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Immigration business plans, written to the rule for your visa category

Reviewed by Muhammad Tayyab Shabbir · Last updated 12 October 2026

An immigration business plan is a standalone document your attorney files as evidence with an E-2, L-1, E-1, EB-5 or EB-2 NIW filing. It is for founders and investors moving a business to the United States, and it covers the venture, the investment, the hiring schedule and five years of financials (for E-1, a ledger of existing trade). Fixed price: Essential $1,900, Standard $2,400, Premium $3,200. Turnaround 7 to 14 days. It starts with a free 30-minute call.

We write each plan to the test that governs its route. Guides: E-2, L-1, E-1, EB-5 and EB-2 NIW.

We are business plan writers, not attorneys. Business Plan Firm is not a law firm, gives no legal or immigration advice, assesses no one's eligibility and files nothing with USCIS or a consulate. Your attorney owns the legal strategy. We build the business and financial evidence that sits underneath it.

E-2 · L-1 · EB-5
E-1 and EB-2 NIW
Attorney-ready
On your timeline
RFE revisions
Free
$1,900+
Fixed price
The finding

Which visa rules ask for a business plan?

Of five visa routes (E-2, L-1A, E-1, EB-5 and EB-2 NIW), one has a regulation that asks for a business plan by name: EB-5, where 8 CFR 204.6(j)(4)(i)(B) asks it of a standalone investor relying on jobs not yet created. Its words: "A copy of a comprehensive business plan". The words business plan appear nowhere in the treaty trader and investor definitions (8 CFR 214.2(e)(9) to (16); 22 CFR 41.51), the L-1 paragraph (8 CFR 214.2(l)) or 8 CFR 204.5, which covers EB-2. (A CNMI-only investor classification at 8 CFR 214.2(e)(23) does list one.) On the other four routes the plan is named outside the regulation.
RouteLead test the plan is written toGoverning textNamed in the regulation?
E-2 treaty investorA substantial investment in a non-marginal enterprise: under (e)(15), projected income capacity "should generally be realizable within 5 years from the date the alien commences the normal business activity of the enterprise"8 CFR 214.2(e)(12) to (16); 22 CFR 41.51(b); 9 FAM 402.9-6No. The 1997 INS preamble names one; the State Department's suggested checklist lists one for a new business
L-1A new officeThat the US operation, "within one year of the approval of the petition, will support an executive or managerial position"8 CFR 214.2(l)(3)(v)(C)No. USCIS's entrepreneur pathways page tells a new office filer to provide a business plan or executive summary; its 2012 draft RFE template lists one
E-1 treaty traderExisting trade, not projected trade: "An applicant cannot qualify for E-1 classification to search for a trading relationship"8 CFR 214.2(e)(9) to (11); 22 CFR 41.51(a); 9 FAM 402.9-5No. One post we read asks newer companies for one; another says none is required
EB-5, standalone investorThat "the need for not fewer than ten (10) qualifying employees will result, including approximate dates, within the next two years"8 U.S.C. 1153(b)(5); 8 CFR 204.6(j)(4)(i)Yes, in (j)(4)(i)(B), where the ten employees are not yet hired; a regional center files the plan for its project
EB-2 NIWThe three Dhanasar prongs, each claim tied to a document: plans "should be supported by other independent evidence"8 CFR 204.5(k)(4)(ii); Matter of Dhanasar; 6 USCIS-PM F.5No. The USCIS Policy Manual names one, as evidence that needs support

The last column describes the regulation's wording. Whether to file a plan is your attorney's decision. Under 22 CFR 41.51, a consular officer decides an E-1 or E-2 visa applied for abroad.

What you get

What is in an immigration business plan?

