Immigration & Investor Visa Professional Plan

GCS now assists clients with obtaining Professional plans for E2, L1, and other visa petitions!


Visa Professional Plan - Overview

U.S Immigration requires a detailed Professional plan as part of the application process for foreign entrepreneurs seeking to obtain a Visa or Green Card to live and work in the United States.

These include the E2 Treaty Investor Visa, E1 Treaty Trader Visa, L1 Intracompany Transferee Visa, and the EB5 Direct Investment Visa/Green Card.

The Professional plan must be well documented with five-year financial projections, industry trends, and market research on the Professional or franchise being started or purchased, and a full personnel summary including detailed job descriptions and an organizational chart.

  • Why Partner with US?
    At GEO Credential Services, we are specialists in the fields of Professional and finance. As pioneers in the field of immigration Professional planning, we guarantee a Professional plan that is custom-made from scratch. We won't stop working on your Professional plan until we get a thorough approval from you and your attorney.
  • GEO Credential Services Specifications
    With our team, you get a thorough, accurate, and professionally crafted plan that is tailored to you - and guaranteed to meet GEO Credential Services guidelines and adjudication standards.

Which Visa Programs Require Professional Plans?

Each visa is described below in summary:

E-2 Investor Visa

The E-2 Investor Visa allows an individual to enter and work inside of the United States based on an investment he or she will be controlling, while inside the United States.

L-1 Visa

An L-1 Visa is a visa document used to enter the United States for the purpose of work in L-1 status. It is a non-immigrant visa and is valid for a relatively short amount of time, generally 3 years

EB2 Visa

The EB2 Visa is a non-immigrant visa which allows foreign nationals of any nation to enter the United States based on a proposed endeavor, and that they are well positioned to complete that endeavor.

EB-5 Visa for Immigrant Investors

This visa provides a method of obtaining a green card for foreign nationals who invest $1,000,000 in the United States.

How does it work


Professional Plan Requirements for Visa Applications

The Professional plan that is made a part of the visa application must demonstrate that the applicant has the requisite skills, talent, background, experience, and resources to successfully start and grow a Professional that provides real products and services and employs American workers. The Professional plan must be of the same quality and content as a Professional plan that is prepared for a commercial bank or a sophisticated investor. In short, it must be as professional as you intend for the Professional to be. Make no mistake, it must represent the applicant.

The Professional plan will more than likely be 15-20 pages in length and include informative charts, tables, images and graphs that will aid in giving the reader a better understanding of the Professional.

At a minimum, the document must include:

  • Executive Summary
  • Company Summary
  • 5-Year Projected Profit & Loss Statement
  • 5-Year Employee Hiring Plan
  • 5- Year Projected Balance Sheet
  • Detailed Market Analysis
  • Competition Overview
  • Web Plan Summary & Marketing Strategy
  • Detailed Industry Analysis
  • Detailed Job Descriptions
  • Organizational Chart
  • 24 + pages (for E2 & E1 Visas)
  • 25+ pages (for L1 Visas)
  • 35 + pages (for EB5 Visas)
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Frequently asked questions

Your prospective business and your authorization to work in the respective country is ultimately dependent on a business plan that will clearly show to the immigration official reviewing your application, that you do have a business that is in fact viable and worthy of a favorable visa outcome. When keeping in mind that the business plan is the only way to judge whether the business or prospective business has what it takes to succeed and the factors included to show that it is worthwhile for a host country to grant such a visa, the importance of a professionally drafted business plan should become apparent.

Because we provide a personalized service, upon receipt of your information and verified payment, one of our business planners will assess the information provided and contact you via e-mail to let you know how long the process should take for everything to be completed. It typically takes between one week and two weeks.

When you hire GCS this is how the engagement will flow:

  • We schedule an in-person or over-the-phone Kickoff Session with you.
  • The Kickoff Session will generally last 1-2 hours, and we’ll ask all pertinent questions and gather information from you.
  • GCS consultants will evaluate information from the Kickoff Session, existing client collateral, and complete all necessary research to compose your business plan.
  • GCS will send you the full plan for review.
  • We will revise your business plan according to the requests from you and/or your attorney.
  • We will continue steps 4 and 5 as necessary to achieve the perfect final business plan for you.
  • Our editing and revisions process allows us to work directly with your immigration attorney throughout the process.

At this time, we are only limiting our services to creating immigration business plans and/or advising regarding the contents of that plan from an immigration perspective.

Your Business Plan Will Include the Following to Meet and Exceed All USCIS Guidelines An Executive Summary:

  • An in-depth description of the company, pricing, location, and the overall business operation
  • An Industry Outlook
  • A Market Analysis
  • An Evaluation of the Competitive Environment
  • An Assessment of Critical Risks and Solutions
  • Management and Personnel Information
  • Your Marketing Strategy
  • Five Year Financial Projections including:
    • Balance Sheets
    • Pro Forma Income Statements
    • Cash Flow Statements
    • Sources and Uses of Funds
    • A Breakeven Analysis