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A Comprehensive Guide to the E-2 Investor Visa Business Plan

Originating from bilateral treaties between the United States and specific countries, the E-2 visa provides a platform for foreign entrepreneurs to invest in and manage businesses on U.S. soil.  This non-immigrant visa grants temporary residence, enabling qualified individuals to oversee and operate businesses they have invested substantial capital in.

A Flexible Path to Immigration

The E-2 visa program offers foreign nationals from treaty countries a versatile path to invest and live in the United States . Unlike other immigration routes, this program emphasizes flexibility, allowing visa holders to reside in the U.S. and actively participate in their business.

Investments must be substantial and in a bona fide enterprise, reflecting genuine commercial engagement. Treaty investors must show clear intent to develop and direct the business, contributing positively to the American economy.

The E-2 visa is not merely a business decision; it embodies the pursuit of the American dream. Through investment, immigration, and embracing opportunities, foreign nationals can build a new life and contribute to American society.

Eligibility Criteria for the E-2 Visa

Treaty country: a basis for eligibility.

The E-2 visa is open to nationals from treaty countries that have specific agreements with the United States. The list of treaty countries is dynamic and reflects international agreements. To see if your country of origin qualifies, the U.S. Department of State keeps an updated list of E visa-eligible treaty countries.

Substantial Investment and Engagement

The essence of the E-2 visa program is the substantial investment made by the foreign investor in a U.S. enterprise. The focus is on the proportionality of the investment, its relevance to the business, and the investor's commitment to actively manage and direct the enterprise.

Commitment to Business and Economic Contribution

E-2 status demands more than financial investment. An E-2 visa applicant must demonstrate a sincere intent to contribute to the U.S. economy and a dedication to the success of the business. Engagement with immigration law and specific legal requirements are essential to maintain E-2 visa holder status.

Viability and Growth Prospects

Investors can choose to invest in an existing business or establish a new one. The focus lies in the viability, growth potential, and employment generation. Immigration officials scrutinize the business plan, including market analysis, to ensure it meets the E-2 classification standards.

E-2 Visa Application Process

Application and approval: detailed steps.

The application process starts with completing required forms, such as the DS-160, and assembling a comprehensive package of supporting documents. Key components include:

• Business Plan : An E-2 business plan detailing investment, market analysis, and operational strategy.
• Investment Proof : Evidence of a substantial investment, including sources and allocation.
• Treaty Country Citizenship : Documentation confirming treaty country citizenship.
• Visa Interview : Preparation for an immigration official interview, highlighting the genuine intent.
• Visa Approval : Navigation through challenges, ensuring alignment with immigration law, transparent documentation, and a compelling business case presentation.

Working with E-2 Visa Professionals

Immigration attorney.

An immigration attorney's expertise is pivotal in crafting a persuasive application and addressing complex legal matters. An immigration lawyer with E-2 visa specialization can provide additional insights, supporting the applicant throughout the process by preparing the applicant for interactions with immigration officials.

Immigration Business Plan Writers & Consultants

In the complex landscape of E-2 visa applications, especially for unconventional or young business models like entertainment, influencer, or app development, the role of a professional business plan writer is indispensable. Business plans that lack credibility or feasibility often face pushback from consular officers or USCIS. Far too often, E-2 visa business plans may not align with the ambitious goals for revenue and employment creation, leading to questions about the business's marginality and the proportionality of the investment.

A professional immigration business plan writer, such as the award-winning team at Masterplans, brings to the table specialized market research tools and invaluable experience. With access to vast collections of financial models and industry-specific data, they offer robust substantiation for the investment plan. Their expertise extends to understanding industry average rates, employee salaries, and other key metrics that ensure the business plan is grounded in reality and aligned with market conditions. Working with a professional immigration business plan writer not only strengthens the credibility of the E-2 application but also enhances the overall success prospects by providing accurate forecasting and evidence-based planning. It is not a step to overlook; instead, it's a strategic collaboration that adds substantial value to the E-2 visa application process.

The E-2 Business Plan

Demonstrating at-risk investment.

The investment plan must lucidly demonstrate the substantial investment made by the foreign national , outlining the source of funds, allocation, and commitment to the business, in compliance with E-2 investor visa guidelines.

Beyond Marginality

An E-2 business must project potential growth beyond mere sustenance for the investor and family. The business plan must articulate a path to growth, including job creation, market expansion, and economic contribution.

Comprehensive Market Analysis

The market analysis is integral to the E-2 business plan, offering insights into the industry landscape, competition, target market, and growth opportunities. It includes:

• Industry Overview : Understanding trends and challenges.
• Competitor Analysis : Evaluating competitors to gain a competitive edge.
• Target Market : Defining customer segments and strategies.
• Growth Opportunities : Identifying expansion and development avenues.

Disadvantages of the E-2 Visa

The E-2 Visa, while offering certain advantages such as the ability to invest and operate a business in the United States, does come with notable drawbacks that must be considered:

Difficulty in Transitioning to a Green Card

One of the most significant challenges associated with the E-2 Visa is the complexity and difficulty in transitioning to permanent residency or obtaining a green card. The E-2 is a non-immigrant visa, and its primary focus is on temporary business activities. As a result, it doesn't inherently provide a clear or straightforward pathway to permanent residency.

Other Potential Disadvantages

• Limited Scope : The E-2 Visa is restricted to nationals of countries that have a Treaty of Commerce and Navigation with the United States. This limits eligibility.
• Investment Requirements : Substantial investment in a bona fide enterprise is required, and the definition of "substantial" can vary, leading to uncertainty.
• Renewal Challenges : Although renewable, each renewal can be an arduous process, requiring proof that the business is still viable and fulfilling the treaty investor visa requirements.
• Dependent Restrictions : Family members under the E-2 may face limitations in employment opportunities.

Sustaining the E-2 Visa Beyond Approval

The journey continues after the E-2 visa is approved. Sustaining the visa requires an ongoing commitment to the U.S. enterprise, including:

• Continuous Business Operation : Ensuring the business remains active and profitable.
• Ongoing Compliance : Regular legal checks and alignment with visa requirements.
• Coordination with Legal Professionals : Collaborating with immigration attorneys and lawyers for integrated business planning and legal compliance.

The E-2 visa serves as a gateway for treaty investors to foster growth, innovation, and job creation in the U.S. economy. It stimulates investment and supports local businesses, industries, and economic development.

For E-2 visa holders, this program embodies a journey towards success, stability, and personal fulfillment. It aligns with the core principles of opportunity, hard work, and aspiration, facilitating personal and professional growth. 

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How to write an e-2 visa business plan.

Whether the business is a new one, is already functional or is being purchased, the purpose of the business plan is to project and summarize the next five years of operations. In this post, we will discuss how to write an E-2 Visa business plan so you can have confidence when preparing for an E-2 visa. This post will highlight three main categories – the E-2 applicant, investment and the business. This is to address the fact that the official who reviews the application is not familiar with the individual, their investment nor their enterprise, and uses this to determine E-2 visa eligibility .

When writing an E-2 visa business plan, the overall theme should answer specific questions like the following:

• How will this business enterprise benefit the United States economy?
• How many jobs will be created because of the presence of this business?
• Is the applicant capable of directing the business enterprise?
• How can the contents of the proposal demonstrate the investor’s personal finances reserved for the business are considered “at risk?”
• Does the enterprise meet the proportionality test?

Writing an E-2 Business Plan

The E-2 visa business plan is the time for petitioners to provide true, yet convincing information to immigration officers about their enterprise. The plan should also demonstrate how the venture is a real business, or truly will be operating in the near future.

• Has established and is directing, or will establish the business as outlined in the application
• Has the intention to reside in the U.S. through the duration of their E-2 visa
• Has the intention to leave the U.S. upon their visa expiration (unless they wish to renew)
• Proves personal funds were used for the investment
• Shows proof of credibility 
• Owns 50% or more of the business
• Demonstrates the capability to direct the business
• Is proven to have been reserved for the E-2 business
• Evidence the source of funds came about by legal and good-faith means
• Demonstration that the amount invested is substantial
• Must meet the proportionality test requirements
• Being purchased, is already functional or is a brand new one
• Must be a bonafide enterprise
• Will employ U.S. citizens

Simply put, E-2 visa petitioners must account for everything he or she is proposing in both their application as well as their business plan, by providing a detailed history of their business. 

Furthermore, the foreign investor must demonstrate how they are fully qualified, as well as capable, to develop and direct the business. And that they have invested (or will soon invest) a substantial amount of their own capital into a true and lawful business. As such, he or she must be able to prove their main purpose for entering the United States is to direct the enterprise. Equally as important, the applicant must give an explanation about how the presence of the business will benefit the U.S. as well as create jobs for the citizens.

Who Reads the e-2 Visa Business Plan?

The United States Citizenship and Immigration Services officers, and/or consular officers who read the E-2 business plan. There are no interviews with the officer reading the business plan, and the communication between the foreign investor and the officer is quite limited. For this reason, it is extremely important the applicant include all of the necessary information in their plan. 

Conclusion of How to Write an E-2 Visa Business Plan

Foreign investors looking to open (or purchase) a business in the United States via an E-2 visa  must include a business plan with their visa application. The plan summarizes the next five years, including financial projections, and is a detailed overview regarding the petitioner, the investment and the enterprise. 

The business plan is how the U.S. immigration official will learn about the venture. Though the requirements are quite strict for foreign investors, United States Citizenship and Immigration Services officers use the business plan to decide whether the applicant and their business venture qualifies for an E-2 visa . 

It is crucial the applicant expresses his or her purpose for developing the business as well as their level of capability of directing it. He or she must also prove how their investment demonstrates their commitment to the success of the enterprise.

The investment must be demonstrated to have been put at risk during the establishment of the business. Additionally, all capital must be shown to have come from a legal and bonafide source, and shown to be reserved solely for the investment. 

The last main subject in the business plan is the enterprise itself. The E-2 visa applicant must also prove that the venture is a bonafide one. The foreign investor must also make a case for how their business will benefit the United States economically. Such plans should entail the number of jobs that will be created because of the business’ existence, as well as the value the products and/or services will bring to the consumers. The business plan should speak to the sustainability of the business.  

It is the USCIS and consular officers who read the business plans. As they do not interact with the applicant, it is crucial that all necessary information is presented in the first application. The officers do not communicate with theforeign investor oher than a written response after he or she has reviewed the case.

Frequently Asked Questions About How to Write an E-2 Visa Business Plan

My business is not generating any income yet, how can i write about a business that doesn’t exist yet.

Though the company may not be fully functional yet, the applicant should be able to project future financials and the probability of the business being marginal. Such information should be further explained in the business plan.

I will be establishing a startup business in the United States, what is needed in order to demonstrate that my investment is sufficient?

Some main factors to consider are whether the investment is substantial, if there is a strong forecast of how much it will cost to develop and operate the business, the sustainability of the startup, and if it passes the proportionality test.

Is the E-2 visa business plan the same as any other business plan?

While it is essentially the same, an E-2 visa business plan must include a more extensive history about the petitioner/business owner, the background of his or her investment funds and how the business will be beneficial to the United States.

I am planning on opening a business in the United States, am I required to write the business plan myself?

No, not at all. Oftentimes investors seek the assistance from highly professional business plan writers who specialize in writing E-2 visa business plans. In this case, the writers would need as much information from the applicant as possible, so they can put together the business plan in the format necessary.

Table Of Contents

Who Qualifies for an E-2 Visa in 2024

E-2 visa real estate investments in 2024, best e-2 visa business investments in 2022, how to switch from an e-2 visa to a green card.

Creating A USCIS-Approved E2 Visa Business Plan: Key Elements and Best Practices

Learn how to create a USCIS-approved E2 visa business plan. We break down the key elements needed and our best practices from 19+ years doing an E2 visa.

E2 Visa Business Plan Overview

What's the difference between e2 visa business plan and a regular business plan.

The E2 visa is a non-immigrant visa that allows individuals to invest in and operate a business in the United States. To qualify for an E2 visa, applicants must meet certain criteria, including having a well-prepared business plan that outlines the viability and potential of the business. As a consulting service that has a specialty in E2 visa business plans, E2VisaFranchises.com is dedicated to helping individuals navigate the complexities of the application process and achieve their business and immigration goals.

An E2 visa business plan is a comprehensive document that outlines the proposed business venture for which an applicant is seeking an E2 visa. It includes a detailed analysis of the business’s market, competition, financial projections, and management structure. The purpose of an E2 visa business plan is to demonstrate the potential success and viability of the proposed business to USCIS .

Unlike a regular business plan, an E2 visa business plan must also include specific information that meets USCIS requirements. This includes providing evidence of the proposed investment, demonstrating that the applicant has sufficient funds to invest and operate the business, and showing that the business will generate enough income to support the applicant and their dependents.

It is essential to tailor the E2 visa business plan to meet USCIS requirements, as failure to do so can result in the application being denied . An experienced consultant can help ensure that the business plan meets all the necessary criteria and stands the best chance of success. 

What should be included in an E2 visa business plan?

The Key Elements

An E2 visa business plan should include several key elements to demonstrate the potential success and viability of the proposed business venture. These elements include:

Executive Summary  – A brief overview of the business plan, highlighting key elements of the proposed venture.

Company Description  – An overview of the proposed business, including its business model, legal structure, management team, and location.

Market Analysis  – An analysis of the growth and projection of the industry and market in which the business will operate, including target customers, competitors, SWOT analysis, and market trends.

Products and Services  – A detailed description of the products or services the business will offer and how they will meet the needs of the target market.

Marketing and Sales Strategy  – A plan for reaching and attracting customers, including pricing strategy, advertising, promotions, and sales channels.

Management and Organization  – An overview of the business’s management structure, including roles, responsibilities of key personnel, current hire, and future hire plan.

Financial Projections  – A detailed analysis of the financial viability of the proposed business, including income statements, balance sheets, cash flow statements, revenue forecast, break-even analysis, and income projection.

Investment Summary  – A summary of the proposed investment and the funding sources, including the applicant’s personal funds and potential loans or investments. Ensure also to include proof of fund source, such as bank account.

It is essential to provide evidence and data to support each element of the E2 visa business plan to demonstrate the potential success and viability of the proposed business to USCIS. This will help ensure the application is approved and the applicant can begin their business venture in the United States . 

We Create A Personalized Business Plan According To Your Business Need, Goal, & E2 Application.

Defining business goals for an e2 visa business plan , importance of setting clear and achievable business goals.

Defining business goals is a critical component of an E2 visa business plan. It is important to demonstrate to USCIS that the business has clear objectives and a plan for achieving them. When defining business goals, it is essential to consider both short-term and long-term goals.

Short-term goals are goals that can be achieved within a year or less. These goals are typically focused on immediate business needs, such as increasing revenue or reducing costs. Long-term goals, on the other hand, are goals that take more than a year to achieve. These goals are typically focused on growth and expansion, such as opening new locations or expanding product lines.