One document, written as evidence rather than as a sales pitch, and read alongside the rest of your filing. Ours contain an executive summary that states the visa category and the claim being made; the ownership and entity structure; the source and use of the invested funds, tied line by line to what has been spent or committed; a market analysis with cited sources rather than assertions; an operations plan covering premises, licensing, suppliers and timeline; a staffing plan naming every role, its wage and the month it is hired; five years of financials: profit and loss, cash flow and balance sheet; and appendices for the lease, quotes, licenses and letters your attorney wants attached. Five years is our standard, not a rule on every route.

Two things separate this from a lender or investor plan. The first is consistency: the plan is one exhibit in a file, so the investment total, the hiring schedule and the payroll line in the financials have to agree with each other and with what your attorney has written elsewhere. The second is that nothing is asserted without a basis: a job count is only as good as the schedule and payroll behind it, and a market figure only as good as its source. A contradiction inside your own evidence is the one problem you can remove before you file.

The work is led by Muhammad Tayyab Shabbir, founder of Avvale, the London consultancy whose US practice is Business Plan Firm. We have written 1,000+ plans for 500+ founders across 30+ countries, and our clients have raised $500M+. Plans are drafted in-house and reviewed line by line before you or your attorney see them.

From $1,900
Fixed quote on your call, by visa type and complexity.
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Packages

How much does an immigration business plan cost?

Three fixed prices, $1,900, $2,400 or $3,200, agreed on the call before anything is written. What moves you between them is the evidentiary load of the category, not the page count. A single-owner E-2, or an L-1 backed by an established parent company, sits in Essential. EB-5 direct filings carry the job creation schedule and source of funds narrative; EB-2 NIW plans tie each claim to independent evidence: Standard. Regional center work and filings that need economic impact modeling: Premium. Filing fees, attorney fees and the investment itself are separate, and we charge no success fee or percentage of anything. See every price we charge.

Essential
$1,900
An E-2 or L-1 plan written to the adjudicator's criteria.
  • Visa-specific plan to the criteria of your category
  • Staffing and investment detail
  • 5-year financials
  • Free RFE-directed revision
Book a call
Standard
$2,400
Added depth for EB-5 and EB-2 NIW.
  • Everything in Essential
  • EB-5 or EB-2 NIW depth
  • Source-of-funds narrative support
  • Attorney coordination
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Premium
$3,200
Regional center and complex, larger filings.
  • Everything in Standard
  • Economic impact (job) modeling
  • Priority filing-timeline turnaround
  • Senior consultant lead
Book a call

Every package is a fixed price agreed on your call. Not sure which fits? We will tell you straight. UK clients add VAT.

If you also need the numbers as a standalone deliverable, or the market evidence built out further than the plan requires, say so on the call: we quote the financial model or market research with it as one fixed price.

Before we start

What do you need from me before you start?

Less than you might expect: we do not need your immigration file or your travel history. We need the commercial facts, and where a fact does not exist yet we write the assumption down and label it.

Your attorney's brief

The visa category, the criteria they want addressed, the filing date, and how the plan should sit alongside the rest of the filing.

The investment

How much is going in, what it is being spent on, where it came from, and what has already been transferred, spent or committed.

The business itself

Premises or a shortlist, lease or letter of intent, equipment and build-out quotes, licenses, suppliers, and operating history if the entity exists.

The people

Every role you plan to hire, the wage and the month it starts. For L-1, the parent company structure and your role inside it.

If the venture itself is still unproven, site not chosen, model not tested, capital not yet committed, a plan written to a visa checklist is not the document that resolves it. A feasibility study tests whether the thing works and is allowed to conclude that it does not.

How it works

How does the process work?

Day 0

Strategy call

30 minutes with a senior consultant. Scope, requirements and a fixed quote on the call.

Days 1 to 5

Research & model

Cited market research and a five-year financial model built from your numbers.

Days 5 to 7

First draft

Full document drafted and designed in-house, reviewed line by line before you see it.

Days 7 to 10

Revisions to yes

Revisions until your reader says yes (one round on Essential, unlimited on Standard and Premium).

Revisions

How do revisions and RFEs work?

