and non – conventional means) to advertise and promote the business. We intend growing our business which is why we have perfected plans to build our brand via every available means.

We know that it is important to create strategies that will help us boost our brand awareness and to create a corporate identity for our architectural services firm business. Below are the platforms we will leverage on to boost our brand and to promote and advertise our business;

  • Place adverts on community based newspapers, radio stations and TV stations.
  • Encourage the use of word of mouth publicity from our loyal customers
  • Leverage on the internet and social media platforms like; YouTube, Instagram, Facebook, Twitter, LinkedIn, Snapchat, Badoo, Google+  and other platforms to promote our business.
  • Ensure that we position our banners and billboards in strategic positions all around New York City – New York
  • Distribute our fliers and handbills in target areas in and around our neighborhood
  • Contact migrant communities, sport clubs, and corporate organizations et al by calling them up and informing them of Johnson & Calvin® Consulting, LLP and the services we offer
  • Advertise our business in our official website and employ strategies that will help us pull traffic to the site
  • Brand all our official cars and trucks and ensure that all our staff members and management staff wears our branded shirt or cap at regular intervals.

12. Our Pricing Strategy

Hourly billing for immigration consulting services is a long – time tradition in the industry.  However, for some types of immigration consultancy services, flat fees make more sense because they allow clients to better predict consultancy costs.

As a result of this, Johnson & Calvin® Consulting, LLP will charge our clients a flat fee for many basic services such as assist individuals in obtaining visas and gaining US citizenship, defend the rights of immigrants, navigate the issues of illegal immigration and assist businesses in understanding immigration issues in a global marketplace et al.

At Johnson & Calvin® Consulting, LLP we will keep our fees below the average market rate for all of our clients by keeping our overhead low and by collecting payment in advance. In addition, we will also offer special discounted rates to start – ups, nonprofits, cooperatives, and small social enterprises.

We are aware that there are some clients that would need regular access to immigration consultancy and advisory services and assistance, we will offer flat rate for such services that will be tailored to take care of such clients’ needs.

  • Payment Options

The payment policy adopted by Johnson & Calvin® Consulting, LLP is all inclusive because we are quite aware that different customers prefer different payment options as it suits them but at the same time, we will ensure that we abide by the financial rules and regulation of the United States of America.

Here are the payment options that Johnson & Calvin® Consulting, LLP will make available to her clients;

  • Payment via bank transfer
  • Payment with cash
  • Payment via credit cards / Point of Sale Machines (POS Machines)
  • Payment via online bank transfer
  • Payment via check
  • Payment via mobile money transfer
  • Payment via bank draft

In view of the above, we have chosen banking platforms that will enable our client make payment for farm produces purchase without any stress on their part. Our bank account numbers will be made available on our website and promotional materials to clients who may want to deposit cash or make online transfer for all immigration consultancy and advisory services rendered.

13. Startup Expenditure (Budget)

When it comes to calculating the cost of starting an immigration consulting firm, there are some key factors that should serve as a guide. Besides, in setting up any business, the amount or cost will depend on the approach and scale you want to undertake.

If you intend to go big by renting / leasing a big facility, then you would need a good amount of capital as you would need to ensure that your employees are well taken care of, and that your facility is conducive enough for workers to be creative and productive.

This means that the start-up can either be low or high depending on your goals, vision and aspirations for your business. The tools and equipment that will be used are nearly the same cost everywhere, and any difference in prices would be minimal and can be overlooked.

As for the detailed cost analysis for starting an immigration consulting firm; it might differ in other countries due to the value of their money. Below are some of the basic areas we will spend our start – up capital in setting up our immigration consulting firm;

  • The total fee for incorporating the Business in the United States of America – $750.
  • The total cost for payment of insurance policy covers (general liability, workers’ compensation and property casualty) coverage at a total premium – $9,400
  • The amount needed to acquire a suitable Office facility in a business district 6 months (Re – Construction of the facility inclusive) – $40,000
  • The total cost for hiring Business Consultant – $2,500
  • The cost for equipping the office (computers, software applications, printers, fax machines, furniture, telephones, filing cabins, safety gadgets and electronics et al) – $5,000
  • Marketing promotion expenses for the grand opening of Johnson & Calvin® Consulting, LLP in the amount of $3,500 and as well as flyer printing (2,000 flyers at $0.04 per copy) for the total amount of $3,580.
  • The cost for purchase of the required software applications (Visa tracking Software, Payroll Software, CRM software, and Accounting Software et al) – $10,500
  • The cost of launching our official Website – $600
  • Budget for paying at least three employees for 3 months plus utility bills – $10,000
  • Additional Expenditure (Business cards, Signage, Adverts and Promotions et al) – $2,500
  • Miscellaneous: $1,000

Going by the report from the market research and feasibility studies conducted, we will need over one hundred and fifty thousand (150,000 ) U.S. dollars to successfully set – up a small scale but standard immigration consulting firm in the United States of America.

Generating Funds / Startup Capital for Johnson & Calvin® Consulting, LLP

No matter how fantastic your business idea might be, if you don’t have the required money to finance the business, the business might not become a reality. No doubt raising start – up capital for a business might not come cheap, but it is a task that an entrepreneur must go through.

Johnson & Calvin® Consulting, LLP is a business that will be owned and managed by Johnson Brownstone and his business partner Calvin Jefferson. They are the sole financial of the firm, but may likely welcome partners later which is why they decided to restrict the sourcing of the start – up capital for the business to just three major sources.

These are the areas we intend generating our start – up capital;

  • Generate part of the start – up capital from personal savings
  • Source for soft loans from family members and friends
  • Apply for loan from my Bank

N.B: We have been able to generate about $50,000 ( Personal savings $40,000 and soft loan from family members $10,000 ) and we are at the final stages of obtaining a loan facility of $100,000 from our bank. All the papers and document has been duly signed and submitted, the loan has been approved and any moment from now our account will be credited.

14. Sustainability and Expansion Strategy

The future of a business lies in the numbers of loyal customers that they have the capacity and competence of the employees, their investment strategy and the business structure. If all of these factors are missing from a business (company), then it won’t be too long before the business close shop.

One of our major goals of starting Johnson & Calvin® Consulting, LLP is to build a business that will survive off its own cash flow without the need for injecting finance from external sources once the business is officially running.

We know that one of the ways of gaining approval and winning customers over is to offer our immigration consultancy and advisory services a little bit cheaper than what is obtainable in the market and we are well prepared to survive on lower profit margin for a while.

Johnson & Calvin® Consulting, LLP will make sure that the right foundation, structures and processes are put in place to ensure that our staff welfare are well taken of. Our company’s corporate culture is designed to drive our business to greater heights and training and retraining of our workforce is at the top burner of our business strategy.

As a matter of fact, profit-sharing arrangement will be made available to all our management staff and it will be based on their performance for a period of three years or more as determined by the board of the organization. We know that if that is put in place, we will be able to successfully hire and retain the best hands we can get in the industry; they will be more committed to help us build the business of our dreams.

Check List / Milestone

  • Business Name Availability Check: Completed
  • Business Incorporation: Completed
  • Opening of Corporate Bank Accounts various banks in the United States: Completed
  • Opening Online Payment Platforms: Completed
  • Application and Obtaining Tax Payer’s ID: In Progress
  • Application for business license and permit: Completed
  • Securing a standard office facility (renovation of the facility inclusive): Completed
  • Purchase of All form of Insurance for the Business: Completed
  • Conducting Feasibility Studies: Completed
  • Generating part of the start – up capital from the founder: Completed
  • Applications for Loan from our Bankers: In Progress
  • Writing of Business Plan: Completed
  • Drafting of Employee’s Handbook: Completed
  • Drafting of Contract Documents: In Progress
  • Design of The Company’s Logo: Completed
  • Graphic Designs and Printing of Packaging Marketing / Promotional Materials: Completed
  • Recruitment of employees: In Progress
  • Purchase of the Needed software applications, furniture, office equipment, electronic appliances and facility facelift: In progress
  • Creating Official Website for the Company: In Progress
  • Creating Awareness for the business (Business PR): In Progress
  • Health and Safety and Fire Safety Arrangement: In Progress
  • Establishing business relationship with vendors and key players in the industry: In Progress

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Compare U.S. green card paths

A comprehensive eb-2 niw business plan sample and guide.

By Jemima Owen-Jones

Wondering how to self-petition for an EB-2 visa as a business owner? Check our EB-2 NIW business plan sample with a detailed guide to each section.

The EB-2 NIW allows you to self-petition for a United States visa without a sponsor or labor certification. Writing a compelling business plan is a crucial part of the application process. It gives you the opportunity to prove to USCIS that your work is of national interest and substantial benefit.

Read our EB-2 NIW business plan sample to understand what sections to include and how to position yourself. We also include some examples of what to write for inspiration.

EB-2 NIW Business Plan Sample

What is an EB-2 NIW business plan?

The EB-2 NIW business plan is a document foreign entrepreneurs can use to support their self-petition for an employment-based visa . Although the plan isn’t a formal part of the visa application process, USCIS officials often request it.

Applicants apply for the national interest waiver (NIW) to skip the lengthy process for employment-based visas. Usually, the employment-based second preference visa (EB-2) requires a job offer and legal labor certification. Often, foreign nationals end up waiting over a year to finalize these arrangements.

The importance of an EB-2 NIW business plan

Writing a business plan helps to convince immigration officials that you meet their three requirements , otherwise known as the ‘matter of dhanasar.’ You can prove that:

  • Your venture holds substantial merit and national significance
  • Your business is likely to succeed
  • You and the country would benefit from expediting the visa

If your NIW petition is successful, the United States Citizenship and Immigration Services (USCIS) will waive the visa requirements for a job offer and permanent labor certification. You can get your visa upfront and enter the country without a wait.