To define business goals, it is essential to have a clear understanding of the business’s mission and vision. Business goals should be specific, measurable, achievable, relevant, and time-bound. This means they should be clearly defined, quantifiable, realistic, aligned with the business’s overall strategy, and have a timeline for completion.

Setting clear and achievable business goals is essential to the success of an E2 visa business plan. It demonstrates to USCIS that the business has a clear direction and plan for growth and expansion.

How to create financial projections that meet the USCIS requirements?

The Importance Of Having Realistic And Accurate Financial Projections

Creating realistic and accurate financial projections is a crucial element of an E2 visa business plan. The financial projections must demonstrate the potential profitability and success of the proposed business to USCIS. The financial projections should include the following key elements:

Income Statement  – This statement outlines the projected revenues, costs, and expenses of the business over a specified period, usually three to five years.

Balance Sheet  – This statement shows the financial position of the business, including assets, liabilities, and equity.

Cash Flow Statement  – This statement outlines the projected inflows and outflows of cash for the business, including operating activities, investing activities, and financing activities.

It is important to ensure that the financial projections are based on realistic assumptions and accurate data. This means researching the market and industry trends, as well as the costs of running a business in the proposed location. It is also important to include any potential risks or challenges that may impact the financial projections, such as competition, changes in the market, or unexpected expenses.

Having realistic and accurate financial projections is critical to the success of the E2 visa application. USCIS will review the financial projections to determine the viability of the proposed business venture and the applicant’s ability to support themselves and their dependents. An experienced consultant can help ensure that the financial projections meet USCIS requirements and stand the best chance of success.

Gathering Data For An E2 Visa Business Plan

Hiring and expansion guidelines for an e2 visa business plan.

To create a strong E2 visa business plan, it is essential to gather and present accurate data to demonstrate the viability of the proposed business. The following are some key types of data that should be included in an E2 visa business plan:

Market Research  – This includes data on the target market, customer demographics, competitors, and industry trends. This data is important to demonstrate that the proposed business has a viable market and that the applicant has a strong understanding of the industry.

Financial Data  – This includes data on the costs of running the business, such as rent, utilities, salaries, and other expenses. This data is important to demonstrate that the proposed business is financially feasible and that the applicant has a clear understanding of the financial requirements of running the business.

Legal and Regulatory Information  – This includes data on the legal and regulatory requirements for the proposed business, such as licenses, permits, and zoning regulations. This data is important to demonstrate that the applicant has a clear understanding of the legal and regulatory requirements for the proposed business.

To gather the necessary data, it is important to conduct thorough research using reliable sources. This includes conducting online research, consulting industry associations, and speaking with experts in the field. It is also important to gather financial data from reliable sources, such as financial statements, tax returns, and bank statements.

When presenting the data in the E2 visa business plan, it is important to ensure that it is accurate, up-to-date, and presented in a clear and concise manner. Any assumptions or estimates should be clearly stated, and any sources used should be cited.

In addition to demonstrating the viability of the proposed business, an E2 visa business plan should also include hiring and expansion guidelines that demonstrate the potential for growth and success. The following are some key guidelines to consider:

Hiring Guidelines  – The E2 visa business plan should outline the expected hiring timeline, including the number of employees to be hired and their job roles. The hiring plan should be realistic and based on the needs of the business. It should also take into account the labor market conditions and any applicable labor laws and regulations.

Expansion Guidelines  – The E2 visa business plan should also outline the expected timeline for business expansion, including the location and size of the new operation. The expansion plan should be based on market research and financial projections and should demonstrate the potential for growth and profitability. It should also take into account any applicable zoning and regulatory requirements.

When outlining the hiring and expansion guidelines, it is important to follow a rule of thumb for hiring and expansion in an E2 visa business plan. This generally means that the business should aim for steady and sustainable growth rather than rapid expansion. A growth rate of 15-20% per year is considered reasonable for most businesses, although this may vary depending on the industry and market conditions.

Demonstrating the potential for growth and expansion is important to USCIS, as it shows that the business has a clear path to success and can contribute to the U.S. economy. An experienced consultant can help develop a hiring and expansion plan that meets USCIS requirements and maximizes the chances of success. 

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An E2 visa business plan is a crucial component of a successful E2 visa application. It is important to understand the key elements of an E2 visa business plan, including financial projections, hiring and expansion guidelines, and data-gathering requirements. Applicants can increase their chances of success by tailoring the plan to meet USCIS requirements and including realistic and accurate information.

It is, therefore, essential to work with experienced consultants who can help develop a comprehensive and compelling plan. If you are seeking to apply for an E2 visa, our company E2VisaFranchises.com offers expert consulting services to help you find the best franchise and develop a well-prepared E2 visa business plan. Contact us today to learn more and take the first step toward a successful E2 visa application.

Frequently Asked Questions

An E2 visa business plan is a document that outlines the proposed business venture for an investor seeking an E2 visa. It must meet the USCIS requirements and demonstrate the viability of the business.

An E2 visa business plan is similar to a regular business plan, but it must also meet specific requirements set by USCIS. It must demonstrate the potential for growth and job creation, among other things.

An E2 visa business plan should include key elements such as a business description, market analysis, marketing and sales strategies, management structure, financial projections, and hiring and expansion guidelines.

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Home » Visa Business Plans

How to Write a Winning Business Plan for E2 Visa Program

Are you applying for E2 visa? If YES, here is a sample template on how to write a winning business plan for E2 visa program that is immigration compliant.

What is an E2 Visa?

An E-2 Investor Visa is one that allows an individual to enter and work inside of the United States based on an investment he or she will be controlling while inside the United States. The E2 visa is usually valid for three months to five years and can be extended indefinitely if the holder wishes.

International investors seeking to migrate to the US with the goal of starting their own business may qualify for the E-2 visa. For the investor in question to qualify, he or she needs to come from a treaty country and he has to commit a ‘substantial’ amount of capital towards the business.

This essentially means that the business must have something substantial on ground before the E-2 visa is granted, and since substantial is not defined by the USCIS, in theory there is no minimum. This requirement allows the USCIS or Department of State to grant visas to those investors that are serious about their intentions and are really making a transition.

To demonstrate that all the requirements of the E-2 visa have been fulfilled, US embassies and the USCIS rely heavily on the business plan. They want you to document all your achievements as regards the business.

For most applications, a business plan is required to illustrate key aspects of the E-2 company, including what the business is going to do, how it is going to do it, and when it will accomplish its goals. While developing a business plan may seem like an intimidating idea for most people, it is a crucial step to assembling a strong E-2 application.

Also, a business plan is the best method for cultivating your business idea and developing a deep understanding of what your business is and how it will grow. E-2 visas are often granted or denied based on the quality of your business plan, as many reviewing officers (and especially USCIS) examine the plan to determine whether your business is viable and whether you are serious about running it.

What your E2 Visa Business Plan Should Show  

E2 visas are only available to citizens of countries with which the US has a treaty of commerce and navigation. Applicants must be citizens of these countries, they are not allowed to be just permanent residents.

An applicant must be able to prove that he/she has invested (or is in the proven process of investing) a substantial amount in a bona fide US business. An applicant must be able to prove that he/she is entering the US for the sole purpose of developing and directing the specific business being written about.

What Constitutes ‘Substantial’ Investment in a US Business?

For an investor to be granted the E2 visa, one of the requirements is that they make substantial investments on their business. Another way of putting it is that the USCIS requires that the investor’s capital must be at risk in a commercial sense. The investor should be able to prove that the capital was invested with the goal of making profit, and that it can be lost (completely or partially) if the investment fails.

But you should know that for an investment to be deemed substantial is usually based on context. However, there are a few general guidelines that can help an investor know know what the USCIS is looking out for. The following guidelines can help you.

• An investment is considered substantial by the USCIS if it can be considered a significant portion of the total cost of purchasing/starting the business in question.
• An investment is substantial if it is large enough to prove the investor’s financial commitment to the success of the business.
• If it is enough to make it likely that the investor will be successful in his development of the business.
• In the case of a startup, an investment must be shown to be enough to start and operate the business.
• Although E2 visa applications have been approved and can be approved for investments of less than $100 000 if all criteria are met, a general guideline is that the E2 investment amount ought to be more than $100,000 to be considered substantial.
• Finally, it must also be shown that the enterprise that is being invested in is actually a business. This requires proof that the business is an entrepreneurial venture that produces goods or services with the express goal of making profit. The business must not be considered marginal – i.e. it must be proven that the company is making more than is needed to support the livelihood of the applicant and his/her family.

It is also possible to prove that, while the company is not currently generating more than this amount, it has a high likelihood of doing so in the future.

How to Write a Winning Business Plan for E2 Visa Program That is Immigration Compliant

1. description of the business and executive summary.

When writing your E2 visa business plan , you have to start off with the description of the business and your executive summary. The executive summary should introduce the company, its key products and/or services, and the target market for the company’s products or services. The details of the company, such as where and when it was founded, should be included here, as well as the highlights of the company’s key projected metrics.

For E-2 purposes, it is important to focus on data points that prove your company will qualify for the visa, such as how much money it makes and how many employees it will hire (the company should make enough to hire at least three to five employees in a five-year period).

The Executive Summary provides the examiner with a snapshot of your company, and if done properly, will emphasize why you and your company qualifies for the E-2 visa. This is an essential part of the plan and it will be the first (and in some cases the only) thing the examiner reviews.

2. Purpose of Developing and Directing the Business

Having done with the executive summary, you should now state the purpose of the business. You must prove to the reviewers that you are entering and staying in the US for the sole purpose of ensuring the success of the enterprise in which you have invested.

This can be proven if the applicant has 50% or more ownership of the venture. Alternatively, an applicant must be able to prove that he/she is responsible for the day-to-day operations of the business. This will have to be proven with reference to his/her managerial position within the company.

3. Market Analysis

An E-2 compliant business plan should contain a detailed market analysis that studies the conditions of the local market in which your company will compete, identify your company’s competitors, and provide an explanation as to why your company will successfully compete in the local market.

As the data cited in the market analysis section often forms the foundation for your financial projections, it is crucial that you thoroughly develop this section, identifying competitors by name, comparing the relative strengths and weaknesses and comparing the products and business models.

This demonstrates to a reviewing officer that you understand the market that you will be competing in, as well as provides an opportunity for you to further develop an understanding for your company and the marketplace in which it will operate. The market analysis section should also contain a detailed analysis on your target market and prospective customers or clients.

The key is providing as much relevant detail as possible. If you have contacts to tap into, or meetings lined up, present them. Perhaps you already have contracts in place, or signed letters of intent, use these also. The more documents you have, the better.

4. Marketing and Personnel Plan

Your business plan should include a comprehensive marketing plan that describes how the company will make itself known to its target market, and how it intends to engage this market to purchase its products and services. The marketing plan can include standard methods of marketing such as print advertisement commercials, as well as online marketing and the use of a website.

The important thing is that each marketing plan should be tailored to your specific business. If your consulting agency does not use ads to get clients, then it is important to describe how your company secures customers (through networking or referrals, for example).

Yet another crucial part of an E-2 compliant business plan is a comprehensive hiring plan for the next five years of the E-2 company’s operations. The E-2 visa requires that the company hire US workers and provides for more than just a living for the treaty investor and his/her family.

The plan should include a description of each position the company intends to employ, how many employees the company intends to hire, and when they intend to hire them. While there is no exact number of how many employees the E-2 company must hire, it is recommended that the company in question hires no fewer than three, and strive to hire at least three by the company’s third year of operation.

The management structure should allow you as the E-2 visa holder to develop and direct the company, with other individuals performing the skilled or unskilled labor demands of the business. You must be able to demonstrate that you will create jobs within your company for resident workers. How many US jobs will result from your enterprise, what roles will they be and when do you expect they will be created? All these questions must be answered.

5. The Financial Plan

Your E2 visa business plan should also contain your company’s financial plan. This financial plan is the business’s projected financial statements as well as an explanation that provides a basis for the assumptions and figures in the statement. A company’s financial statements consist of a balance sheet, the profit and loss statement, and a cash flow statement.

These statements quantify the company’s history (or in this case, the company’s future) in monetary terms. They provide information that can be useful in making a determination regarding the company’s financial health and future, and are the primary means through which financial information is communicated to the reviewing officer.

It is absolutely crucial that the business plan contains a credible financial plan, as the plan’s strength depends on realistic fiscal plan. Again, the key is providing as much detail as possible as to how the financial plan was developed. This helps to strengthen the plan and also helps an examiner to better understand your business.

6. Business strategy

The plan should provide financial projections and elaborate on how the business will achieve sufficient success and profitability to support you (the investor), your dependents and employees, and create new jobs within the duration of the E-2 visa (maximum 5 years).

It’s important to be realistic. If your application is successful, look ahead to the renewal stage (up to 5 years). When you apply to renew, you will be required to present documentation and figures that show business performance for the duration of the visa, with the expectation that you will have achieved these projections.

In the business plan, you will also need to show you have control and possession of your investment funds. This requires documentary evidence of the source of funds, with a clear paper trail, for example, sale of property or assets, savings, employment income. With no threshold or arbitrary minimum amount, the size of your investment must be considered ‘substantial’ in proportion to the total cost of the business project.

7. Operational strategy

The Embassy will want to understand how your business will actually function in the US. There are a multitude of corporate structures permissible for securing the E-2 visa. You will need to decide which you will operate under. The management specifics of the business will also require detail. You will also be required to provide evidence that at least 50 percent of the business is owned by you, being a citizen of a treaty country.

8. Your skills and experience

A further requirement for an E2 visa is that the business in question be related, connected or relevant to the professional experience, skills or qualifications of the E-2 applicant.

The Embassy will be seeking assurance of your credibility and capability, as well as the viability of the enterprise, and questions would arise at the interview if there is a perceived lack of synergy between your capabilities and the company’s line of work.

Developing a good business plan takes a particular expertise and you should hire a qualified professional to develop your plan. This is particularly the case if you are seeking bank financing and/or applying for an immigration petition.

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A Step By Step Guide to Writing Your E-2 Business Plan

Home » A Step By Step Guide to Writing Your E-2 Business Plan

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The US has a special type of visa known as E-2 visa, which allows a foreign national of a treaty country to be admitted and do business in the US. The primary purpose of the visa is to stimulate the US economy by encouraging more investments that would create jobs and hire US workers.

There are a number of rules that govern an E-2 visa application. To qualify for one, the applicant must be a national of a one of the countries with which the US maintains a trade and navigation treaty; must have invested or in the process of investing a “substantial” amount in a bona fide enterprise in the US; and be only looking to enter the country to develop and direct that enterprise.

Mandatory documents that you will need to bring prior to your visa interview include a valid passport, Nonimmigrant Visa Application (Form DS-160), photograph, Nonimmigrant Treaty Trader/Treaty Investor Application (Form DS-156E), and the application fee payment receipt.

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Do you need a business plan for an E-2 visa application?

A business plan is not an official E-2 visa requirement, but it is highly recommended that you have one prepared as part of the additional documents the embassy or consulate will look for.

