E-2 visa business plans, by business type

A restaurant’s E-2 plan is not a cleaning company’s. The investment math, the staffing table, and the marginality rebuttal differ by model, and so does what officers scrutinize. Pick your business to see how the plan should be built.

Restaurant Franchise Gas Station / Convenience Store Cleaning / Janitorial Company Retail Store Import / Export Company Trucking / Logistics Company IT / Software Consulting Firm Landscaping Company Auto Repair Shop Hair Salon / Spa E-commerce / Amazon FBA Business

Build your plan outline

Choose a business model (and your treaty country) to see the full USCIS-format section list and what your plan must emphasize.

Your business type

Treaty country (optional)

Your E-2 plan outline

01
Executive summary
The enterprise, the treaty-investor, the amount invested, and the headline case at a glance.
02
Company & service/product
What the business does, its structure, and its stage of development.
03
Substantial investment & capital at risk
An itemized use-of-funds showing the investment is proportional to the business and irrevocably committed: the E-2 substantiality test.
04
Source-of-funds narrative
How the invested capital was lawfully acquired and traced into the enterprise.
05
Market analysis
Industry sizing and named competitors with real comparisons, specific to the business model and location.
06
Marketing & operations plan
How the business reaches customers and runs day to day.
07
Organization & management (develop-and-direct)
Ownership stake and the investor's operational-control role, framed to the E-2 develop-and-direct standard.
08
U.S. job-creation staffing table
A year-by-year staffing chart with roles, headcount, and wages: the core marginality rebuttal.
09
5-year financial projections
P&L, cash-flow, and break-even built from your numbers, with the assumptions behind every figure stated.
10
Marginality rebuttal
Evidence the enterprise generates more than a minimal living, via job creation and future capacity generally realizable within ~5 years.

What a restaurant plan must emphasize

Itemized use-of-funds reconciling total project cost to qualifying invested capital, with proof funds are spent or irrevocably committed
Detailed staffing chart with roles, wages, and a hiring timeline showing the investor directs while employees run service
Conservative, benchmarked 5-year projections (covers, average check, seat turns, food/labor ratios) that clear minimal-living income with margin
Local market and competitor analysis supporting the concept in the specific trade area
Owner's develop-and-direct narrative distinct from front-line labor

Marginality watch-out: Rebut marginality with projected income substantially above a minimal living plus genuine job creation. Lean on the staffing table and credible 5-year projections showing capacity to expand (added covers, catering, second location, delivery). Tie projected hires and revenue ramp to the ~5-year future-capacity window rather than opening-year numbers alone.

Order this plan, $199 See the full restaurant guide

This builds the structure of a USCIS-format business-plan document for your business model. It is general information, not legal or immigration advice, and does not assess your eligibility. E-2 has no fixed minimum investment; confirm your strategy with a licensed immigration attorney.

→ Check whether your country is an E-2 treaty country

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