Business plans for U.S. investors, including the E-2 consulate format
Five-year plan in the U.S. Embassy N and ROI structure: market analysis, hiring plan, source-of-funds narrative and financial projections tied to actual vendor quotes. Prepared by the team that also builds and launches U.S. businesses.
Quote within one business day after a 60-minute intake call. Plans cost $1,500 to $2,500. First draft in 2 to 3 weeks; rush delivery in 7 to 10 days available for an additional fee.
What consular officers look for in the plan
U.S. embassies publish a required structure for E-2 plans in two variants: N for new businesses with a negative first year, and ROI for businesses profitable earlier. Officers use the document to confirm four things.
Read the official U.S. Embassy N and ROI format- 01
The enterprise is real
Entity, location, licenses, vendors and an operating model that exists beyond the page.
- 02
The investment is substantial
An investment schedule proportional to the total cost of the business, committed and at risk.
- 03
The business is not marginal
Five-year financials that show income beyond the investor's family, or credible job creation.
- 04
It will employ Americans
A hiring plan with roles, timing and salary bands that the revenue model can actually pay for.
Every section the embassy format requires, prepared from your business data
Market analysis
Industry data for your city and trade area, named local competitors, target-customer segmentation and defensible pricing.
Five-year financial projections
P&L, cash flow and balance sheet with unit economics tied to real vendor quotes, leases and salary data.
Organizational and hiring plan
Org chart, U.S. hiring timeline, roles and salary bands that show genuine job creation over five years.
Source-of-funds narrative
A documented paper trail from the origin of your capital to the U.S. business bank account, written to the officer's questions.
Marketing plan
Customer acquisition channels, budget and a 12-month launch calendar consistent with the revenue ramp.
Investment schedule
Every dollar spent or committed, reconciled line by line to bank statements and to the amounts in your E-2 application.
E-2 business plan fees
A TealBridge E-2 business plan costs $1,500 to $2,500 in 2026. The price reflects how much financial modeling has to be built from scratch, the number of locations and the hiring depth, not page count. You get a fixed quote after the intake call.
Clients in our full E-2 launch engagement pay a lower bundled rate for the plan. Rush delivery in 7 to 10 days carries an additional fee quoted with the plan.
TealBridge Consulting is a business consulting firm, not a law firm. Legal services, including immigration filings, are provided by independent licensed attorneys in our partner network under their own engagement agreements.
| Business type | Fee | First draft |
|---|---|---|
| Franchise or single-location service businessCleaning, landscaping, home care, consulting | from $1,500 | 2 weeks |
| Restaurant, retail, logistics, existing business acquisitionFinancial model rebuilt from the target's actuals | $2,000 to $2,500 | 2 to 3 weeks |
| Multi-unit, technology or manufacturingDetailed unit economics and defensible projections | $2,500 | 3 weeks |
Preparation in four stages
- 01
Intake call
60 minutes on your business, budget, timeline and source of funds. You get a fixed quote within one business day.
- 02
Research and modeling
Analysts build the market analysis and five-year model from real vendor, lease and salary data for your location.
- 03
Draft and review
First draft in 2 to 3 weeks. One round of revisions to refine numbers and narrative, with your attorney's comments included.
- 04
Consulate-ready plan
Final formatted PDF in the N or ROI structure plus the financial model, ready for your attorney's filing. We also walk you through the numbers so you can present your business with confidence.
Why templated plans invite additional scrutiny
Downloadable templates circulate widely and consular officers see the same tables repeatedly. A plan that reads as generic invites scrutiny on exactly the points officers examine: whether the investment is real, whether the business is marginal, and whether the projections are credible. A templated plan is one of the most common triggers for a 221(g) request.
See what a compliant plan looks like, section by sectionPlans prepared by the team that builds the businesses
- Businesses we built supported a 99% E-2 approval rate (filings by independent partner attorneys).
- Consultants with MBA training and hands-on U.S. operating experience.
- Numbers come from your vendor quotes, leases and payroll, so you can defend every line at the interview.
- Business plans for E-2, E-1, L-1, EB-5 and EB-2 NIW applications, and financial exhibits supporting your attorney's RFE response; the same standards apply.
Questions about E-2 business plans
Standard turnaround is 2-3 weeks from intake call to first draft. Rush delivery in 7-10 days is available for an additional fee.
Yes, but self-written plans have significantly lower approval rates. Consular officers can quickly spot templated or unrealistic projections, and a weak plan is the most common cause of RFEs and denials.
30 to 50 pages is standard. Anything shorter usually lacks the depth consular officers expect; anything longer than ~60 pages tends to bury the key facts.
The U.S. Embassy publishes an official E-2 (N & ROI) format covering executive summary, market analysis, marketing, operations, personnel, and 5-year financial projections. TealBridge writes to that exact structure.
An updated business plan or business review is strongly recommended for renewal. Consular officers compare actual hiring, revenue, and taxes to the original projections.
Yes. If your case receives a 221(g) requesting updated financials or additional detail, we update the plan and prepare a response memo as part of the engagement.
Request a fixed-fee quote
After the form, we arrange a 60-minute intake call and quote a fixed fee within one business day. Where the business or the funds would not support a credible plan, we tell you before any fee is charged.
- WhatsApp:
- +1 (945) 396-8184
- Email:
- client@tealbridge.us