According to the US Department of State, you should expect that the consular officer will request additional documentation to determine your eligibility. It stated that it is impossible to determine the exact documentation needed, but business plans are part of the Foreign Affairs Manual 9 FAM 402.9’s document checklist. So you’d do well to have one on hand.

A business plan will help you prove that you have the necessary skills and resources to operate a bona fide business in the US that has a high likelihood of success and the capability to provide jobs to American citizens.

What you should include in your E-2 business plan

The US government offered no mandatory rules in writing an E-2 visa business plan, except that it has to be “thorough” and has “financial projections for next 5 years”. A comprehensive business plan should contain the following key sections:

• Executive Summary
• Company Analysis
• Industry Analysis
• Market Analysis
• Competitive Analysis
• Marketing Plan
• Operations Plan
• Financial Plan

Writing the Executive Summary

The executive summary is the first section that the consular officer will see in your business plan, so it is advisable to make this section exciting, professional, and comprehensive. This section provides the reader with an overview of your business and should contain the highlights of your business plan presented in a concise format.

Your executive summary of an E-2 business plan should be able to let the reader know in a single page what your company does, what separates it from your competitors, who your customers are, how much is your investment, the number and type of jobs you can provide, and the growth prospects of your business.

Writing the Company Analysis

The Company Analysis section provides a more detailed description of your business, including the product or service it provides, and the market opportunity. A thorough Company Analysis should also include the company history, its mission and vision, business model, value proposition, and further plans for expansion.

For E-2-focused business plans, it is highly advisable to include a section detailing how your direct handling of the business in the US will help it maximize revenue and profit potential. In addition, you should also describe your employment plans, particularly the quality and number of jobs you’re planning to offer to the local community.

Market Research

The Industry, Market, and Competitive Analyses are part of the market research section, which is responsible for providing the consular officer with a detailed overview of your market in the US. For an E-2 application, the primary purpose of this section is to prove that your business has the potential to succeed in the US based on industry and market trends and indicators.

In the Industry Analysis section, you’d need to first pinpoint the industry your business belongs in. Afterwards, you should research trends and statistics that can prove that the industry is growing. If your industry has been on a slide in the past few years, you must be able to identify credible signs of a reversal in the near future. 

The Market Analysis section provides a detailed account of the type and size of market your business will serve. A number of free tools are available online, which you can use to do research, such as the Statistical Atlas for the precise number of individuals in a locality and the American FactFinder for the estimated number of businesses in a state.

The Competitive Analysis is performed to provide an overview of your main competition. It also offers you the opportunity to build credibility for yourself by showing your company’s competitive advantage.

Creating the Marketing Plan

Your company’s Marketing Plan should tell the consular officer how you plan on getting US customers to buy your product or service. You should include in this section your main promotional strategy and the advertising and sales tactics that you’re planning to employ to achieve your goals.

Writing Operational Plan

The consular officer will want to know how your business will operate in the US. You’d want to provide in this section a detailed description of your management team, including a list of your professional and advisory support group. You’d also want to include a list of your immediate key hires, which would further drive the point that you’re planning to provide jobs for locals.

Financial Planning

Probably the most important section of an E-2 business plan, the Financial Plan section offers the reader a realistic view of your company’s viability and an estimate of its financial future. Your E-2 visa business plan should contain a detailed financial plan with a five-year profit and loss projection, cash flow projection, projected balance sheet, and breakeven analysis.

Where to find help writing an E-2 visa business plan

Individual writers and companies dedicated to crafting business plans tailored for E-2 visa applications have sprouted all over the world to provide E-2 visa applicants with expert help regarding their business plan requirements. Their rates vary, but expect a standard business plan to cost upwards of $1,500.

Suppose you’re short on cash, we suggest drafting your plan on your own and then commissioning a business plan writer afterwards to polish it for you. Remember to follow the steps we’ve laid out above. 

If you need professional help in writing your E-2 Visa business plan, please don’t hesitate to contact us for a free consultation. We have successfully completed more than 3,000 business plan projects for companies in sundry industries and look forward to working on your business plan project.

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E-2 Visa Business Plan Writing

The E-2 Treaty Investor Visa, more commonly called the E-2 visa, is the visa category most relied upon by individuals that purchase or create a business in the United States.  If you’re planning to relocate to the US to work hands-on in this business, it’s likely you have either received or are seeking E-2 visa approval for you and your family. 

The E-2 Treaty Investor Visa is a non-immigrant, temporary visa for nationals of a country with which the United States maintains a treaty of friendship, commerce, and navigation who desire to go to the United States to develop and direct the operations of an enterprise in which they have invested, or are in the process of investing a substantial amount of capital. 

The fact that you are investing in a start-up business or purchasing an existing business or franchise is not on its own enough evidence to demonstrate that you may qualify for an E-2 Visa.  A crucial part of any application is a comprehensive business plan that clearly provides USCIS all of the information that they need in order to ascertain that your petition meets the criteria for approval for an E-2 visa. 

There are several important criteria by which an E-2 visa application will be assessed.  The most important of these as they relate to your business plan include:

Invest in a Bona Fide Enterprise - The E2 visa requirement is that you invest in a bona fide enterprise. A bona fide enterprise is defined by the immigration authorities as “a real, active commercial or entrepreneurial undertaking which produces services or goods for profit”.  

National of a Treaty Country - The investor must be a national of a treaty country.  Treaty countries currently include:

Argentina, Armenia, Australia, Austria, Bangladesh, Belgium, Bulgaria, Cameroon, Canada, Colombia, Costa Rica, Czech Republic, Democratic Republic of the Congo, Ecuador, Egypt, Ethiopia, Finland, France, Georgia, Germany, Grenada, Honduras, Ireland, Italy, Jamaica, Japan, Kazakhstan, Korea, Kyrgyzstan, Liberia, Luxembourg, Mexico, Moldova, Mongolia, Morocco, Netherlands, Norway, Oman, Pakistan, Panama, Paraguay, Philippines, Poland, Republic of Congo, Romania, Senegal, Slovak Republic, Spain, Sri Lanka, Suriname, Sweden, Switzerland, Thailand, Togo, Trinidad & Tobago, Tunisia, Turkey, Ukraine, United Kingdom, and Yugoslavia.

Investment is "Substantial" - A substantial investment is determined by the proportion of funds being invested compared to the total cost to develop the business to the point of being operational. Therefore, no minimum investment amount is specified in the regulations but the investment must be “at risk” and dedicated to the development and growth of the U.S. enterprise.  More often than not, the majority of the required investment funds have already been invested or otherwise "irrevocably committed" at the time of application.  The percentage of investment that is irrevocably committed to a comparatively low-cost business enterprise must be higher than the percentage of investment in a high-cost enterprise.   

In terms of establishing some kind of minimum investment amount so those considering an E-2 visa can budget accordingly, we have worked with several clients that have invested between $50,000 and $90,000 and been successful in obtaining their E-2 visa. With that said, the larger the investment, the greater the chance of the application being successful.  An investment of $100,000+ will stand a much better chance of being approved for E-2 purposes, all other things being equal, than an investment that is less than $100,000. 

Satisfy the Marginality Requirement  - The investment enterprise cannot be marginal.  A marginal enterprise is one that does not have the present or future capacity to generate more than enough income to provide a minimal living for the treaty investor and his or her family.  A new enterprise might not be considered marginal even if it lacks the current capacity to generate such income.  In such cases, however, the enterprise should have the capacity to generate such income within five years from the date that the treaty investor’s E-2 classification begins.  

The legal Statute does not mention employees but does explicitly state that the E-2 business cannot be set up just to support the investor and family, which in essence means that the E-2 entity must hire U.S. workers.  Showing in the visa application that you will hire or have hired full-time employees (W-2 employees) greatly increases the probability of success of an application, especially since President Trump signed the Buy American and Hire American executive order in April 2017.  

A well-written business plan is the best way to provide USCIS with all of the information that they need in order to ascertain that your E-2 Visa petition meets the criteria for approval.  At Continuous Business Planning, we understand the USCIS’ E2 visa requirements intimately.  Not only have we created dozens of E-2 Visa compliant business plans for clients but we have also completed the process ourselves since key members of our team are E-2 visa holders themselves.  

Trust Continuous Business Planning to provide you with a comprehensive, professionally written E2 Visa Business Plan that helps you to achieve your goal of living and working in the United States.  The business plan we create with you will exceed the USCIS requirements for supporting evidence and will provide you with the insight you need to hit the ground running in your business as you start to live your American dream.    

Don't entrust something so important to a "here today, gone tomorrow" business consultant that you find on Fiverr, Upwork or some other freelancer platform, who most likely disappear as soon as their payment is released from escrow.  The application process can last several months and ultimately the business plan needs to stack up with the visa application.  We will work with you and your lawyers for as long as it proves necessary, continuously updating your business plan as required by you and your immigration attorney right up to the day you receive E-2 visa approval. 

We will even help prepare you for your interview, to which you should expect to be invited 4- 6 weeks after submitting your application and business plan to the US Embassy, if you need it.  In this interview, you will be questioned about the information you have provided about yourself and the business in these documents.  Your business plan will be scrutinized to ascertain the degree of economic benefit your business would bring to the US market and you will need to be comfortable being challenged on the content of the business plan, and explaining how you will grow the business as you have outlined both before and after you arrive in the US. 

Engage the services of Continuous Business Planning and watch us hold your hand from the beginning to the very end of the E-2 visa application process.  Nobody works harder for your visa success!  For a free, no-obligation initial consultation, contact us today .       

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E2 visa business plan (what to include).

• September 21, 2023

Get Your E-2 Visa Business Plan Right

If you’re planning to move to the US to start a business, it’s likely you’re looking at the  E-2 visa. As well as meeting the many eligibility requirements of the E2 visa,  you will be required as part of your application to submit an E2 visa business plan.

A poorly formatted business plan can result in delayed processing, if more information is requested by the adjudicator, or even a refused application if the adjudicator concludes from the business plan that the visa requirements are not met. As such, the business plan is a critical document in establishing eligibility for the E2 visa.

What is the E2 visa business plan?

The E2 visa business plan is a document produced specifically to support your application for an E2 Treaty Investor visa for the USA. The E2 visa carries many requirements in relation to the E2 visa applicant and the E2 company, and the business plan should be used to evidence compliance with the visa criteria.

4- 6 weeks after submitting your application and business plan to the US Embassy, you should expect to be invited to attend an interview. During the E2 visa interview , you will be questioned on the information you have provided about yourself and the business. The business plan will be scrutinized to ascertain the degree of economic benefit your business would bring to the US market. You’ll need to be comfortable being challenged on the content of the business plan, and explaining how you will get the business to an operational stage for the point you would arrive in the US.

What should the E2 visa business plan include?

Put simply, the business plan should set out your company goals and projections, it should detail how your E-2 investment is going to be utilized and it should demonstrate that the level of investment is sufficient to make the business operational and to allow you to meet your growth projections. You will also need to outline the projected economic benefits the company will contribute in the US.

The contents of the business plan will largely depend on the nature of your business, the level of investment being made and the strategies you intend to adopt to make the business viable. Taking professional advice will help to ensure you are providing the adjudicator with the relevant information.

While there isn’t a single winning formula or a prescribed format for the E-2 business case, we know from our years of experience in managing E2 visa applications the key information that can help the visa adjudicator understand how your plans and projections meet the visa requirements. A successful E2 visa business plan would typically cover information about:

• The company – whether it is an established or new business, what its activities will be, its projected economic benefits and the strategies to develop the business
• The investment – proving it is both ‘substantial’ and with legitimate source of funds
• The applicant – evidencing your suitability to direct and develop the business

1. About the E2 company

The plan will need to state whether the E2 company is an established enterprise or a new venture. In either case, you will need prove it is bona fide and legitimate. The business must be an active, profit-making, entrepreneurial undertaking, such as producing goods or delivering services. For example, buying land or property in the US may not in itself qualify for the E2 visa if being used for passive income; there would typically need to be some property management activity requiring you to manage operations on a day-to-day basis,

Importantly, you will also need to provide indication of the number of jobs you intend to create within your company for US resident workers, and any other relevant economic benefits you would bring to the US market.

Consider including the following sections within the business plan:

Financial strategy

The plan should provide financial projections and elaborate on how the business will achieve sufficient success and profitability to support you (the investor), your dependents and employees, and create new jobs within the duration of the E-2 visa (maximum 5 years).

It’s important to be realistic. If your application is successful, look ahead to the renewal stage (up to 5 years). When you apply to renew, you will be required to present documentation and figures that show business performance for the duration of the visa, with the expectation that you will have achieved these projections.

In the business plan, you will also need to show you have control and possession of your investment funds. This requires documentary evidence of the source of funds, with a clear paper trail, for example, sale of property or assets, savings, employment income.

With no threshold or arbitrary minimum amount, the size of your investment must be considered ‘substantial’ in proportion to the total cost of the business project. We explain in more detail here about the E-2 investment amount, but put simply – it is a relative test with no defined minimum threshold. It will be for you to make your case and explain why your investment amount qualifies as ‘substantial’ relative to your enterprise and its specific needs.

There must also be an at-risk element to the investment, which again you will need to detail within the plan of investments to date in the business (lease, set up costs etc) and to prove that the business will be operational from day 1 of you arriving in the US.

Operational strategy

The Embassy will want to understand how your business will actually function in the US.

There are a multitude of corporate structures permissible for securing the E-2 visa. You will need to decide which you will operate under.

The management specifics of the business will also require detail. The E-2 visa holder is authorized on the basis of directing and developing the business – what does this mean in practical terms given your corporate structure and personnel strategy?

You will also be required to evidence that at least 50 percent of the business is owned by you, being a citizen of a treaty country .

Personnel strategy

The management structure should allow you as the E-2 visa holder to develop and direct the company, with other individuals performing the skilled or unskilled labor demands of the business.

You must be able to demonstrate that you will create jobs within your company for resident workers. How many US jobs will result from your enterprise, what roles will they be and when do you expect they will be created?

Interestingly, the E-2 visa also allows the business to petition for other foreign employees with the same nationality as the treaty employer. By leveraging this advantage the enterprise could petition for executives, supervisors, or other essential employees with special qualifications.

Marketing strategy

How will you approach marketing within the US? Document your plans including budget and personnel requirements for marketing activity.

Do you have contacts to tap into, or meetings lined up? Perhaps you already have contracts in place, or signed letters of intent? Clearly, the more solid these lines of activity, the better for your case.

2. About the E2 investment

You have to be clear on the level of investment made in the E2 company and why this level is appropriate and compliant with the visa conditions of being “substantial” and “not marginal”.

The investment sum must be shown to be reserved and available for use by the E2 company, and the source of funds will also need to be given to prove it has been lawfully obtained.

3. About the E2 applicant

You will need to show that your role within the business is to direct and develop, whether as an established or existing enterprise, and that you own at least 50% of the company. The investment sum must be in your possession and have been legitimately obtained. You must also be able to show that the investment carries financial risk personally for you.

