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Investor Visa Business Plans

We prepare business plans for investment through the EB-5 Immigrant Investor Program and E-2 Treaty Investor program.

Market Reports

We prepare custom market reports that collect demographic, economic, industry, and market research for feasibility analysis and other purposes.

Resources and Consulting

We offer resources and consulting in our areas of expertise: business plans, market research, and investor visa programs.

Service Detail

What do you include in a business plan for direct EB-5 investment?

A business plan for direct EB-5 investment follows the Matter of Ho definition of a comprehensive business plan, and focuses on compliance with direct EB-5 requirements for the new commercial enterprise, investment amount and structure, investor participation, and job creation. Learn more.

What do you include in a business plan for regional center EB-5 investment?

A business plan for regional center EB-5 investment follows the Matter of Ho definition of a comprehensive business plan, and focuses on compliance with regional center EB-5 requirements for the new commercial enterprise and job-creating enterprise, investment amount and structure, and job creation. Learn more.

What do you include in business plans for E-2 Treaty Investor applications?

A business plan for E-2 investment seeks to demonstrate that the E-2 applicant and E-2 enterprise meet applicable requirements, with substantial investment placed at risk in a real and operating commercial enterprise that the applicant will develop and direct. Learn more about requirements for overseas applicants and US-based applicants.

What is your approach to market analysis?

Each business plan that we write includes a well-supported market analysis that demonstrates that the business is feasible. Additionally, we offer self-contained market reports that present transparently-sourced market and industry data relevant to questions posed by the client.  Our reports reference government agencies, trade and industry associations, consulting companies, public companies, academic studies, and media coverage. We thoughtfully select the data most relevant to the topic and present it in a way that makes it easy to interpret and apply. Our market reports are based on publicly available information. In some cases, we advise clients to obtain an appraisal report or purchase proprietary market data from an industry specialist.

How much will the work cost?

As of 2017, we typically quote $5,000 to $7,000 to prepare an EB-5 plan, $2,000 for an E-2 plan for a single new business, and $1,000 to $3,000 for a market report depending on the scope of work. The price may vary for plans that involve multiple locations or require purchasing proprietary market data.

What is the typical turn-around time?

We can typically deliver a business plan in two to three weeks, and a market report in one to two weeks.

Do you provide economic impact studies or offering documents?

No. We recommend that economic impact reports be prepared by professional economists and offering documents be prepared by securities attorneys.

What is your privacy policy?

Each engagement letter includes a privacy policy, and we are happy to sign client Non-Disclosure Agreements.

Process

  • Consultation

    We discuss strategy for the project, and define the project objective, parameters, and timeline.

  • Discovery

    We provide you with a questionnaire of project information, and undertake market and industry research.

  • Writing

    We prepare a polished first draft based on your information and our research.

  • Delivery

    You receive the completed document and associated exhibits upon final payment.

  • Follow-up

    We revise the report as needed so that it accomplishes your objectives.

Completed Projects

153

EB-5 regional center project plans

87

direct EB-5 project plans

33

other business plans

246

market analyses

50,000+

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