E2 Business Plan Questionnaire – Davies & Associates

Step 1 of 5

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Your Contact Information

Basic details so our team can follow up with you.

First Name *

Last Name *

Email Address *

Phone / WhatsApp *

Nationality / Passport Country *

Country of Current Residence *

How did you hear about Davies & Associates?

Step 2 of 5

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Business Description

Tell us about the business you are investing in or plan to start.

Business Status *

Industry / Sector *

Business Name (if known)

Describe your business in detail * What does the business do? What products / services will it offer? Who are the customers?

State where business will operate *

City (if known)

Current stage of the business

Target US Embassy / Consulate

Main competitors and your competitive advantage

Step 3 of 5

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Investment & Financials

E2 visa requires a substantial investment that is at risk in the business.

Total Investment Amount (USD) *

Source of Investment Funds *

Funds invested or committed to date * How much has already been spent or legally committed? E2 requires the investment to be "at risk".

Breakdown of how funds will be used *

Projected Revenue – Year 1 (USD)

Projected Revenue – Year 3 (USD)

Revenue projection assumptions How did you arrive at these figures? E.g. pricing model, expected client volume, market research, industry benchmarks.

Expected break-even timeline

If buying existing business: purchase price (USD)

Step 4 of 5

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Operations, Staffing & Your Role

E2 requires that you will develop and direct the enterprise. The business must be non-marginal.

Your role in the business * What will your day-to-day responsibilities be? What decisions will you make?

Your ownership percentage *

Other owners / partners (if any)

Current number of US employees

Projected employees – Year 1 *

Projected employees – Year 3

Hiring timeline

Types of jobs to be created

Day-to-day operations

Business location type

Premises / lease status

Marketing & customer acquisition strategy

Your relevant business experience & background Prior work in this industry, management experience, qualifications, education.

Additional notes for D&A team Any other information relevant to your case, concerns, or questions you have.

Step 5 of 5 – Review & Submit

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Review & Submit

Please confirm your information is complete before submitting.

I confirm the information above is accurate and I consent to Davies & Associates contacting me regarding my E2 visa business plan. I have read and accept the Privacy Policy.

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