You will need to prove your intention to live in the US while you carry out these activities and to leave the US when your visa expires (although you may apply to extend the visa).

A further requirement is that the nature of the business is, in some logical sense, related, connected or relevant to the professional experience, skills or qualifications of the E-2 applicant, ie that you have the ability to successfully direct the company.

The Embassy will be seeking assurance of your credibility and capability, as well as the viability of the enterprise, and are likely to question at interview where there is a perceived lack of synergy between your capabilities and the company’s line of work.

Need assistance with your E-2 visa business plan?

The business plan is a challenging part of the E-2 visa application process, but critical to get right. Remember, planning for growth will be central to your E2 visa business plan. Typically, the Embassy is looking for steady enterprises achieving growth, and you need to be able to demonstrate how your business meet this. There’s also the risk of including too much information – aim for thorough but succinct!

You will also need to ensure you follow any instructions from the E visa unit that is processing your application, as many have specific formatting requirements for business plans. We can advise on such requirements.

NNU Immigration are US attorneys with specialist expertise in the E-2 visa , helping entrepreneurs, business owners and investors realise their ambitions for growth in the US.

If you have a question about an E-2 visa application, including the E-2 visa business plan, contact NNU Immigration and speak with one of our attorneys.

E2 visa business plan FAQs

How much investment is needed for e2 business visa.

There is no set threshold or investment amount for the E2 business visa, however, the requirements are that the investment is “substantial”, which will be assesed taking into account the nature of the business activity, its industry and other factors deemed relevant.

What is an E2 compliant business plan?

The E2 business plan should show how your E-2 investment is going to be utilized, with insight into areas such as the business’ financial, personnel and marketing strategies.

Can I work for another company on an E2 visa?

E2 visa holders are only permitted to work for the E2 company.

What are the disadvantages of E2 visa?

The main disadvantage of the E2 visa is that it does not lead to a Green Card or permanent settlement in the US, although there are no restrictions on the number of times the visa can be extended, provided the visa holder remains eligible.

This article does not constitute direct legal advice and is for informational purposes only.

• Last updated September 21, 2023

By Nita Nicole Upadhye

Nita Nicole Upadhye is the Founder & Principal Attorney at NNU Immigration. A recognized leader in the field of US business immigration law, Nita successfully acts for corporations and professionals, entrepreneurs, artists, actors, and athletes from across the globe, providing expert guidance on all aspects of US visa and nationality applications, and talent mobility to the USA.

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Everything You Need to Know About Creating an E2 Visa Business Plan

Interested in an immigration business plan.

If you’re planning to relocate to the United States to operate or start a new business, you’re most likely looking at the E-2 treaty investor visa. The E-2 visa is a non-immigrant visa issued to people from treaty nations who have invested or are actively planning to invest a substantial amount of money in a United States business.

The term “substantial amount” is quite unclear and might imply any quantity because no exact minimum has been defined. However, at E-2VisaWorld , we recommend a financial investment of at least $80,000. The E-2 treaty investor visa is generally valid for 3 months to 5 years and can be extended for an indefinite amount of time if the holder desires.

We Specialize in E2 Visa Business Plans

In addition to fulfilling the many eligibility requirements, obtaining an E2 visa requires thoroughly laying out all relevant details about you and your business to the U.S. immigration officials in a simple, easy-to-follow business plan.

To demonstrate that all the E2 visa requirements have been fulfilled, your business plan needs to clearly highlight your qualifications and supply strong financial forecasts . While this might sound complicated, having an expert’s assistance can make all the difference in turning your visa application process into a visa.

At E-2VisaWorld, we have helped individuals from around the world craft comprehensive immigration business plans and applications that highlight their strengths. Here, our experts guide you through everything you need to know about E2 Visa business plans to help you get started.

Why You Need an E2 Visa Business Plan

It’s probably no surprise that your company requires a business plan. As an E2 visa candidate, however, your business plan covers a range of unique needs.

Because the purpose of this plan is to encourage USCIS to approve your business enterprise and to ensure that it meets the requirements for job creation, it isn’t being written for business partners or investors, but instead for the immigration authorities who will review your visa application.

When creating E2 visa business plans , you’ll need to include much of the same content as standard business plans. But you will want to further elaborate on your investment, source of capital, and ability to establish and direct the business. An immigration business plan also requires more background details on you as the candidate in addition to the executive summary and business details that standard business plans set out.

How Should E2 Visa Business Plans Be Written?

Additionally, due to the fact that E2 visa business plans are written explicitly for USCIS , its language and tone should follow both immigration laws and legal business guidelines. The immigration authorities who review your application might not have the same business background as typical readers of business plans, so it’s important to ensure that it is written in clear and straightforward English without any grammar or spelling mistakes.

Because a business plan for immigration has unique needs and is essential to a successful application, having specialized legal assistance is vital to beginning your journey of entrepreneurship in the United States. At E-2VisaWorld , we put the candidate’s interests first and work tirelessly to help them build an application and business plan that will present them as a successful and capable business professional.

What to Include in an E2 Business Plan

To be successful, E-2 business plans should show that candidates have the requisite abilities, skills, background, experience, and resources to effectively begin and grow businesses that offer bona fide products or services and will leverage American employees.

Your E-2 visa business plan will likely be at least 15 pages in length and consist of helpful charts, tables, graphs, and images that will assist in offering the immigration official who reviews your application a thorough understanding of business.

Elements of an E-2 Business Plan

At a minimum, E2 visa business plans should consist of the following:

• An executive summary and business description introducing the company, its products and/or services, and a general overview of why you and your business venture qualify for the E2 visa
• A description of your intended purpose of developing and directing the enterprise, including details that prove that you are entering the United States for the sole purpose of running the business, that you own at least 50% of the business, and that you are responsible for the day-to-day operations of the business
• A target market analysis with information on its conditions, competitors, and an explanation of why your business will succeed in this market
• A comprehensive marketing strategy describing how the business will gain acknowledgment in its target market and how it intends to engage with this market
• A detailed hiring plan for the next 5 years of the company’s operations, including a description of each position they intend to hire and how many employees they intend to hire, that proves that the business will create new jobs for local residents
• A discussion on finances with a 3-5 year financial projection, including a balance sheet, a cash flow statement, and a profit and loss statement, as well as an explanation for the figures and assumptions in these statements
• A section proving that you have possession and control of your investment funds, accompanied by evidence of the source of funds with a clear paper trail and proof that the investment is “substantial” under E-2 investor visa guidelines
• An operational strategy section explaining the company’s organization and management, as well as a description of your skills and experience as the E2 visa applicant and how they relate to the business to ensure its viability

In order to fully, accurately, and effectively capture the above elements, consulting a professional with specialized knowledge is essential. Whether you’re obtaining an E-2 visa by purchasing a franchise or starting an entirely new business from the ground up, we can help. At E-2VisaWorld, our team of experts consists of professionals with backgrounds in both business and immigration and substantial experience managing complex matters from a diverse client base and dozens of industries. Get started by filling out our E-2 eligibility survey today.

How Can Samples of E2 Visa Business Plans Help?

While the above requirements for E2 business plans offer a great starting point when beginning your E2 visa journey, seeing them in action is even better. One of the simplest ways to do this is to take a look at samples of E2 visa business plans, which will help you determine whether the E-2 route is right for you and give you a good idea of the format your business plan will need to follow.

Where to Find an E2 Business Plan Sample

Numerous E2 visa business plans can be found online. These can be great resources for understanding what to expect when creating your business plan. However, it’s best not to rely on them in an attempt to do it yourself.

Your business plan will need to be completely customized based on your business’ specific circumstances . This requires the guidance of a professional who knows exactly what USCIS wants to see. As such, we recommend using business plan samples as a reference point and seeking the services of our attorneys for specialized assistance.

Our Experts Can Help With Your Business Plan for E2 Visa

In our experience, the preparation of a strong, comprehensive business plan that shows how your enterprise satisfies the requirements of the E-2 visa program is vital. Because of that, our business immigration attorneys use their extensive skills, resources, and experience to prepare immigration business plans that satisfy the approval of the toughest immigration and consular officers. Contact the experts at E-2VisaWorld today to schedule a free consultation and begin bringing your international entrepreneurship dreams to life. 

E2 Visa Business Plan

For foreign entrepreneurs seeking to establish a business in the United States, the E2 visa presents an attractive opportunity to invest in and manage a business venture. Central to the E2 visa application process is the submission of a robust and well-structured business plan that effectively demonstrates the viability, sustainability, and growth potential of the proposed business. A carefully crafted E2 visa business plan not only serves as a crucial document for obtaining the visa but also acts as a strategic roadmap for guiding the entrepreneurial journey in a new market.

How to Create an ES Visa Business Plan

Here’s a comprehensive guide to creating an impactful E2 visa business plan:

1. Comprehensive Market Analysis: Conduct an in-depth analysis of the target market, including market trends, consumer demographics, competitive landscape, and growth projections. Highlight the market demand for your products or services and showcase a clear understanding of the market dynamics and potential challenges.

2. Detailed Business Description and Model: Provide a detailed overview of your business, outlining its legal structure, products or services, operational processes, and value proposition. Define your business goals and objectives, and articulate a comprehensive business model that outlines revenue streams, pricing strategies, and projected profit margins.

3. Investment Structure and Financial Projections: Present a detailed investment plan that outlines the capital requirements, initial investment structure, and breakdown of how the investment funds will be utilized. Develop comprehensive financial projections, including income statements, cash flow analysis, and balance sheets, to demonstrate the financial sustainability and growth potential of the business.

4. Management Team and Organizational Structure: Showcase the expertise and experience of the management team, highlighting key members’ roles and responsibilities. Define the organizational structure of the business, emphasizing the delegation of tasks and the strategic allocation of resources to ensure operational efficiency and effective management.

5. Marketing and Sales Strategies: Outline a robust marketing and sales plan that encompasses targeted marketing initiatives, customer acquisition strategies, and branding efforts. Highlight the use of digital marketing tools, social media engagement, and strategic partnerships to maximize market penetration and foster customer engagement and retention.

6. Risk Assessment and Mitigation Strategies: Identify potential risks and challenges that may impact the business’s operations, and develop comprehensive risk mitigation strategies that demonstrate your ability to proactively address and navigate potential obstacles. Showcase contingency plans and adaptive measures to ensure the sustainability and resilience of the business in a dynamic market environment.

7. Compliance with Legal and Regulatory Requirements: Ensure that your business plan demonstrates compliance with all legal and regulatory requirements, including licensing, permits, and industry-specific regulations. Highlight your understanding of the legal framework and your commitment to operating the business in full adherence to the prescribed guidelines and standards.

8. Executive Summary and Conclusion: Summarize the key highlights and overarching vision of the business plan in a concise and compelling executive summary. Emphasize the unique value proposition of the business, its competitive advantage, and the potential economic impact it can generate, reinforcing the viability and sustainability of the proposed business within the U.S. market.

Crafting a comprehensive E2 visa business plan requires meticulous research, strategic planning, and a thorough understanding of the U.S. market landscape and regulatory framework. By following this definitive guide, foreign entrepreneurs can develop a compelling and well-documented business plan that not only fulfills the requirements for the E2 visa application but also serves as a strategic blueprint for establishing and managing a successful business venture in the United States.

Example of an E2 Business Plan

Here is a brief sample of each section of an E2 Business Plan:

Executive Summary: Our company, XYZ Consultancy, aims to establish a management consulting firm in the United States. With a focus on providing innovative solutions to small and medium enterprises, we seek to leverage our expertise in business strategy and operational efficiency to foster growth and sustainability for our clients. Our mission is to become a trusted partner in driving business success through strategic planning and implementation.

Market Analysis: Through comprehensive market research, we have identified a growing demand for specialized consultancy services in the target market. The increasing number of startups and SMEs seeking professional guidance presents a lucrative opportunity for our consultancy firm. With our tailored services and competitive pricing, we aim to capture a significant market share within the first three years of operation.

Business Description and Model: XYZ Consultancy will operate as a limited liability company (LLC) headquartered in [City, State]. Our service portfolio includes strategic planning, market research, operational optimization, and financial analysis. By offering customized consultancy packages tailored to each client’s unique requirements, we aim to deliver sustainable and tangible business outcomes that drive profitability and long-term success.

Investment Structure and Financial Projections: We plan to invest $150,000 in the initial setup, encompassing office space, technology infrastructure, and human resources. With an anticipated growth rate of 20% annually, we project a revenue of $500,000 in the first year, with a gradual increase to $1 million by the third year. Our detailed financial projections indicate a positive cash flow and a steady increase in profitability, ensuring the sustainability and expansion of our consultancy firm.

Management Team and Organizational Structure: The XYZ Consultancy management team consists of seasoned professionals with extensive experience in business consulting and project management. Each member brings unique expertise in areas such as strategic planning, marketing, finance, and operations. Our flat organizational structure fosters effective communication and streamlined decision-making, enabling us to deliver superior consultancy services and personalized client experiences.

Marketing and Sales Strategies: We plan to implement a multi-channel marketing approach, combining digital marketing initiatives, networking events, and strategic partnerships with local business communities and industry associations. Our sales strategy focuses on building long-term relationships with clients, offering value-added services, and delivering measurable results that contribute to their business growth and success.

Risk Assessment and Mitigation Strategies: Recognizing potential challenges such as market competition and economic fluctuations, we have developed comprehensive risk mitigation strategies. These include diversifying our service offerings, maintaining strong client relationships, and continuously monitoring market trends and industry developments. Our adaptive approach and proactive risk management will ensure the resilience and sustainability of our consultancy firm.

Compliance with Legal and Regulatory Requirements: We are committed to operating in full compliance with all legal and regulatory requirements governing consultancy services in the United States. We have secured all necessary licenses and permits, and our business operations adhere to the industry standards and guidelines prescribed by relevant regulatory authorities.

This E2 business plan for XYZ Consultancy outlines our commitment to excellence, innovation, and client-centric consultancy services, emphasizing our vision to become a leading management consultancy firm that drives sustainable growth and success for businesses across diverse industries.

Buffalo: (716) 970-4007  |  Toronto: (866) 697-1832

Buffalo: (716) 970-4007  |  Toronto: (866) 697-1832

L-1 & E-2 Visas: The Need of a Immigration Business Plan

When navigating the complexities of L-1 and E-2 visa applications, a tailored immigration business plan is not just beneficial—it’s essential. Such a plan goes beyond the scope of traditional business plans by focusing on specific visa requirements and demonstrating your venture’s potential contribution to the U.S. economy. Below, we go into each critical component of a successful immigration business plan, offering insights and guidance to bolster your application.

1. Comprehensive Business Overview

Objective: This section aims to introduce your business to immigration officials comprehensively and concisely. It should lay out the foundation of your business, explaining what it does, its target market, and its unique value proposition.