Essential packages include one revision round (on immigration plans, a free RFE-directed revision) and Standard packages include unlimited revisions within the agreed scope. You and your attorney mark up the draft, we rewrite, and that continues until you are both satisfied. Turnaround on the finished plan is 7 to 14 days from the call, depending on the category and how much of your own information is ready. Tell us the filing date on the call: if it is not achievable, you hear that on day zero rather than in week three.

If a Request for Evidence arrives and it touches the plan, the revision is free. We address what the officer asked for, in the language the notice uses. Send us the notice and its deadline the day you receive it. A different business is not covered: a new location, a different investment amount, a new entity or a change of category is new work, quoted separately.

USCIS may deny a filing that lacks required initial evidence without issuing an RFE first (8 CFR 103.2(b)(8)(ii)): Policy Alert PA-2026-05 of 5 August 2026 updated USCIS guidance "to restore USCIS officers' full discretion to deny such benefit requests", and 8 CFR 103.2(a)(1)(v) says "Filing fees generally are non-refundable regardless of the outcome of the benefit request".

No consultant can promise an approval, and any who does is selling something they do not control. The outcome is not ours to decide, and the plan is one exhibit among everything else your attorney files. What we control is the document.

Failure modes

What makes an immigration business plan weak?

When we are asked to rescue a plan written elsewhere, one the attorney will not put in front of an officer, these are the problems we check for first.

Numbers that do not tie

Payroll in the financials that does not match the staffing schedule, or a use-of-funds total that does not match the investment being claimed.

Jobs with nothing under them

A headcount asserted in the narrative with no roles, wages or start months behind it, and no revenue that would support paying them.

An investor pitch in disguise

Vision language, hockey-stick curves and a billion-dollar market, in a document that is being read as evidence rather than as a sales case.

Sources that do not exist

Market claims with no citation, or figures lifted from a template written for a different country, industry or year.

One more is less visible: contradiction with the rest of the file, where the plan says one thing and the forms, the source-of-funds trail or the lease say another. That is why we take the brief from your attorney up front and send every draft to you both together.

O-1

Does an O-1 visa need a business plan?

Not under the O-1 texts we read: the phrase is absent from 8 CFR 214.2(o) and the nine chapters of USCIS Policy Manual Volume 2, Part M. Under (o)(2)(ii) a petition must carry the classification evidence, contracts or a summary of an oral agreement (B), a written advisory opinion (D) and, at (C):

An explanation of the nature of the events or activities, the beginning and ending dates for the events or activities, and a copy of any itinerary for the events or activities

Under (o)(2)(iv)(A), work in more than one location needs an itinerary. The manual's Chapter 3 says "a separate legal entity owned by the beneficiary, such as a corporation or limited liability company, may file the petition on their behalf"; whether your own company can do so on your facts is your attorney's question. For an O-1A, Chapter 4 says officers may consider a startup's significant funding, commensurate with its stage and industry, "as a positive factor regarding its distinguished reputation".

Under (o)(6)(iii)(A), approval runs for the time the Director finds "necessary to accomplish the event or activity, not to exceed 3 years"; under (o)(12)(ii), extensions come in "increments of up to 1 year". Chapter 9 says a petitioner "must establish that there are events or activities" for the validity period requested.

Form I-129 filing fees for an O petition (Form G-1055, edition 10/07/26): a small employer (25 or fewer full-time equivalent US employees, affiliates included) pays $530 + $300 Asylum Program Fee = $830; a regular petitioner on paper, $1,055 + $600 = $1,655.

If counsel wants the activities explanation and venture narrative drafted, that is an Essential plan at $1,900; no rule we read requires it.

Straight answers

When is a visa business plan the wrong thing to buy?

