Business and market
Planning focus
Define products, services, customer segments, geography, competition and a defensible market-entry strategy.
Service 06 · E-2 business services
06Build the case
Five-Year E-2 Business Plan
Turn contracts, market evidence and operating assumptions into a credible five-year roadmap for the U.S. enterprise.
Disciplined preparation
A polished forecast is not persuasive when the underlying assumptions cannot be supported.
The plan should explain how the business will launch or continue, use capital, reach customers, employ workers and grow beyond marginality. Every material assumption should connect to the transaction and available evidence.
The service connects commercial decisions, evidence development and professional responsibilities without confusing strategic coordination with legal, tax, accounting or brokerage work.
Important: No service can guarantee E-2 eligibility, visa issuance, admission or business success. Legal and regulated professional work remains separate.
Service framework
Four connected areas of work
Each area must support the same investor, business, transaction and evidence story.
Operations and capital
Planning focus
Explain premises, equipment, suppliers, licenses, workflow, pricing and how investment funds support operations.
Financial model
Planning focus
Build transparent revenue, expense, cash-flow and break-even assumptions tied to realistic capacity.
Staffing and management
Planning focus
Set out hiring milestones, roles, compensation and how the investor will develop and direct the enterprise.
Professional scope
Clear deliverables. Clear professional boundaries.
We organize the work and identify what must be independently handled by counsel, CPAs, brokers, valuation specialists or other licensed professionals.
Included deliverables
- ✓
Executive summary and company profile
- ✓
Market and competitor analysis
- ✓
Investment-use and operating plan
- ✓
Five-year financial projections
- ✓
Hiring and organization plan
- ✓
Investor role and implementation timeline
Not included
- —
Certified valuation or financial audit
- —
Guarantee that projections will be achieved
- —
Tax, accounting, securities or lending advice
- —
Invented market data, contracts or operating evidence
Service process
From initial facts to an organized next step
The sequence is adapted to the investor, enterprise and transaction stage.
Discover
Collect business, investor, transaction and market facts.
Research
Identify credible market, pricing and competitor evidence.
Model
Build operating assumptions, staffing and financial projections.
Reconcile
Align the narrative with contracts, expenditures and source documents.
Finalize
Prepare a consistent plan for professional and case review.
Starting information
Information that makes the first review useful
Do not send confidential documents through the public inquiry form. A secure sharing method can be discussed after the initial contact.
- 01
Purchase, franchise or launch agreements
- 02
Itemized investment expenditures
- 03
Market and competitor information
- 04
Lease, license and supplier records
- 05
Historical financials or start-up assumptions
Focused service inquiry
Start with the facts you already have.
Tell us your current stage, business route, investment range and timing so we can identify the most useful next conversation.
Japanese-language consultations available by appointment.日本語でのご相談は事前予約にて承ります。
このサービスを日本語で見る →Confidential preliminary inquiry
Request a focused service review.
Tell us where you are in the E-2 planning process. Do not send passports, bank statements, tax returns or confidential transaction documents through this form.
Submitting this request does not create an attorney-client, brokerage, accounting or fiduciary relationship and does not guarantee E-2 eligibility or approval.
Frequently asked questions
Five-Year Business Plan FAQ
General information only. Every investor, business and filing route requires individualized professional review.
Is a five-year plan always required?+
Requirements and practices vary by filing route and post, but a well-supported plan can help explain future operations and non-marginality.
Can projections be optimistic?+
They should be credible, transparent and supported by capacity, pricing, market and operating evidence.
Is the business plan the same as financial due diligence?+
No. The plan explains the proposed enterprise; due diligence independently tests commercial and financial claims.
Can one template fit every E-2 business?+
No. A useful plan must reflect the actual transaction, industry, market, investor and evidence.