Details to Include:

• Nature of the Business: Explain whether it’s a service, manufacturing, or product-oriented venture and the industry it operates within.
• Business Goals and Objectives: Outline what your business aims to achieve in the short and long term.
• Unique Selling Proposition: Highlight what sets your business apart from competitors in the same market.

2. Detailed Proof of Investment

Objective: To demonstrate your financial commitment and the viability of your business through a detailed financial plan.

• Capital Investment: Provide specifics on the amount of capital invested in the business and the sources of this capital.
• Operational Costs: Break down the operational expenses, including rent, payroll, utilities, and marketing.
• Financial Projections: A five-year financial forecast showing projected revenue, expenses, and profitability.

3. Compliance with Business Requirements

Objective: Showcase your business’s adherence to all relevant U.S. laws, regulations, and standards.

• Licenses and Permits: List all the necessary operational licenses and permits you have acquired or are acquiring.
• Regulatory Compliance: Explain how your business complies with relevant local, state, and federal regulations, including environmental, health, and safety standards.

4. Job Creation and Employment Outlook

Objective: Illustrate your business’s potential to contribute positively to the U.S. labor market.

• Organizational Structure: Present an organizational chart detailing current and future positions.
• Hiring Timeline: Offer a timeline for new hires, including the types of positions and the expected impact on business growth.
• Job Descriptions: Provide detailed descriptions for each role, emphasizing the qualifications and responsibilities.

5. Establishment of Physical Premises

Objective: Demonstrate the suitability of your U.S. business premises for operational needs.

• Location Details: Describe the location of your business, including advantages related to logistics, market access, or clientele.
• Lease or Purchase Agreements: Present evidence of ownership or lease agreements for the property.
• Facility Readiness: Discuss any modifications or preparations to ensure the facility meets your business needs.

6. In-depth Market Analysis and Strategy

Objective: To affirm your business’s viability and competitive edge within the U.S. market.

• Market Analysis: Conduct a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats) to evaluate market conditions, competition, and potential challenges.
• Marketing Strategy: Outline your approach to capturing your target market, including digital marketing, advertising, and sales strategies.
• Long-term Sustainability: Discuss how your business plans to adapt and grow over time, ensuring long-term success.

7. Demonstrating Ability to Develop and Direct

Objective: Prove your capability to lead and grow your business effectively.

• Background and Experience: Detail your educational background, relevant work experience, and any entrepreneurial ventures, highlighting how these contribute to your ability to manage the business.
• Leadership Qualities: Share examples of leadership experience, problem-solving skills, and any recognitions or awards.
• Vision for the Business: Convey your strategic vision for growth and how you plan to achieve it.

A detailed and well-structured immigration business plan is pivotal to your L-1 or E-2 visa application. It demonstrates your commitment and capability to operate a successful business in the U.S. and how your venture will positively impact the economy. By thoroughly addressing each of these components, your business plan will stand as a robust testament to the viability and value of your business proposition, significantly enhancing the likelihood of visa approval. We recommend working with a professional business plan writer with specific expertise in immigration business plans.

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Each year we work with 1500+ clients that trust in our immigration services. We have a team of 30+ skilled specialists that can create custom-tailored business plans for you, making you one step closer to getting approved.

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An E2 visa business plan must address the E2 visa requirements

• Sylvain Perret
• November 22, 2023

E2 Business Plan

• This Article Was Updated On December 13, 2023 @ 4:55 am

An E2 visa business plan is essential for foreign investors who wish to apply for an E2 visa, as it serves as a roadmap for their investment venture in the United States. To ensure approval and meet the strict guidelines set by the U.S. Citizenship and Immigration Services (USCIS), it is crucial for the business plan to address the E2 visa requirements in a comprehensive and detailed manner.

A business plan for an E2 visa application must provide evidence that the venture meets all economic requirements of the visa within a 5-year timeframe. While lawyers ensure legal qualifications are satisfied, the business plan must provide financial and operational details proving economic sustainability.

The United States Department of State outlines E2 criteria in the Foreign Affairs Manual.

Understanding the Basics of an E2 Visa Business Plan

Before diving into the specific requirements, it is important to have a solid understanding of what an E2 visa business plan entails. Unlike a traditional business plan, an E2 visa business plan should focus on describing how the applicant’s investment will meet the required criteria and contribute to the U.S. economy. The plan should include detailed information about the enterprise, the investment amount, and the applicant’s role in managing and developing the business.

When crafting an E2 visa business plan, it is crucial to provide a comprehensive overview of the enterprise. This includes outlining the nature of the business, its products or services, and its target market. By delving into the specifics of the enterprise, the plan demonstrates a thorough understanding of the industry and market dynamics.

Furthermore, the plan should clearly showcase the long-term viability and potential for growth of the enterprise, emphasizing its ability to generate jobs and positively impact the local community. This can be achieved by highlighting the market demand for the products or services offered, as well as any unique competitive advantages the business possesses.

In addition to describing the enterprise, the E2 visa business plan should outline the investment amount and how it will be utilized. This includes detailing the initial capital investment, as well as any ongoing operational expenses. By providing a breakdown of the investment, the plan demonstrates financial acumen and a realistic understanding of the costs involved in establishing and running the business.

Moreover, the plan should clearly define the applicant’s role in managing and developing the business. This includes outlining the applicant’s qualifications, relevant experience, and responsibilities within the enterprise. By showcasing the applicant’s expertise and commitment to the success of the business, the plan instills confidence in the adjudicating officer that the applicant is well-equipped to navigate the challenges of running a business in the U.S.

While the E2 visa business plan should focus on the specifics of the enterprise, it is also important to provide a broader context. This can be achieved by discussing the economic landscape of the target location, including any relevant industry trends or market opportunities. By demonstrating an understanding of the local business environment, the plan further reinforces the potential for success and contribution to the U.S. economy.

Lastly, the plan should outline a realistic timeline for revenue generation and the expected return on investment. This includes projecting the financial performance of the business over a specified period, taking into account factors such as market growth, competition, and operational costs. By providing a clear timeline and financial projections, the plan demonstrates a strategic approach to business development and a commitment to achieving profitability.

Requirement 1: Applicant has invested or is actively in the process of investing

The first requirement for an E2 visa is that the applicant must have already invested or be actively in the process of investing a substantial amount of capital in the U.S. enterprise. The business plan should outline the details of the investment, including the source of funds, the investment amount, and how the funds will be utilized to set up or expand the business.

Additionally, the plan should provide evidence of the applicant’s commitment to the investment, such as contracts, lease agreements, or purchase orders for equipment or property required for the business.

Requirement 2: Enterprise is a real and operating commercial enterprise

Another crucial requirement is that the enterprise must be a real and operating commercial entity. The business plan should clearly demonstrate that the enterprise is not a paper entity, but rather an actual business that engages in legitimate commercial activities.

The plan should include information about the nature of the enterprise, its products or services, the target market, and any existing or potential business contracts or partnerships. Providing financial statements, marketing strategies, or client testimonials can further support the claim that the enterprise is actively operating.

Requirement 3: Applicant’s investment is substantial

For an E2 visa approval, the applicant’s investment must be considered substantial. The business plan should provide a detailed breakdown of the investment amount, including the funds already committed and those to be invested in the future.

Besides the capital investment, the plan should also highlight any additional costs associated with establishing or expanding the business, such as equipment purchases, lease agreements, or marketing expenses. The applicant should emphasize the significance of the investment in relation to the overall value of the enterprise and the industry standards.

Requirement 4: Enterprise is more than a marginal one solely for earning a living

It is crucial to demonstrate that the enterprise is not merely a means for the applicant to earn a living, but rather a venture that significantly contributes to the U.S. economy. The business plan should describe the potential growth and scalability of the enterprise, emphasizing its ability to generate employment opportunities and make a substantial economic impact.

Financial projections, competitive analysis, and market research can be useful in showcasing the enterprise’s long-term viability and potential for expansion. The plan should also outline the applicant’s strategic plans for marketing, sales, and business development, illustrating their commitment to developing a thriving and sustainable enterprise.

Requirement 5: Applicant is in a position to “develop and direct” the enterprise

The final requirement for an E2 visa is that the applicant must be in a position to “develop and direct” the enterprise. The business plan should clearly outline the applicant’s role in managing and overseeing the daily operations of the business, highlighting their relevant skills, experience, and qualifications.

Additionally, the plan should include an organizational chart that demonstrates the management structure and the responsibilities of key personnel within the enterprise. Providing resumes, references, or letters of intent from potential employees or partners can further support the applicant’s ability to develop and direct the business effectively.

When preparing an E2 visa business plan, addressing the specific requirements set by the USCIS is crucial for a successful visa application. By thoroughly understanding and efficiently addressing each requirement, foreign investors can enhance their chances of obtaining an E2 visa and pursuing their business endeavors in the United States. A well-crafted and comprehensive business plan not only demonstrates the applicant’s commitment to the investment but also showcases the potential economic benefits that their enterprise can bring to the U.S. market.

E2 Business Broker

Sylvain Perret is a business professional who has been living in the United States since 2010. Along with his wife Daphnee, he has established several businesses in the country, including Integrity International Brokers, an agency based in Orlando where he works as a business broker, real estate broker, business consultant, and business plan writer. Over the years, he has helped numerous clients from around the world achieve success in their projects to create or take over a company in the United States with an E2 visa. He is highly knowledgeable about U.S. immigration issues and is the author of the book "S'expatrier aux USA grâce aux visas d'entrepreneurs" , which is soon to be translated into English. Sylvain is also a Certified Business Intermediary (CBI) by the International Business Brokers Association and is regularly consulted on issues related to this field. At the age of 50, Sylvain chose to enhance his expertise in finance and strategy by pursuing a Master of Business Administration from the University of Central Florida. He successfully graduated in May 2023, adding a valuable finishing touch to his knowledge. He is active on LinkedIn and Twitter, where he shares his insights and experiences with a wider audience.

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Last Updated on December 13, 2023 by Sylvain Perret

The E-2 Visa and Business Plans – What You Need to Know

The E-2 Visa and business plans go hand in hand when it comes to setting up a business in the United States. As an experienced immigration attorney , I have helped countless clients navigate the complexities of obtaining an E-2 Visa, and I am here to share some essential information with you. In this article, I will explain to you how to create a comprehensive E-2 business plan that strengthens your application.

Understanding the E-2 Visa

The E-2 Visa is a non-immigrant visa that allows foreign investors to enter and work in the United States based on an investment they will be controlling. This visa is particularly attractive for entrepreneurs and business owners who wish to start or expand their businesses in the United States.

To qualify for an E-2 Visa, the applicant must be a national of a country that has a treaty of commerce and navigation with the United States. The applicant must also have invested, or be in the process of investing, a substantial amount of capital in a bona fide enterprise in the United States. This means that the investment must be in a real, active, and operating commercial or entrepreneurial venture that produces goods or services.

The E-2 Visa and Business Plans – The Role of Business Plans in E-2 Visa Applications

A well-prepared business plan is a crucial component of a successful E-2 Visa application. The United States Citizenship and Immigration Services (USCIS) and the consular officers reviewing your application will want to see that you have a clear and viable plan for your business in the United States.

Here are three key aspects your business plan should address:

Investment Amount and Source of Funds

Your business plan should clearly outline the amount of capital you are investing in your U.S. business, as well as the source of these funds. It is essential to demonstrate that your investment is substantial and that the funds have been obtained legally. This information will help establish that you are committed to the success of your business and that you have the financial means to make it a reality.

Job Creation and Economic Impact

Another critical factor in your E-2 Visa application is the potential for your business to create jobs for U.S. workers. Your business plan should include projections for job creation, as well as an explanation of how your business will positively impact the local economy. This information will demonstrate that your enterprise is not only viable but also beneficial to the United States.

Management and Control

Finally, your business plan should detail how you will manage and control your U.S. business. This includes outlining your role in the company, your relevant experience, and your plans for the day-to-day operations of the business. This information will help establish your ability to successfully run your enterprise and fulfill the requirements of the E-2 Visa.

The Importance of Professional Assistance

Preparing a comprehensive and persuasive business plan is no small task. It requires extensive research, financial projections, and a deep understanding of your industry and market. Moreover, the business plan must be tailored to the specific requirements of the E-2 Visa application process.

Given the complexities involved, it is highly recommended to seek the assistance of a professional business plan writer or consultant. An experienced professional can help you create a business plan that not only meets the requirements of the E-2 Visa application but also sets the foundation for a successful business in the United States.

Work with Experts to Create a Strong E-2 Visa Application

The E-2 Visa and business plans are closely intertwined, and a well-prepared business plan is essential for a successful E-2 Visa application. Fortunately, you do not have to create your business plan alone. As an experienced immigration attorney, I understand the intricacies of the E-2 Visa application process and the importance of a strong business plan. I have helped countless clients achieve their dream of starting their businesses in the United States, and I can help you too.

If you are considering applying for an E-2 Visa and need guidance on creating a compelling business plan, do not hesitate to reach out to me. Together, we can navigate the complexities of the E-2 Visa process and lay the groundwork for your successful business venture in the United States. Contact me today to discuss your E-2 Visa and business plan needs, and let me put my expertise to work for you. Call me at (305) 921-0976 , email me at [email protected] , or WhatsApp me at +1 (305) 396-8094 today.

Business & Immigration Lawyer to Entrepreneurs, Start-ups, Small Business and Foreign Investors. Romy Jurado grew up with the entrepreneurial dream of becoming an attorney and starting her own business. And today, she is living proof that dreams really do come true. As a founder of Jurado & Associates, P.A., a reputable business, real estate, and immigration law firm, Romy’s practice is centered primarily around domestic and international business transactions – with a strong emphasis on corporate formation, stock and asset sales, contract drafting, and business immigration. In 2011, Romy earned her Juris Doctor degree from the Florida International University College of Law. She is fluent in two languages (English and Spanish) and is the proud author of Starting a Business in the US as a Foreigner, an online entrepreneurial guide. Call 305-921-0976 or email [email protected] for a consultation.

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E-2 Treaty Investors

ALERT: As of Dec. 23, 2022, Section 101 (a)(15)(E) of the Immigration and Nationality Act (INA) was amended to define the eligibility criteria for E visas. See Section 5902 of the James M. Inhofe National Defense Authorization Act for Fiscal Year 2023, Pub. L. 117-263, December 23, 2022, 136 Stat 2395. For all E-1 and E-2 filings received on or after Dec. 23, 2022, USCIS may request additional documentation related to how the applicant obtained treaty country nationality to ensure compliance with the amended language. In addition, for those individuals who obtained treaty country nationality through a financial investment, USCIS may require additional documentation to show that the applicant has been domiciled in the treaty country indicated in the application for a continuous period of at least 3 years at any point before applying for E-1 or E-2 classification. The current text of the statute is as follows:

(E) an alien entitled to enter the United States under and in pursuance of the provisions of a treaty of commerce and navigation between the United States and the foreign state of which the alien is a national, or, in the case of an alien who acquired the relevant nationality through a financial investment and who has not previously been granted status under this subparagraph, the foreign state of which the alien is a national and in which the alien has been domiciled for a continuous period of not less than 3 years at any point before applying for a nonimmigrant visa under this subparagraph, and the spouse and children of any such alien if accompanying or following to join such alien;

The E-2 nonimmigrant classification allows a national of a treaty country (a country with which the United States maintains a treaty of commerce and navigation, or with which the United States maintains a qualifying international agreement, or which has been deemed a qualifying country by legislation) to be admitted to the United States when investing a substantial amount of capital in a U.S. business. Certain employees of such a person or of a qualifying organization may also be eligible for this classification. (For dependent family members, see “Family of E-2 Treaty Investors and Employees” below.)

