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Samples

E-2 Visa Business Plan Samples

Explore the types of E-2 and investor visa business plans TealBridge prepares, from restaurants and franchises to SaaS, logistics, healthcare, and service businesses. Redacted samples are available on request during a qualification call.

Document type:
Industry:
E-2 Visa Business PlanRestaurant

Full-service restaurant

A 5-year plan for an owner-operated restaurant with build-out costs, staffing ramp, and seat-turn based revenue modelling.

Request a redacted sample
E-2 Visa Business PlanCafe

Coffee shop / cafe

Small-footprint hospitality plan showing non-marginality through hiring, daily ticket volume, and a realistic break-even month.

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E-2 Visa Business PlanFranchise

Franchise acquisition

Franchise plan built on the FDD Item 19 data, franchisor fees, territory analysis, and a documented investment schedule.

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E-2 Visa Business PlanCleaning Services

Residential & commercial cleaning

Service business plan with crew scaling, route density, contract mix, and payroll-driven job creation projections.

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E-2 Visa Business PlanLogistics

Freight brokerage & logistics

Asset-light logistics plan covering carrier network, load volume assumptions, margin per load, and dispatcher hiring.

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E-2 Visa Business PlanTrucking

Trucking company

Fleet-based plan with equipment financing, driver hiring, per-mile economics, and compliance cost modelling.

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E-2 Visa Business PlanConstruction

Construction & remodeling

Project-pipeline plan with backlog assumptions, subcontractor versus W-2 staffing, and licensing requirements by state.

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L-1 Visa Business PlanManufacturing

Manufacturing subsidiary (L-1)

New-office L-1 plan for a foreign manufacturer opening a U.S. entity, with a first-year organizational chart and capex schedule.

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E-2 Visa Business PlanHealthcare

Home care & healthcare services

Licensed services plan with reimbursement mix, caregiver recruitment, and regulatory milestones mapped to the 5-year model.

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E-2 Visa Business PlanDental

Dental or medical practice acquisition

Practice purchase plan with patient-base analysis, provider compensation, chair utilization, and goodwill valuation support.

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E-2 Visa Business PlanEducation

Education & tutoring center

Enrollment-driven plan with cohort modelling, instructor hiring, facility costs, and seasonality assumptions.

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EB-2 NIW Business PlanSaaS

SaaS / technology venture (EB-2 NIW)

Endeavor-focused plan showing national importance, market opportunity, technical roadmap, and hiring beyond the founder.

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E-2 Visa Business PlanEcommerce

Ecommerce & fulfillment

Plan addressing the marginality risk of online businesses through warehousing, U.S. staff, and channel diversification.

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EB-5 Business PlanReal Estate

Real estate development (EB-5)

Job-creation focused plan with construction phasing, direct and indirect employment methodology, and capital stack.

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E-2 Visa Business PlanBeauty & Wellness

Salon, spa & wellness

Chair- and room-based revenue plan with stylist recruitment, membership models, and retail attachment revenue.

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E-2 Visa Business PlanRetail

Retail store

Location-driven plan with foot-traffic analysis, inventory turns, gross margin bridge, and staffing per shift.

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L-1 Visa Business PlanProfessional Services

Professional services firm (L-1)

Consulting or agency plan showing managerial capacity, U.S. client pipeline, and the parent-subsidiary relationship.

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RFE ResponseProfessional Services

RFE response package

Targeted rewrite responding to marginality, source-of-funds, or job-creation objections, with revised financial exhibits.

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Financial ModelLogistics

Standalone 5-year financial model

Excel model with assumptions sheet, monthly year-one detail, payroll schedule, and consular-ready summary tables.

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Investor DeckSaaS

Investor deck

A concise deck built from the plan for partners, lenders, or co-investors - same numbers, different audience.

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What a strong sample shows

A sample is useful only if it demonstrates how the document answers the questions an officer actually asks. Ours are built around consular expectations, source-of-funds narrative, hiring plan, market proof, and 5-year financials.

  • A clear statement of the investment amount and how it was spent or committed
  • A source-of-funds narrative traced document by document
  • A hiring plan with roles, dates, and wages - not just a headcount number
  • Market analysis grounded in the specific city and trade area, not national statistics
  • Five-year financials whose assumptions can be defended line by line

What we customize for your case

No two E-2 cases are alike. Every plan is written from your numbers, your market, and your immigration profile.

  • Your actual investment schedule and bank documentation
  • The specific consulate and its known preferences
  • Your industry's cost structure and licensing requirements
  • The job-creation timeline your business can genuinely support
  • Any prior refusal or RFE history that needs to be addressed

Why generic templates fail

Downloadable template plans circulate widely, and consular officers see the same tables repeatedly. A plan that reads as generic invites scrutiny on exactly the points that decide the case: whether the investment is real, whether the business is marginal, and whether the projections are credible. We start from your documents instead.

Timeline and pricing

Most plans are delivered in 10-15 business days, with expedited options available. Pricing starts at $2,500 and depends on industry complexity, whether an acquisition is involved, and how much financial reconstruction is required.

Frequently asked questions

Samples shown here are category descriptions of the work TealBridge produces. Redacted excerpts from real plans are shared on request; we do not publish client documents.