Like a traditional business plan, this document should provide a detailed description of your company, your mission and objectives, and your strategy. You may think of it as pitching yourself to the U.S. to secure their investment.

Immigration business plans can range from launching a new product to pioneering research and opening a franchise. The most successful applicants don’t necessarily have the most innovative ideas but can prove they’ll have a positive impact on the country.

What to include in an EB-2 NIW business plan

NIW visa business plans vary between applicants. The size and format of the document depend on the complexity of your proposal and the types of information you need to include. However, here’s a breakdown of sections every EB-2 NIW business plan needs, alongside some templates:

Executive summary

Outline your proposed endeavor and explain why it’s in the interest of the United States. Be clear and brief to help the official quickly grasp the core of your proposal. If your

Example: This plan showcases my exceptional ability in [field]. With a [qualification] in [area of study] and [number] years of experience in [industry], I’ve become one of the leading experts in my field. My work in [field] has the potential to revolutionize [specific industry], leading to significant advancements in [specific technology or field] that are crucial to the United States' leadership in the global market.

Applicant’s background

Discuss your work experience, qualifications, and achievements. You can summarize your history but go into further detail in subsequent sections. You should provide evidence such as degree certificates and professional references for all your claims.

Everything you include should emphasize why you’re best suited to lead your venture. You want to rule out the possibility that a current American citizen or another applicant could be a better fit for the role.

For example, you might have a degree in sustainable agriculture in a country with farming techniques not yet prevalent in North America. You’d be uniquely qualified to introduce these practices to the U.S. and help them increase their agricultural yield.

Example: My qualifications, including [list credentials], uniquely position me to drive the success of this venture. I also have over [number] of experience working for [company name], a market leader in [field] in [home country]. During that time, I won [list achievements] for contributing to [industry]. I could use this expertise to further [area of research or development] in the United States and improve [area of U.S. society or economy].

Business analysis

Give a detailed description of your current business or professional endeavors, including your:

  • Role and responsibilities
  • Mission and objectives
  • Description and scope of services
  • Target market
  • Resources and equipment used
  • Achievements to date

You want to demonstrate that you’ve got a thorough understanding of your business, the industry, and the global market. Immigration officers must see that you have the expertise to implement your plan.

Support your analysis with research and reports to substantiate your claims. If you’ve run a similar business in your home country, you could present your financial records. You could also use employee surveys and customer feedback forms as qualitative data.

The immigration official may also need to see that your business is compliant. Look for evidence that you meet international guidelines and laws. For example, you could include patents for new technology or the results of audits.

Example: I serve as the [position] of a fast-growing [field] business in [home country]. Within the next [number] years, we’re poised to [list objectives] with our high-quality [product or service]. The company has recently invested in [processes, resources, or equipment] to further our success. Now we are the leading [achievement] in [area] and have [percentage] of the market.

Market analysis

Describe the current state of your industry. Ideally, you’ll demonstrate there’s either a national or global demand for your business.

Some common examples include a shortage of a specific product or service or an emerging need. For instance, as companies move online, cyber security has become more of a concern. Applicants who can demonstrate they’ve got innovative software solutions to protect U.S.-based servers could be front-runners for EB-2 visas.

Present extensive, current market data to support your analysis. The immigration official may not know about the industry, and they’ll need proof of the demand.

Going back to the example about cybersecurity, you could present statistics about how online data breaches are increasing. You could also include information about the cost to U.S. companies and the increase in hiring for in-house cybersecurity experts.

Ensure your information is recent, as the market fluctuates constantly. The cut-off point for research materials depends on your exact industry. In fast-changing sectors like technology and commerce, information could be outdated within months.

Example: I’ve extensively researched [industry] using [list resources]. The market for [ product/service] is rapidly growing, with a projected annual growth rate of [percentage], indicating the strong demand for such [products/service]. My business can fill this demand by [list projects].

Social and economic impact

Your market analysis shows how your business could tick a box. In this section, you’ll go a step further by discussing the positive contributions you could make to the United States. You should cover:

  • Tax payments: Give your projected revenue alongside how you’ll sustain or even grow your income. The more money you make, the more you’ll contribute to the country in taxes
  • Economic growth: Show how your business could have a knock-on effect on other organizations. If they earn more money, they’ll also end up paying more tax
  • Job creation: List the roles you’ll hire for within the United States. You’ll demonstrate how you’re creating job opportunities for U.S. citizens, reducing unemployment, and alleviating the burden on taxpayers
  • Community impact: Discuss how you’ll have a social impact on U.S. citizens. That might be by hiring underprivileged groups, providing a service for vulnerable people, or improving impoverished areas
  • Likelihood to succeed: Calculate the probability that your venture will have the intended results. You can provide additional support for your claim through similar case studies and historical trends and patterns

Compare what you could achieve with potential competitors on the market. You can prove how you’d provide more jobs or encourage economic growth in your sector. For example, a business could show how they’ll rely less on imported goods than competitors and thus support local U.S. suppliers.

Example: My business is expected to create [number] jobs for U.S. workers within the first [number] years of operation. As you can see from the financial projections above, my revenue will hit [number] by the end of [quarter] in [year].

National interest waiver

Discuss how the U.S. would benefit from not only allowing you into the country but also waiving the EB-2 visa requirements. You need to convince USCIS that your work is of such national importance that they should expedite your entry into the country.

In many cases, you can state that you’ll be addressing an immediate need. You could include data on how the issue will deteriorate and affect the country if you don’t take action soon. One example is how a shortage of the renewable technology your business provides will lead to escalating utility bills and more energy poverty.

It could also be a matter of strategic timing. Other countries may be on the verge of seizing global dominance over your industry. The U.S. could need to move quickly to outdo them and position themselves as market leaders.

Timing could also affect applicants in research and development. You may only have a small window when you can carry out your work in fields like technology, politics, and the environment. For instance, natural events like comets or El Nino only occur periodically.

Conclude this section with a summary of your overall plan and how you’ve proven you met the three requirements for the national internet waiver.

Example: The U.S. stands at a pivotal juncture concerning [industry], where timing is paramount. As [issue] advances, the need for my [product/service] increases. We need to launch [product/service] by [time] to see [percentage] increase in [issue]. If the launch is just one year later, that figure drops to [percentage].

Supporting documents

You should provide the following documents alongside your NIW petition:

  • Your passport
  • Any degree certificates
  • A transcript of your academic record
  • A minimum of three professional references

Alongside this paperwork, you need evidence of three of the following to show you have exceptional ability in your field:

  • An advanced degree, such as a Master’s degree or your country’s equivalent
  • Ten years of experience in your industry
  • A license to practice your profession
  • Evidence that you’ve received a salary for your work
  • Membership in a professional association
  • Awards or recognitions for your achievements

While you may need other documents to substantiate your plan’s claims, these aren’t a mandatory part of the visa process.

Key points to consider

There are some common pitfalls to avoid when writing an EB-2 NIW business plan. You can increase your chances of immediate approval by identifying them and proactively addressing them.

  • Tailor your submission to the requirements : Ensure every aspect of your plan focuses on proving you meet the three main visa criteria
  • Use reliable sources for research : You’ll appear more professional and knowledgeable if you use original, reputable sites, journals, and databases to support your plan
  • Avoid treating your plan like a biography : Many sections may focus on your background, but the immigration officer will only be interested in how your experience makes you a good candidate. Prioritize facts over anecdotal evidence
  • Spare no details : If you don’t provide a comprehensive business plan, the officer may ask for extra information and delay your application. You also only have one chance to make a response to this request for information (RFE)
  • Get a proofreader : Officials won’t judge you on your writing or language proficiency. However, getting someone to error check and make revisions can make you look more professional
  • Outsource to experts where necessary : USCIS won’t penalize you for getting help with your proposal. You can hire researchers, graphic designers, and even business plan writers, provided the ideas are your own

It’s highly recommended to consult with an immigration attorney for the entire EB-2 NIW process. They can provide specialist guidance and ensure your plan aligns with USCIS expectations.

Create a visa business plan that stands out

Writing a compelling EB-2 NIW plan requires a lot of time, energy, and resources. However, it’s worthwhile to convince US immigration to waive the lengthy labor certification process and grant you immediate visa approval.

To help you draft the plan, seek expert legal advice from services like LegalPad, specializing in the EB-2 NIW process. They can help you tailor your document to the USCIS guidelines and prove you meet the requirements.

Contact our team to see how we could streamline your EB-2 NIW visa process.

About the author:

immigration business plan sample

Jemima Owen-Jones

Jemima helps international startups and their teams navigate the work visa process so they can get approved fast and focus on what they do best.

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Masterplans.com

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Masterplans experts will help you create business plans for investor funding, bank/SBA lending and strategic direction

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A professionally designed pitch deck, lean plan, and cash burn overview will assist you in securing Pre-Seed and Seed Round funding

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A USCIS-compliant business plan serves as the foundation for your E-2, L-1A, EB-5 or E-2 visa application

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Business plans for immigration, seeking an e-2, l-1a, eb-5, or eb-2 niw visa our immigration business plans help you navigate the complexities of the investment visa process with a business plan that stands up to scrutiny..

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Your Key to Visa Success

Streamline your visa process with a business plan that impresses consular officials, at masterplans, we are skilled in developing business plans that engages uscis and consular authorities. .