See  U.S. Department of State's Treaty Countries  for a current list of countries with which the United States maintains a treaty of commerce and navigation.

If the treaty investor is currently in the United States in a lawful nonimmigrant status, they may file Form I-129 to request a change of status to E-2 classification. If the desired employee is currently in the United States in a lawful nonimmigrant status, the qualifying employer may file Form I-129 to request a change of status to E-2 classification on the employee’s behalf.

A request for E-2 classification may not be made on Form I-129 if you are physically outside the United States. Interested parties should refer to the U.S. Department of State website for further information about applying for an E-2 nonimmigrant visa abroad. Upon issuance of a visa, the person may seek admission at a United States port of entry as an E-2 nonimmigrant.

To qualify for E-2 classification, the treaty investor must:

• Be a national of a country with which the United States maintains a treaty of commerce and navigation;
• Have invested, or be actively in the process of investing, a substantial amount of capital in a bona fide enterprise in the United States; and
• Be seeking to enter the United States solely to develop and direct the investment enterprise. This is established by showing at least 50% ownership of the enterprise or possession of operational control through a managerial position or other corporate device.

investment is the treaty investor’s placing of capital, including funds and/or other assets, at risk in the commercial sense with the objective of generating a profit. The capital must be subject to partial or total loss if the investment fails. The treaty investor must show that the funds have not been obtained, directly or indirectly, from criminal activity.  See 8 CFR 214.2(e)(12) for more information.

A substantial amount of capital is:

• Substantial in relationship to the total cost of either purchasing an established enterprise or establishing a new one
• Sufficient to ensure the treaty investor’s financial commitment to the successful operation of the enterprise
• Of a magnitude to support the likelihood that the treaty investor will successfully develop and direct the enterprise. The lower the cost of the enterprise, the higher, proportionately, the investment must be to be considered substantial.

A bona fide enterprise refers to a real, active, and operating commercial or entrepreneurial undertaking which produces services or goods for profit. It must meet applicable legal requirements for doing business within its jurisdiction.

The investment enterprise may not be marginal. A marginal enterprise is one that does not have the present or future capacity to generate more than enough income to provide a minimal living for the treaty investor and his or her family. Depending on the facts, a new enterprise might not be considered marginal even if it lacks the current capacity to generate such income. In such cases, however, the enterprise should have the capacity to generate such income within five years from the date that the treaty investor’s E-2 classification begins. See 8 CFR 214.2(e)(15).

To qualify for E-2 classification, the employee of a treaty investor must:

• Be the same nationality of the principal alien employer (who must have the nationality of the treaty country);
• Meet the definition of “employee” under relevant law; and
• Either be engaging in duties of an executive or supervisory character, or if employed in a lesser capacity, have special qualifications.

If the principal alien employer is not an individual, it must be an enterprise or organization at least 50% owned by persons in the United States who have the nationality of the treaty country. These owners must either: (a) be maintaining nonimmigrant treaty investor status or (b) if the owners are not in the United States, they must be, if they were to seek admission to this country, classifiable as nonimmigrant treaty investors.  See 8 CFR 214.2(e)(3)(ii).

Duties that are of an executive or supervisory character are those which primarily provide the employee ultimate control and responsibility for the enterprise’s overall operation, or a major component of it.  See 8 CFR 214.2(e)(17) for a more complete definition.

Special qualifications are skills and/or aptitudes which make the employee’s services essential to the efficient operation of the treaty enterprise. There are several qualities or circumstances that could, depending on the facts, meet this requirement. These include, but are not limited to:

• The degree of proven expertise in the employee’s area of operations
• Whether others possess the employee’s specific skills
• The salary that the special qualifications can command
• Whether the skills and qualifications are readily available in the United States.

Knowledge of a foreign language and culture does not, by itself, meet this requirement. Note that in some cases a skill that is essential at one point in time may become commonplace, and therefore no longer qualifying, at a later date.  See 8 CFR 214.2(e)(18) for a more complete definition.

Qualified treaty investors and employees will be allowed a maximum initial stay of two years. Requests for extension of stay in, or changes of status to, E-2 classification may be granted in increments of up to two years each. There is no limit to the number of extensions an E-2 nonimmigrant may be granted. All E-2 nonimmigrants, however, must maintain an intention to depart the United States when their status expires or is terminated.

An E-2 nonimmigrant who travels abroad may generally be granted, if determined admissible by a U.S. Customs and Border Patrol Officer, an automatic two-year period of readmission when returning to the United States. 

A treaty investor or employee may only work in the activity for which he or she was approved at the time the classification was granted. An E-2 employee, however, may also work for the treaty organization’s parent company or one of its subsidiaries as long as the:

• Relationship between the organizations is established;
• Subsidiary employment requires executive, supervisory, or essential skills; and
• Terms and conditions of employment have not otherwise changed.

See 8 CFR 214.2(e)(8)(ii) for details.

USCIS must approve any substantive change in the terms or conditions of E-2 status. A “substantive change” is defined as a fundamental change in the employer’s basic characteristics that would affect the alien’s eligibility for E classification, such as, but not limited to:

• Acquisition;
• Sale of the division where the alien is employed; or
• Other event that affects the treaty investor or employee’s previously approved relationship with the treaty enterprise. 

Where there has been such a substantive change, the treaty investor or enterprise, if it wishes to continue to employ the alien in E-2 status, must notify USCIS by filing a new Form I-129 with fee, and may simultaneously request an extension of stay for the treaty investor or affected employee. The Form I-129 must include evidence to show that the treaty investor or affected employee continues to qualify for E-2 classification. An employer who no longer employs an E-2 nonimmigrant is urged to inform USCIS of this upon termination of the E-2 nonimmigrant’s employment.

A treaty investor is not required to file a new Form I-129 to notify USCIS about non-substantive changes. A treaty investor or E-2 employee enterprise may seek advice from USCIS, however, to determine whether a change is considered substantive.  To request advice, the treaty investor or enterprise must file Form I-129 with fee and a complete description of the change.

See 8 CFR 214.2(e)(8) for more information on terms and conditions of E-2 treaty investor status.

A strike or other labor dispute involving a work stoppage at the intended place of employment may affect a Canadian or Mexican treaty investor or employee’s ability to obtain E-2 status. See 8 CFR 214.2(e)(22) for details.

Treaty investors and employees may be accompanied or followed by spouses and unmarried children who are under 21 years of age. Their nationalities need not be the same as the treaty investor or employee. Spouses and children may seek E-2 nonimmigrant classification as dependents and, if approved, generally will be granted the same period of stay as the employee.  If the family members are already in the United States and are seeking changes of status to or extensions of stay in an E-2 dependent classification, they may apply by filing a single Form I-539, Application to Change/Extend Nonimmigrant Status , with fee.

Spouses of E-2 workers in valid E-2 or E-2S status are considered employment authorized incident to status, except for spouses of long-term investors in the Commonwealth of the Northern Mariana Islands (E-2 CNMI Investors) who are required to apply for employment authorization per 8 CFR 274a.12(c)(12).

DHS-issued evidence of such employment authorization, particularly that may be presented to employers for completion of Form I-9, Employment Eligibility Verification, include:

• An unexpired Form I-94 with a notation reflecting E-2S nonimmigrant status. As of Jan. 30, 2022, USCIS and CBP began issuing Form I-94 with a new admission code for certain spouses of E-2 workers: E-2S. An unexpired Form I-94 reflecting this new code is acceptable as evidence of employment authorization under List C of Form I-9.
• An unexpired Form I-94 with a notation reflecting E-2 nonimmigrant status, together with a notice from USCIS regarding the new admission code. USCIS will send E spouses with a Form I-94 issued by USCIS before Jan. 30, 2022, that was notated with E-2 nonimmigrant status and who are employment authorized incident to status, a notice regarding the new admission code that, together with an unexpired Form I-94 reflecting E-2 nonimmigrant status, serves as evidence of employment authorization for such spouses under List C of Form I-9. For more information, see this web alert .
• An unexpired Employment Authorization Document (EAD). E spouses who are employment authorized incident to status are not required to request employment authorization by filing Form I-765, Application for Employment Authorization, but may still file Form I-765, with fee, in order to obtain an Employment Authorization Document (Form I-766 EAD). Form I-766 EAD can be presented to employers as evidence of both identity and employment authorization acceptable under List A of Form I-9. 
• An expired EAD with additional documentation to show the EAD is automatically extended (as discussed below).

Certain E spouses qualify for the automatic extension of their existing Form I-766 EADs if they meet the following conditions:

• They timely filed a renewal Form I-765, Application for Employment Authorization, based on the same E nonimmigrant status; and
• They have an unexpired Form I-94 showing their status as an E-2 or E-2S nonimmigrant.

Normally, DHS regulations provide for an automatic extension period of up to 180 days from the expiration date stated on the EAD. However, DHS has published a temporary final rule  increasing the automatic extension period. Effective May 4, 2022, DHS is temporarily increasing  the automatic extension period and providing up to 360 days of additional automatic extension time, for a total of up to 540 days, to eligible renewal applicants. The automatic EAD extension will therefore continue until whichever comes first:

• The end date on the dependent spouse’s Form I-94 showing valid L-2 or L-2S nonimmigrant status, as applicable;
• The date we approve or deny their application to renew the previous EAD; or
• 540 days from the “Card Expires” date on the front of the previous EAD.

Additional information on the temporary increase of the automatic extension period is available on the Automatic Employment Authorization Document (EAD) Extension  page.

Eligible E spouses may present the following evidence of the automatic EAD extension to employers for Form I-9 purposes:

• Form I-94 indicating the unexpired E-2 or E-2S nonimmigrant status;
• Form I-797C for a timely-filed EAD renewal application (Form I-765) stating “Class requested” as “(a)(17)”; and
• The expired EAD issued under the same category, Category A17.

As discussed above, the E-2 treaty investor or employee may travel abroad and will generally be granted an automatic two-year period of readmission when returning to the United States. Unless the family members are accompanying the E-2 treaty investor or employee at the time the latter seeks readmission to the United States, or the family members separately travel abroad and return to the United States within the new readmission period, the new readmission period will not apply to the family members. To remain lawfully in the United States, family members must carefully note the period of stay they have been granted in E status and apply for an extension of stay before their own validity expires.

• Employment Based Forms

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Get an E2 Visa Business Plan fully compliant with all USCIS requirements from OGScapital

Our approval rate is above 95%.

What is E2 Visa

An E2 visa is a travel permit for entrepreneurs, investors, and sponsors to get residency in America.  They need the permit to begin a business there. To establish a company in America, entrepreneurs must have a comprehensive operational plan to get successful approval.

 As said above, E2 Visa comes in a visa classification for investors who are not immigrants of the USA pursuing to establish a business in America.  E2 visa with solid business plans allows entrepreneurs to invest in any company that is operational in America.  With this visa classification, business owners can begin a new venture in the country.

Why select us?

Full compliance.

Your E2 Visa Business Plan will be prepared in compliance with USCIS requirements. Our team regularly checks for requirement changes and we revise our plans appropriately. This is one of the reasons we can boast a success rate above 95%.

Results-driven business plan

Your document will clearly show that your business idea has growth potential, that your value propositions are supported by the market research, and that your financial forecast and action plan will lead to a fully developed and viable company.

Full Customization

The OGS capital team prepares all documents from scratch using modern design and full-color tables, graphs and pie charts. You will get a fully customized solution with the proper highlights and structure that will increase your chances of visa approval.

Industry knowledge

OGScapital will add our knowledge of best practices to your business—knowledge that is a result of over 5,000 business plans covering 42 industries. This knowledge helps us ensure that each document is industry-specific.

Experienced team

Our Immigration Service Line deals with nothing but immigration cases. OGScapital has a separate team of writers that have focused exclusively on immigration cases for the last 15 years. We develop 150-170 E2 visa business plans per year.

Operational guide

Your E2 business plan can serve as a business development roadmap. Thanks to our experts and their 12+ years of experience working in globally recognized consulting companies, we know we can stand behind each of our plans.

Our solution

Our detailed business plan will help ensure that your E2 visa application will be approved.

E2 visa business plan:

Users:  E2 visa applicants and immigration lawyers

Document size: 30-40 pages

Timeframe:  10-12 days

• Graphic design: included

Assigned team: 2 senior consultants with a team lead

Unlimited revisions:  3 weeks

Rush Delivery Service: Available

Document contents:

• Executive Summary
• Competitive Analysis
• Goals, Mission, Vision
• Operational Strategies
• Organizational structure and Recruitment Plan
• Financial Model
• Market Research
• Company Overview
• Action Plan
• Marketing Plan and Mix
• Use of Proceeds
• Management Team

OGS E2 Business Plans are created using an extremely user-friendly and stunningly modern format. An OGS business plan will substantially increase the success rate of your USCIS. We do not use a e2 visa business plan template or any other ready-made solutions.

The E-2 visa is applicable for residents of treaty countries who want to enter and work in the US and are committed to making a substantial investment in their business. The successful applicant will need to renew their E-2 visa every 2 years.

The E2 Treaty Investor Visa is applicable for individuals who want to invest substantial amount of money, set-up and develop their business in the US. Employees from Treaty countries may also quality for E2 visa if they occupy supervisory or managerial positions, if they are important for the running of the business, or if they meet the definition of “employee” in law.

The cost of the business plan varies depending on the needs of the clients. The document of the business plan includes model description, strategies, financial model, and market analysis.

Business plan structures vary depending on the client’s needs. All documents, though, include the following key sections: market analysis, business model description, operational strategy, goals, financial model, etc.

We boast a success rate over 95%, so the chance of a rejected application is very low. If it does happen, though, OGS will make all the necessary changes to the business plan without charge

Read the guide to writing an E2 visa business plan or consult professional business plan writers to create an E2 visa business plan.

There is no fixed amount of investment for entrepreneurs to apply for or get approval for E2 visas. However, your investment capital should not be less than $50,000 to $80,000. Having an operational plan with this capital ensures approval.

E2 Visa Business Plan

OGSCapital will provide you with a complete business plan for e2 visa for a reasonable fee.

Special Offer for Legal Attorneys, Solicitors!

Join OGS partner program now

The process of having OGS write your business plan is easy and straightforward

Getting your E2 visa business plan in 4 easy steps

Fill out our online form .