We would rather say this now than take the fee:

  • You have not retained an immigration attorney yet. Do that first. The plan is written to their strategy, and a plan commissioned before the attorney is in place is written to a strategy that does not exist yet.
  • What you actually want is "do I qualify?" That is a legal question for an immigration attorney. A consultant who tells you that you qualify is not doing you a favor.
  • You are investing into a regional center EB-5 project. Ask your attorney whether a separate plan adds anything to what the project already provides before you buy one.
  • Your route is the International Entrepreneur Rule (entrepreneur parole, Form I-941). A business plan is not what that rule asks for: the phrase appears nowhere in 8 CFR 212.19, Form I-941 or its instructions, or the seven Policy Manual chapters on entrepreneur parole. The regulation asks for money already received, "a qualified investment amount of at least $311,071 from one or more qualified investors" or at least $124,429 in government awards or grants, or, under (b)(2)(iii), where a threshold is only partly met, "other reliable and compelling evidence of the start-up entity's substantial potential for rapid growth and job creation". Under (a)(4), "Such an investment shall not include an investment, directly or indirectly, from the entrepreneur". USCIS's quarterly reports show 20 applications received and 0 approved from 1 October 2024 to 30 June 2026. Settle the route with immigration counsel before you commission anything.
  • The money is a US loan, not a visa. Then you want an SBA loan business plan or our standard business plan service, both of which cost less.
  • You are raising equity and need a room to say yes. That is a pitch deck job, and often a financial model alongside it.
  • You want a guaranteed outcome. Nobody can sell you one. We will not pretend otherwise to win the work.
Sources

How we verified this

Every quotation was checked character for character against raw source text retrieved between 5 and 10 October 2026.

Other texts: see the route guides. Left out for lack of a source: approval rates, processing times, any single USCIS plan format.

FAQ

Questions founders ask.

Which visas do you write plans for?

Business Plan Firm writes immigration business plans for E-2 treaty investor, L-1 intracompany transfer, E-1 treaty trader, EB-5 (direct and regional center) and EB-2 NIW filings, each to the criteria of the category your attorney has chosen. We do not select the category or advise on eligibility: that is legal advice, and we are not a law firm.

Which visa rules ask for a business plan by name?

Of five visa routes (E-2, L-1A, E-1, EB-5 and EB-2 NIW), one has a regulation that names a business plan: EB-5, where 8 CFR 204.6(j)(4)(i)(B) asks it of a standalone investor relying on jobs not yet created. The treaty trader and investor definitions, the L-1 paragraph and 8 CFR 204.5 do not; on those routes the plan is named outside the regulation.

Are you immigration attorneys?

No. Business Plan Firm is a business planning consultancy, the US practice of Avvale, a London firm. We are not a law firm, we give no legal or immigration advice, we assess no one's eligibility, and we file nothing with USCIS or a consulate. We write the business and financial evidence your attorney submits with the filing.

How much does an immigration business plan cost?

An immigration business plan from Business Plan Firm costs a fixed $1,900 (Essential), $2,400 (Standard) or $3,200 (Premium), agreed on the call before work begins. The category and its evidentiary load set the tier, not the page count. Filing fees, attorney fees and the investment itself are not included, and we never charge a success fee or a percentage of a raise.

What happens if we get an RFE?

If USCIS issues a Request for Evidence (RFE) that touches a plan Business Plan Firm wrote, the revision is free and answers what the officer asked, in the language the notice uses. Send us the notice and its deadline the day you receive it. Under 8 CFR 103.2(b)(8)(ii), USCIS may deny a filing that lacks required initial evidence without an RFE.

Muhammad Tayyab Shabbir, Founder of Avvale

Written and reviewed by Muhammad Tayyab Shabbir, founder of AVVALE, the London consultancy whose US practice is Business Plan Firm, and a 2026 finalist in the Global Innovator Awards, UK SME Global Expansion category. We are not attorneys and give no legal or immigration advice.

General information as of 10 October 2026, not legal or immigration advice. Rules, fees and post instructions change: retain immigration counsel and confirm current requirements with USCIS or your post before acting.

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