Comprehensive Investor Visa Business Plans
Typical plans are 20-25 pages and include financial forecasting and addendum of documents. A clear understanding and organized presentation of the business is emphasized with every plan. EB-5 business plan adhere to Matter of Ho standards.
Typical plans are completed within 4-12 weeks, depending on client timing and input. Priority timing is available for faster turnaround (additional fee).
Typical Timing: 8-12 weeks
Priority Timing: 4 weeks
Rush Priority Timing: 2 weeks
We offer a multi-step professional service:
Step 1: Once a simple contract is signed and payment is made, an initial meeting (in person or over the phone) will help us get to know you and learn about your business. Your immigration attorney may be involved at this stage or not according to their preference.
Step 2: We collect information with a general questionnaire and request documents to help us develop a strong business plan.
Step 3: We begin writing the first draft of the business plan and determine additional questions and documents customized according to your business and needs. A first draft is typically delivered within two weeks after you provide substantial information (rush options available).
Step 4: We will work together, along with your immigration attorney, to revise the business plan as many times as needed. Unlimited revisions are included (within reason; for example a complete change of business from an import/export business to a day care will require additional service fees).
Step 5: A final plan is delivered once you and your immigration attorney is satisfied.
Our limited client caseload ensures that you receive the most personal service, with great attention to detail. Our business model intentionally requires that we not grow beyond capacity in order to guarantee personal, high quality service to every client. In turn, we only engage clients who are ready to contribute information and get started as active and responsive participants to complete their business plans.
Clients receive a straightforward questionnaire to complete, a draft is created and reviewed based on client input and additional research, remaining questions are discussed with all involved, and a final draft is completed.
Working directly with you (immigrating clients), we coordinate and manage required documents for a streamlined process throughout engagement. Direct communication with you and your attorney–as needed throughout the process–ensures a more efficient process that also allows your immigration attorney more time to focus on other aspects of your case. Providing support services to you and your immigration attorney serves everyone well for the most expedited preparation of your case possible.
While we work in direct contact with immigrating clients, our efforts are always in coordination with immigration attorneys to ensure business plans meet case requirements. Whether you are currently working with an immigration attorney we haven’t met yet or someone we work with frequently, coordinated efforts are always a strong priority for a high quality plan. (If you would like a referral to an immigration attorney, please indicate on our contact form.)