Navigating the investor visa application process requires a robust business plan – one that clearly delineates your venture's growth prospects, job-creating potential, and long-term viability. Our visa-focused business plans are meticulously crafted to meet the specific requirements of entrepreneurship visas – guaranteed.

“For years I’ve been insisting my clients use Masterplans, and I haven’t had a single visa denied with their plans – NOT ONE.

They’re first class, always”.

Sara Rama, Federal Immigration Attorney and frequent Masterplans client

Sara Rama, ESQ., LL.M Federal Immigration Attorney

Why Immigration Attorneys & Entrepreneurs Trust Masterplans

With over 18k+ business plans crafted across diverse industries, here's why savvy entrepreneurs consistently choose to partner with us when seeking an investor visa..

Expert Business Planning

Experience & Expertise

Having successfully executed thousands of L1-A, E-2, EB-5, and EB-2 NIW projects, choosing Masterplans equips you with over two decades of unparalleled expertise in the specialized field of immigration-focused business plan development.

Award-Winning Firm

Award-Winning Excellence

Our reputation as an award-winning firm, including being named a “Top 5 Business Plan Writer” by EB-5 Investors Magazine for the last five years and counting, is founded on an unwavering commitment to quality and client satisfaction. 

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Proven Track Record

Our approach is grounded in enterprise-level research and analysis, like IBISWorld, Esri, and Statista to ensure that your business plan transcends mere aspiration. This precision is why leading immigration attorneys exclusively refer their clients to us for writing their business plans.

Precision. Clarity. Comfidence.

Navigate complex immigration requirements confidently, we turn complexity into clarity, saving you time and headaches..

For entrepreneurs pursuing various visa categories such as E-2, L-1-A, EB-5, or EB-2 NIW, a USCIS-compliant business plan is written specifically to meet the demands of immigration authorities.

Our tried and true business planning process enables us to articulate your unique business model — be it an existing business aiming for U.S. expansion or a completely new enterprise — and translate it into a comprehensive, clear, and comprehensible business plan that meets the mandates of immigration authorities.

A professionally drafted business plan empowers you in the visa application process. With a business plan from Masterplans, you can approach immigration authorities with confidence, knowing that your plan meets all USCIS or consular requirements.

Download Sample Business Plans ›

EB-5 Visa Immigration Business Plan Template

Key Sections of a Business Plan for Immigration

Your business plan is structured so government officals can easily find what they need, while ensuring a cohesive, consistent, and comprehensive overview of your venture..

Executive Summary

Executive Summary

The Executive Summary serves as a targeted overview tailored to the specific criteria that immigration officials seek, depending on the visa type. While offering a concise snapshot of your venture, it also includes brief summaries of each subsequent section in the plan. Additionally, it highlights the location, ownership structure, and financial performance, ensuring that officials not only understand the venture's potential and viability but are also inclined to explore the plan further.

Company Overview

Company Overview

Consular offices necessitate a thorough understanding of your business to evaluate its suitability for the visa in question. This involves  showcasing the unique value proposition and establishing why a presence in the U.S. aligns with your growth strategy. The business description will precisely outline the products or services offered, describe the operational framework, and elucidate the revenue model. If applicable, the company description will also detail the interaction between the U.S. and foreign entities. 

Market Analysis

Market Analysis

To secure your visa, it's vital to demonstrate a nuanced understanding of industry dynamics. Masterplans employs industry-leading market research tools , including Statista, IBISWorld, and Esri's Business Analyst, to  to offer an in-depth market and competitor analysis. This includes a localized market analysis when relevant, pinpointing the specific needs and opportunities within your target area. Additionally, our competitor analysis delves into your competitive advantage, outlining how your business differentiates itself in the marketplace. 

Strategy & Implementation

Strategy & Implementation

In the Strategy and Implementation Summary, Masterplans zeroes in on key short and long-term objectives designed to grow your company's presence in the U.S. By crafting a tailored marketing strategy that identifies effective channels for your industry, we outline how your business will attract customers and provide actionable steps and tactics to position your business for competitive advantage in the U.S. market.

Management Summary

Management Team

A successful immigration business plan emphasizes the skills, qualifications, and experience of the visa applicant, whether launching a new enterprise in the U.S. or relocating to manage an existing one. Our management summary details job roles, responsibilities, and organizational structure, often through an organizational chart chart, ensuring immigration authorities grasp the applicant's suitability and managerial oversight for the venture.

Financial Projections

Financial Projections

For every immigration business plan, Masterplans creates a detailed five-year financial projection , that includes an income statement, cash flow statement , and balance sheet, to demonstrate the viability of your business and its capacity for job creation. We provide a line-item breakdown of the investment amount, its allocation, and the ownership structure among investors, offering a comprehensive financial picture that aligns with immigration requirements.

“For nearly a decade, Masterplans has been a trusted provider on complex and more conventional cases alike.

No matter what the visa is, their team has consistently delivered complete, cost-effective plans that contribute to success.”.

Ryan Kosobucki, Sara Rama, Federal Immigration Attorney and frequent Masterplans client

Ryan Kosobucki Managing Partner, Kosobucki & Tessier PLLC

E-2 Visa Immigration Business Plan Template

Trusted by Top attorneys

More than a business plan, a tailored immigration strategy, the key to visa approval lies in addressing the unique criteria for each visa type..

  • For an E-2 visa, the focus is on demonstrating an initial investment and ensuring the business becomes non-marginal
  • In the case of the L1-A visa, it's crucial to show that the beneficiary is highly qualified and serving in a managerial or executive role essential for smooth U.S. expansion
  • For EB-5 applicants seeking a green card, the emphasis is on making a significant investment, often in Targeted Employment Areas (TEAs), that will create well-paying American jobs
  • For the EB-2 National Interest Waiver (NIW), the key is to articulate the unique skills and experience of the applicant in a way that aligns with the national interest

We're experts in meeting consular expectations, even supporting clients through any Request for Evidence (RFE) at no extra cost. Trusted by over 300 immigration attorneys, many regularly refer clients to us, affirming the quality of our work.

Immigration Attorney Partners ›

“i know my clients will have a positive experience with masterplans.  , their business plans are professional, well-researched, and prepared quickly. they’ve always been a joy to work with.”.

Belma Demirovic Cinchoy, Sara Rama, Federal Immigration Attorney and frequent Masterplans client

Belma Demirovic Chinchoy Partner, Iyer Demirovic Chinchoy LLP

William Dean, VP of Immigration Business Plans at Masterplans

Crafted by Experts

Willam dean, vp of immigration.

William Dean directs our team of business plan writers, and market research and finance experts, to craft filing-ready business plans for clients referred by over 300 law offices. Specializing in client material and RFE reviews, he has helped applicants secure E-2, L-1A, EB-2, and EB-5 visas. He has overseen the creation of nearly 2,500 visa business plans and is a frequent speaker at immigration conferences and on podcasts.

Meet The Team ›

Business plans for immigration faqs,  we've compiled a list of frequently asked questions to provide clarity on our service and process. if you don't find the answer to your specific question here, please don't hesitate to contact us ., how is the cost of a business plan for immigration determined.

Our pricing is influenced by several factors including visa type, industry of operation, plan length and scope, variables like multiple physical locations, and your timeframe.

Immigrations business plans generally range from $2,000 to $9,000, based on complexity and the team members required. This fee covers an in-depth discovery process, detailed research, professional writing and editing, and advanced financial modeling. We are happy to provide a complete scope of work for your project, free of charge, in as little as 24 hours. Simply contact us to set up an appointment.

For more information about what is included in our engagements, please see our pricing page .

How many pages is a filing-ready business plan?

The ideal length of an immigration business plan is precisely as long as it needs to be, and not a page more. While most immigration business plans fall within the 40-60 page range, with around 15 pages dedicated to financial statements, it's essential to remember that quality isn't determined by page count. Evaluating a business plan's merit based solely on its length misses the true value and depth of its content. 

You can see some examples of our immigration business plans here .

How long will my business plan project take?

Our projects kick off within 24 hours of receiving payment. From there, the timeline largely depends on your pace and preferences. Some clients prefer a more deliberate and procedural approach, while others are working against tight deadlines. Typically, we can deliver a complete first draft of the business plan within two weeks. We offer both 45-day and 90-day engagement timelines, ensuring ample time to integrate your feedback and steer the direction of the project.

You can learn more about our process and timeline here.

Do you guarantee consular approval?

Masterplans cannot guarantee approval of your visa application, as there are far too many variables outside of our control.

However, we guarantee that your business plan will meet all USCIS and consular requirements, and any changes directed by government authorities via an RFE are fully supported at no additional charge.

Do I need an attorney?

You do not necessarily need an attorney to engage our services at Masterplans; however, we strongly recommend consulting with a legal expert when navigating the immigration investor visa process.

An attorney specializing in immigration law brings a wealth of expertise and experience that can be invaluable in ensuring a successful visa application. They are well-versed in the nuances of immigration law and can provide tailored advice to meet the specific requirements of different visa categories, such as E-2, L-1A, EB-2, and EB-5. Attorneys can assist in gathering and presenting the necessary documentation, including financial records and business plans, in a manner that aligns with immigration mandates. They can also represent you in interactions with immigration authorities, providing an additional layer of credibility and assurance. Moreover, should you encounter any challenges or receive a Request for Evidence (RFE), an attorney can guide you through the appropriate response to strengthen your application.

Here are a few of our immigration attorney partners .

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Beyond Borders

The Immigrant Entrepreneurs’ Guide to Writing a Business Plan in the U.S.

