Question 1

What is First Name?

Accepted Answer

Enter your legal first name exactly as it appears on your passport or official identification documents. This must match your passport information for visa processing.

Question 2

What is Last Name?

Accepted Answer

Enter your legal last name (surname) exactly as it appears on your passport or official identification documents. This must match your passport information for visa processing.

Question 3

What is Treaty Nationality?

Accepted Answer

Treaty Nationality refers to your country of citizenship that has a treaty of commerce and navigation with the United States. This is required for E-2 visa eligibility. You must be a citizen of a treaty country, not just a resident. Examples include Turkey, Canada, France, Germany, Japan, and many others.

Question 4

What is Current Immigration Status?

Accepted Answer

If you are currently in the United States, select your current visa status. If you are not in the U.S., select 'None'. This helps immigration officials understand your current situation. Common statuses include Tourist Visa, Student Visa, or Work Visa.

Question 5

How should I format my Phone Number?

Accepted Answer

Enter your phone number with country code, without spaces or special characters. Include the country code at the beginning. This should be a number where you can be reached for visa processing communications.

Question 6

What is Email Address?

Accepted Answer

Enter a valid email address where you can receive important communications about your visa application. Use an email address you check regularly. This will be used for official correspondence.

Question 7

What is Education Level?

Accepted Answer

Select your highest level of education completed. This helps demonstrate your qualifications and background. Options typically include High School, Bachelor's, Master's, PhD, or Other.

Question 8

What is Field of Study?

Accepted Answer

Enter the field or subject area of your highest education degree. This could be your major, specialization, or area of expertise. Be specific about your educational background.

Question 9

What is Years of Business Experience?

Accepted Answer

Enter the total number of years you have been actively involved in business operations, management, or entrepreneurship. This includes experience from any country. Count full years of relevant business experience, including management roles, ownership, or significant operational involvement.

Question 10

What is Legal Company Name?

Accepted Answer

Enter the official registered name of your business entity exactly as it appears on your state registration documents. This is the legal name filed with the Secretary of State. It must match your official business registration.

Question 11

What is DBA Name?

Accepted Answer

DBA (Doing Business As) is an optional trade name if your business operates under a different name than the legal entity. If you don't have a DBA, leave this field blank. This is the name customers see, which may differ from your legal name.

Question 12

What is Entity Type?

Accepted Answer

Select the legal structure of your business entity. Common types include LLC (Limited Liability Company), INC (Corporation), Partnership, or Other. This must match your state registration documents.

Question 13

What is State of Formation?

Accepted Answer

Enter the U.S. state where your business entity was formed or registered. This is the state where you filed your articles of incorporation or organization. Use the full state name or standard abbreviation.

Question 14

What is Formation Date?

Accepted Answer

Enter the date when your business entity was officially formed or registered with the state. Use MM/DD/YYYY format or the date picker. This date should match your state registration documents.

Question 15

What is EIN and how should I format it?

Accepted Answer

EIN (Employer Identification Number) is a unique 9-digit number assigned by the IRS to identify your business for tax purposes. Format it as XX-XXXXXXX (two digits, dash, seven digits). You must obtain an EIN before starting your business operations in the U.S.

Question 16

What is Business Address?

Accepted Answer

Enter the complete physical address of your business location in the United States. Include street address, city, state, and ZIP code. This should be where your business operations will take place.

Question 17

What is Business Phone?

Accepted Answer

Enter the main phone number for your business. Include area code and number. This should be a number where customers or business contacts can reach your business during operating hours.

Question 18

What is Business Email?

Accepted Answer

Enter the primary email address for your business communications. This should be a professional email address used for business correspondence, customer inquiries, and official communications.

Question 19

What is Website?

Accepted Answer

If your business has a website, enter the complete URL including https://. If you don't have a website yet, leave this field blank. This is optional but helpful for showing your business presence.

Question 20

What are Social Media Links?

Accepted Answer

List your business social media profiles if applicable. Include links to Facebook, Instagram, LinkedIn, Twitter, or other platforms. Separate multiple links with commas or list them on separate lines.

Question 21

What does Business Status mean?

Accepted Answer

Business Status indicates whether your company is currently active, in formation, or in another state. 'Active' means the business is operational. 'In Formation' means you're in the process of setting up the company. Select the status that best describes your current situation.

Question 22

What is Business Stage?

Accepted Answer

Business Stage describes the current phase of your business development. 'Startup' means you're just beginning. 'Early Stage' means you have some operations but are still growing. 'Established' means you have stable operations. Select the stage that best fits your business.

Question 23

What is NAICS Code?

Accepted Answer

NAICS (North American Industry Classification System) Code is a 6-digit code that classifies your business industry. This helps categorize your business type. You can find your code on the NAICS website by searching for your business activity.

Question 24

What are Business Hours?

Accepted Answer

Enter your business operating hours. Specify the days and times your business will be open to customers. Be specific about opening and closing times for each day of the week.

