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 sampleSamples
E-2 Business Plan Samples
Read a fictional E-2 business plan excerpt with a worked financial example and download a free planning outline. Explore the types of plans we prepare; redacted client excerpts are available separately on request.
Open educational example
An illustrative E-2 business plan sample
This fictional cleaning-service example shows how a business narrative connects to financial assumptions. It is not a redacted client plan, an approved case, a market forecast or a filing-ready document. The numbers are invented for teaching and are not an E-2 minimum-investment or approval benchmark.
Sample business narrative
The proposed company would sell recurring cleaning visits within a defined local service area. The owner would manage sales, scheduling, quality control and supplier relationships. A complete plan would identify the actual owners and their roles, premises arrangements, licensing needs, staffing capacity and the intended customers.
Instead of asserting that “demand is strong,” the writer would attach dated local research, competitor prices and any genuine customer contracts. The forecast would separate signed work from prospective sales. In this example there are no real customers, contracts or operating results.
What the financial model must explain
Assume an average invoice of $150 and job-level labor and supplies of $60 per visit. Each completed visit contributes $90 toward fixed costs. Assume $10,400 in monthly overhead, excluding those job-level costs: office/admin payroll and payroll costs $6,000; premises/utilities $2,000; marketing $1,000; insurance $600; and software/admin $800.
The model would need evidence for prices, wages, visit duration, travel time, available staff and demand. It must not count the same labor cost twice or assume more visits than the team can deliver.
| Completed visits | Revenue | Job-level costs | Overhead | Illustrative remainder* |
|---|---|---|---|---|
| 120 | $18,000 | $7,200 | $10,400 | $400 |
| 160 | $24,000 | $9,600 | $10,400 | $4,000 |
| 200 | $30,000 | $12,000 | $10,400 | $7,600 |
*Revenue minus the stated job-level costs and overhead only. This is not net profit or cash flow: owner compensation, taxes, financing, capital spending, working-capital movements and launch-period losses are not included. Simple operating break-even under these invented assumptions is 116 visits per month. A complete model must also test cash timing and the costs omitted here.
From a sample to your own plan
Replace every assumption with your own evidence. Build a monthly launch-year model and a longer-term forecast, connect hiring dates to affordable payroll, and reconcile the investment schedule with actual payments and commitments. An acquisition should also reconcile the seller’s historical statements; a franchise should use the actual agreement and relevant disclosure documents.
For the immigration-evidence context and official sources, see E-2 business plan requirements and format. Your independent immigration attorney should review the filing requirements for your route and consular post.
Free E-2 business plan outline
Download an editable CSV planning worksheet with sections for ownership, market research, investment, operations, hiring and financial assumptions. Open it in Excel or Google Sheets and fill it locally. No email address is required. It is an input checklist, not a complete business plan or a substitute for professional review.
Download the planning outline (CSV)Need preparation from your actual documents? Compare business plan cost and scope or see our writing service.
Document type:
Industry:
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.
Request a redacted sampleE-2 Visa Business PlanFranchise
Franchise acquisition
Franchise plan built on the FDD Item 19 data, franchisor fees, territory analysis, and a documented investment schedule.
Request a redacted sampleE-2 Visa Business PlanCleaning Services
Residential & commercial cleaning
Service business plan with crew scaling, route density, contract mix, and payroll-driven job creation projections.
Request a redacted sampleE-2 Visa Business PlanLogistics
Freight brokerage & logistics
Asset-light logistics plan covering carrier network, load volume assumptions, margin per load, and dispatcher hiring.
Request a redacted sampleE-2 Visa Business PlanTrucking
Trucking company
Fleet-based plan with equipment financing, driver hiring, per-mile economics, and compliance cost modelling.
Request a redacted sampleE-2 Visa Business PlanConstruction
Construction & remodeling
Project-pipeline plan with backlog assumptions, subcontractor versus W-2 staffing, and licensing requirements by state.
Request a redacted sampleL-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.
Request a redacted sampleE-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.
Request a redacted sampleE-2 Visa Business PlanDental
Dental or medical practice acquisition
Practice purchase plan with patient-base analysis, provider compensation, chair utilization, and goodwill valuation support.
Request a redacted sampleE-2 Visa Business PlanEducation
Education & tutoring center
Enrollment-driven plan with cohort modelling, instructor hiring, facility costs, and seasonality assumptions.
Request a redacted sampleEB-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.
Request a redacted sampleE-2 Visa Business PlanEcommerce
Ecommerce & fulfillment
Plan addressing the marginality risk of online businesses through warehousing, U.S. staff, and channel diversification.
Request a redacted sampleEB-5 Business PlanReal Estate
Real estate development (EB-5)
Job-creation focused plan with construction phasing, direct and indirect employment methodology, and capital stack.
Request a redacted sampleE-2 Visa Business PlanBeauty & Wellness
Salon, spa & wellness
Chair- and room-based revenue plan with stylist recruitment, membership models, and retail attachment revenue.
Request a redacted sampleE-2 Visa Business PlanRetail
Retail store
Location-driven plan with foot-traffic analysis, inventory turns, gross margin bridge, and staffing per shift.
Request a redacted sampleL-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.
Request a redacted sampleRFE Financial ExhibitsProfessional Services
RFE financial exhibits
Updated financials and business documentation supporting your attorney's response to a request for evidence.
Request a redacted sampleFinancial ModelLogistics
Standalone 5-year financial model
Excel model with assumptions sheet, monthly year-one detail, payroll schedule, and consular-ready summary tables.
Request a redacted sampleInvestor DeckSaaS
Investor deck
A concise deck built from the plan for partners, lenders, or co-investors - same numbers, different audience.
Request a redacted sampleWhat 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 templated plans invite scrutiny
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 fees
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
The public example above is fictional and educational. The category cards describe types of work TealBridge prepares. Redacted client excerpts are available on request; confidential client documents are not published.
The public example on this page is fictional, and the free CSV is an editable planning outline, not a full filing-ready plan. We do not publish confidential client plans. Redacted client excerpts can be requested during a consultation.
Typically the table of contents, a market analysis excerpt, a sample financial summary, and an example hiring plan - with names, addresses, and identifying figures removed.
Yes. We prepare L-1 new-office plans, EB-2 NIW endeavor plans, EB-5 job-creation plans, and financial exhibits supporting your attorney's RFE response.
Usually 30-50 pages including financial exhibits. Length matters far less than whether every claim is supported.
Yes. We reconstruct historical financials and build projections from the actual operating record, which is generally a stronger case than a startup forecast.
Yes. Revisions after officer feedback or an RFE are part of how we work, including updated projections and additional exhibits.