Payment methods:  debit/credit card and wire transfer

OGScapital was founded by 8 partners in 2006. Since then, we have prepared more than 5,000 business plans covering 42 industries. This makes us the #1 business plan company focused on immigration business plans. Our team serves 170 E2 Visa applicants per year. We regularly analyze USCIS policies to make sure our business plans comply with their requirements.

OGScapital was established in 2006

Our approval rate is 95%

Our team members have experience in 42+ industries

OGS develops 170 E2 Visa Business Plans annually

Our team consists of 60 senior experts

OGScapital successfully cooperates with 45 solicitors and law firms

Testimonials

No matter how small or large the project, OGScapital aims to exceed our client’s expectations.

OGScapital has 9.5/10 Trustpilot score.

Clear and detailed

Alex provided us a detailed report on a business we were thinking of buying. The report was very clear and detailed, and he was available to answer any questions. We highly recommend his service

I highlyI am very satisfied with the service recommend them

I highly recommend them, they were in charge of creating my company's Business Plan, the delivery was faster than the established deadline, the work they did was excellent and the presentation of the document was very good, not to mention that the communication and feedback is constant, friendly and fast, I was really very satisfied with all the service they provided me.

Great experience

My experience with Alex and his team has been excellent! Alex always responds to my emails and texts very quickly and is always accommodating. I look forward to creating a long-term relationship with him and his team. I highly recommend him.

Great Service

Alex delivered my high-tech VC fund business plan in quality and on time. Strongly recommendation.

Very good service and deliverables. Alex was timely and professional throughout.

Alex was great to work with. He responded quickly and delivered quality workmanship with our Business Plan.

Business Plan

For the first time I created my own general overview of the plan, which providing me with a much clearer vision of my idea

Our experience with Alex was a great start to a long term relationship.

The thoroughness and responsiveness. Thank you!

OGS Capital delivers!

I was provided a questionnaire with basic company info. I was then called by an expert by the name of Mr. Alex Silensky who asked pointed questions about our company goals and objectives for our business plan. He delivered a quality product I could use for various purposes.

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More than 5,000 clients have trusted OGScapital.

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Investing substantial capital is one of the mandatory requirements to get an E2 visa. Your strategic plan to enter the business world has to indicate your significant investment or intention to direct a company.  Use a comprehensive business plan in order to apply and get approval for an E2 visa. Invest in the corporation or a new venture.

 It is worth mentioning that an E2 visa is for the citizens who belong to the countries that have an E2 treaty with America.

How to Start a Business on E2 Visa?

To qualify, entrepreneurs have to devise an operational plan for visa approval. Include sole purpose and objective to enter, establish, and develop a corporation in America. Demonstrate the intention to set up a company in the E2 visa business plan. As an applicant, make sure your operational plan must show that you own 50% of the company or have a headship position with sheer operational control.

Also, your application for an E2 visa portrays the “possibility of capital loss” in unfavorable conditions to qualify. Before documenting a business plan for an E2 visa, ensure that all the funds you have planned to use in the company have come from legal means.

Whether you need an E2 visa for an online business or consulting company, your E2 plan for running it must demonstrate that you have a sufficient workplace to work.

An E2 company can’t run its operations from the home of investors. A company based on an E2 visa, whether it is a new venture or an established corporation, must meet the criteria for E2 funds.

If you’re an individual investor, you can’t use your assets to create a job for yourself.

Plus, the best business for E2 visas employs 3 to 5 people to work in the company. Typically, qualifying for an E2 visa to establish a company in America, you must;

• Have a headship position or administrative designation
• Have necessary funds, place, and staff to the iterate the business
• Fulfill the legal criteria to hire employees
• Must be a citizen of a country with t E2 treaty
• Must exist from America after your E2 status completes
• Your corporation makes a substantial investment in America

Is It Easy to Get an E2 visa?

While no particular amount counts as a significant investment for an E2 visa, applicants with below an $80,000 investment budget don’t get the E2 visa approval. The consular officer thoroughly studies a business plan for an E2 visa to determine its efficacy and capacity to generate revenues.

If your E2 visa business plan fails to show your company’s ability to reach a sustainable level of profit within three to five years, your application will be denied. Seek the help of professional E2 visa business plan writers as they have the rights set of skills to represent your finances for company and potential to succeed in the future.

If you have never written a plan for E2 visa businesses or read the guide to writing an E2 visa business plan, you may find meeting the criteria of the visa approval a difficult task. You need to demonstrate that your E2 business isn’t a subsidiary enterprise and can produce sufficient income to spend life in America.

What Can You Do with an E2 Visa?

With An E2 visa, you can avail plenty of benefits that include;

• A permit to start a venture in America and run it
• A legal way to get family comprising unmarried kids (under 21) and a partner’s E2 visas.
• You kids can study in America
• Start a venture with no fixed investment with an E2 visa.
• Extention of an E2 visa is possible multiple times with residency status for over 15 years.
• There is no requirement to maintain or have an overseas residence to get apply for an E2 visa.

What is the Success Rate of E2 Visa

The number of E2 visas has grown rapidly to over 40,000 approvals annually.  As per the recent survey by the Department of State, the E2 visas that accompany solid business plans have reached 80%.

However, most of the applicants who get the approval are from France, Great Britain, Germany, and Canada and have a well-written E2 visa business plan.

OGS Capital- Your Trusted E2 Visa Business Plan Writers

OGS Capital has a reputation for creating the highest-quality E2 visa business plans for sale. The dedicated team at OGS Capital comprises immigration-focused consultants with years of experience in the field. They have helped hundreds of new arrivals and applicants write impeccable and effective business plans for E2 visa approval.

Benefit from the industry spanning experience of our competent developers to write an E2 visa business plan.

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Today's Paper | April 03, 2024

Plan with kabul to separate cargo, passenger movement.

ISLAMABAD: In a breakthrough in trade relations with Afghanistan, Paki­stan has agreed to a plan to separate cargo movement and passenger crossings at border stations to maintain unfettered bilateral trade and facilitate transit to Central Asian states.

Pakistan has decided to establish a one-document regime (ODR) for all foreign nationals, including Afghans, who travel to Pakistan with a valid visa. The first deadline for implementing ODR was Nov 1, 2023, which was extended to Jan 31 and then March 31.

During the March 24-27 visit, Pakistan’s Commerce Secretary Mohammad Khurrum Agha met with his Afghan counterpart Nooruddin Azizi to discuss bilateral trade and transit. They reached an understanding on various issues.

An official source told Dawn that the secretary of commerce will brief Prime Minister Shehbaz Sharif on the agreed-upon plan with Afghanistan before proceeding with implementation. The source added that the prime minister’s approval will be sought on all these issues.

PM to be briefed on the agreed-upon plan before implementation

Soon after returning from Kabul, the government transferred Secr­etary Commerce Khurrum Agha on Friday, but the Establishment Division has yet to notify his replacement. Before becoming secretary of commerce, Mr Agha worked in the prime minister’s secretariat.

According to the source, the introduction of ODR has significantly imp­a­cted trade relations with Afgha­nistan and transit trade with Central Asian states (CAS) since November 2023. The decision has also significantly impacted truck drivers and supporting staff on both sides of the border.

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According to a source, Pakistani and Afghan truck drivers do not possess passports. As a result, cargo transportation has been significantly affected, leading to a slowdown in trade volume.

To address this issue, Pakistan has decided to exempt Afghan truck drivers from visa requirements for a year beginning in May and to allow vehicles to move against temporary admission documents. At the very least, this decision will end the uncertainty in bilateral and transit trade with Afghanistan and CAS.

Many trade experts praised Islam­abad’s initiative to delink trade from politics. Furthermore, the Pakistani business community expressed concern that the new proposed visa system will impede bilateral trade with Kabul and transit trade with the CAS.

At the same time, policymakers were made aware of the negative consequences of Pakistan’s downgraded diplomatic relations with New Delhi and suspension of all bilateral trade in August 2019, when India revoked occupied Kashmir’s special status by repealing Article 370 of its constitution. Pakistan is now considering revising its decision to resume trade relations with India.

Experts believe Pakistan should not make the same option in the case of Afghanistan due to political issues and border tensions.

The annual average cargo movement at Pak-Afghan border stations is between $7 billion and $8bn. The bilateral trade volume amounts to approximately $1.5bn, with the remaining portion attributed to Afghan­istan’s transit trade goods under the transit trade agreement.

At the same time, Pakistan’s trade with CAS is also between $400 and $500m annually via a transit of Afghanistan. Uzbekistan has already implemented its transit trade agreement with Pakistan, under which 1,200 containers were imported only in February.

Tajikistan imported three trucks loaded with potatoes from Pakistan under the transit agreement.

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Under the Afghanistan-Pakistan Transit Trade Agreement, Pakistan accepted Afghan proposals to enable cross-stuffing at Karachi ports within six months. It was also decided that the transit trade agreement would be finalised within the following two months.

Both sides agreed that Pakistan will use insurance guarantees rather than bank guarantees for transit trade. Both parties agreed to boost trading through financial systems rather than barter trade. It was also agreed at the meeting that Pakistan would import coal from Afghanistan at international rates.

Published in Dawn, March 30th, 2024

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• Nationwide Travel Insurance
• AXA Assistance USA
• Seven Corners Travel Insurance
• HTH Worldwide Travel Insurance
• World Nomads Travel Insurance

Cruise Travel Insurance Tips

• Why You Should Trust Us

Best Cruise Insurance Companies of April 2024

Affiliate links for the products on this page are from partners that compensate us (see our advertiser disclosure with our list of partners for more details). However, our opinions are our own. See how we rate insurance products to write unbiased product reviews.

A cruise vacation can take much of the stress out of planning a vacation. With a pre-set itinerary on the high seas, you don't have to worry about how you're getting to your destination and what you're going to do there. However, an unexpected emergency can take the wind out of your sails and money out of your travel budget. So you'll want to ensure you have the best travel insurance coverage that won't leave you high and dry in an emergency.

Best Cruise Insurance Companies

• Nationwide Travel Insurance : Best Overall
• AXA Assistance USA : Best for Affordability
• Seven Corners Travel Insurance : Best for Seniors
• HTH Worldwide Travel Insurance : Best for Expensive Trips
• World Nomads Travel Insurance : Best for Exotic Locations

Compare the Top Cruise Insurance Offers

• Trip cancellation coverage of up to 100% of trip costs (for cruises) or up to $30,000 (for single-trip plans)
• Check mark icon A check mark. It indicates a confirmation of your intended interaction. Three cruise-specific plans to choose from
• Check mark icon A check mark. It indicates a confirmation of your intended interaction. Annual travel insurance plans available
• Check mark icon A check mark. It indicates a confirmation of your intended interaction. Strong trip cancellation coverage
• Check mark icon A check mark. It indicates a confirmation of your intended interaction. Cancel for any reason coverage available
• con icon Two crossed lines that form an 'X'. CFAR insurance not available with every single plan
• con icon Two crossed lines that form an 'X'. Medical coverage is lower than what some competitors offer

Nationwide Travel Insurance offers many of the standard benefits you might see with a travel insurance policy. This can include things like trip cancellation coverage, so you can recover pre-paid costs or trip interruption in the event your vacation is interrupted by an unexpected event. There's also baggage delay coverage and medical coverage.

• Cancel for any reason coverage available

• Trip cancellation coverage of up to 100% of the trip cost
• Check mark icon A check mark. It indicates a confirmation of your intended interaction. Generous medical evacuation coverage
• Check mark icon A check mark. It indicates a confirmation of your intended interaction. Up to $1,500 per person coverage for missed connections on cruises and tours
• Check mark icon A check mark. It indicates a confirmation of your intended interaction. Covers loss of ski, sports and golf equipment
• Check mark icon A check mark. It indicates a confirmation of your intended interaction. Generous baggage delay, loss and trip delay coverage ceilings per person
• con icon Two crossed lines that form an 'X'. Cancel for any reason (CFAR) coverage only available for most expensive Platinum plan
• con icon Two crossed lines that form an 'X'. CFAR coverage ceiling only reaches $50,000 maximum despite going up to 75%

AXA Assistance USA keeps travel insurance simple with gold, silver, and platinum plans. Emergency medical and CFAR are a couple of the options you can expect. Read on to learn more about AXA.

• Silver, Gold, and Platinum plans available
• Trip interruption coverage of up to 150% of the trip cost
• Emergency medical coverage of up to $250,000

• Check mark icon A check mark. It indicates a confirmation of your intended interaction. Diverse coverage options such as CFAR, optional sports equipment coverage, etc.
• Check mark icon A check mark. It indicates a confirmation of your intended interaction. Available in all 50 states
• con icon Two crossed lines that form an 'X'. Prices are higher than many competitors
• con icon Two crossed lines that form an 'X'. Reviews around claims processing are mixed
• Trip cancellation insurance of up to 100% of the trip cost
• Trip interruption insurance of up to 150% of the trip cost
• Cancel for any reason (CFAR) insurance available

• Check mark icon A check mark. It indicates a confirmation of your intended interaction. Three plans to choose from
• Check mark icon A check mark. It indicates a confirmation of your intended interaction. Reasonable premiums
• Check mark icon A check mark. It indicates a confirmation of your intended interaction. CFAR coverage available with some plans
• Check mark icon A check mark. It indicates a confirmation of your intended interaction. High medical emergency and evacuation coverage
• con icon Two crossed lines that form an 'X'. Special coverages for pets, sports equipment, etc not available
• con icon Two crossed lines that form an 'X'. Limited reviews with complaints about claims not being paid
• Trip cancellation of up to $5,000 with the Economy plan and up to $50,000 with the Preferred plan
• Cancel for any reason insurance and missed connection insurance available with the Preferred plan
• Baggage delay insurance starting after 24 or 12 hours depending on the plan

• Check mark icon A check mark. It indicates a confirmation of your intended interaction. Coverage for 200+ activities like skiing, surfing, and rock climbing
• Check mark icon A check mark. It indicates a confirmation of your intended interaction. Only two plans to choose from, making it simple to find the right option
• Check mark icon A check mark. It indicates a confirmation of your intended interaction. You can purchase coverage even after your trip has started
• con icon Two crossed lines that form an 'X'. If your trip costs more than $10,000, you may want to choose other insurance because trip protection is capped at up to $10,000 (for the Explorer plan)
• con icon Two crossed lines that form an 'X'. Doesn't offer coverage for travelers older than 70
• con icon Two crossed lines that form an 'X'. No Cancel for Any Reason (CFAR) option
• Coverage for 150+ activities and sports
• 2 plans: Standard and Explorer
• Trip protection for up to $10,000
• Emergency medical insurance of up to $100,000
• Emergency evacuation coverage for up to $500,000
• Coverage to protect your items (up to $3,000)

Cruise Insurance Reviews

Best cruise insurance overall: nationwide travel insurance.

Nationwide Travel Insurance  is a long-standing and reputable brand within the insurance marketplace that offers cruise insurance plans with solid coverage and reasonable rates.

It has three cruise insurance options: Universal, Choice, and Luxury. The Nationwide Choice plan, for example, offers $100,000 in emergency medical coverage and $500,000 in emergency medical evacuation coverage.