Question 25

How do I fill out the Ownership & Shareholder Structure table?

Accepted Answer

This table must list all owners and shareholders of the company with their ownership percentages. Each row should include the owner's name, nationality, ownership percentage, and role. The total ownership must equal 100%. The treaty country investor must own at least 50% of the business.

Question 26

Who should be included in the ownership table?

Accepted Answer

Include all individuals or entities that own any percentage of the company. This includes founders, investors, partners, and any other shareholders. Even small ownership percentages must be disclosed. Each person's nationality is important for E-2 visa eligibility verification.

Question 27

What information is required for each owner?

Accepted Answer

For each owner, you need to provide: full name, nationality (country of citizenship), ownership percentage, and their role in the business. Make sure all percentages add up to exactly 100%. The treaty country investor's ownership is critical for visa eligibility.

Question 28

What should I write in Business Overview?

Accepted Answer

Write a concise one-paragraph summary of your business. Describe what your company does, your main products or services, and your target market. Give readers a direct picture of your business in 3-5 sentences. Be specific and professional.

Question 29

What is Nature of Business?

Accepted Answer

Describe the type of business you operate in detail. Explain your industry, business model, and primary activities. Be specific about what your business does and how it operates. This should define your business type and operations.

Question 30

What is a Problem Statement?

Accepted Answer

Describe the specific problem or need in the market that your business addresses. Explain what gap exists that your business fills. Be specific and show that there is real demand for your product or service. State the problem concretely.

Question 31

What should I include in Solution Description?

Accepted Answer

Explain how your business solves the problem you identified. Describe your unique approach, products, or services that address the market need. Highlight what makes your solution different or better than existing options. Be specific about your value proposition.

Question 32

What is Business Model?

Accepted Answer

Explain how your business creates, delivers, and captures value. Describe your revenue streams, customer relationships, key activities, and value proposition. This should show how your business operates and generates income.

Question 33

What is Revenue Generation Method?

Accepted Answer

Explain exactly how your business makes money. Describe your pricing model, sales channels, and revenue streams. Be specific about how customers pay and what they pay for. This should show how you convert your products or services into income.

Question 34

What is Year 1 Revenue Target?

Accepted Answer

Enter your projected total revenue for the first year of operations. This should be a realistic estimate based on market research, competitor analysis, and your business plan. Be conservative but optimistic based on your projections.

Question 35

What is Year 1 Customer Volume?

Accepted Answer

Estimate the number of customers you expect to serve in your first year. This could be daily, monthly, or yearly customer counts. Base this on market research, location analysis, and competitor data.

Question 36

What is Investor's Role Summary?

Accepted Answer

Describe your specific role and responsibilities in managing and operating the business. Explain how you will be actively involved in daily operations, decision-making, and business development. This demonstrates your commitment to developing and directing the business.

Question 37

What is Long-Term Vision?

Accepted Answer

Describe your vision for the business over the next 3-5 years. Explain your growth plans, expansion goals, and long-term objectives. Show that you have a concrete vision for the future development of your business.

Question 38

What is Service Type?

Accepted Answer

Select the primary category that best describes your business. Choose the option that most closely matches your main business activity. If your business offers multiple types, select the one that generates the most revenue or is your primary focus.

Question 39

How do I fill out the Product Table?

Accepted Answer

If your business sells physical products, list each main product with its name, description, price, and target market. Include key products that represent your business. Be specific about what you're selling and to whom. This helps show the scope of your business operations.

Question 40

How do I fill out the Service Table?

Accepted Answer

If your business provides services, list each main service with its description, pricing model, and target customers. Include your primary services that generate revenue. Be specific about what services you offer, how they're priced, and who your customers are.

Question 41

What is Target City / State?

Accepted Answer

Enter the specific city and state where you plan to operate your business. Be specific about the location, as this helps demonstrate your market knowledge and business planning. Include both city and state.

Question 42

What should I write in Target Customer Profile?

Accepted Answer

Describe your ideal customer in detail. Include demographics, psychographics, behaviors, and needs. Be specific about who will buy your products or services. Paint a direct picture of your target market segment. The more specific, the better.

Question 43

What is Age Range?

Accepted Answer

Enter the age range of your target customers. This helps define your target market demographics. Be specific about the age group most likely to purchase your products or services.

Question 44

What is Income Level?

Accepted Answer

Enter the income range of your target customers. This helps define your target market's purchasing power. Be specific about the income level that matches your pricing and product positioning.

Question 45

What is B2B / B2C / Both?

Accepted Answer

Select whether your business serves other businesses (B2B), individual consumers (B2C), or both. This defines your customer type and affects your marketing and sales strategies.

Question 46

How do I fill out the Competitor Analysis table?

