An E-2 business plan where the capital schedule is right and every number has a source.

We write the business plan that accompanies an E-2 treaty investor application. $1,495, fixed — the whole price, stated here rather than after a call. Seven-day delivery. A structured intake form instead of a consultation call. We do two things no other plan writer we have reviewed does: we separate qualifying from non-qualifying capital, and we attach an external source to every projection assumption.

• $1,495 — fixed, all-inclusive
• 7-day delivery
• One revision included
• No consultation call required
• Email only

1. Qualifying vs. non-qualifying capital — separated, not blended

Most plans report one number: total invested. The governing standard does not accept one number. Under 9 FAM 402.9-6(B)(c)(1), borrowed funds secured by the assets of the business itself are not at risk and do not count toward the investment — and that exclusion holds even when the applicant has also pledged personal assets:

"Indebtedness such as mortgage debt or commercial loans secured by the assets of the enterprise cannot count toward the investment, as there is no requisite element of risk. For example, if the business in which the applicant is investing is used as collateral, funds from the resulting loan or mortgage are not at risk, even if some personal assets are also used as collateral." 9 FAM 402.9-6(B)(c)(1) — Foreign Affairs Manual, CT:VISA-2190 (02-17-2026). Verified against the primary source 2026-07-31.

So every plan we write carries a sources-and-uses schedule that states, line by line, what secures each source of funds and whether it qualifies. An illustrative schedule:

Illustrative figures. A plan that reported "$312,000 invested" here would overstate the qualifying investment by $47,000 and rest its proportionality argument on a figure that does not survive the standard.

A related point most marketing gets wrong: there is no minimum dollar figure. The manual says so in terms — "No set dollar figure constitutes a minimum amount of investment to be considered 'substantial' for E-2 visa purposes" (9 FAM 402.9-6(D)(b)). Substantiality is proportional to the total cost of the business, so we state that ratio rather than repeating a "$100,000 minimum" that the source does not contain. Leases and rents are likewise counted only at the amount devoted in any one month, not at the market value of the leased item (9 FAM 402.9-6(B)(f)).

2. Every assumption carries an external source

Projections in an application are, by construction, supplied by the applicant. The manual instructs the reviewing officer to treat that with caution:

"Unverified and unaudited financial statements based exclusively on information supplied by an applicant normally are insufficient to establish the nature and status of an enterprise." 9 FAM 402.9-6(D)(d) — Foreign Affairs Manual, CT:VISA-2190 (02-17-2026). Verified 2026-07-31.

That single sentence is why our financial model is built the way it is. Every driver in the revenue and cost build is stated as an assumption with an identified, dated, external basis — trade association data, published rate surveys, distributor schedules, the lease itself — and the assumptions that cannot be sourced are labeled as assumptions and then stress-tested, rather than presented as fact. An assumptions table from a model we have written:

The same discipline runs through the marginality analysis, which under 9 FAM 402.9-6(E) turns on capacity that is generally realizable within five years of commencing normal business activity.

3. Built to the twelve-element standard, stated explicitly

The reference point for what a business plan in this setting must contain is Matter of Ho, 22 I&N Dec. 206 (Assoc. Comm'r 1998), which sets out what a plan has to address and holds that projections must "detail the bases therefor." Every plan we deliver is written against all twelve elements, and ships with a coverage table showing where each one is answered:

1. The business, its products or services, and its objectives
2. Market analysis
3. Named competitors, with strengths and weaknesses
4. Comparison of competitors' products and pricing
5. Target market and prospective customers
6. Required permits and licenses
7. Production or service process, materials, supply
8. Contracts for supply and distribution
9. Marketing strategy — pricing, advertising, servicing
10. Organizational structure and personnel experience
11. Staffing requirements, hiring timetable, job descriptions
12. Sales, cost and income projections and the bases for them

Elements 3, 4 and 12 are where generic templates thin out: naming real competitors with real prices, and showing the arithmetic behind every projected number. They are the elements we spend the most time on.

What you receive

The price, and why it is what it is

How it works

1. You send the details. A structured intake form collects everything the plan needs — the business, the funding stack and what secures each part of it, the location, the staffing plan. It replaces the consultation call entirely; nothing about the process requires you to be on a phone at a particular hour or in a particular time zone.
2. We write the plan. Seven days. Every legal requirement traced to its source, every financial assumption to an external basis, then a second independent pass whose only job is to try to falsify what the first pass wrote.
3. You review it, once, at no extra cost. One revision round is included. Corrections to facts you supply — figures, names, dates — are made without argument.

We work in English, by email. We do not require, and will not ask for, your passport, your immigration file, or any government form.

What we do not do

The sources this is built on

We read these in their primary form and re-check them on a schedule. We do not build from other firms' blog posts. Where a claim cannot be verified against the source, it does not appear in the plan.