Immigration & Living Abroad

Last updated on October 10th, 2023 at 11:24 pm

Writing a business plan is an important step for an entrepreneur who wants to launch a company of any size. If you dream of opening a business in the U.S. or Canada, a solid business plan can help you secure funding and prepare for the future.

Many immigrants open businesses in their new countries. Dru Ann B. is a Remitly customer who owns a small business that supports her family in Canada and back home in Jamaica. She says that a strong business plan made a huge difference for her. She recommends getting assistance from someone who’s written one before, saying, “a little direction or guidance from someone else goes a long way.”

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Ready to get started? Here’s what you need to know.

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What is a business plan?

A business plan is a document that maps out your vision for your business. It establishes your business objectives and then describes how you will achieve them.

Why is a business plan important?

Even if you have all the capital you need to start your business, a business plan can increase your chances of success. That’s because it clarifies your goals and timeline, plus can help you plan for issues that may arise.

Business plans allow you to:

  • Establish clear company goals;
  • Build a brand vision and create a compelling company description to market your business;
  • Identify potential weaknesses and challenges ahead of time;
  • Become familiar with current market conditions and your competitors; and
  • Predict your income, costs, and budget needs.

The process of writing a business plan can help you put your best foot forward. Dru Anne B. notes that through your market research, you might discover that you “need to adjust your model.” That’s a good thing, she explains, because it means refining your idea before you actually invest.

Do you need a business plan to start an immigrant-owned business?

Any entrepreneur who wants to start a business in the U.S. can benefit from a business plan.

As an immigrant entrepreneur, a business plan may help you:

  • Apply for grants aimed at immigrant-owned businesses;
  • Apply for business loans through U.S. banks; and
  • Seek private investors for startup capital.

What are the most common business plan formats?

Business plans come in two formats: long (traditional) and short (lean).

  • Traditional business plans are long-form documents that consist of paragraphs and may also include tables and charts. They usually take longer to produce and edit, but some lenders only accept these types of plans.
  • Lean business plans present information primarily through bulleted lists, tables, and charts. They are typically easier and faster to write. Prospective investors or lenders may ask you for additional information if you submit a lean business plan.

immigrant entrepreneur writing a business plan

How do you write a traditional business plan?

A traditional business plan usually has nine sections : executive summary, company description, market analysis, organization and management, service or product line, marketing and sales, funding request, financial projections, and the appendix.

Executive summary

An executive summary provides a quick overview of your company. It lets the reader know what to expect from the rest of the document.

The executive summary includes:

  • A mission statement that outlines the purpose of your company;
  • An introduction to your product or service;
  • Basic facts about your leadership team and employees; and
  • The location of your company and where you work.

If you’ll be using your business plan to find funding, include a quick summary of financial information and growth plans in this section too.

Company description

The company description provides details about your business offerings.

Some things to include are:

  • Who your customers are (who will use or purchase your product or service)
  • What problems your product or service solves or what needs it fulfills
  • Why your business can uniquely meet that need or solve that problem

Imagine that someone has asked you “Why does your business exist?” and “Why should I choose your business?”

These questions will help you describe the value of your new venture.

Market analysis

The market analysis section requires research. Start by identifying your key competitors.

Once you’ve found them, learn the following about their businesses:

  • What do they charge for their products or services?
  • How do they market their business?
  • What are their strengths and areas of opportunity in this field?
  • What are the ways that you can provide a better customer experience?

After you finish conducting your research, describe your findings in 1–2 paragraphs in your business plan.

immigrant entrepreneur

Organization and management

This section describes how you will structure your business and what specific people or general roles you’ll have at your company.

Include the following:

  • Business structure: Are you a sole proprietor? Will you establish a C or S corporation? Is your business a partnership or a limited liability corporation (LLC)? In addition to identifying the type of structure, explain why it works for your company. If you haven’t chosen a business structure yet, a business attorney or certified public accountant (CPA) can give you advice on which structure to choose.
  • Basic organization chart: Provide an outline of the people who will hold management positions at your company. If you have already hired your management team, detail the key qualifications and skills that they bring to your business. You may also want to attach their resumes.

Service or product line

This section brings your product or service to life and allows the reader to thoroughly understand what you will be providing to your customers.

  • Benefits of your product or service: Why will people buy it or use it? What will they love about it?
  • Life cycle of your product or service: How often will people buy or use your product or service?
  • Intellectual property information: Are you filing for a copyright or patent?
  • Research and development: If you have conducted research and development, provide detailed information about it. Remember to include any pictures of your product as well.

Marketing and sales

Unlike the other sections of a business plan, the marketing and sales section has no set rules for writing. This section explains how you will tell customers about your company and encourage them to buy from you or use your service.

You may consider mentioning whether you plan to advertise with:

  • Print media like newspapers
  • Television commercials and segments
  • Radio commercials and segments
  • Social media like Facebook, Twitter, Instagram, YouTube, Pinterest, and TikTok
  • Direct mail
  • Email marketing
  • Cross-promotions with other businesses

If you plan to hire a firm to handle your marketing, then make sure to mention that in this section too. Add the firm’s name and discuss the services they will provide.

immigrant entrepreneur writing a business plan

Funding request

In this section, you’ll let investors, financial institutions, or grants know how much funding you need to get your company off the ground.

Follow these steps when writing this part of your plan:

  • State how much money you need to launch and operate your business for the first five years.
  • Detail how you arrived at this figure.
  • Identify any existing capital that you already have and its source(s).
  • Outline the terms you’re looking for if you’re borrowing money.
  • State what share of your company you are willing to give in exchange for an investment if you’re providing equity.
  • Explain, in detail, how you will use the equity or borrowed funding. Will it pay salaries? Purchase equipment? Cover expenses until you begin to make profits?
  • Add how you will pay off the debt or ensure a return on investment.

Financial projections

Providing realistic forecasts about how your company will perform is a compelling part of any business plan.

In this section, include:

  • Income statements
  • Balance sheets
  • Cash flow statements
  • Capital budgets

Begin with quarterly or monthly projections for the first year, and then make annual projections for the next four years. If you’re uncertain how to produce these documents, a CPA who specializes in startups can help you plan your forecasts.

This section is for any additional information and can include:

  • Personal credit history
  • Résumé for yourself and other key people in your business
  • Letters of reference
  • Other legal documents

The items in an appendix are labeled with a letter. For example, your personal credit history can have the header “Appendix A” and a letter of reference from a former employer can be “Appendix B.”

immigrant entrepreneur

A few more tips

A business plan includes all the steps outlined above. Here are a few more tips to make your business plan stand out:

  • Take a step-by-step approach. 
  • Highlight how many jobs your business will create. 
  • Hire a ghostwriter or proofreader. 
  • Ask a friend who isn’t familiar with your industry or product to read it over.

Your business plan won’t just help you launch your new company. It also serves as your roadmap for promoting and growing your small business after the launch. An up-to-date business plan can also make it easier to secure additional funding, purchase new equipment, or expand your offerings in the future.

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Writing the Company Description of Immigration Business Plan

  • Ismael Fernández
  • January 9, 2018

The business description section of your business plan should give the reader an overview of your proposed business, including the industry, purpose, operations, staffing, history and other information that will provide the agency with an interesting overview of your business. 

In this section, the reader needs to get a handle of your business concept, model and likelihood of success. 

Since your business plan is for immigration purposes, consider the perspective of immigration officers. They won’t know your team, facilities, or legal structure yet—you want to fill in the blanks for them in a polished and organized way. Company description will be the ‘elevator pitch’ section of your business plan.  So present your company like it is well poised to accept their visa approval and hit the ground running. This section should answer the questions who you are, what you do and why you do it. Make sure that it is short as possible as the other portions of the plan will contain the nitty gritty details of your proposal. You can use this portion to point the immigration to the relevant sections, if they are interested to know more about a particular aspect of your business. 

Here are the details that MUST be included in this section:

  • Company name  – What is the name of your business as registered in the official documents?
  • Business structure  – Sole proprietorship, LLC, partnership or corporation? Your business structure is going to be important data to include. Who owns what percentage of your business? The immigration and investors will want this information to be clearly spelled out.
  • Ownership/ Management  – Since you are presenting to the immigration or to investors, this is critical data. Who are the leaders in your company?Who will own and manage the business in the U.S.? What qualifies them for their positions and inspires confidence? Work experience, past successes, MBAs, and other degrees can be referenced for each person. You want to showcase everyone in their best light, remembering that the immigration and investors judge people first and ideas second.
  • Location  – Where is the company headquartered? Discuss the circumstances of your use of any space mentioned in this section. Include whether you own or lease, and what the pertinent terms of that lease are if you have one. Discuss what the long-term plan is for any space you have, or what your needs will be for a future facility. If you have a home office, you can include that here as well.
  • Company history  – When was the business started, what was the inspiration behind it, what need does your company fulfill? If you are an existing business seeking funding for expansion or a new project, the company history section is going to be pretty significant. You’ll want to show  that you have a strong track record of successful projects, weathering the tough times, and making sound business decisions. Who did you decide to partner with? Have you launched new products over time? Made improvements on facilities or services? Streamlined operations? If your business is a start up, you won’t have a company history per se, but you could use the company history section to give a concise description of how you decided to start your venture. What was the “light bulb” moment? Who else was involved?
  • Mission Statement – What is the purpose of your company? Your mission statement should reflect every facet of your business: the range and nature of the products you offer, pricing, quality, service, marketplace position, growth potential, use of technology, and your relationships with your customers, employees, suppliers, competitors and the community.
  • Products / services and Target Market  – What do you sell? To whom are you selling it to? You may overlook some fundamental elements when describing your products and services because it’s so common to you but do remember,  you should be the expert in the industry.  The basics may not be as clear to the immigration or to your potential investor. Assume they have little to no understanding of your industry and product or service.
  • Competitive Advantages  – This section should describe the logic of why you will succeed, how you differ, or what you are doing better than the competition. To define the competitive advantage, try to answer why people will want to do business with you.
  • Objectives  – This is not to be confused with the company’s mission, vision or values, which are not useful as strategic goals. Your objective must be specific, measurable and time bound. It must also be a single goal (that is, growth or profitability), although subordinate goals may follow from the strategic objective. To formulate your objective, show the immigration or the investors your plans in the immediate future.
  • Vision statement  – How do you envision the future of the company? It’s also a good opportunity, if you haven’t done so already, to evaluate and put to in your business plan some of the more intangible facets of your business principles, ideals, and cultural philosophies that will allow the immigration and investors to better grasp your own corporate identity.  