Accepted Answer

List your main competitors with their names, strengths, weaknesses, and how you differentiate. Include 3-5 key competitors in your market. Be honest about their strengths and show how your business offers something different or better. This demonstrates market awareness.

Question 47

What is Average Market Pricing?

Accepted Answer

Enter the average price range for similar products or services in your market. This shows your understanding of market pricing and helps position your business competitively. Research competitor pricing to provide accurate information.

Question 48

What is Market Size Source / Link?

Accepted Answer

Provide a source or link to market research data that supports your market size estimates. This could be industry reports, government data, or market research studies. Include URLs or references to credible sources.

Question 49

What is Reason for U.S. Market?

Accepted Answer

Explain why you chose to establish your business in the United States rather than your home country. This should demonstrate genuine business intent and show that the U.S. market offers specific advantages. Be specific about market opportunities, customer base, or business environment factors.

Question 50

What should I include in Daily Workflow Description?

Accepted Answer

Describe a typical day of operations for your business. Explain the daily activities, processes, and routines. Include opening procedures, customer service flow, inventory management, and closing procedures. This shows how your business operates on a day-to-day basis.

Question 51

What is Step-by-Step Operational Process?

Accepted Answer

Provide a detailed sequence of how your business delivers its products or services to customers. Break down the process from customer order to completion. Include all key steps in your operational workflow. This demonstrates your understanding of business operations.

Question 52

What is Maximum Daily Capacity?

Accepted Answer

Enter the maximum number of customers, orders, or units your business can handle in a single day. This shows your operational capacity and helps with planning. Be realistic based on your resources, staff, and equipment.

Question 53

What is Service / Delivery Time?

Accepted Answer

Describe how long it takes to deliver your product or service to customers. This could be preparation time, delivery time, or service completion time. Be specific about timeframes for different types of orders or services.

Question 54

What are Customer Support Channels?

Accepted Answer

List the methods customers can use to contact your business for support, questions, or issues. Include phone, email, live chat, social media, or in-person support. Show that you have multiple ways for customers to reach you.

Question 55

How do I fill out the Suppliers table?

Accepted Answer

List your key suppliers with their names, products/services provided, contact information, and terms. Include suppliers for major inputs like inventory, equipment, or services. Show that you have identified reliable suppliers for your business operations. Include at least 3-5 suppliers.

Question 56

What are Tools & Software Used?

Accepted Answer

List the software, tools, and technology your business uses for operations. This could include point-of-sale systems, accounting software, inventory management, customer relationship management, or other business tools.

Question 57

What should I list in Licenses & Permits?

Accepted Answer

List all licenses, permits, and registrations required for your business. Include business licenses, health permits, sales tax permits, and any industry-specific licenses. Show that you understand and have planned for all regulatory requirements. Research your state and local requirements.

Question 58

What is Lease / Facility Information?

Accepted Answer

Describe your business location, lease terms, facility size, and any relevant details about your physical space. Include lease duration, monthly rent, square footage, and location advantages. If you haven't secured a location yet, describe your plans.

Question 59

What is Equipment List?

Accepted Answer

List the major equipment, machinery, or tools needed for your business operations. Include items like computers, machinery, vehicles, furniture, or specialized equipment. Be specific about key equipment that's essential for your business.

Question 60

What is Total Investment Amount?

Accepted Answer

Enter the total amount of money you will invest in the business. Include all capital you plan to commit to establish and operate the business. This amount must be substantial and sufficient to establish a viable business. Be realistic and include everything you plan to commit.

Question 61

What is Source of Funds?

Accepted Answer

Explain where the investment money comes from. Common sources include personal savings, business profits, loans, inheritance, or sale of assets. You must demonstrate that the funds are legitimate and legally obtained. Be specific about the origin of your investment capital.

Question 62

What is Amount Already Invested?

Accepted Answer

Enter the amount of money you have already invested in the business to date. This includes any funds already spent on formation, equipment, deposits, or other startup costs. If you haven't invested anything yet, enter 0.

Question 63

How do I fill out the Investment Breakdown table?

Accepted Answer

Break down your total investment into specific categories with amounts. Include equipment, inventory, lease/rent, working capital, marketing, and other expenses. Show how you will allocate your investment across different business needs. The total should equal your total investment amount.

Question 64

What is Remaining Investment?

Accepted Answer

Enter the amount of investment funds that remain available after accounting for expenses already incurred or committed. This is calculated as Total Investment minus Amount Already Invested. This shows how much capital you still have available.

E-2 Visa Business Plan FAQ

Investor Personal Information

Company Basic Information

Ownership & Shareholder Structure

Business Description & Executive Summary

Products & Services

Market & Competitive Analysis

Operations Plan

Investment & Source of Funds

Staffing & Job Creation Plan

Financial Projections

SWOT & Risk Analysis

Growth & Exit Strategy

Source of Funds (Legal Narrative)

Marketing Strategy

Historical Revenue (Actuals)

Appendix & Document Tracking

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