The right plan for you depends on your budget and coverage needs. But each plan offers cruise-specific coverages like ship-based mechanical breakdowns, coverage for missed prepaid excursions if your cruise itinerary changes, and covered service disruptions aboard the cruise ship.

Read our Nationwide Travel Insurance review here.

Best Cruise Insurance for Affordability: AXA Travel Insurance

AXA Assistance USA  offers three comprehensive coverage plans: Gold, Silver, and Platinum. Each of these plans offers coverage for issues like missed flights, medical emergencies, lost luggage, and more.

The highest-tier Platinum plan provides $250,000 in medical emergency coverage and $1 million in medical evacuation coverage. The baggage loss coverage is $3,000 per person, and their missed connection coverage is $1,500 per person for cruises and tours.

In addition, travelers can take advantage of AXA's concierge service, which provides an extensive network of international service providers. They'll be able to assist you with things like restaurant reservations and referrals, golf course information, and more. This service could come in handy if you're stopping at a variety of unfamiliar destinations during your cruise.

The coverage limits on AXA's policies are on the higher end compared to other providers. And you can buy coverage for a little as 4% of your trip cost depending on your age, travel destination, and state of residence.

Read our AXA Travel Insurance review here.

Best Cruise Insurance for Seniors: Seven Corners Travel Insurance

Seven Corners Travel Insurance lets cruisers enjoy traveling in their golden years with the knowledge they're covered in the event of an accident or emergency. While other providers do offer coverage to those 80+ years old, Seven Corners is known for its affordable premiums while offering above-average medical expenses and medical evacuation coverage limits — two areas of travel insurance coverage that are even more important as we get older.

Seven Corners also offers the option of a preexisting conditions waiver and CFAR insurance at an additional cost, plus "Trip Interruption for Any Reason" coverage, which you won't find on many policies.

You can choose between the Trip Protection Basic or Trip Protection Choice plans, with the higher-tier Choice plan costing more but providing more coverage.

Read our Seven Corners Travel Insurance review here. 

Best Cruise Insurance for Expensive Trips: HTH Worldwide Travel Insurance

HTH Worldwide Travel Insurance  offers three levels of trip protection: TripProtector Economy, Classic, and Preferred. The higher the tier, the more coverage you'll get for things like baggage delays, trip delays & cancellations, and medical expenses. But their premiums remain reasonable even at the highest tier of coverage.

Not only does the HTH Worldwide Trip Protector Preferred plan offer higher-than-average medical emergency and evacuation coverage limits ($500,000 and $1 million, respectively), but you'll also get a baggage loss coverage limit of $2,000 per person and coverage for trip interruption of up to 200% of the trip cost. You also have the option to add CFAR coverage for an additional cost.

Read our HTH Worldwide Travel Insurance review here.

Best Cruise Insurance for Exotic Locations: World Nomads Travel Insurance

World Nomads Travel Insurance  has been a top choice for comprehensive travel insurance for many years now. And it's a great option when it comes to cruise coverage, too.

Even the most basic Standard Plan comes with $100,000 in medical emergency coverage and $300,000 in emergency evacuation coverage. And you'll get higher coverage limits with their Premium Plan. Plus, unlike many other providers, World Nomads trip cancellation and emergency medical coverage include COVID-19-related issues.

What sets World Nomads apart from many other insurance companies is that its policies cover 200+ adventure sports. This can be important for adventurous cruisers who plan to take part in activities like jet skiing, scuba diving, or parasailing during their cruise.

Read our World Nomads Travel Insurance review here.

Introduction to Cruise Insurance

Cruise insurance may offer unique coverage like missed port of call and medical evacuation coverage. You might not need the flight protections of a regular travel insurance plan if you're catching a cruise at a port near you, but medical and cancel for any reason coverage could be critical.

Understanding the Basics of Cruise Insurance

At its core, cruise insurance is your financial lifeboat, designed to protect you from unforeseen events that could disrupt your sea voyage. Whether it's a sudden illness, adverse weather, or other unexpected occurrences, having the right insurance can make a world of difference.

Why Cruise Insurance is Important

Picture this: You're all set for your dream cruise, but a sudden family emergency means you can't set sail. Or worse, you fall ill in the middle of the ocean. Without cruise insurance, you're not just missing out on an adventure, but also facing potentially huge financial losses. That's why securing cruise insurance isn't just recommended; it's a crucial part of your cruise planning.

Types of Cruise Insurance Coverage

Cruise insurance isn't a one-size-fits-all life jacket. There are various types of coverage, each tailored to protect different aspects of your cruise experience.

Trip Cancellation and Interruption Coverage

This coverage is like your safety net, catching you financially if you need to cancel your trip last minute or cut it short due to emergencies, be it due to personal, health-related, or even certain work conflicts.

Medical Coverage

Being on a cruise shouldn't mean being adrift from medical care. Medical coverage ensures that if you fall ill or get injured, your medical expenses won't sink your finances.

Emergency Evacuation Coverage

In the rare case that you need to be evacuated from the ship due to a medical emergency or severe weather, this coverage ensures you're not left adrift in a sea of expenses.

Baggage and Personal Effects Coverage

Imagine reaching your dream destination only to find your luggage lost at sea. This coverage ensures that lost, stolen, or damaged baggage doesn't dampen your cruise experience.

Buying Cruise Insurance

Securing the best cruise insurance isn't just about finding the best price; it's about ensuring it covers all your potential needs.

When to Purchase Cruise Insurance

Timing is everything. Purchasing your insurance soon after booking your cruise can often provide additional benefits and ensure you're covered for any early surprises. As you get closer to your trip your coverage options may get more expensive, and certain providers may not be able to offer you coverage.

How to Find the Best Deals on Cruise Insurance

Keep a lookout for deals, but remember, the cheapest option isn't always the best. Balance cost with coverage, and ensure you're getting the protection you need at a price that doesn't rock your financial boat. A travel insurance comparison site like SquareMouth is a good place to compare multiple quotes from all of the major carriers at once.

How to Pick The Best Cruise Insurance for You

When buying travel insurance for a cruise, consider the additional risks that are specific to cruising. These include hurricanes and other weather-related concerns, strict cancellation terms, high pre-paid costs of a cruise, and the distance to emergency medical assistance.

To find the policy that's right for you, it's best to compare several different cruise insurance policies based on the pricing and coverage they provide. Remember too that all reputable insurance providers will offer a "free-look period." This allows you to return the policy you've purchased for any reason, within a specific time period, for a full refund.

The most important coverages to look for in cruise insurance are:

• Medical coverage — This coverage will pay for medical bills outside the US. But because treatment can be more expensive while onboard, make sure your policy offers sufficient coverage ($100,000+).
• Medical evacuation coverage — This coverage will transport you to the nearest hospital or even back home if you become sick or injured during your journey. But an evacuation from sea will be more expensive than one from land. So you'll want to make sure your coverage has sufficiently high limits ($250,000+).
• Missed connection (missed port of call) coverage — This type of coverage will help you catch up to your itinerary if you miss your port of call for a covered reason, like a delayed flight on the way to the airport.
• Coverage for hurricane warnings — With this type of coverage, you don't actually need to be affected by the hurricane. You can cancel and be reimbursed for your trip if the NOAA issues a hurricane warning. If you're cruising anywhere during (or on the tail ends) of hurricane season, this can come in handy. Just note: You can't buy travel insurance to cover a weather event once a storm or hurricane has been named.
• Cancel for any reason (CFAR) — This is the most comprehensive coverage you can get, as it allows cancellations and reimbursement for pre-paid expenses for any reason. This can be a wise add-on for cruise coverage given the often higher prepaid expenses associated with cruising. See our guide to the best CFAR travel insurance options to learn more.
• Preexisting conditions — This coverage ensures that no known health conditions are excluded from coverage. Obtaining a preexisting condition waiver usually requires purchasing your travel insurance soon after booking your trip.
• Personal possessions insurance — Because of the events and fancy dinners cruise ships hold, you might take more valuable clothing or jewelry with you on a cruise. This type of coverage will insure your belongings against loss or theft while cruising.
• Baggage loss and delay — This coverage will reimburse you up to a specified amount for essentials if your bags are delayed or if your bags get lost en route.

As a rule of thumb, you can expect to pay between 5% and 10% of your prepaid, nonrefundable trip expenses for cruise insurance coverage. The price will vary depending on factors like your age, your travel destination, and whether you require additional coverage.

If you're booking a cruise, we recommend purchasing travel insurance when you make your first trip payment. That could be for the cruise itself or an expense like airfare to get you to your cruising destination. This way, if you have to cancel your trip, you'll have the most extended coverage period possible.

You can buy your own cruise insurance that isn't offered directly through the cruise line operator. In fact, this could be a better option if you want coverage for your travel to the cruise's departure point, not just for the cruise itself.

The difference between traditional travel insurance and cruise insurance is that cruise insurance offers more specialized coverage, for situations such as missing a departure port and more coverage for medical evacuations, since it's more expensive to evacuate someone at sea than on land. 

Most cruise insurance includes coverage for missing a departure port, so you should be able to claim for a missed port. Just make sure you check the details of your policy before you file a claim, and before you travel so you know what compensation you're entitled to.

Why You Should Trust Us: How We Chose the Best Cruise Travel Insurance

When comparing cruise travel insurance providers, we evaluated them based on the following criteria to come up with our list of top picks:

Customer Satisfaction

We look at ratings from JD Power and other industry giants to see where a company ranks in customer satisfaction. We also look at customer review sites like Trustpilot and SquareMouth.

Policy Types

We look at policy types and offerings, from standard travel protections to adventure sports coverage. We look at the amount of insurance offered

Average Premiums

We compare average premiums per trip. Some companies also offer annual plans, and we compare policies accordingly.

Claims Paid

How frequently do companies pay claims easily and quickly? We check customer reviews and other resources to see which companies honor policies most effectively.

We look at the company's overall behavior. Is it operating ethically? Companies can earn additional points for such behaviors.

You can read more about how Business Insider rates insurance here.

Editorial Note: Any opinions, analyses, reviews, or recommendations expressed in this article are the author’s alone, and have not been reviewed, approved, or otherwise endorsed by any card issuer. Read our editorial standards .

Please note: While the offers mentioned above are accurate at the time of publication, they're subject to change at any time and may have changed, or may no longer be available.

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US visa fees hiked for non-immigrant categories starting today

The cost of filing petitions for h-1b registration has increased significantly from april..

A substantial rise in immigration application fees has been implemented by the US government, affecting several visa categories. New visa fees for immigration filings will be effective April 1, according to confirmation from the U.S. Citizenship and Immigration Services (USCIS).

The cost of filing petitions for Form I-129 and H-1B registration has increased significantly from April. The cost of numerous non-immigrant visa categories, including the most sought-after by Indians H-1B, L-1, and EB-5 visas, would be impacted by the new schedule for visa fees.

The $10 H-1B registration process price that is now in place will increase by 2,050% to $215. After the H-1B registration fee, there is an extra expense that needs to be paid: the Form I-129 H-1B petition filing charge. Form I-129 H-1B petition filing fees are now $460; however, they will increase by 70% to $780.

The new Form I-129, Petition for a Nonimmigrant Worker, must be filed with a new fee calculation, as there will not be a grace period.

Among the other major modifications, the EB-5 Visa Program is one of the most significant. The Fifth Preference Employment-Based Immigrant Visa is known as EB-5.

The EB-5 Visa fee will be $11,160, which is a 204 percent increase from the earlier $3,675 fee, for Forms I-526, Immigrant Petition by Alien Entrepreneur, and Form I-526E, Immigrant Petition by Regional Center Investor.

The fee for Form I–829, Petition by Investor to Remove Conditions on Permanent Resident Status, is $9,525, a $5,775 or 154 percent increase from the earlier $3,750 fee.

The fee for Form I–956, Application for Regional Center Designation, is $47,695, a $29,900 or 168-percent increase from the $17,795 fee for Form I–924, Application for Regional Center Designation under the Immigrant Investor Program.

The fee schedule along with the full list of the revised forms go into effect from April 1, 2024. USCIS will accept prior editions of most forms during a grace period from April 1, 2024, through June 3, 2024. During this grace period, USCIS will accept previous and new editions of certain forms, filed with the correct fee.

However, there will be no grace period for the following new forms, because they must be revised with a new fee calculation.

Form I-129, Petition for a Nonimmigrant Worker;

Form I-129CW, Petition for a CNMI-Only Nonimmigrant Transitional Worker;

Form I-140, Immigrant Petition for Alien Workers;

Form I-600A, Application for Advance Processing of an Orphan Petition (and Form I-600A/I-600 Supplements 1, 2, and 3); and

Form I-600, Petition to Classify Orphan as an Immediate Relative (and Form I-600A/I-600 Supplements 1, 2, and 3).

If one has already submitted a benefit request either online or in paper form, the fee rule does not affect that pending request and one needs to take no further action.

New form versions will be available by default in the online platform on April 1, 2024. One will not be able to submit older versions of forms after April 1, 2024.

On April 1, 2024, USCIS will have to delete any Form N-400 drafts in progress, and one will have to restart the N-400 application. This is necessary because Form N-400 is the only form currently available for online filing that will not have a grace period when the new form version is required on April 1.

USCIS has notified users within their myUSCIS accounts informing them that, if they have any existing drafts or any newly created Form N-400 applications, they will need to start a new application on April 1.

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The Big Number: $30 Billion

By Santul Nerkar March 29, 2024

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Credit card companies charge merchants a fee every time you tap, insert or swipe. This past week, Visa and Mastercard agreed to cap those fees, potentially saving merchants $30 billion over the next five years.

Here’s what to know →

The agreement may offer relief for smaller retailers and consumers who have been squeezed by rising costs.

But there are reasons to be skeptical that you’ll be paying less every time you use a credit card. Swipe fees have increased over time. According to the Nilson Report, which tracks credit card payments, American merchants paid more than $70 billion in swipe fees to Visa and Mastercard last year.

“The settlement does nothing to actually bring competitive market forces to swipe fees or change the behavior of a cartel that centrally fixes rates and bars competition,” said Christopher Jones, senior vice president of government relations at the National Grocers Association.

Cassandra Happe, an analyst with WalletHub, said some consumers — particularly those with rewards cards — could end up paying more.

Charging higher fees for certain cards further pits merchants against consumers, according to Doug Kantor, general counsel at the National Association of Convenience Stores.

“It makes merchants the bad guy in the eyes of the consumer, when it’s really the credit card companies that are squeezing everyone when it comes to big fees,” Kantor said.

Read more about credit card swipe fees:

A Guide to Making Better Financial Moves

Making sense of your finances can be complicated. the tips below can help..

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Whether you’re looking to make your home more energy-efficient, install solar panels or buy an electric car, this guide can help you save money and fight climate change .

Starting this year, some of the money in 529 college savings accounts can be used for retirement if it’s not needed for education. Here is how it works .

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