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Essential Financial Statements for a Successful E2 Visa Business Plan


The E2 visa, commonly known as the Treaty Investor Visa, is designed for foreign investors who are interested in starting or acquiring a business in the United States. To be eligible for this visa, applicants must demonstrate a substantial investment in a viable business that will have a positive impact on the US economy. One of the critical components of a successful E2 visa application is a comprehensive business plan, which must include accurate and realistic financial projections. This article will outline the financial statements that must be included in an E2 visa business plan to demonstrate the business’s potential for success and its ability to support the applicant and their family.

1 – Funding Plan

E2 financial statements

A funding plan is a crucial element of any E2 visa business plan, as it outlines how the applicant will finance their business venture. This plan should detail the sources of capital (such as personal savings, loans, or investment from third parties) and the allocation of funds across various business needs. It is essential to provide documentation that verifies the legitimacy of the funds and that they have been committed to the business. The funding plan should also demonstrate that the investment is substantial, relative to the total cost of the business.

2 – Sales Projection Table

A sales projection table is an essential tool for illustrating the business’s anticipated revenues over a specific period, typically three to five years. This table should include detailed information on projected sales volumes, prices, and growth rates, taking into account the business’s target market, competitive landscape, and overall industry trends. It is crucial that these projections are based on thorough market research and analysis to ensure that they are realistic and achievable.

3 – Job and Salary Table

The E2 visa program aims to generate employment opportunities in the United States. Consequently, a table outlining the upcoming jobs and salaries is a necessary component of the business plan. This table should detail the various positions to be created, the estimated salaries for each role, and a timeline for hiring. It is vital to demonstrate that the business will create jobs for US workers and that these positions will have competitive salaries in line with industry standards.

4 – Projected Income Statements (P&L)

Projected income statements, also known as profit and loss (P&L) statements, provide a comprehensive overview of the business’s anticipated revenues, costs, and profits. These statements should cover a period of at least three years and should be prepared using generally accepted accounting principles (GAAP) or other standard accounting formats. A well-prepared P&L statement demonstrates the business’s potential profitability and long-term viability, which is essential for convincing immigration authorities of the investment’s merits.

5 – Projected Balance Sheets

Projected balance sheets are another critical financial statement to include in an E2 visa business plan. These documents provide a snapshot of the business’s assets, liabilities, and equity at a specific point in time, typically at the end of each fiscal year. By comparing these figures over several years, immigration authorities can assess the overall financial health of the business and its ability to generate a stable income for the applicant and their family.


A well-prepared E2 visa business plan with accurate and realistic financial statements is essential for demonstrating the business’s potential for success and its capacity to support the applicant and their family. By including a funding plan, sales projection table, job and salary table, projected income statements (P&L), and projected balance sheets, applicants can create a compelling case for their investment’s potential to have a positive impact on the US economy and contribute to job creation. By following standard accounting practices and basing projections on thorough market research, applicants can maximize their chances of obtaining an E2 visa and realizing their entrepreneurial dreams in the United States.

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Sylvain Perret

Sylvain Perret is a business professional who has been living in the United States since 2010. Along with his wife Daphnee, he has established several businesses in the country, including Integrity International Brokers, an agency based in Orlando where he works as a business broker, real estate broker, business consultant, and business plan writer. Over the years, he has helped numerous clients from around the world achieve success in their projects to create or take over a company in the United States with an E2 visa. He is highly knowledgeable about U.S. immigration issues and is the author of the book "S'expatrier aux USA grâce aux visas d'entrepreneurs", which is soon to be translated into English. Sylvain is also a Certified Business Intermediary (CBI) by the International Business Brokers Association and is regularly consulted on issues related to this field. At the age of 50, Sylvain chose to enhance his expertise in finance and strategy by pursuing a Master of Business Administration from the University of Central Florida. He successfully graduated in May 2023, adding a valuable finishing touch to his knowledge. He is active on LinkedIn and Twitter, where he shares his insights and experiences with a wider audience.


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