The whole point of submitting an immigration-compliant business plan is to convince the office that your venture will be beneficial for the economy of a particular U.S. location. Take this opportunity to “sell” your business to these US authorities. Don’t be afraid to share your enthusiasm. Excitement usually draws the reader in, but be careful not to get too carried away. Make them look forward to reading the rest of the plan.

Writing style is as important as content. Make sure to have someone (preferably, a professional editor) proofread your business plan. Allot time to read and re-read your document. Take out redundant and duplicate information. Watch out for grammatical errors & typos. A professional tone should be used all-throughout but it should not hinder you in conveying your passion for your business. Generally speaking, these last few tips apply beyond the company description section of your plan.

To sum up, make sure the person reading the company description will be able to get what you’re company is all about. Let your business plan present you and your business in the best light. Show the immigration officer why you’re worth the business investor visa.

If you feel overwhelmed at any stage of your business plan-writing, we encourage you to take advantage of our  FREE, non-obligatory consultation . We are experts in the Immigration Business Plan industry. We have written numerous successful business plans specifically for those targeted toward immigrant investment visa applications. 

Ismael

Welcome to Greengate Consulting, it’s great to see you here.

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Business Plans & Professional Plans for Immigration

The USCIS commonly request a business plan, a professional plan, or both when issuing RFEs (Request For Evidence RFE) in response to employment-based visa petitions.  ​

A immigration professional plan provides an overview of a petitioner's background and endeavor as it relates to the visa they are applying for.  An immigration business plan describes how a business will be launched and the role played by the portioner within the business.  ​

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A  Professional Plan   from ProfVal details a petitioner's credentials as they relate to the endeavor, the importance of the endeavor based on its impact on the United States, and why the petitioner is uniquely positioned to succeed.

Please review our free Professional Plan template that we provide on our blog . 

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A Business Plan from ProfVal includes much of the content within a professional plan, but also describes your business using a proprietary approach aligned to the requirements of the visa you are applying for. 

Sections typically  include: executive summary, company description, company ownership, description of the product or services, a proprietary market analysis, an analysis of the market segments addressed, analysis of the national importance of your endeavor, the company's competitive edge, marketing summary, management summary (with an emphasis on your contributions), a discussion of your credentials related to the EB-2, financial projections (including a proforma financial statement and an impact assessment).

A business plan can either include a pro forma statement that we create, which requires a separate onboarding form (about 2 hours).  Some clients may choose to save money by creating their own financial statement based on a rubric like  this one  which we modified to create our pro forma approach.

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Home » Start a Business » Business Plans

How to Write an Immigration Consulting Business Plan (Canada)

When it comes to the “go to” country for migrants, Canada will definitely sit amongst the top countries. Available statistics show that between 2017 and 2018, net immigration accounted for 80 percent of Canada’s population increase, with the remaining 20 percent accounted for through natural increase. Canada’s population growth between 2018 and 2019, at 1.4 percent, was the highest rate of growth among G7 nations.

So my advice before I proceed with this business plan template is that, if you are a lawyer or someone who has background in immigration matters, and you intend starting a business, then you should consider starting an immigration consulting firm.

There are many migrants who are trapped simply because they don’t know who to talk to when they have challenges with immigration issues, that is why it is important to set up your own immigration consulting service. Your responsibilities as an immigration consultant or attorney resolves around helping your clients handle their immigration concerns, helping them become a citizen of Canada, defending your clients who have deportation cases with the government, etc.

You can also help them obtain work permits and equally start a business and handle any other immigration related issues. Interestingly, starting an immigration consulting firm is not too expensive except for the money required to rent and furnish an office space, secure your permits and licenses amongst others.

Running this type of business requires that you should be trained as a lawyer and it is indeed a very lucrative business in Canada because of the inflow of migrants. If you are truly convinced that starting an immigration consulting firm in Canada is the right business for you to do, then you need to write a business plan.

The essence of writing a business plan before starting any business is for you to have a roadmap of how you want to setup, manage and expand the business. So, ensure that you consider all the factors involved in the business when preparing your business plan. Below is a sample immigration consulting business plan template that will help you successfully write yours.

A Sample Immigration Consulting Business Plan Template

1. industry overview.

Players in the immigration consulting  industry offer services relating to the legal status of individuals, including permanent residency and visa services. These services include submitting visa applications, providing visa advice, preparing for and representing before a court of review authority in relation to visa applications and related matters.

Immigration lawyers and attorneys who are major players in this industry assist individuals in obtaining visas and gaining Canadian citizenship, defend their rights, navigate issues of illegal immigration and assist businesses in understanding immigration issues in a global marketplace.

In spite of high levels of immigration in Canada, the growth experienced in the industry was stifled due to falling per capita disposable income and corporate profit, causing individuals and corporations to find alternatives to industry services. Nevertheless, revenue is expected to rise as post – recessionary conditions benefit corporate profit and stricter federal and state immigration laws are implemented.

The Immigration Consulting Firms cum Immigration Lawyers & Attorneys Industry is indeed a large industry and pretty much active in Canada. Statistics has it that the CBA Section has approximately 1,000 members practicing all areas of immigration law.

Their members deliver professional advice and representation in the Canadian immigration system to thousands of clients in Canada and abroad. The industry is projected to grow going forward and it is important to state that there are no establishment in this industry that has a lion market share.

One thing is certain about starting an immigration consulting firm in Canada , if you are able to conduct your market research and feasibility studies, you are more likely not going to struggle to secure clients because there are always individuals, and corporate organization who need to hire your services from time to time.

2. Executive Summary

Sharon Greene® Immigration Consulting, LLP is a registered and licensed immigration consulting firm that will be based in 32 Victoria Street Toronto – Ontario, Canada. The firm will handle all aspects of immigration related services; such as assisting individuals in obtaining visas and gaining Canadian citizenship, defending the rights of immigrants, navigating the issues of illegal immigration and assisting businesses in understanding immigration issues in a global marketplace.

We are aware that to run a standard immigration consulting firm can be demanding which is why we are well trained, certified and equipped to perform. Sharon Greene® Immigration Consulting, LLP is a client – focused and result driven immigration consulting firm that provides broad – based services at an affordable fee that won’t in any way put a hole in the pocket of our clients.

We will offer a standard and professional immigration consulting service to all to our clients at the national and international level. We will ensure that we work hard to meet and surpass our clients’ expectations whenever they hire our services.

At Sharon Greene® Immigration Consulting, LLP, our client’s best interest would always come first, and everything we do is guided by our values and professional ethics. We will ensure that we hire professionals who are well experienced in the immigration consulting industry.

Sharon Greene® Immigration Consulting, LLP will at all times demonstrate her commitment to sustainability, both individually and as a firm, by actively participating in our communities and integrating sustainable business practices wherever possible.

We will ensure that we hold ourselves accountable to the highest standards by meeting our client’s needs precisely and completely. Our plan is to position the business to become the leading brand in the immigration consulting industry in the whole of Toronto – Ontario, Canada, and also to be amongst the top 20 immigration consulting firms in Canada within the first 10 years of operation.

This might look too tall a dream but we are optimistic that this will surely be realized because we have done our research and feasibility studies and we are confident that Toronto – Ontario Province is the right place to launch our business. Sharon Greene® Immigration Consulting, LLP is founded by Sharon Melvin and Nick Greene, her business partner for many years.

The organization will be managed by both of them since they have adequate working experience to manage such business. Johnson Brownstone has over 5 years’ experience working at various capacities within the immigration consulting industry in Canada. Sharon Melvin and Nick Greene are Immigration Attorneys.

3. Our Services Offering

Sharon Greene® Immigration Consulting, LLP is going to offer varieties of services within the scope of the immigration consulting industry in Canada. Our intention of starting our immigration consulting firm is to favorably compete with leading players in the industry both in Canada and in the world at large.

We are prepared to make profits from the industry and we will do all that is permitted by the law in Canada to achieve our business goals. Our business offerings are listed below;

  • Provide legal advice about the ability to reside in Canada and country of their choice
  • Collect and submit appropriate documentation to prove a case
  • Obtain the type of documentation needed to legally reside within the country
  • Obtain immediate access to citizenship in emergency situations
  • Represent our clients in court
  • Assist with citizenship tests
  • Defend a person’s case to prevent him or her from being deported
  • Handle family-sponsored immigrants, employment-based immigrant visas, Diversity programs, Refugees and Asylees and other categories.

4. Our Mission and Vision Statement

  • Our vision is to build an immigration consulting brand that will become the number one choice for both individual and corporate clients in the whole of Toronto – Ontario Province.
  • Our mission is to position our immigration consulting firm to become the leading brand in the immigration consulting industry in the whole of Toronto – Ontario Province.
  • We are committed to providing truthful, honest, competent and result-oriented service through advising and representing our clients in Canada and overseas in a wide range of immigration matters, which focuses on providing support, building dependable relationships and promoting success.

