U.S. treaty investor planning guide

E2 Visa Business Plan Cost

Understand the work behind a quote before choosing a plan provider.

E2 visa business plan cost depends on the research, investment documentation, financial modelling and review your enterprise needs. If you are comparing business plan for E2 visa cost proposals, start with the deliverables. The Biz Plans uses discovery → scope → quote to define the work before quoting.

Discuss your scope and request a quote

What an E2 business plan includes

A plan should help a consular officer understand the enterprise, how the investor will develop and direct it, and the evidence supporting its commercial viability. The appropriate detail depends on the business and your U.S. immigration attorney’s instructions; there is no universal page count that establishes eligibility.

Executive summary and ownership: the business model, investor’s role, ownership structure and management responsibilities.
Investment and use of funds: sources and uses, paid and committed expenditures, remaining budgets and supporting transaction records.
Market and competition: customers, local demand, competitors, sales channels and evidence behind revenue assumptions.
Operations and staffing: premises, suppliers, launch or acquisition milestones, roles, hiring rationale and payroll assumptions.
Financial projections and economic capacity: income statements, cash flows and balance sheets, with investment, staffing and assumption schedules that support the discussion of marginality.

For the detailed service framework, see our E2 visa business plan guide. Explore related pathways and planning resources in our U.S. business plans hub.

What drives E2 visa business plan cost?

A useful quote explains the work needed to turn business records and assumptions into a consistent narrative and model. Compare these scope factors:

Investment size and structure: several owners, funding sources, transactions or locations can require more reconciliation. A larger investment does not automatically mean a higher writing cost; the documentation and structure matter.
Industry and market research depth: specialized sectors, multiple markets and limited local data require different research from a clearly defined local service business.
Financial projections: agree the number of forecast years, monthly versus annual detail, revenue streams, working capital and scenario analysis. Our E2 service framework uses five-year projections; staffing detail includes roles, hiring assumptions, compensation and employer costs.
Startup versus existing-business acquisition: a startup needs launch assumptions supported by research and supplier information. Buying an existing business adds historical financial review, purchase terms and reconciliation of past results with the proposed operating model.
Franchise versus independent business: a franchise needs agreement-specific fees, operating obligations and territory assumptions reflected in the model. An independent business needs its own market positioning, operating assumptions and supplier evidence. Neither is automatically simpler.
Timeline pressure: a requested filing schedule affects sequencing, document readiness and review coordination. Discuss feasibility during discovery; a deadline does not remove the need to validate assumptions.
Revision rounds: confirm included review rounds, who consolidates client and attorney feedback, and how a changed location, purchase agreement or business model affects scope.

The E2 investment versus the cost of the plan

The enterprise investment and the plan-writing fee are separate budget items. The investment concerns capital committed to the business and exposed to commercial risk. The plan fee pays for research, drafting and financial modelling. Buying a plan does not by itself demonstrate a qualifying investment.

E2 is a treaty-investor classification. In general, the investor and enterprise must meet applicable treaty-nationality requirements, the investment must be substantial in relation to the enterprise, and the investor must develop and direct a real operating business. There is no fixed dollar minimum that applies to every enterprise.

The marginality rule generally concerns whether the enterprise has present or future capacity to provide more than a minimal living for the investor and family, or to make a significant economic contribution. Credible income, operating and staffing assumptions help explain that capacity; no universal hiring number establishes it.

Professional fees can be startup budget costs, but budgeting treatment does not determine whether a payment qualifies as E2 investment. Keep invoices and payment records and ask your licensed U.S. immigration attorney which expenditures belong in the qualifying investment schedule.

Consult the State Department’s treaty-investor guidance in 9 FAM 402.9 and its Treaty Countries list with counsel for current, case-specific advice.

What to ask a provider about business plan for E2 visa cost

Which narrative sections, research sources, schedules and file formats are included, and what information must I supply?
Who writes the plan, who checks it and who is accountable for reconciling the narrative with the numbers?
Does the quote include financial modelling, or only inserting figures I provide? Which forecast years and staffing schedules are covered?
Which revision rounds are included, and how are new business facts or additional research handled?
How will the writer coordinate with my U.S. immigration attorney and resolve factual or financial inconsistencies?
What documents are needed before drafting, and how will the preparation and review schedule be agreed?

Ask for a written scope covering inclusions, exclusions and responsibility for missing inputs. Compare proposals against the same business summary and attorney instructions.

Red flags when comparing plan providers

Guaranteed outcomes: a writer cannot guarantee a visa decision. Officers assess the full application and evidence.
Template-only plans: changing a business name without adapting investment records, local research and financial assumptions leaves important gaps.
Prices far below market norms: an unusually low proposal deserves questions about research depth, modelling, authorship and revisions. A low quote alone does not establish poor quality; unexplained omissions make comparison difficult.

How The Biz Plans works: discovery → scope → quote

The Biz Plans is led by Atul Jagga, CPA (Ontario) & RCIC-IRB. Financial modelling is included in E2 business plan preparation. These are Canadian credentials; The Biz Plans prepares business documents and is not a U.S. law firm. Licensed U.S. immigration counsel handles legal eligibility and filing advice.

Discovery: discuss your business model, operating stage, investment structure, available records and attorney’s requested deliverables.
Scope: define research, narrative sections, financial schedules, review rounds and attorney coordination; identify missing inputs and discuss the preparation sequence.
Quote: provide a quote based on the agreed work. Drafting, modelling and review then follow the confirmed engagement scope.

Use our business plan generator to organize an initial outline. The sample business plan library shows illustrative structures, including a logistics franchise sample for understanding franchise operating assumptions. That Canadian example is not an E2 filing model; U.S. market evidence, investment documentation and attorney review must be specific to your enterprise.

Contact The Biz Plans to discuss your E2 plan scope and request a quote.

E2 visa business plan cost FAQs

What drives E2 visa business plan cost?

Scope drives the quote: investment structure and records, market research depth, forecast years and staffing detail, business stage, franchise obligations, timeline pressure and revision rounds. The investment amount alone does not determine the preparation cost.

Why do quotes for an E2 business plan vary?

Providers may include different research, financial modelling, deliverable formats, review rounds and attorney coordination. Compare written scopes and exclusions for the same business facts before comparing quotes.

Does the plan fee count toward the E2 investment?

Professional fees can form part of business startup costs for budgeting purposes. That does not automatically make every plan-preparation payment qualifying E2 investment. Ask your licensed U.S. immigration attorney to assess the purpose, payment evidence and case-specific treatment before including it in the qualifying investment schedule.

How long does an E2 business plan take to prepare?

Preparation proceeds through discovery, scope confirmation, document intake, research, financial modelling, drafting and client and attorney review. Record completeness, unresolved assumptions and feedback affect the schedule, which is discussed after reviewing the scope. Plan preparation is separate from government processing.

Can a template be enough for an E2 business plan?

A template can organize an outline, but headings alone do not establish the business facts. The plan needs case-specific investment records, market evidence, operating assumptions and consistent financial projections. Have your U.S. immigration attorney assess how the completed document supports the application.

Is financial modelling included at The Biz Plans?

Financial modelling is included in our E2 business plan preparation. Discovery defines the forecast horizon, staffing schedules, investment reconciliation and other supporting detail before the scope and quote are confirmed.