When considering investing in the United States, it is crucial to understand the importance of having a business plan. You can find many good business opportunities in the United States, you will need proper planning to make the most of them.

Now, what is a business plan really? Basically, it is a detailed guide that establishes the company’s objectives, the actions to be undertaken and the strategies to be implemented to achieve these objectives.

In the context of applying for an E-2 visa, the business plan becomes a fundamental document that is submitted to the consulate as part of the file.

What an E-2 Visa Business Plan Includes

  1. Business selection: Before preparing a business plan, it is necessary to identify the company, franchise or business in which you plan to invest. This involves gathering essential information for future financial projections. In the case of franchises, you can find this information in their Franchise Disclosure Document (FDD).
  2. Business Description: The plan should include a concise description of the company’s origin, its business activities, the products or services it offers, and the investor’s involvement (more than 51% of the shares) who will be heading to the United States to manage day-to-day operations.
  3. Competitor Analysis and Strategies: It is crucial to understand who the competitors are in the market and develop strategies to stand out and succeed in this business environment.
  4. Employment plan: The hiring of employees over the next five years must be projected, specifying the roles and responsibilities of each position.
  5. Financial projections: This aspect of the plan covers a period of three to five years and includes a balance sheet, a statement of cash flow and capital, as well as a profit and loss statement. The investment made by the investor is also detailed.

Who Prepares the Business Plan

A common confusion among investors is to believe that the franchise is responsible for developing the business plan. However, this is not true. Although franchising can provide some information, the business plan should be prepared by the investor, preferably with the advice of an expert in the field.

Create a successful business plan

Having a detailed and well-structured business plan is essential for those who wish to invest in the United States through the E-2 visa. This document is not only required by immigration authorities, but also serves as an invaluable tool for planning and managing the company’s success in the U.S. market. If you have any further questions or concerns, please do not hesitate to contact us!

At Interlink FBC we are here to help you through every step of the investment process, including the development of your business plan.

Investor Visa