Our Business Structure

Normally we would have settled for two or three full-time staff members, but as part of our plan to build a standard immigration consulting firm in Toronto – Ontario Province, we have perfected plans to get it right from the beginning which is why we are going to ensure that we have competent, honest and hardworking employees to occupy all the available positions in our organization.

We will ensure that we only hire people that are qualified, honest, hardworking, customer centric and are ready to work to help us build a prosperous business that will benefit all the stake holders.

As a matter of fact, profit-sharing arrangement will be made available to all our senior management staff and it will be based on their performance for a period of five years or more depending how fast we meet our set target. In view of that, we have decided to hire qualified and competent hands to occupy the following positions;

  • Chief Executive Officer
  • Immigration Lawyers/Attorneys and Consultants

Admin and HR Manager

Marketing and Sales Executive

  • Customer Care Executive/Front Desk Officer

5. Roles and Responsibilities

Chief Executive Office:

  • Increases management’s effectiveness by recruiting, selecting, orienting, training, coaching, counseling, and disciplining managers; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results
  • Creating, communicating, and implementing the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
  • Responsible for fixing prices and signing business deals
  • Responsible for providing direction for the business
  • Responsible for signing checks and documents on behalf of the company
  • Evaluates the success of the organization

Immigration Attorneys/Lawyers and Consultants

  • Provide legal advice about the ability to reside in Canada
  • Help obtain the type of documentation needed to legally reside within the country
  • Assist our clients with citizenship tests
  • Handle family-sponsored immigrants, employment-based immigrant visas, Diversity programs, Refugees and Asylees and other categories
  • Responsible for overseeing the smooth running of HR and administrative tasks for the organization
  • Design job descriptions with KPI to drive performance management for clients
  • Regularly hold meetings with key stakeholders to review the effectiveness of HR Policies, Procedures and Processes
  • Maintains office supplies by checking stocks; placing and expediting orders; evaluating new products.
  • Ensures operation of equipment by completing preventive maintenance requirements; calling for repairs.
  • Defining job positions for recruitment and managing interviewing process
  • Carrying out induction for new team members
  • Responsible for arranging travel, meetings and appointments
  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
  • Oversee the smooth running of the daily office activities.
  • Identify, prioritize, and reach out to new partners, and business opportunities et al
  • Identifies development opportunities; follows up on development leads and contacts; participates in the structuring and financing of the business
  • Writing winning proposal documents, negotiate fees and rates in line with company policy
  • Responsible for handling business research, market surveys and feasibility studies for the organization
  • Responsible for supervising implementation, advocate for the customer’s immigration needs, and communicate with clients
  • Document all customer contact and information
  • Represent the organization in strategic meetings
  • Help increase sales and growth for the organization
  • Responsible for preparing financial reports, budgets, and financial statements for the organization
  • Create reports from the information concerning the financial transactions recorded by the bookkeeper
  • Prepare the income statement and balance sheet using the trial balance and ledgers prepared by the bookkeeper.
  • Provides management with financial analyses, development budgets, and accounting reports; analyzes financial feasibility for the most complex proposed projects; conducts market research to forecast trends and business conditions.
  • Responsible for financial forecasting and risks analysis.
  • Responsible for developing and managing financial systems and policies
  • Responsible for administering payrolls
  • Ensuring compliance with taxation legislation
  • Handles all financial transactions for the company
  • Serves as internal auditor for the organization

Client Service Executive/Front Desk Officer

  • Welcomes guests and clients by greeting them in person or on the telephone; answering or directing inquiries.
  • Ensures that all contacts with clients (e-mail, walk-In center, SMS or phone) provides the client with a personalized customer service experience of the highest level
  • Through interaction with clients on the phone, uses every opportunity to build client’s interest in the company’s services
  • Manages administrative duties assigned by the manager in an effective and timely manner
  • Consistently stays abreast of any new information on the organization’s products, promotional campaigns etc. to ensure accurate and helpful information is supplied to clients
  • Receives parcels / documents for the organization
  • Distribute mails in the organization
  • Handles any other duties as assigned the manager

6. SWOT Analysis

Sharon Greene® Immigration Consulting, LLP engaged the services of a professional in the area of business consulting and structuring to assist the firm in building a well – structured immigration consulting firm that can favorably compete in the highly competitive immigration consulting industry in Canada.

Part of what the team of business consultant did was to work with the management of our organization in conducting a SWOT analysis for Sharon Greene® Immigration Consulting, LLP. Here is a summary from the result of the SWOT analysis that was conducted on behalf of Sharon Greene® Immigration Consulting, LLP;

Our core strength lies in the power of our team; our workforce. We have a team of highly qualified immigration attorneys and support staff members that can go all the way to give our clients value for their money; a team that is trained, qualified and equipped to pay attention to details and to deliver excellent immigration consulting services. We are well positioned and we know we will attract loads of clients from the first day we open our doors for business.

As a new immigration consulting firm, it might take some time for our organization to break into the market and gain acceptance especially from big corporate clients in the already saturated industry in Toronto – Ontario; that is perhaps our major weakness. So also, we may not have the required cash to give our business the kind of publicity we would have loved to.

  • Opportunities

The opportunities that exist in this industry is massive and the reason is not far-fetched. Canada is in the process of carrying out a managed, staged increase in its immigration levels that will see more than one million newcomers welcomed over three years in 2019, 2020 and 2022.

The Liberal government established 300,000 immigrants per year as the ‘new normal’ since coming to power in 2015. We are ready to take advantage of any opportunities that come our way.

Some of the threats that we are likely going to face as an immigration consulting firm operating in Canada are unfavorable government policies that may affect the inflow of immigrants to Canada, the arrival of a competitor within our location of operation and global economic downturn which usually affects purchasing/spending power. There is hardly anything we can do as regards these threats other than to be optimistic that things will continue to work for our good.

7. MARKET ANALYSIS

  • Market Trends

The immigration consulting industry in Canada is indeed very large. It is one industry that works for individuals and corporate organizations. The big catch in this industry is the fact that loads of people will give up anything to migrate and become legal citizens of Canada or to visit, study and do business in Canada. This is the chief reason why the immigration consulting industry is thriving in Canada

It is a bit challenging for new entrants to come into this industry, the primary barrier to entry is the stiff registration requirements applicable in most countries not just Canada. As a matter of fact, immigration consulting firms must comply with local licensing criteria set out by registration boards and professional associations.

This usually requires applicants to hold an accredited tertiary qualification before they can undertake written tests for skills, knowledge and abilities. Lastly, the geographic distribution of immigration consulting firms in Canada is based on population levels and business locations.

Immigration consulting firms tend to be located in areas with high population, as such areas tend to have higher migrant levels, which can lead to visa applications for family members and students. As businesses use immigration consulting firms for employer sponsored visa applications, many industry firms tend to locate near business regions.

8.  Our Target Market

The demographic and psychographic composition of those who need the services of immigration consultants cut across individuals, families, small businesses and large corporations. Sharon Greene® Immigration Consulting, LLP will initially serve small to medium sized businesses, from new ventures to well established businesses, families and individual clients.

As a standard and licensed immigration consulting firm, Sharon Greene® Immigration Consulting, LLP offers a wide range of immigration consulting services hence we are well trained and equipped to service a wide range of clientele. Below is a list of the people and organizations that we specifically designed our services for;

  • International Students
  • Undocumented Migrants
  • Sport Clubs
  • Individuals
  • Households and families from within and outside Canada
  • Expatriates
  • Multinational Organizations

Our Competitive Advantage

The level of competition in the immigration consulting industry in Canada depends largely on the location of the business and of course the business model. If you can successfully create a unique brand identity for your immigration consulting firm or carve out a unique market, you are likely going to experience less competition.

For instance, if you are one of the few immigration consulting firms in your location that has the most qualified and experienced immigration attorney under your payroll, you are likely going to have an advantage over your competitors.

Sharon Greene® Immigration Consulting, LLP might be a new entrant into the immigration consulting industry in Canada, but their management staff and owners of the business are considered gurus. They are licensed and highly qualified immigration attorneys and experts in Canada. These are part of what will count as a competitive advantage for us.

Lastly, our employees will be well taken care of, and their welfare package will be among the best in our category (startup immigration consulting firms) in the industry meaning that they will be more than willing to build the business with us and help deliver our set goals and objectives.

9. SALES AND MARKETING STRATEGY

We are mindful of the fact that there are stiff competition amongst immigration consulting firms in Canada, hence we have been able to hire some of the best business developers to handle our sales and marketing. Our sales and marketing team will be recruited based on their vast experience in the industry and they will be trained on a regular basis so as to be well equipped to meet their targets and the overall goal of the organization.

We will also ensure that our excellent job deliveries and positive results speak for us in the market place. Sharon Greene® Immigration Consulting, LLP is set to make use of the following marketing and sales strategies to attract clients;

  • Introduce our immigration consulting firm by sending introductory letters alongside our brochure to migrant communities, sport clubs, multinationals and corporate organizations, households and key stake holders in Toronto and other cities in Ontario Province.
  • Advertise our business in relevant immigration magazines, newspapers, TV and radio stations.
  • List our immigration consulting firm on yellow pages’ ads (local directories)
  • Attend relevant international and local business expos, seminars, and business fairs.
  • Create different packages for different categories of clients (startups and established corporate organizations) in order to work with their budgets and still deliver quality immigration consulting services to them
  • Leverage on the internet to promote our immigration consulting firm
  • Engage in direct marketing approach
  • Encourage word of mouth marketing from loyal and satisfied clients
  • Join local chambers of commerce and industries with the aim of networking and marketing our services.

10. Sources of Income

Sharon Greene® Immigration Consulting, LLP is established with the aim of maximizing profits in the immigration consulting industry in Canada and we are going to ensure that we do all it takes to attract clients on a regular basis. Sharon Greene® Immigration Consulting, LLP will generate income by offering the following immigration consulting services;

  • Provide legal advice about the ability to reside in Canada and any other country of their choice

11. Sales Forecast

One thing is certain, there would always be undocumented migrants, international students, individuals, sport clubs, expatriates and corporate organizations et al who would need our services.

We are well positioned to take on the available market in Toronto – Ontario Province and other key cities in Canada and we are quite optimistic that we will meet our set target of generating enough income / profits from the first six months of operation and grow the business and our clientele base beyond Toronto to other cities in Ontario Province and other provinces in Canada.

We have been able to critically examine the immigration consulting market, we have analyzed our chances in the industry and we have been able to come up with the following sales forecast. The sales projections are based on information gathered on the field and some assumptions that are peculiar to similar startups in Toronto – Ontario Province.

Below are the sales projections for Sharon Greene® Immigration Consulting, LLP, it is based on the location of our business and the wide range of immigration consulting and advisory services that we will be offering our clients;

  • First Fiscal Year (FY1): $250,000 (CAD)
  • Second Fiscal Year (FY2): $400,000 (CAD)
  • Third Fiscal Year (FY3): $550,000 (CAD)

N.B: This projection is done based on what is obtainable in the industry and with the assumption that there won’t be any major economic meltdown and drastic change on immigration policy in Canada within the period stated above. Please note that the above projection might be lower and at the same time it might be higher.

Our Pricing Strategy

Hourly billing for immigration consulting services is a long – time tradition in the industry. However, for some types of services, flat fees make more sense because they allow clients to better predict consultancy costs.

As a result of this, Sharon Greene® Immigration Consulting, LLP will charge our clients a flat fee for basic services such as assisting individuals in obtaining visas and gaining Canadian citizenship, defending the rights of immigrants, navigating issues of illegal immigration and assisting businesses with immigration issues.

At Sharon Greene® Immigration Consulting, LLP we will keep our fees below the average market rate by keeping our overhead low and by collecting payment in advance. In addition, we will also offer special discounted rates to startups, nonprofits, cooperatives, and small social enterprises.

  • Payment Options

The payment policy adopted by Sharon Greene® Immigration Consulting, LLP is all inclusive because we are quite aware that different customers prefer different payment options as it suits them but at the same time, we will ensure that we abide by the financial rules and regulation of Canada.

Here are the payment options that Sharon Greene® Immigration Consulting, LLP will make available to her clients;

  • Payment via bank transfer
  • Payment with cash
  • Payment via credit cards
  • Payment via check
  • Payment via bank draft

In view of the above, we have chosen banking platforms that will enable our clients make payment for our services without any stress on their part. Our bank account numbers will be made available on our website and promotional materials.

12. Publicity and Advertising Strategy

Any business that wants to grow beyond the corner of the street or the city they are operating from must be willing to utilize every available means to advertise and promote the business. We intend growing our business which is why we have perfected plans to build our brand. Below are the platforms we will leverage on to boost our brand and to promote and advertise our business;

  • Place adverts on international newspapers, radio and TV stations.
  • Encourage the use of word of mouth publicity from our loyal customers
  • Leverage on the internet and social media platforms like; YouTube, Instagram, Facebook, Twitter, LinkedIn, Snapchat, Pinterest, Google+ and other platforms to promote our business.
  • Ensure that we position our banners and billboards in strategic positions all around Toronto – Ontario Province
  • Distribute our fliers and handbills in target migrant areas
  • Contact migrant communities, sport clubs, and corporate organizations et al by calling them up and informing them of Sharon Greene® Immigration Consulting, LLP and the services we offer
  • Advertise our business in our official website and employ strategies that will help us pull traffic to the site.
  • Brand all our official cars and trucks and ensure that all our staff wear our branded shirt or cap at regular intervals.

13. Financial Projections and Costing

When it comes to calculating the cost of starting an immigration consulting firm, there are some key factors that should serve as a guide. Below are some of the basic areas we will spend our startup capital in setting up our immigration consulting firm in Canada;

  • The total fee for incorporating the Business in Canada – $750 (CAD).
  • The total cost for payment of insurance policy covers (general liability, workers’ compensation and property casualty) coverage at a total premium – $9,400 (CAD)
  • The amount needed to acquire a suitable Office facility in a business district 6 months (Re – Construction of the facility inclusive) – $40,000 (CAD)
  • The total cost for hiring Business Consultant – $2,500 (CAD)
  • The cost for equipping the office (computers, software applications, printers, fax machines, furniture, telephones, filing cabins, safety gadgets and electronics et al) – $ 5,000 (CAD)
  • Marketing promotion expenses for the grand opening of Sharon Greene® Immigration Consulting, LLP in the amount of $3,500 and as well as flyer printing (2,000 flyers at $0.04 per copy) for the total amount of $3,580 (CAD).
  • The cost for purchase of the required software applications (Visa tracking Software, Payroll Software, CRM software, and Accounting Software et al) – $10,500 (CAD)
  • The cost of launching our official Website – $600 (CAD)
  • Budget for paying at least three employees for 3 months plus utility bills – $10,000 (CAD)
  • Additional Expenditure (Business cards, Signage, Adverts and Promotions et al) – $2,500 (CAD)
  • Miscellaneous: $1,500 (CAD)

Going by the report from the market research and feasibility studies conducted, we will need over one hundred and fifty thousand (150,000) Canadian dollars to successfully set – up a small scale but standard immigration consulting firm in Canada.

Generating Funds/Startup Capital for Sharon Greene® Immigration Consulting, LLP

No matter how fantastic your business idea might be, if you don’t have the required money to finance the business, the business might not become a reality. No doubt raising startup capital for a business might not come cheap, but it is a task that an entrepreneur must go through.

Sharon Greene® Immigration Consulting, LLP is owned and managed by Sharon Melvin and her business partner Nick Greene. They are the financiers of the firm, but may likely welcome partners later which is why they decided to restrict the sourcing of the startup capital for the business to just three major sources.

  • Generate part of the startup capital from personal savings
  • Source for soft loans from family members and friends
  • Apply for loan from my Bank

N.B: We have been able to generate about $50,000 (CAD) (Personal savings $40,000 (CAD) and soft loan from family members $10,000 (CAD) and we are at the final stages of obtaining a loan facility of $100,000 (CAD) from our bank. All the papers and documents have been duly signed and submitted, the loan has been approved and any moment from now our account will be credited.

14. Sustainability and Expansion Strategy

The future of a business lies in the number of loyal customers they have, the capacity and competence of their employees, their investment strategy and business structure. If all of these factors are missing from a business, then it won’t be too long before the business close shop.

One of our major goals of starting Sharon Greene® Immigration Consulting, LLP is to build a business that will survive off its own cash flow without injecting finance from external sources once the business is officially running.

We know that one of the ways of gaining approval and winning customers over is to offer our immigration consultancy and advisory services a little bit cheaper than what is obtainable in the market and we are well prepared to survive on lower profit margin for a while.

Sharon Greene® Immigration Consulting, LLP will make sure that the right foundation, structures and processes are put in place to ensure that our staff welfare are well taken of. Our company’s corporate culture is designed to drive our business to greater heights and training and retraining of our workforce is at the top burner of our business strategy.

We know that if that is put in place, we will be able to successfully hire and retain the best hands we can get in the industry; they will be more committed to help us build the business of our dreams.

Check List/Milestone

  • Business Name Availability Check: Completed
  • Business Incorporation: Completed
  • Opening of Corporate Bank Accounts various banks in Canada: Completed
  • Opening Online Payment Platforms: Completed
  • Application and Obtaining Tax Payer’s ID: In Progress
  • Application for business license and permit: Completed
  • Securing a standard office facility (renovation of the facility inclusive): Completed
  • Purchase of All form of Insurance for the Business: Completed
  • Conducting Feasibility Studies: Completed
  • Generating part of the startup capital from the founder: Completed
  • Applications for Loan from our Bankers: In Progress
  • Writing of Business Plan: Completed
  • Drafting of Employee’s Handbook: Completed
  • Drafting of Contract Documents: In Progress
  • Design of The Company’s Logo: Completed
  • Printing of Promotional Materials: Completed
  • Recruitment of employees: In Progress
  • Purchase of the needed software applications, furniture, office equipment, electronic appliances and facility facelift: In progress
  • Creating Official Website for the Company: In Progress
  • Creating Awareness for the business (Business PR): In Progress
  • Health and Safety and Fire Safety Arrangement: In Progress
  • Establishing business relationship with vendors and key players in the industry: In Progress.

More on Business Plans

Sample Immigration Consulting Business Plan

This guide is a sample immigration consulting business plan .

Immigration consulting serves an important function in economies all over the world. There has been increased movement of people across national borders in search of opportunities as well as refuge.

This makes starting an immigration consulting business a great idea as it affords you a lot of travel-related opportunities.

However, starting such a business will never be possible without a plan. We fully understand the challenge faced by many entrepreneurs in writing their plans which is why we’ve come up with this guide.

IMMIGRATION CONSULTANT BUSINESS PLAN PDF SAMPLE

Our immigration consulting business plan guide will unveil all there is to know.

Executive Summary

This is a critical section of your immigration consulting business that precedes the plan. It’s written for various purposes such as for selling the business to investors.

Another reason why you need to incorporate the executive summary is to help give readers an overview of what your plan is about.

It includes an introduction to the business, as well as a company description. The executive summary must also briefly capture the market analysis, organizational description, and management team.

Other details include the product line, marketing plan, funding request & use as well as financial projections. Each of these areas is critical to helping your reader understand what your immigration business is about.

Overview & Objectives

This section of your immigration consulting business plan has to do with the details.

Here, you’re no longer constraining yourself to the most basic information as in the executive summary section. You want to let your reader know as much about your business as possible.

Here, you’ll be focusing on the goals and visions of your proposed or existing business. In effect, you’ll be dwelling on the ‘who’, the where, what, why, and when. All these details give the reader a deeper understanding of what the business seeks to achieve.

In writing this section, include your preferred legal structure, business formation, and the specific niche of immigration consulting you’re interested in.

As a service-centered business, also include its potential for profitability, location, and operational hours.

All of these are crucial to fully understanding your current and plans. In terms of implementation, your objectives help simplify the process. Plans are better executed with more precision.

Products & Services

A detailed description of your services is crucial.

Immigration consulting services offer a wide array of services and products. These may include social security, cost projections, tax compliance, policy development, and assignment planning, etc. Whatever they are, you’ll need to clearly state them.

Key areas that are mostly considered include the service or product comparison, as well as accreditation.

More details include pricing, sales & distribution services, as well as fulfillment. You may want to also include expansion plans, photos or brochures, and your unique selling point.

This information goes a long way to clarify existing or propose services as well as the possible inclusion of immigration-related services in the future.

Market Opportunities

The market opportunity for an immigration consulting business is massive.

As such, you’ll need to clearly work such numbers into this section of your plan. This includes identifying a large and profitable niche that encompasses market size, potential growth, and profitability.

Other contents to add here include the brainstorming session. Under this section, you’ll need to figure out offers to provide to your customers. Why is there a focus on a specific area or niche of immigration consulting?

What immigration needs do you wish to address? What are the solutions like?

You’ll also need to set your targets, and also test your market opportunity analysis. All these points are key to writing an effective market opportunities section of your plan.

You want an immigration plan to be implementable.

Sales & Marketing

The sales and marketing section of your immigration consulting business plan should include the budget and unique value proposition.

Other points to include are the pricing strategy, marketing plan, and sales or distribution plan.

To set up your immigration consulting business, certain costs are incurred. All of such costs such be calculated. This allows you to handle your finances much better.

Unique Value Proposition

Immigration consulting serves a wide range of needs. Here, you want to solve such needs or problems by offering value or solutions.

Pricing Strategy

A clear pricing structure must be in place to assess what clients are willing to pay as well as the going rate in the industry.

Having identified the pricing structure of other consulting businesses, you can improve on such by adding value to your services. Clients readily sense such and will be willing to spend more to get better value.

Marketing Plan

Effectively marketing your immigration consulting business is key to expanding your earnings. This is where a marketing plan comes into play. All marketing strategies must be included here.

Sales or Distribution Plan

Services and products need to reach clients easily. This should clearly highlight all possible ways you intend to reach targeted clients with your immigration consulting services.

Competitive Analysis

Under this section of your immigration consulting plan, key information like identifying your competitors and describing their operations is necessary.

In describing you want to include why you think such businesses are competitors.

Who are your competitor’s target markets? List their pricing, itemize their marketing strategies. You want to also identify their competitive advantages, as well as their weaknesses.

As a service-centered firm, you’ll need an operations plan that does enable you to achieve the following; it must enhance profitability as well as keep your operating costs low. In a nutshell, your operating plan should be about how to run your business.

Financial Analysis

When it comes to financial analysis, it’s simply about the numbers. This section of your immigration consulting business helps with an evaluation of your business idea. In other words, it determines if your business is viable or not.

The financial analysis should cover basic areas like the income statement and the balance sheet. Others include the breakeven analysis, the cash flow statement, and the operating budget.

Writing an effective immigration consulting business plan should include all the above information. We’ve provided the needed guidance on the path to follow. With these, you should have little difficulty putting your plant together.

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Sample Business Plan For E2 Visa – What You Need To Get Your E2 Visa Application Approved

Are you thinking about moving to the U.S. to start a business and are curious about the  E2 visa business plan ? You need to be prepared for all aspects of properly creating this business plan for the E2 visa so that you have the highest possible chance of being approved. Avoiding the mistakes made by many who have tried to create an e2 business plan can be achieved by partnering with the right immigration business plan company.

In order to receive an E-2 visa, you will need to meet multiple requirements for eligibility, one of which is the e-2 business plan. All of these materials must be submitted with your visa application.

What is the Most Important Purpose of the E2 Visa Business Plan?

Although there are several components inside your overall business plan, the primary goal is to show that your level of investment is enough to keep your planned business operational. Furthermore, you should also detail in your business plan for E2 visa purposes how you will meet the growth projections you have outlined.

What Does an E2 Visa Business Plan Sample Include?

While you can expect to be challenged or asked about numerous aspects of your E2 business plan, make sure to take extra care when crafting the sections below in your application and plan.

Financial Strategy for E-2 Visa Business Plan

Make sure you provide clear details about how your intended business will accomplish success and enable enough profit creation for you, your individual dependents, your employees, and future jobs to be created with a maximum five year period. Don’t overstate these projections. Remember that after the five year period, if your E2 business plan is successful, that you can renew and share additional data.

During this portion of the business plan E2 outline, you’ll need to address your source of funds with proper documentation. 

E2 Visa Business Plan Operational Strategy

Once you have covered the source of your investment funds, make sure to mention how your business will truly function in the U.S. once established. This is your E2 business plan visa operational strategy. You must show that a minimum of fifty percent of the business is owned by you and reference the intended corporate strategy, too.

E2 Visa Business Plan Marketing Strategy

How will you keep your company viable once in the U.S.? This is part of your E2 business plan marketing strategy. Discuss your marketing budget and personnel requirements at this part of the plan.

If you already have some contracts in place, this can help your E2 business plan strategy significantly.

E2 Visa Business Plan Personnel Strategy

Who will be helping you to run this business and how will you expand to add more jobs? This is the key question to be answered in your E2 visa business plan personnel section. Decide what the key roles will be, how many jobs in the U.S. you estimate will be created by your company, and when you intend to create them.

E2 Visa Business Plan Experience and Skills

Don’t forget to highlight your own skills and experience within your E2 business plan for the visa. It’s not enough to submit details about the company itself; you must also be prepared to talk about your background and why you are the right person to head this company.

We have links to sample E2 visa business plan for companies, investors, and consultants available for you to review.

[Remember to add link to sample here]

What Happens After I Submit the E2 Visa Business Plan?

Approximately 4-6 weeks after you have submitted the business plan and application to the US Embassy, you can expect to get an interview invitation. This interview is important since you can detail more about your E2 visa business plan and answer questions in person.

The business plan for E2 visa that you have submitted will be evaluated and scrutinized at this time. The goal of the reviewer is also to tell how much economic benefit your company would bring to the U.S.

If you want to ensure that your E2 visa business plan is set up for success from the moment you apply, partner with immigrationbusinessplan.com to prepare a compelling package of your company’s projections and impact.

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Immigration Business Plan 1979 Marcus Avenue #210 New Hyde Park, New York 11042 Nationwide:  +1 (888) 278 7775 International:  +1 (646) 612 7572 Email: [email protected]   Skype ID: ImmigrationBusinessPlan

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  1. Crafting a Comprehensive Immigration Business Plan: Essential Elements

    1. Business Overview Your plan should start with a clear, comprehensive description of your business. This section serves as an introduction to the immigration officer, offering insight into what your business entails and its objectives. 2. Proof of Investment Detail the financial commitment made towards the U.S. enterprise.

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    Sample Plans / FREE 9+ Immigration Business Plan Samples in PDF | MS Word One of the crucial goals that you may want to achieve for your consultancy business or any business is to expand it to a different country, which is a great way to increase your market share.

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  4. PDF Immigration Business Plan for L-1s and E-2 Investors Visas

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  6. A Comprehensive EB-2 NIW Business Plan Sample and Guide

    By Jemima Owen-Jones October 30, 2023 Wondering how to self-petition for an EB-2 visa as a business owner? Check our EB-2 NIW business plan sample with a detailed guide to each section. The EB-2 NIW allows you to self-petition for a United States visa without a sponsor or labor certification.

  7. Crafting Effective Business Plans for E-2 Visas: A Pathway to

    1. Clear Description of the Business: A strong business plan should provide a clear and concise description of your business. This includes outlining the nature of the business, its products or services, target market, competitive advantages, and your overall business strategy.

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    Download Sample Business Plans › Key Sections of a Business Plan for Immigration Your business plan is structured so government officals can easily find what they need, while ensuring a cohesive, consistent, and comprehensive overview of your venture.

  9. The Immigrant Entrepreneurs' Guide to Writing a Business Plan in the U.S

    Establish clear company goals; Build a brand vision and create a compelling company description to market your business; Identify potential weaknesses and challenges ahead of time; Become familiar with current market conditions and your competitors; and Predict your income, costs, and budget needs.

  10. Writing the Company Description of Immigration Business Plan

    January 9, 2018 Blog The business description section of your business plan should give the reader an overview of your proposed business, including the industry, purpose, operations, staffing, history and other information that will provide the agency with an interesting overview of your business.

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